Where To Start When You Come Into A Life-Changing Lump- Sum
A Step-by-Step Roadmap to Help Make Your Windfall Work for You
During my career, I’ve sat with many
Client Success is the foundation of a strong wealth management firm - it’s what transforms good financial advice into lasting relationships.
With over 10 years
Middle East Conflict, Oil Prices, and What It Means for Investors
Murat Sensoy, CFA - Investment Analyst
Recent developments in the Middle East involving Iran and
Q1 2026 Client Letter – April 6, 2026
Market Recap
What’s Happened So Far In 2026?
Overall Performance
Value, small cap, mid cap, and international equity indexes
For retirees, managing investments isn’t just about generating income—it’s about controlling how that income is taxed.
What many retirees don’t realize is that
Every dollar lost to unnecessary taxes is a dollar that isn't compounding in your portfolio. These four strategies represent the core of how we think about tax
By Mike Rytelewski Wealth Advisor, CFP®, CPA/PFS
Wealth Advisor
The withholding gap, the W-2 confusion, and why April keeps surprising people who thought they
3 Educational Examples Showing How Roth Conversions May Help Families Save on Taxes
By Anthony Sandomierski CPA/PFS, CFP®, MST
Wealth Advisor
Most investors
Investing in Uncertain Times
Periods of geopolitical tension and global conflict can create increased uncertainty for investors. News headlines can move markets
By Jason Gordon CPA/PFS, CFP®, MST
Wealth Advisor
Many people see real estate as a natural way to build wealth, but investing through a brokerage account
7 Tax Filling Tips to Prepare for the OBBBA Changes This Tax Season
By Marianne Brown CPA, Director of Tax and Accounting Services | Registered Representative &
By Mike Rytelewski Wealth Advisor, CFP®, CPA/PFS
You're at your desk when an email pops up from HR.
Subject line: You're now eligible for the 401(k) plan.
You
