Weekly Market Commentary August 24, 2021

The Markets Markets were shaken last week by a potent cocktail of central bank tapering and economic growth concerns mixed with coronavirus and a splash of the new Chinese privacy law. On Wednesday, the minutes of the United States Federal Reserve’s Open Market Committee Meeting were released. They confirmed the Fed could begin tapering –… Read more »

Weekly Market Commentary June 30, 2021

The Markets What begins with the letter “I”? Infrastructure is essential and sometimes taken for granted. Pipes carry drinking water to our homes, offices, and healthcare facilities, and carry away sewage and wastewater. Highways, airports, railroads, waterways, roads, and bridges make efficient transportation of goods and safe travel possible. Energy systems and transmission lines keep… Read more »

Schwab Digital Account Opening Guide

For new clients joining our firm or current clients looking to add new accounts to their advisory relationship with our firm, we are now offering the use of Schwab’s Digital Account Opening Tool. We have included a link below to the step by step guide shared by Schwab to assist clients in navigating this tool.… Read more »

New DocuSign Guidance For Clients

In an effort to improve our practices and procedures to be more efficient and secure for our clients we have adopted new DocuSign tools. For those unfamiliar with DocuSign we have provided a link below to step by step screen shots on what to expect should a client receive a DocuSign email from our firm.… Read more »

Congratulations Ellen!

Please join us is congratulating Ellen Bosco-Brennan in attaining the Financial Paraplanner Qualified Professional™ Designation! The FPQP™ program covers the main facets in personal financial planning with a focus on practical application, such as estate, tax, retirement, insurance, and investments.

Updates to our In-Office Procedures

Although our staff has returned to the office, please be aware that we are still encouraging virtual meetings and will not be accepting any in-person meetings at this time. Anyone who needs to stop by our office to drop off materials or pick up documents is asked to wear a face mask and adhere to… Read more »

RMHC Golf Tournament

Ronald McDonald House Charities of Western New York is part of a global network of Ronald McDonald Houses and programs that serve nearly 6,000,000 children and families annually. Since 1974, their network of local chapters has been making children happier and healthier by keeping families together and giving them a place to rest and heal.… Read more »

Mike Paternity Leave

Mike Harmer and his wife, Marissa, are expecting a baby girl very soon! Please keep in mind that Mike will be out of the office on paternity leave from approximately Monday October 19th through the end of November (anticipated dates subject to change). During this time, we will be redirecting any phone calls or emails… Read more »

Medicare Open Enrollment

For 2021, Medicare coverage open enrollment is from October 15, 2020 through December 7, 2020. Medicare Advantage open enrollment is January 1, 2021 through March 31, 2021. During the annual enrollment period (AEP) you can make changes to various aspects of your coverage: Switch from Original Medicare to Medicare Advantage. Switch from Medicare Advantage to Original Medicare (plus… Read more »