Financial Library

Exploring the Benefits of 1031 Exchange

small toy houses on top of stacks of coins
In today’s market, a lot of real estate investors are considering taking advantage of selling their property in a highly appreciated market. However, sometimes investors deter their decisions due to the looming tax bill on the other end of the sale. If you own an investment property and are looking…
Learn More

New York State Secure Choice Savings Program: Employer Impact

board room setting looking over a pie chart
In 2021, Governor Kathy Hochul made the New York State Secure Choice Savings Program mandatory for all companies to provide an auto-enroll IRA program to their employees. Employees will be able to contribute 3% of their pay in the initial month with an option to change the amount they contribute…
Learn More

Why Market Timing Can Have Detrimental Effects on Investments

Background of stopwatch in front of graph
The investing world has been fueled with fear about a looming recession, supply chain issues, labor shortages, and bear markets; OH MY! When the world gets crazier and the markets seem to get more volatile, many investors start to wonder, “when should I get out?”. However, timing the market is…
Learn More

Request a Consultation Today

Get Started