Growing your wealth is a key objective for many individuals and families on Long Island. With assistance from the right investment strategies, you can strive to maximize your financial potential and work to achieve your long-term goals. In this article, we will explore the top five investment strategies that can help you grow your wealth […]
Top 5 Investment Strategies to Help Grow Wealth on Long Island Read More »
We want to touch on the recent news of Silicon Valley Bank’s failure, and what it means for the market. For many, the phrase “bank failure” immediately brings back memories of the 2008 financial crisis. However, it’s important to note that the Silicon Valley Bank failure is not a repeat of 2008. Silicon Valley Bank
Our thoughts on SVB and the banking system Read More »
Gloom and Doom. If you stick to the headlines, you may think that the only investment with a positive return is a retired and renovated bunker in Nebraska. However, if you look between the lines of spilled ink, you will see that there are plenty of silver linings that are more than just a little
It’s Not All Bad in the Economy Read More »
Since the beginning of the year, the markets have been rattled by persistently high inflation and the question of how the Federal Reserve might respond. In March, it began with a simple 25 bp (bp = basis points, 1 bp = 0.01%) rate hike in the fed funds rate to 0.25%-0.50%. Unlike the rate-hike cycle
The Fed Gears Up for Shock and Awe Read More »
Hopes of post-pandemic peace and prosperity were dashed on February 24th when Russian President Vladimir Putin ordered the invasion of Ukraine. While much has been theorized about the impact of the Russia-Ukraine war on global trade and supply chains, the ripples of the war, sanctions, and supply chain disruptions are just now starting to become
Russia, Rubles, and Rumblings of Ripples Roiling the World Read More »
It wasn’t that long ago when our money and assets were safe, or at least there was a high degree of perceived safety. Investment accounts were secured by SIPC insurance. The same could be said about FDIC-insured bank accounts. And, if you spotted a fraudulent charge on your credit card, all that was required was
Keep Ahead of the Scammers Read More »
Happy New Year, and welcome to 2022! Let’s take a moment to summarize what happened in the markets and wrap up 2021. Omicron is here. While the jury is still out on the relative severity of this strain, it appears to be a continuing challenge for healthcare systems across the U.S. If omicron didn’t impact
2021 Performance Review Read More »
The holidays are always hectic but consider carving out some time for year-end financial matters. A number of questions about proposed changes in the tax code have come our way. As the Build Back Better Act winds its way through Congress, early proposals have fallen by the wayside. Changes in individual income tax rates, increases
Checklist for Year-End Planning Read More »
Let’s ask a question that seemingly has an obvious answer. Why is estate planning important? First of all, when many hear the term “estate planning,” they quickly envision those who own mansions, various real estate holdings, large stock portfolios, expensive toys, and priceless heirlooms. Please, put that stereotype out of your mind. Everyone should have
Seven Deadly Estate Planning Mistakes to Avoid Read More »
In late 2019, the president signed the SECURE (Setting Every Community Up for Retirement Enhancement) Act into law. Required minimum distributions (RMDs) for employer-sponsored plans and IRA accounts were raised from 70 ½ years to 72 years old. It was a welcome change. The act also included smaller changes that aided workers saving for retirement.
SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement) Read More »
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Securities offered through Osaic Wealth, Inc., Member FINRA / SIPC. Investment Advisory services offered through Mark J. Snyder Financial Services, Inc. A Registered Investment Advisor doing business as Snyder Wealth Group. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.
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