Blog

Come join us at our 9th Annual Shred Event and safely dispose of your old documents and confidential files!

Saturday, May 2^nd

9-11am

18 Division Street, Saratoga Springs

Global headlines. U.S. stocks are slightly lower this morning as investors assess several global headlines.

U.S. stocks weathered the Mideast conflict with the S&P 500 Index posting its 12th weekly gain out of the last 14 weeks. All major averages set fresh record highs during the week, causing some to ask whether stocks had come too far, too fast. 

What's inside this month's edition?

-Outlook 2020: Bringing Markets Into Focus
-What You Should Know About Borrowing from Your 401(k)
-Did You Know? Facts & Statistics
-Saratoga Winterfest 2020
-Planning Tip

2019 has come to a close and as we reflect on the past year, we remember the importance of staying focused on maintaining a long-term perspective. The past 12 months certainly tested us with bouts of market volatility but ended up being a very rewarding year.

What's inside this month's edition?

-Outlook 2020: Bringing Markets Into Focus

-What You Should Know About Borrowing from Your 401(k)

-Did You Know? Facts & Statistics

-Saratoga Winterfest 2020

-Planning Tip

Click here to check it out!

As we wrap up the final weeks of 2019, it's hard to believe another year - another decade - has gone by. We find this to be a great time to reflect on what's been and plan for a successful future ahead in ways that matter most.

What's inside this month's edition?

-6 Year-End Financial Planning Ideas

-IRS Announces Higher 2020 Retirement Plan Contribution Limits

-Did You Know? Facts & Statistics

-America's 10 Best Winter Beach Retreats

-Saratoga First Night 2020

-Planning Tip

Wishing you and your family a safe, healthy and happy Thanksgiving!

Our office will be closed on Thursday, 11/28 and will reopen Friday morning, 11/29 with limited hours of 8:30am to 1pm.