Updates to our In-Office Procedures
October 15, 2020
Although our staff has returned to the office, please be aware that we are still encouraging virtual meetings and will...
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RMHC Golf Tournament
October 15, 2020
Ronald McDonald House Charities of Western New York is part of a global network of Ronald McDonald Houses and programs...
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Mike’s Paternity Leave
October 15, 2020
Mike Harmer and his wife, Marissa, are expecting a baby girl in very soon! Please keep in mind that Mike...
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Medicare Open Enrollment
October 15, 2020
For 2021, Medicare coverage open enrollment is from October 15, 2020 through December 7, 2020. Medicare Advantage open enrollment is...
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Third Quarter 2020 Investment Commentary
October 15, 2020
Third Quarter Market Recap Despite choppiness in September, equity investors saw solid gains during the third quarter. The S&P 500...
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Tax Corner – Education Related Tax Credits & Deductions
October 15, 2020
Tax Corner – Education Related Tax Credits & Deductions: There are several tax incentives for higher education expenses that are...
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Aged Care Planning
October 15, 2020
Have you or a loved one ever experienced a family health emergency where a decision for care needed to be...
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The Stock Market in a Presidential Election Year
October 15, 2020
Although history can be a helpful guide, the future holds no promises. That being said, it is not worth trying...
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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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