Newsletters

In this Issue: Markets hold despite oil disruption, Reindustrialization, Different jobs, The energy cost of Ai, The cost of raising a child.

In this Issue: Speedometers tweak better than expected, Ai thinking includes reality, The Electrification of Everything realization! Rochester Jazz Festival in view, Movie review: Project Hail Mary +, Tooting our horn – Kathy at FTI Conference

In this Issue: Clark’s Economic Gauges – stable, AssetMark’s look at asset classes – shifting, Issues of longevity –Boomer eye popping trend, Family Preparedness – MCC Optical Tech, Far and near fun ahead

In this Issue: Goldman Sachs: Earnings, valuationc dividends= total return, Participation and Protection and visa versa, RBC sees a good year ahead. Thanks, WBuffett for your contribution. Open Letter Books of Rochester!

In this Issue: Rochdale Speedometers – indexes strengthen, Strategist anticipations, AI – Boom, Bubble or Bust? Amazon returns – Where does it all go? Local Find – proactive health – Hogan Holistic, Looking for a good book? 

In this Issue: Investor Stamina – think bear market when calm, Tax is an expense – That said, our investment partners tax Managed strategy, More estate stuff – TOD accounts and legacy experience, Sharpening Our Saws – Professional training, So, how was school? – questions for kid conversation.

In this Issue: CNR Speedometers – still neutral +, The confusion around data, Due Diligence-a safeguard, More “new, hip and cool investments”, Groucho’s not laughing, Estate planning – paying the executor

In this Issue: Investor Stamina: Data, data, data…. Moody’s machines watch for recessions, How computer robots trade, Globalization evolves. Family Preparedness: Oct 30 Estate Planning Education Session with Jane Graham, Feed your brain resources, Appreciate Community: Rochester Fringe Festival – better every year, Elvio’s – new fun on the Bay, The Community Theater – grows into a new location.

In this Issue: Investor Stamina: Earnings, Events, Investor Stamina: Earnings, Events, Family Preparedness: Estate Plan Thinking, Appreciate Community:  CHQ online, Fringe Festival, The Company Theatre, Fun and Useful.

In this Issue: Watching for changing market conditions, Mag 7 are now AI competitors, The Era of Magical Thinking, Inflation since 1980, Stacy K, another Rochester gem! How to try Chautauqua Institution, Got questions about estate planning?

In this Issue: Midyear Speedometer check-in and other midyear chatter. Emotion and the Flow of Money vs Earnings, The strength of the dollar, “I own Bitcoin??” – due diligence, AI, a new species, Tom Friedman, Experience Harvard – commencement speech

In this Issue: Speedometers remain unchanged at neutral – relax!, Focus on SUMMER!, Keep on rollin’ when help is needed, Healthcare proxy for graduates, Prepping emerging young adults, NYTimes reading suggestions

In this Issue: Speedometers adjust to neutral, 5 strategists – dynamic, Volatility at the PGA Masters! Life Planning’s 3 questions – focus on the meaningful, Josh DeJohn completes Behavioral Finances Advisor ^tm, BFA ^tm, Unlockingny.com – Erie Canal @ 200 yrs

In this Issue: Speedometer tweaks in March, Strategist thinking: First Qtr 2025, Make your plan. Work your plan, Beaumont Capital Management rebrands as AIM; AIM Qtr1 client webinar April 10 at 11 AM est, Phishing, life online Lucky Rochester! Wilcot Cancer Institute award! Issues of Longevity: Senior Realtor, Dennis Shew, Science Friday – in the audience!! 

In this Issue: Emotion: Fear and Greed. Earnings: US strength. Thx to AssetMark. Issues of Longevity! Alexa…Call 911! Project Hail Mary.

In this Issue: Financial Forecasts: Optimism and caution. Webinar link: 2025 Headwinds and Tailwinds. AI Technology maturing. Appreciating Jimmy Carter. Celebrate Presidents Week with a good read. Speaking of reading. If a machine can do it, it will.

In this Issue: 1. Big picture: U.S. strength continues. 2. The Business Cycle Reverses 3. Strategist Assessment – Clark Capital Gauges 4. Different kinds of inflation 5. Prep for 2025 office visit 6. New Year’s Resolutions – it’s time management