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May 17, 2022
Managing Healthcare Costs in Retirement

Saving for retirement is a top financial priority for most people over the course of their working life. In terms of retirement spending, we generally think about the cost of housing, travel, and other activities we’d like to pursue.  However, one of the biggest costs in retirement is the cost of healthcare. Fidelity Investments does […]

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April 14, 2022
Retirement Investment Mistakes to Avoid 

Retirement is a common investing goal for many people. How you invest both while saving for retirement and once you are retired is important and can have a big impact on your financial security in retirement.  Here are some retirement investment mistakes to avoid.  Saving and Investing for Retirement – the Accumulation Phase  While you […]

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April 1, 2022
The Importance of a Fee-Only Fiduciary Financial Advisor

The financial services industry has a bad habit of using terms that can seem vague and confusing to clients. There is probably no place where this confusion is greater than how an advisor is compensated. Additionally, the term fiduciary is tossed around by the media quite a bit. However many investors don’t fully understand what […]

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March 24, 2022
War in Ukraine, Market Turbulence, Recent Rebalance

Recent changes in the geopolitical environment have warranted changes to our portfolios. As the deeply disturbing war in Ukraine continues to develop, we are observing the potential impact on the stock, bond, and commodity markets across various sectors and regions.  We have decided to reposition the portfolios to adapt to the escalating conflict in Eastern […]

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Ballston Spa, NY, 12020
518-885-3230

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Naples, FL, 34103
239-435-0090
Michael Canty Memorial Fund
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