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Wealth Management in Armonk, NY & Dallas, TX

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Topic: Debt/Liabilities

Categories Blog Our Insights

2021 Financial Resolutions

‘Tis the season for New Year’s resolutions.  While losing weight and eating healthier usually top the list of New Year’s resolutions, we want t...
Posted on January 4, 2021 January 4, 2021
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
Categories Blog Our Insights

Financial & Non-Financial Considerations in a Divorce

There are a wide range of issues that you will be confronted with when going through a divorce.  What are the most important financial considerations...
Posted on September 1, 2020 September 1, 2020
Categories Our Insights Podcast

He Said, She Said Podcast – Episode 60 – Work From Home and Take A Pay Cut

Twitter’s employees are working from home indefinitely and half of all Facebook employees will be doing the same in the coming decade.  That could...
Posted on May 28, 2020 May 28, 2020
Categories Blog Our Insights

There is a Silver Lining

As we watch the volatility in the stock markets continue (doesn’t that sound nicer than stomach churning swings?), we want to point out there are so...
Posted on March 24, 2020 May 21, 2020
Categories Blog Our Insights

How to Protect Yourself in the Wake of the Equifax Data Breach

As you most likely are aware, on July 29, 2017, Equifax was impacted by a cyber-security attack that resulted in 143 million U.S. consumers being left...
Posted on September 11, 2017 May 21, 2020
Categories Blog Our Insights

Protect yourself from identity theft this holiday season

The holidays are approaching and consumers will undoubtedly be using credit and debit cards at stores in the next several weeks. Identity theft has be...
Posted on December 3, 2014 May 25, 2020
Categories Blog Media Appearances Our Insights

Smart Options In A Financial Emergency

What to Do in Case of Financial Emergency Sooner or later, you're bound to get hit with an unexpected and eye-popping cost... Going to your parent...
Posted on November 25, 2013 May 25, 2020
Categories Blog Our Insights

Jumbo Mortgage Rates Now Lower than Non-Jumbo Rates

With the yield on the 10 - year Treasury touching 3% last week, it isn’t surprising that mortgage rates are  higher now than they were just a few m...
Posted on September 10, 2013 May 25, 2020
Categories Blog Our Insights

New Rates for Federal Student Loans

Millions of students and parents were relieved last week after the House approved a bill that will retroactively lower interest rates on all federal s...
Posted on August 15, 2013 May 25, 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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