Forteris WealthForteris Wealth

Wealth Management in Armonk, NY & Dallas, TX

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Our Insights

Categories Blog Our Insights

Top 3 Things to Know When Signing up for Medicare

Are you turning 65?  Wondering about Medicare benefits?  These decisions may seem complex and can impact many different aspects of your financial si...
Posted on November 9, 2020 November 9, 2020
Categories Blog Podcast

He Said, She Said – Episode 80 – Congratulations President???

We only know that our next President will be collecting Social Security over the next 4 years.  A number of states up for grabs the day after the ele...
Posted on November 5, 2020 November 5, 2020
Categories Our Insights Podcast

He Said, She Said – Episode 79 – Good Grief, Charlie Brown

New ideas for the Great Pumpkin, conservative parents turning into day traders, improving credit scores and loads of fun with the 4% rule.  Plus UPS...
Posted on October 29, 2020 October 29, 2020
Categories Blog Our Insights

Political Policies and the Stock Market

Election day is approaching, and investors are not only wondering what is next for the country, but also what is next for the markets.  How do politi...
Posted on October 27, 2020 October 27, 2020
Categories Our Insights Podcast

He Said, She Said – Episode 78 – To Buy or Not To Buy

Record low mortgage rates along with extended time working from home are pushing people to upgrade but maybe your starter home is the way to go.  Bes...
Posted on October 22, 2020 October 22, 2020
Categories Blog Our Insights

Top 3 Things to Know this Medicare Season

The Medicare annual election period begins on October 15th and goes through December 7th.  During this time, Medicare recipients are faced with many...
Posted on October 20, 2020 October 20, 2020
Categories Our Insights Podcast

He Said, She Said – Episode 77 – The Stimulus and What to Consider When Leaving a Job

What is or is not happening with the stimulus talks changes on a daily basis. Some on Wall Street think a blue wave could be good for the markets. Wha...
Posted on October 14, 2020 October 14, 2020
Categories Our Insights YouTube Videos

MEDICARE: What to Do & What to Avoid!

The annual election period for Medicare begins October 15th and runs through December 7th.  If you are age 65 or older you should consider your optio...
Posted on October 13, 2020 October 13, 2020
Categories Our Insights Podcast

He Said, She Said – Episode 76 – Economy and Taxes and Elections and Debates

Labor market numbers, a presidential debate, a sick president and proposals from the leader in recent polls are discussed and dissected.  Almost forg...
Posted on October 8, 2020 October 8, 2020
Categories Blog Our Insights

What could a Biden or Trump Presidency mean for the stock market?

We are now less than a month away from election day.  The two candidates are polar opposites when it comes to both their personalities and their poli...
Posted on October 6, 2020 October 6, 2020
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Recent Blog Posts

  • January 14, 2021He Said, She Said – Episode 89 – Attack on the Capitol
  • January 4, 20212021 Financial Resolutions
  • December 23, 2020He Said, She Said – Episode 87 – Stimulus Round 2 – Finally
  • December 22, 2020Stimulus Part II – What it means for you
  • December 16, 2020He Said, She Said – Episode 86 – Dr. Jill Biden

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Latest Insights

  • He Said, She Said – Episode 89 – Attack on the Capitol January 14, 2021
  • 2021 Financial Resolutions January 4, 2021
  • He Said, She Said – Episode 87 – Stimulus Round 2 – Finally December 23, 2020

 

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Contact Us

New York Office:
200 Business Park Drive, Suite 211
Armonk, NY 10504
(914) 696-5300

Dallas Office:
13155 Noel Road, Suite 830
Dallas, TX 75240
(972) 777-6910


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