The Trusted Advisor

A Boom in Gray Divorce

Posted by Susan Redsicker on Sep 13, 2021 9:24:13 AM

Our friends at Western New York Physician Magazine recently partnered with Sue Redsicker, Director of Financial Planning, on an article entitled, A Boom in Gray Divorce Means Special Considerations for Women. Head over to their website here for the full article. You can find it on page 25 of the digital edition. 

Read More

Financial Tools To Navigate Back To School

Posted by Susan Redsicker on Sep 8, 2021 10:01:25 AM

As originally published in Tompkins Weekly on September 8, 2021

It is that time of year again… back to school! Every year this event ends up costing more than most parents want to spend, and every year it gets more expensive. As a parent of three kids myself, ranging from elementary to high school, I can understand and empathize. Here are some tips and tricks to assist in school saving and budgeting. If the ship has sailed for the 2021-2022 school year, these helpful hints will get you on board for the next one.

Read More

The Truth about Share Buybacks

Posted by Tamer N. Elshourbagy on Aug 26, 2021 3:11:46 PM

As the economic recovery continues, corporate earnings are surging as businesses grapple with outsized levels of pent-up demand. In the second quarter alone, earnings for S&P 500 companies have exceeded analyst expectations with year-over-year growth a whopping 90%! For the full year, earnings are estimated to grow 40% – the largest annual increase since the Great Financial Crisis.

Read More

Concentrated Stock: Barriers, Biases, & Strategies

Posted by John Knisely, Financial Planner on Jul 29, 2021 1:07:46 PM

Company stock compensation plans are a great way for companies to reward and retain their employees. Restricted stock units (RSUs) are one of the more common forms of this type of compensation. RSUs are granted to an employee and generally vest over specific lengths of time. The longer the employee stays with the company, generally, the more RSUs the employee receives. Individuals who are fortunate enough to receive these benefits should develop a strategy to ensure that they do not become overly concentrated in a single stock position.

Read More

Balancing Sacrifice and Success

Posted by John Knisely, Financial Planner on Jun 25, 2021 3:32:19 PM

Content originally featured in Western NY Physician Magazine - navigate to page 20 to view.

Read More

Highlights of the $1.9 Trillion COVID Relief Bill

Posted by Teresa Thresher-Oplinger on Mar 17, 2021 12:33:00 PM

With the recent passage of the $1.9 Trillion American Rescue Plan, many Americans will receive needed financial relief as we continue to navigate the COVID-19 pandemic. While many provisions of the plan are complex, there are several pieces of the legislation that will directly affect many families right here in our local community.

Read More

Budgeting in the Ongoing Pandemic

Posted by Susan Redsicker on Mar 9, 2021 12:37:00 PM

The COVID-19 Pandemic has presented countless challenges for our country. Whether you’re a seasoned professional, an empty nester, a fresh college graduate, or anywhere in between; many of us have had no choice but to change the way we think about budgeting.

Read More

Celebrating Black History Month

Posted by Stacie Mastin on Feb 1, 2021 12:39:00 PM

February is a time to come together in celebration of the contributions that Black Americans have made throughout American history and a time to pause and reflect on the ongoing struggle for equality and social justice. The theme of Black History Month this year is, The Black Family: Representation, Identity and Diversity. As we take into consideration all that Black History Month represents, I cannot help but think about how timely and appropriate this theme is given all that our country, and specifically our Black neighbors, endured in 2020. While the year has ended, the work for racial justice continues.

Read More

A Refresh on the SECURE Act

Posted by Susan Redsicker on Dec 21, 2020 12:42:00 PM

You may have heard that several points related to the SECURE Act of 2019 have been clarified. As your community-based financial advisors, we wanted to take a moment to bring you some of the most important pieces of the Act for your reference.

Read More

Lessons Learned from COVID-19

Posted by Tamer N. Elshourbagy on Dec 8, 2020 12:48:00 PM

As 2020 nears an end, many of us are reflecting on both personal and professional accomplishments, challenges, and opportunities. We make similar reflections as seasoned investors to continually improve our skillset. While the following list is not inclusive, it highlights important points to remember in times of high uncertainty in the markets:

Read More

Helping you live your best life

We work together with you to create, protect and transfer your family’s financial wealth for generations. Our vision is to be the most important trusted advisor for our clients by providing solutions which bring them peace of mind, a sense of security and help them live their best lives. Whatever services you need, for every stage of life, we are here to help


The opinions expressed and material provided are for general information only.

Subscribe Here!

Recent Post

Post By Tags