We are pleased to announce that Darren Zagarola, Howard Hook, Howard Milove, and Eleanore Szymanski have all won the 2020 Five Star Wealth Manager award.

Year-End Tax Planning Tips for 2019

New tax laws made significant changes to Federal income taxes beginning in 2018. While there was no significant new legislation in 2019 affecting individual taxes, personal situations do change from year to year, thus requiring a fresh look at how to approach your year-end tax planning. Here are some suggestions.

Small Steps Can Have a Big Impact

Recycling, reusing, repurposing and reducing. Four simple and inexpensive ways we can cut our carbon footprint, reduce consumption, and limit the wasteful use of resources. This article is the second part of our two-part series that discusses how each of us can contribute to the effort to save our planet. Here, we share ideas for how your values can impact your daily activities.

Words of Wisdom

Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.Peter Lynch, American Investor, Mutual Fund Manager, Philanthropist

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