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Portfolio design and mitigation of sequence of return risk for retirees

Portfolio design and mitigation of sequence of return risk for retirees

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

Ryan DiPasquale permanently joins Waterford as a Planning Associate

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

Retirement account relief under the CARES Act

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

Waterford donates photography to SPCA Serving Erie County

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

What you need to know about tax returns and the CARES Act

The CARES Act (Coronavirus Aid, Relief, and Economic Security Act) was signed into law by President Trump on March 27,...
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