Insights and reflections to support your financial growth.
2022 Third Quarter Commentary
The third quarter started off well with the S&P 500 trading up 12.7% by mid-August, only to retreat and finish the quarter down 6.3%. The weakness in the equity market was precipitated by a slightly hotter than expected CPI report for August, followed by an...
Supporting the fight against breast cancer
Spreading awareness to all our loved ones on the importance of self-exams, checkups and screenings can make the difference. Early detection matters! In honor of breast cancer awareness month, we are running a basket raffle through October 31st. All proceeds, which...
Making sense of Medicare’s parts
It’s easy to get a bit mixed up by the many parts and features of Medicare. This lets you see, at a glance, the major coverage options, called parts, and some of their more significant aspects. Use it to help you think about what level and combination of coverage...
19th Annual Corning Inc. Golf Tournament: Supporting United Way of the Southern Tier
We were honored to sponsor the 19th Annual Corning Incorporated Golf Tournament in support of the United Way of the Southern Tier.
Staff Appreciation Day
As an appreciation to our staff, each year we take a day together to relax and put our feet up at Keuka Lake. Not only did we get to soak up the sunshine with beautiful views; this year our night ended at Tag's Summer Stage to see the I Love The 90s concert. We are so...
2022 Second Quarter Commentary
The second quarter was beset with continued weakness in the markets and a deterioration of sentiment and consumer confidence. The S&P 500 entered a bear market with a 23% drawdown, while the NASDAQ 100 fell 33%. The yield on the 10-Year treasury spiked to 3.43%...