Trading vs. Investing: What We Can Learn from the GameStop Saga
I was recently quoted in an article for Long Island Newsday, and mentioned that there are big differences between investing ...
Winter 2021 Market Recap
As 2020 has finally come to an end, our Investment Team shares their insights on the year’s investment trends and ...
Paycheck Protection Program (PPP) and Employee Retention Credit (ERC) Updates
There has been an almost constant buzz over the past few weeks concerning various stimulus packages and potential tax code ...
Paycheck Protection Program (PPP) Loans: Round 2 Updates
The Small Business Administration (SBA) recently released more information regarding the second round of Paycheck Protection Program (PPP) loans as ...
Fall 2020 Market Recap
Decoding the data, evolving market trends, and getting your financial house in order as year-end approaches – hear our team’s ...
Summer 2020 Market Recap
“It’s as if there is a bubble for use of the word ‘unprecedented.’” Listen to Michael Moriarty and Dmitriy Katsnelson’s ...
Spring 2020 Market Recap
Stimulus, State Bankruptcy, and History-making Market Days – our team covers this and more in our newest Market Recap. Watch ...
Market Volatility and the Coronavirus: March 12, 2020 Update
In light of developing news around the Coronavirus and the major volatility markets have seen in recent weeks, our Investment ...
Winter 2020 Market Recap
In our Winter 2020 Market Recap, Chief Investment Officer Michael Moriarty and Chris Maxey of the Investments Team address the ...
2020 4th Quarter Commentary: “2020: Happily In Hindsight”
In this letter: As 2020 ends, the contrast between solid financial markets and the ravages of COVID-19 continued Both equity ...