Forteris WealthForteris Wealth

Wealth Management in Armonk, NY & Dallas, TX

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Our Insights

Categories Our Insights Podcast

He Said, She Said – Episode 75 – Uncle Sam is Watching

Is Trump’s CPA in high demand?  The IRS expects payment for Crypto Currency transactions, found diamonds and earnings from the million or so new bu...
Posted on October 1, 2020 October 1, 2020
Categories Blog Our Insights

Are stimulus talks dead? Maybe Not

Last week, Democrats in the House of Representatives put together another COVID-19 stimulus plan.  A vote from the House could be coming as early as...
Posted on September 29, 2020 September 29, 2020
Categories Our Insights Podcast

He Said, She Said – Episode 74 – Notorious RBG

What does Ruth Bader Ginsburg have to do with money and the economy?  Not much but her passing needs to be noted and her life and legacy set an outst...
Posted on September 23, 2020 September 23, 2020
Categories Blog Our Insights

The Fed Decided to Keep Interest Rates Low – So What?

In his speech on Wednesday, Fed Chairman Jerome Powell vowed to keep interest rates low for several years while the economy continues to recover from...
Posted on September 22, 2020 September 22, 2020
Categories Media Appearances Our Insights

Forteris in the Media: Big Social Security Mistakes Clients Make

Claiming Social Security benefits can be complex.  Should you claim as early as possible?  Should you wait until your “Full Retirement Age”?  O...
Posted on September 18, 2020 September 18, 2020
Categories Our Insights Podcast

He Said, She Said – Episode 73 – The $1,000 Shot in the Arm?

Jay and Cheryl strongly disagree as to whether a vaccine stimulus package would work.  Robinhood traders could be taken to the cleaners come tax time...
Posted on September 16, 2020 September 16, 2020
Categories Blog Our Insights

3 COVID-19 Financial Habits to Keep

The drastic economic impacts of COVID-19, and ensuing quarantine, spurred many of us to form some new habits. While quarantine snacking and Netflix bi...
Posted on September 14, 2020 September 15, 2020
Categories Our Insights Podcast

He Said, She Said Podcast – Episode 72 – Wild Sector Swings

The NASDAQ is crazy?  Or is it?  Apple’s rough day cost more than 470 of the S&P 500 companies are worth.  Tesla to the sky and back.  Is in...
Posted on September 10, 2020 September 10, 2020
Categories Our Insights YouTube Videos

First (FINANCIAL) Step In Divorce

  What are the financial considerations in a divorce?  What should you do first?  In this interview with Jill Barnett Kaufman, MSW, LCSW...
Posted on September 8, 2020 September 8, 2020
Categories Our Insights Podcast

He Said, She Said Podcast – Episode 71 – Are They Actually Listening to Us?

Mortgage refi changes (yes, we talked about this last week) have been postponed, Baby bonds floated in NJ, and pandemic clauses could be in your next...
Posted on September 3, 2020 September 3, 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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