Broker Check
 

Blog

Novel Coronavirus (2019-nCoV) was first identified in Wuhan, China in late December 2019 and subsequently spread to other nations including the USA and Canada. We've put together this resource center for continuous updates, tips, guides and other resources to help you before, during and after a potential serious disease outbreak. Click on any of the articles in our COVID-19 Wizdom Resource Center to keep yourself fully updated.  In conjunction with the below posts, please be on the look out for COVID-19 related wizdom from us through emails an social media posts. 

Clean Hands, Calm Heads and Capable Hearts. 

 

Tuesday, June 30, 2020

In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up.For some, it’s always been front of mind. For younger...

 

Tuesday, June 30, 2020

It's the Hottest Thing in Life Insurance. Are Buyers Aware of the Risks? Sales of a life-insurance policy tied to the longest bull market in U.S. history are soaring. Regulators worry that buyers are unprepared for a crash. Indexed...

 

Monday, June 8, 2020

Americans are getting a burger and haircut but NOT dinner and a movie! As states begin to reopen certain industries are on the rise, and others are unfortunately on a slippery downward slope. With 40 million unemployed, will more...

 

Wednesday, May 20, 2020

The tool below from NY State will help you determine whether or not your business is eligible to reopen, and the public health and safety standards with which your business must comply. As we know Businesses in each region will be able...

 

Wednesday, April 29, 2020

A great comprehensive overview from the blog of Bill Gates. Pandemic I: The First Modern Pandemic Read Full Article Here

 

Show All

Wednesday, April 29, 2020

The Coronavirus Bear and Its Place in History Helping investors better understand bear markets, corrections and crashes The pace with which the Coronavirus bear toppled the longest-running bull market in history was startling. The Dow...

 

Monday, April 13, 2020

Is Another U.S.-Wide Housing Slump Coming ? Full Bloomberg Article Can Be Found Here

 

Friday, April 10, 2020

Did you know you can now file an unemployment insurance claim on New York State Department of Labor's website AS A SELF EMPLOYED INDIVIDUAL?! Here is how! See links below. Self Employed UI Guide PUA and UI Flow Chart Pandemic and...

 

Wednesday, April 8, 2020

DFS ISSUES NEW EMERGENCY REGULATION REQUIRING COMMERCIAL HEALTH INSURERS TO DEFER PAYMENT OF PREMIUMS THROUGH JUNE 1ST FOR CONSUMERS & BUSINESSES EXPERIENCING FINANCIAL HARDSHIP DURING COVID-19 PANDEMIC Read Governor Cuomo’s Full...

 

Tuesday, April 7, 2020

Three economists — Òscar Jordà, Sanjay R. Singh and Alan Taylor — talk about the threat COVID-19 could pose to fixed-income investors in a new working paper published on the National Bureau of Economic...

 

Tuesday, April 7, 2020

A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the “regulations”) issued by the New York State Department of Financial Services...

 

Thursday, April 2, 2020

This is an uncertain time and many small businesses are experiencing financial concern and hardship. Relief programs are available for small business owners. Please click below for a collection of resources. CLICK HERE FOR FULL ARTICLE

 

Thursday, April 2, 2020

Confused about the Families First Coronavirus Response Ace ( FFCRA ) ? Sometimes all you need is a flow chart. CLICK HERE TO VIEW CHART

 

Thursday, April 2, 2020

The wealth management industry is transforming at a pace that many in the business may be underestimating at their own peril, particularly given that the growth of exchange-trade funds has commoditized the investment process and also...

 

Tuesday, March 31, 2020

HSA Contribution Deadline Extended to July 15 The federal income tax return filing deadline has been postponed from April 15, 2020 to July 15, 2020. This extension follows Notice 2020-18, in which the Treasury Department and the...

 

Thursday, March 26, 2020

While federal, state and local officials, along with private and non-profit sector, have pledged to make many resources easily available to help small businesses in need of either immediate or long-term assistance, the scope of options...

 

Thursday, March 26, 2020

Curated from over 2,000 questions submitted by employers from a great resource ThinkHR and Mammoth. COVID-19 Employer FAQ

 

Thursday, March 26, 2020

Under legislation signed by Governor Cuomo, New York workers are guaranteed job protection and financialcompensation while they are on a mandatory or precautionary quarantine order due to COVID-19.

 

Tuesday, March 24, 2020

Guidance to New York State Regulated and Exempt Mortgage Servicers Regarding Support for Borrowers Impacted by the Novel Coronavirus (COVID-19) To: The Chief Executive Officers or the Equivalents of New York State Regulated and Exempt...

 

Tuesday, March 24, 2020

New York State has partnered with Stony Brook University to begin drive-through testing for the Coronavirus at Stony Brook Universities South P Lot off Stony Brook Road. Residents can make advance appointments by calling 888-364-3065....

 

Tuesday, March 24, 2020

Federal Disaster Loans for Businesses, Private Nonprofits, Homeowners, and Renters https://disasterloan.sba.gov/ela/

 

Monday, March 23, 2020

In a swift response to the COVID-19 crisis, the state of New York enacted a new law on March 18, 2020 that requires most employers to provide Paid Sick Leave (PSL) of one to two weeks, depending on employer size and income, to...

 

Saturday, March 21, 2020

Finally, a financial planning guide with helpful information you need in one place. Here’s what you need to know. Financial Planning If you want to know the latest rates for your major financial planning needs, here is a helpful...

 

Wednesday, March 4, 2020

Beginning July 1, 2020, Oxford will require all New York members who have a fully insured small (1-100) or large group (101+) medical benefits plan and are enrolled in Medicare Part A as their primary insurance must enroll in a...

