Market Update - April 19, 2019

In a low-volume week shortened by the Good Friday holiday, U.S. stocks were mixed, with mega-caps gaining, while small caps lost a bit of ground. In fact, the VIX volatility measure reached an eight-month low during the week, with little headline news to move the needle in either direction as of late.

A fat tax refund is just another way to say you paid too much taxes!

A fat tax refund is just another way to say you paid too much taxes! Did you just get a fat tax refund or a big bill? Either way it could be a sign of poor financial planning says Chappaqua’s Scott Kahan CFP®. We asked him to give us his best tips on tax planning and financial planning. Here’s what he sent us…

Keith's Q2 2019 Newsletter


How to Teach Your Children Good Financial Literacy Skills

Parents want to raise healthy, happy, well-rounded children who grow up to lead a life they love. We encourage them to be kind, eat well, work hard in school, and follow their dreams. But we can’t set our children up for success without also providing the financial education they need to create the kind of future we want for them. Financial literacy for children doesn’t happen on its own and it doesn’t happen in school. As a parent, it’s up to you to ensure your kids understand money and the role it will play in their lives.

Set a Good Financial Example

If you want your child to avoid financial pitfalls in the future, start by setting a good financial example at home. Whether you are rich, poor, or somewhere in between, keep in mind that your child is observing how you manage money and picking up your habits.

How to Start Investing

If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not start slow?

There are a multitude of ways to get started without risking a lot of money in the process. If you have $1,000 and are ready to start investing, here are some ways to do so:

Market Update - April 12, 2019

For the week ended April 12th, 2019 U.S. stocks gained a bit with earnings season slowly beginning and core inflation levels coming in contained.

Old MacDonald Had a Farm ... and a Donor Advised Fund

By Eric Kinaitis

Estate Planning: How We Can Help You Transfer Your Values Alongside Your Wealth

There’s this lingering myth of “old money families” where wealth is easily passed from generation to generation. But studies have shown wealth attrition to be more common, as bad investment decisions, mismanagement and dilution of assets between heirs eats into the family fortune.

Feds offer help to first-time homebuyers


Find out if your client qualifies for the new homebuyer incentive

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Stan's World - Everything Works...Until It Doesn't

March 31, 2019

A recent phone call with an old friend led to a lengthy discussion on where to live in retirement. We touched all the bases: aging in place, independent living within a senior community, assisted living, and nursing care. The conversation paused, however, when I was asked the question: “How do you know when it’s time to go?”

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