Portfolio design and mitigation of sequence of return risk for retirees
August 25, 2020
What is sequence of return risk? Otherwise known as sequence risk, it is a risk associated with the order in...
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Ryan DiPasquale permanently joins Waterford as a Planning Associate
August 25, 2020
Please join us in congratulating Ryan DiPasquale on accepting a permanent full-time position with our firm as a Planning Associate....
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Retirement account relief under the CARES Act
August 25, 2020
The Coronavirus Aid, Relief and Economic Security (CARES) Act included several important retirement account withdrawal and plan loan relief provisions...
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Waterford donates photography to SPCA Serving Erie County
August 25, 2020
This June we decided to let go of our beloved David Lawrence Reade Photography collection and donate all the framed...
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What you need to know about tax returns and the CARES Act
August 25, 2020
The CARES Act (Coronavirus Aid, Relief, and Economic Security Act) was signed into law by President Trump on March 27,...
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