Global Market Commentary January 2025

by Jonathan Masse on
Global stocks came out of the gates strong, gaining 3.36% in January following impressive back-to-back years that saw them gain 22.20% in 2023 and 17.49% in 2024.
2024 was a fabulous year for US stocks, following a similarly strong year in 2023. As I read different market opinions on expectations for 2025, I am a little unnerved by the rosy picture being painted by most of them.

Why Do People Need Financial Advisors?

by Tom Brown on
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Managing money can be a big undertaking. Many individuals are highly skilled and motivated people. While this is a positive in most cases, it can sometimes lead people to think they can do everything themselves, including managing their finances.

Short-Squeeze Targets the Stock Market

by Tom Brown on
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Short selling has gotten a lot of attention in 2021. Groups of retail traders on Reddit and other social media platforms have orchestrated targeted buying campaigns in a deliberate attempt to generate short squeezes.

Free Personal Finance Tools For You

by Tom Brown on
Keeping track of finances on a daily basis can be difficult. Luckily, a variety of websites and apps have been created to do a lot of the dirty work. Use the following tools to aid in budget creation and spending habits among other things.

Video: Financial Literacy for Children

by Tom Brown on
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Here are some great tips on how to teach savings & finance to children. It's never too early to learn about how to invest money wisely. Call (315) 897-1593.
Are you hesitant to start saving for retirement due to daunting debts and interest payments? We understand it’s challenging to start a retirement fund when you have credit card bills, student loans or mortgages to pay off. The answer to this common question requires you to consider many factors such as your age, life events, income, spending behaviors and total debt analysis.