 

Thursday, February 13, 2020

As a Certified Financial Fiduciary®, one must agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. These standards have been set forth in the...

 

Tuesday, September 17, 2019

New York Passes Best Interest Regs for Life Insurance .... FINALLY Read More Here

 

Wednesday, September 11, 2019

(Forbes) The global volume of debt carrying negative yields now stands at $17 trillion. Under the circumstances, it hardly qualifies as a bold prediction that bond investors will incur substantial losses at some point down the road....

 

Wednesday, August 14, 2019

There is some $15 trillion in government debt that now yields less than zero, and former Federal Reserve Chairman Alan Greenspan believes there’s no reason why U.S. government bond yields couldn’t join much of the developed...

 

Monday, May 20, 2019

As the market for initial public offerings, or IPOs, seems to be heating up, the attached article from Morningstar is a great contrarian-minded, valuation-driven, and fundamentally-rooted perspective. Buy That Hot IPO Stock? Not Us, Thanks

 

Monday, May 20, 2019

Great article about the interview Mark Cuban gave to Cheddar. Full Article Here

 

Friday, May 3, 2019

Who you are and why you do what you do is far more important to your message than what you do or how you do it. Full Article Here

 

Friday, May 3, 2019

Lessons one advisor learned from Harvard Business School. Read Entire Article Here

 

Monday, March 25, 2019

The ETF Fee War Is No Laughing Matter. The relentless cost-cutting by issuers may appear self-defeating, but there’s a logical endgame. Full Article

 

Thursday, March 14, 2019

DFS Urges New Yorkers to Carefully Review Their Policies and All Information Provided by Their Insurer. Click Here to Read the Press Release ACTING DFS SUPERINTENDENT LACEWELL ISSUES CONSUMER ALERT REGARDING UNIVERSAL LIFE INSURANCE...

 

Wednesday, March 13, 2019

A very different outlook on saving for retirement. Full Article

 

Saturday, March 9, 2019

Captive advisors essentially serve as “product advocates” for the firm, limited to the technology, products and platform approved by their firms. Whereas independent advisors serve as “client advocates,” with...

 

Thursday, February 28, 2019

Harvard's Feldstein Says Debt To Reach 100% Of GDP By End Of Decade Harvard University George F. Baker Professor of Economics Marty Feldstein discusses the U.S. debt and deficit

 

Friday, February 8, 2019

Lawmakers look to make student loan benefits tax-free ! Read More Here.

 

Tuesday, January 22, 2019

Regardless of which approach you take, health care will increasingly need to play a role in your advising strategy in 2019 and beyond. https://www.fa-mag.com/news/why-should-advisors-prioritize-health-care-42867.html?section=40

 

Saturday, January 19, 2019

IRS Publishes Final Guidance On The 20% Pass-Through Deduction: Putting It All Together https://www.forbes.com/sites/anthonynitti/2019/01/19/irs-publishes-final-guidance-on-the-20-pass-through-deduction-putting-it-all-together/#26861014d9f0

 

Saturday, January 12, 2019

Traditional U.S. business organizational structures reflect a belief that making a profit and having a positive impact are competing or even mutually exclusive goals. Historically, incorporated entities have been forced to choose one...

 

Thursday, January 10, 2019

4th Quarter Heartbreak for Many DB Plan Sponsors https://blog.principal.com/2019/01/09/4th-quarter-heartbreak-for-many-db-plan-sponsors/

 

Friday, October 5, 2018

http://www.wizdomone.com/resource-center/money/surprise-youve-got-money

 

Monday, September 10, 2018

Ten years on, are we in danger of repeating the sins of the past? https://www.wealthmanagement...

 

Tuesday, September 4, 2018

If it were easier for small businesses to band together to offer sponsored retirement plans, would more workers begin saving?

 

Sunday, August 19, 2018

Florida Isn't the Best Place to Retire (It's Actually #8) https://www.kiplinger.com/slideshow/retirement/T006-S001-all-50-states-ranked-for-retirement-2018/index.html

 

Sunday, August 19, 2018

The financial state of Social Security is worse than the government says it is, according to the Wharton School of Business at the University of Pennsylvania. https://www.fa-mag...

 

Tuesday, August 7, 2018

The House of Representatives passed two pieces of legislation that, among other things, purport to improve and “modernize” health savings accounts (“HSAs”). More Details Here

 

Thursday, July 5, 2018

You can be old at 30 or young at 90 - it’s all up to you. Read More to Decide

 

Thursday, June 28, 2018

With much anticipation, the Department of Labor released the Final Rules for Association Health Plans (“AHPs”) last week. These rules have been expected since President Trump issued Executive Order 1381, on October 12, 2017...

 

Monday, June 18, 2018

Great article. "My heart is heavy after hearing that Anthony Bourdain, a man that inspired so many of us to eat better, travel well, and, in general, live life on our own terms, has left us. His impact resonates with millions of people...

 

Friday, June 15, 2018

Do You Sometimes Feel Like You Are Working With the Wrong Financial Advisor ? You are not alone. Click Here to Read More

 

Wednesday, June 6, 2018

Most 401(k) Participants Now Buy Only One Fund—But They're Better Diversified Than Ever ? Click Here

 

Wednesday, June 6, 2018

Surprise! The IRS Objects to Tax-Saving Measures.

 

Tuesday, June 5, 2018

It’s astonishing how much financial misinformation manages to float around the Internet. Wisdom has been replaced by knowledge which has been replaced by information ...... just trying to reverse that trend.

 

Thursday, May 31, 2018

A financial professional with the ability to help you get "from here to there." Find Out More