The default category for blog posts.
What the SEC’s Action Against Crypto Companies May Indicate to Investors
In this article, Financial Advisor Tom Saunders breaks down cryptocurrency, the SEC’s recent action against cryptocurrency companies, and what investors should know before investing in crypto.
Read moreA Look at Bank Defaults Current and Future
With the failure of First Republic Bank, the situation is looking even more shaky for the banking industry. Read here to see what investors should know and plan for when it concerns the banking industry these days.
Read moreThe failure of Silicon Valley Bank (SVB) has put everyone on high alert. Inflation and a struggling stock market already had people bemoaning the state of the economy, but the collapse of a respected bank that serviced many of the country’s leading tech companies seems like a harbinger of worse things to come.
Read moreIdeally your investment strategy was built on the following principles: Understanding your own risk tolerance. Every investor has a unique tolerance to enduring losses and to resisting too good-to-be-true opportunities.
Read moreCan an Estate Plan be both Fair and Meaningful? Yes, says a Buffalo Fiduciary
“Beauty is in the eye of the Beholder,” but it is also true that value is in the eye of the beholder. Your heirs will assign value not just on
Read moreWatch out for the new “Part-Time Fiduciaries” AKA Brokers and Bankers operating as Fiduciaries in the Delaware Valley. They are not SEC Registered Investment Advisors or SEC Registered Fiduciaries. Since
Read moreWhat Happened To Your 60 40 Portfolio In 2022?
What happened to the Bonds in your 60% Equity/40% Fixed Income Portfolio in 2022? Weren’t they supposed to be the safe part of your investments? “This year’s bond crash will
Read moreFor Bucks county residents, what is the optimal age to take Social Security?
For many Bucks county residents Social Security benefits are an integral part of their financial plan for retirement. Three of the principal factors that determine the amount of your benefits
Read moreHopefully you have already created an investment strategy based on the following principles: #1 Identifying your risk tolerance. Know thyself. Every investor has a unique tolerance to enduring losses and
Read moreFor Buffalo Residents a Financial Advisor Describes What You Should Know About a Roth IRA Conversion
An effective strategy for evaluating retirement and estate planning options is to consider converting a traditional IRA to a Roth IRA. Revisiting Roth conversions may be appropriate due to recent
Read more