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Financial Markets will be closed Monday, July 4th 2022. Therefore, our office will be closed as well in observance of 4th of July. 

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Our May Newsletter is now available!

Submitted by Saratoga Financial Services on May 3rd, 2019

What's inside this month's edition?

-Sandwiched: Balancing Financial Priorities
-Did You Know? Facts & Statistics
-3 Ways Genealogy Benefits Seniors
-Local Events this Spring
-Planning Tip

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4 Reasons to Consolidate Accounts

Submitted by Saratoga Financial Services on April 8th, 2019

Click here to check out our April newsletter!

Please Join Us for Our 8th Annual Shred Event!

Submitted by Saratoga Financial Services on February 14th, 2019

Click here for event details!

When Will You Get Your 1099 Forms?

Submitted by Saratoga Financial Services on February 12th, 2019

LPL Financial began mailing consolidated 1099s on January 31st using a staggered mailing schedule. In order to minimize correction forms, holders of securities that may be subject to income reclassification (REIT, UIT, foreign security or municipal bond funds) had their consolidated forms mailed starting February 15th.

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Outlook 2019: Fundamental: How to Focus on What Really Matters in the Markets

Submitted by Saratoga Financial Services on January 4th, 2019

After nearly 10 years of witnessing the US economy and stock market recover and thrive, many investors are starting to wonder if we've seen all this expansion and bull market have to offer.

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IRS Announces Higher 2019 Retirement Plan Contribution Limits For 401(k)s And More

Submitted by Saratoga Financial Services on December 7th, 2018

The Treasury Department has announced inflation-adjusted figures for retirement account savings for 2019, and there are a lot of changes that will help savers stuff these accounts.

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Maddalone Entrepreneur Wall of Success

Submitted by Saratoga Financial Services on November 20th, 2018

This week Bob was inducted into the Maddalone Entrepreneur Wall of Success at his alma mater, Siena College. Congratulations, Bob!

blog-11202018-01.jpg

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Recent Market Drop is No Surprise

Submitted by Saratoga Financial Services on October 31st, 2018

After the long stretch of relative calm investors have enjoyed, the recent market pullback should not be surprising. Corrections are a healthy and regular part of the investing cycle.

A combination of factors (recent Federal Reserve rate hikes, upcoming mid-term elections), along with investor emotions together caused the market to drop.

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Longest Bull Market Ever

Submitted by Saratoga Financial Services on August 31st, 2018

Last Wednesday, August 22nd marked a major milestone - the bull market (born on March 9th, 2009) became the longest in history, overtaking the record run from the 1990's.

 

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Midyear Outlook 2018: The Plot Thickens

Submitted by Saratoga Financial Services on August 1st, 2018

 

The LPL Research team has put together the Midyear Outlook 2018: The Plot Thickens, which presents guidance on how the return of the business cycle may unfold during the remainder of 2018 and beyond, along with investment insights to help investors navigate the twists and turns.

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18 Division St, Suite 305
Saratoga Springs, New York
12866 United States

  •  Tel: 518-584-2555
  •  Fax: 518-584-3762
  •  Robert.Schermerhorn@lpl.com
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