Protecting Your Portfolio From Inflation’s Gradual Impact
Just as natural disasters come in different forms – sudden earthquakes versus gradual erosion – economic challenges also vary in their timing and intensity. While some financial risks appear overnight,
Read moreCan We Trust Economic Data? Understanding Different Sources for Investment Decisions
Investors who are trying to understand how the economy is doing have been getting mixed messages from recent reports. This confusion even led President Trump to remove the head of
Read moreNavigating Complex Wealth Management: Advanced Strategies for High-Net-Worth Individuals
Managing substantial wealth can require more than standard financial guidance. It may demand sophisticated strategies, nuanced insights, and meticulous planning tailored specifically to the complexities faced by high-net-worth individuals (HNWIs.)
Read moreHow Much Do You Really Need to Retire Comfortably?
Retirement isn’t about hitting a magic number—it’s about funding the lifestyle you want. For high-net-worth individuals, especially those with $800,000 to $1 million in savings, retirement planning becomes more about
Read moreConsumer Debt Trends: Navigating Financial Disparities in a Divided Economy
Consumer financial wellbeing serves as a crucial barometer for economic health. With consumer expenditures accounting for approximately 70% of total economic activity, consistent purchasing patterns have contributed significantly to better-than-expected
Read moreMaximizing Impact: Charitable Giving Strategies and Tax Planning Insights
Americans have become more anxious about saving for retirement. In this article, financial advisor Tom Saunders provides 3 ways to create retirement savings that will last.ghghg
Read moreIs Buffalo a Good Place to Retire?
Buffalo, NY boasts a rich cultural tapestry, a thriving economy, and captivating natural beauty, making it the perfect destination for retirees seeking a fulfilling and vibrant life. Learn more here.
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 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
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