90 Seconds of Wisdom

Nick Romeo, Paraplanner and one of the newest members of our BFG Team, draws from his technology background to explain
how we might expect to see artificial intelligence put to work in the financial industry in this June installment of 90 Seconds of Wisdom.

Kelcie Schiraldi, Financial Advisor, describes how target-date funds in your 401(k) can provide a
well-diversified option that adjusts to your life stages in this May installment of 90 Seconds of Wisdom. 

Brian Laraway, Partner, explains the difference between the brokered CDs that we provide and
those purchased from banks in this April installment of 90 Seconds of Wisdom.

Kelcie Schiraldi, Financial Advisor, explains what type of tax forms you should expect and
how long it might take to receive them in our March installment of 90 Seconds of Wisdom. 

Todd Bury, President, discusses how CDs and money markets could become
a valuable piece of your portfolio in our February installment of 90 Seconds of Wisdom. 

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

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.

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. 

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

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.