Investment Management

Navigate Market Volatility on Long Island: 6 Tips for Smart Investing

Investment Management / Mark Snyder, ChFC, CLU, RMA, RF

Market volatility can create both challenges and opportunities for investors. As residents of Long Island, it’s essential to understand how to navigate market fluctuations effectively and make smart investment decisions. In this article, we will provide valuable tips to help you navigate market volatility and make informed investment choices that align with your financial goals. […]

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Response to Recent Market Volatility due to Coronavirus

Response to Recent Market Volatility due to Coronavirus

News, Investment Management / Mark Snyder, ChFC, CLU, RMA, RF

I’m happy to report that the portfolio changes we have made over the past year are paying off. As we had mentioned before, we have been more conservative in our overall portfolio. Our stock exposure is lower than typical, and we have been favoring higher credit quality bonds and low-volatility stocks – all of which

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Response to Coronavirus

Response to Coronavirus

News, Investment Management / Mark Snyder, ChFC, CLU, RMA, RF

I assume you have been following the news lately, about the Coronavirus epidemic. We have been monitoring the Coronavirus outbreak and we have been deliberating upon proactive measures to mitigate possibly elevated risk exposure. Given the current conservative allocation in accounts, we were well-positioned for this recent spike in volatility and look to maintain this

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