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The Waterford Advisors Blog

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Updates to our In-Office Procedures

Updates to our In-Office Procedures

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

RMHC Golf Tournament

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

Mike’s Paternity Leave

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

Medicare Open Enrollment

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

Third Quarter 2020 Investment Commentary

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

Tax Corner – Education Related Tax Credits & Deductions

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

Aged Care Planning

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

The Stock Market in a Presidential Election Year

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

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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