Matthew Escobar, Equitable Advisors

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Matthew Escobar, Equitable Advisors Are you looking to schedule an initial conversation or a review meeting? Schedule here! https://calendar.cirrusinsight.com//schedule/mre

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and should not be relied upon, as insurance, investment or financial advice. No
representation as to the accuracy or completeness of any statements, statistics, data,
opinions, forecasts, or predictions provided in any third-party article and/or website content
is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY
(212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer
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investment advisor. Duly licensed agents offer annuities and insurance, including
those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and
Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock
company with main administrative office in Jersey City, NJ) respectively, through Equitable
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Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in
PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not
provide tax or legal advice. For financial professionals conducting business in the state of
New York who hold one or more of the following designations and title respectively, please
see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT
PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
10/09/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
10/08/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Many have heard they should avoid probate; do you understand what probate is and how it works?
10/07/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Three tips for giving smart from the heart.
10/07/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
09/30/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

True family wealth isn’t just finances—it’s the values, meaningful relationships, and legacy that shape your family’s fu...
09/29/2026

True family wealth isn’t just finances—it’s the values, meaningful relationships, and legacy that shape your family’s future. Plan today for generational wealth that lasts beyond money.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
09/23/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
09/22/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Business owners should consider a succession plan sooner rather than later.
09/21/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

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350 Essjay Road, Suite 300
Buffalo, NY
14221

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