Blog
Shake, rattle and roll
The market never ceases to amaze and fascinate us. Like a million Venn diagrams, every geopolitical, economic report, weather report, new tech innovation, or Treasury rate is connected and the market seems to float around like a leaf...
Read More
Tax Brackets Released
The IRS just released its 2026 tax brackets. Call 315-484-1020 to schedule YOUR personal tax planning meeting with Ed or Shane. Appointments are filling in fast. Americans will file their income-tax returns based on the 2026 brackets...
Read More
TERCO Days
The earliest recorded snowfall in Syracuse, October 1, 1933. The latest recorded snowfall - May 17, 1973. Average snowfall 124-125 inches. The most we've received 192 incles in 1993. (Remember that storm!) Enjoying it while we can!
Read MoreI hate 'em, too!
Market pullbacks are never fun. I hate them, too. They can make us anxious, nervous, fearful. Let's all take a collective deep breath. The worst thing to do in a marketpullback is react strongly. Great analogy - roller-coasters make me...
Read MoreDOGE - and you!
There's been a lot of hoopla recently about D.O.G.E. - our new Department of Government Efficiency. My eyes open widely each day reading about the wasteful spending that may have been going on for decades - and I hope it brings a more...
Read MoreShow All
When Valentine's Day and Tax Season Collide
Valentine's Day is right in the beginning of our busiest time of year - Tax Season! We thought you'd get a giggle over these cute, cheeky, tax related Valentine's greetings. I don't expect to see them on candy hearts or cards - but,...
Read More
The end is closer than we think!
You will be happy to know - the end of the darkness is near! Daylight Savings Time begins March 9, 2025!
Read MoreIRS Announces New IRA info
The IRS has announced the 2025 limits for IRAs. REMINDERS: * An individual's regular IRA contributions cannot exceed their eligible compensation. What does this mean? Eligible compensation includes wages, self-employment income,...
Read MoreReactionary Market
Ouch! That hurts! Remember the quick reaction we have when touching a hot surface - immediately we react. It seems to me, the country is in a heightened state of reaction. Every topic, every area, every issue is a hot stove issue...
Read MoreCommentary | 8.28.24 | Trump vs. Harris: Navigating the 2024 Presidential Election
The latest themed commentary from Cetera Investment Management cuts through the fog of partisanship to focus on what matters as investors navigate the 2024 presidential election. The team provides analysis of key economic policy items...
Read MoreJanuary is National Financial Wellness Month
National Financial Wellness Month comes each January. It's a time to remind people to either establish a financial strategy or take some time to sit down and review it with their trusted financial professional.For me, it's time for me...
Read More