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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.

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 financial risks to consider when evaluating self insurance?
10/08/2026

The financial risks to consider when evaluating self insurance?

What’s the difference between a General Obligation bond and a Revenue bond?
10/06/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
10/01/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
09/29/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
09/24/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

When was the last time you updated your will?
09/22/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
09/17/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

Wall Street has a lot of cliches. How many do you know?
09/15/2026

Wall Street has a lot of cliches. How many do you know?

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Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
09/10/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Address

2354 NY-17A
Goshen, NY
10924

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18453432244

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