How are your investments prepared?

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Believe it or not, investment strategists are a lot like chefs – they can all use the same recipe but yield VERY different results. Most investment strategies these days are generated by some sort of risk analysis software. Tell us your risk tolerance and we’ll give you a portfolio.  But, sometimes, a "one size fits [...]

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Talking to your kids about personal finance – at any age

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Only 17 states require schools to offer some form of personal finance education. The educational system can teach advanced topics like trigonometry and physics, but the majority doesn’t teach real-world concepts like balancing a checkbook or creating and keeping a budget. …And the fact that money is often a taboo subject at home only compounds […]

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A Quick Video from our Founder on “What Sets Us Apart”

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So, what sets us apart from other financial firms that promise Wealth Management? Our founder, Jerry Addeo, explains that we define Wealth Management differently.  We believe that true Wealth Management is the combination of three main factors – protecting wealth, accumulating wealth and transferring wealth – with a sensitivity to all of the significant tax […]

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The Stock Market: Ebb and Flow

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It is often difficult to tell which waves will have a bigger impact. From the shallows, some waves appear massive in the distance, but do not pack much of a punch.  Conversely, there are small ripples that, when they reach you, become a sizeable force. The Stock Market is the same. It constantly ebbs and […]

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Thanksgiving: A Time for Family Planning

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November is the time of year where we think about all that we are thankful for; a time to gather with friends and family to share a meal and some precious time together.  It is one of the few times when all familial generations are together.  While you are gathered around the table with your […]

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Tax Planning – Preparation and Accuracy goes a LONG way

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The current changes to the tax code this year has everyone in a tail spin. It is the largest overall of the tax system in 30 years.  Sensational headlines and impulsive reactions only compound the confusion.  But even in these times of adjustments, thorough and accurate tax planning is always an excellent strategy to help […]

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Welcome to Financial Accountability

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Knowledge is the key that opens the door of opportunity. You have striven to provide multiple opportunities to educate your children – whether through formal education or necessary life-lessons. But do your children have the financial education that they need to make decisions that can help their overall Wealth Management?  Are they educated with investment […]

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Financial Life Education

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You have protected, acquired and built your wealth – but are you comfortable with someday transferring it to your kids? Do they know enough about Wealth Management to handle that transfer?  Are they educated with investment strategies, financial planning and all the tax implications that may follow?   Do they understand the basic and fundamental concepts […]

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