Insights and reflections to support your financial growth
Second Quarter Commentary
The US economy slowed in the first half of the year with GDP growing at about 1.4%, while the S&P 500 gained 15.29% and the US Aggregate Bond index was down .71%. Approximately 34% of the gains in the S&P 500 YTD came from NVIDIA stock alone. Inflation...
Celebrate Dad With These Budget-Friendly Tips
Fatherhood is a journey marked by love, dedication, and inspiration, shaping futures with every step. Today, let's celebrate this special bond with Dad while also being mindful of our spending! What are some budget-friendly ways to celebrate Dad? Homemade gifts: Get...
10th Annual Inspire Dinner Fundraiser
We had the privilege of attending the 10th annual Inspire Dinner Fundraiser! Fund for Women of the Southern Tier hosted a spectacular evening at the Corning Museum of Glass, featuring the amazing Dottie Pepper. We were deeply inspired by the stories shared, the...
How Rebalancing Can Reduce Your Risk
Volatile financial markets, events in your life, and even regular investment reviews can prompt you to wonder why we rebalance your portfolio. After all, if your strongest-performing assets account for a larger portion of your holdings, why not let them ride? It all...
Building money wisdom in little savers!
Laying the foundation for a bright financial future starts with our little ones. Educating our children to save fosters a lifelong understanding of financial responsibility. Here are some tips to help build money wisdom in our children: Lead by example: Children are...
2024 First Quarter Commentary
The US economy and risk assets generally continued to perform well in the first quarter, while core fixed income underperformed as interest rates rose marginally. This strength fell on the back of a strong and better than expected 2023. The S&P 500 was up 10% in...