The Trusted Advisor

Navigating the Great Wealth Transfer

Posted by Michael Ziminsky on May 2, 2024 3:04:04 PM

This article, (originally, Three Steps to Navigating the Great Wealth Transfer) written by Michael Ziminsky first appeared in the Westfair Business Journal on April 15, 2024. You can see the original here: 

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Tompkins Financial Mid-Year Market Newsletter

Posted by Tompkins Financial Advisors on Jul 17, 2023 10:36:08 AM

A Market Update for Q2 from the Investment Committee team at Tompkins Financial Advisors.

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Keeping Steady Amid Rising Inflation

Posted by Tompkins Financial Advisors on Nov 8, 2022 8:25:21 AM

Contributed by Geoff Blyth, portfolio manager, senior vice president and chief investment officer for Tompkins Financial Advisors, Western New York

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Financial Tools for Back to School

Posted by Tompkins Financial Advisors on Aug 3, 2022 8:38:30 AM

This article, created by Tompkins Financial Advisors, was originally published in Tompkins Weekly on September 8, 2021

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Turning 50? Considerations for Retirement

Posted by Susan Redsicker on Jan 3, 2022 3:51:04 PM

If your fiftieth birthday is around the corner, it may be time to start thinking about some changes to your financial plan. We’ve outlined what you should keep doing, what you should evaluate, what you may need, what you should watch out for, and what you should plan for and consider all in one place.

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Build Back Better Act – what it may mean for you

Posted by John Knisely, Financial Planner on Dec 6, 2021 2:27:06 PM

The Build Back Better Act is a proposed legislative spending plan aimed at raising revenues and changing or adding certain governments programs. At this point, we can only speculate at what will pass and what will not, but one thing that is for certain - change is coming. More specifically, a majority of the revenue proposals will impact high-income, high net-worth and small-business owner individuals.

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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. 

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The Truth about Share Buybacks

Posted by Tompkins Financial Advisors 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.

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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.

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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.

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

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