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90 Seconds of Wisdom

529 Plans: What You Need to Know
January 2023

Greg Gett, CPA, MBA, Financial Advisor, reviews important information regarding 529 plans in our January installment of 90 Seconds of Wisdom.

Mid-Term Election Statistics
November 2022

Brian Laraway, Partner, presents non-partisan information for you to consider
regarding the upcoming mid-term election in our November installment of 90 Seconds of Wisdom.

The Importance of Beneficiaries
October 2022

Kelcie Schiraldi CPA/PFS, CFP®, Financial Advisor, explains the importance of properly naming beneficiaries
on all of your accounts in this installment of 90 Seconds of Wisdom. 

What You Should Know About I Bonds
September 2022

David Maxwell, Financial Advisor, presents information about I Bonds so you can determine if they are a fit for your portfolio.
To learn more, please visit the website that David references in the video: TreasuryDirect.gov- I Bonds

Introduction and 3 Ways to React in a Bear Market
August 2022

Our founder, Todd Bury, provides an introduction of this new segment, 90 Seconds of Wisdom.
He also explains 3 ways that you can react in a bear market.