Welcome to this episode of “From The Desk Of,” our podcast about markets, life, and things financial. Join Mary Katherine Glassman and Cassidy Murphy as they continue their three-part discussion on Social Security. Today they discuss when to file for Social Security benefits.
Insights Center
Portfolio Commentary – Quarter 4 2022
SUMMARY The Ukraine war is a key variable. Energy security and renewables will remain a market focus. India will become the most populous country with the largest workforce. The end of the Quantitative Easing Era means higher interest rates will persist. Circular business models will be a key driver of strategy. Portfolios need broad diversification…
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Ben Graham Analysis of the Dow 30
In his investment classic, “The Intelligent Investor,” the father of security analysis Benjamin Graham endeavored to answer the following question: “Is the stock market too high for conservative purchase?”
HAPPY MLK DAY!
In observance of Martin Luther King Day, our office will be closed on Monday, January 16th, 2023. We will resume normal business hours on Tuesday, January 17th, 2023.
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NEW YEAR’S DAY OFFICE CLOSING
OUR OFFICE WILL BE CLOSED ON MONDAY, JANUARY 2, 2023, IN OBSERVANCE OF THE NEW YEAR’S DAY HOLIDAY. WE WILL RESUME NORMAL BUSINESS HOURS ON TUESDAY, JANUARY 3, 2023. WE WISH YOU AND YOUR FAMILY A SAFE AND HEALTHY NEW YEAR.
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OUR OFFICE WILL BE CLOSED FOR CHRISTMAS DAY
WE WISH YOU AND YOUR FAMILY A HAPPY HOLIDAY SEASON! OUR OFFICE WILL BE CLOSED ON MONDAY, DECEMBER 26TH, 2022. WE WILL RESUME NORMAL BUSINESS HOURS ON TUESDAY, DECEMBER 27TH, 2022.
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EPISODE 7 – YEAR-END FINANCIAL PLANNING
Welcome to this episode of “From The Desk Of,” our podcast about markets, life, and things financial. Today’s podcast about retirement plans features Donna Rasile, Senior Vice President, Investment Advisor and MK Cassidy, both with FinTrust Capital Advisors.