facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Here's What We Think

3 Things You Should Do With Your Old 401(k) When You Switch Jobs Thumbnail

3 Things You Should Do With Your Old 401(k) When You Switch Jobs

Whether you’re making a career change or just got laid off, your 401(k) may be at the bottom of your to-do list. However, moving your 401(k) is an incredibly important step that must be well-thought-out. When leaving an employer, there are typically three workable opportunities to continue the growth of your retirement funds. Understanding which route offers more advantages for continued growth that will align with your next chapter in life is the first step.

Read More
5 Tips to Managing Your Money During the COVID-19 Pandemic Thumbnail

5 Tips to Managing Your Money During the COVID-19 Pandemic

As COVID-19 continues to spread and New York City continues to be on pause, everyone is adjusting to new lifestyles in an effort to curb the spread. While there are many factors of this pandemic we cannot control, we must continue to create new routines and habits to remain physically and psychologically healthy. Below are just a few of the actions we can take.

Read More
Short Term Volatility or Long Term Risk: Which do You want? (It is the only question that matters right now) Thumbnail

Short Term Volatility or Long Term Risk: Which do You want? (It is the only question that matters right now)

Understanding the difference between volatility and risk is the single most important idea for us young people to understand as the stock market (and the economy) are going crazy all around us. The market right now is EXTREMELY volatile...I'm speaking with clients all day and believe me, it's scary out there. We all just need to hold onto one truth: market volatility is normal and so are market corrections! Understanding that nothing has changed for you as a long term investor will give you the fortitude and the faith to keep holding on...which is the single best decision you can make for your financial future right now.

Read More