Almost 18 years ago, when our oldest daughter was born, we began to save for her college education. At first it was small amounts and some gifts that we received when she was born, but then over time the amounts gradually became larger. Being a wealth manager, I knew and understood the value of saving […]
One of our focus areas at HighTower Westchester is working with business owners. As such, we thought it was important to provide business owners with some insight into the importance of financial planning and actionable ideas for you to consider for the upcoming year. Whether you are looking to start a business, take your business […]
Ah yes, it’s that time of the year when we just finished eating our weight in turkey and stuffing, and the year-end seems to come up too quickly as we cram in all the year-end festivities and holidays, time with family, and with any luck, a few days off from work. For me it also […]
“When you come to a fork in the road, take it” -Yogi Berra This classic by Yogi is a good way to think of retirement. Today’s retirement will look different than your parents or grandparents. I say this for lots of reason but the primary reason, for purposes of this piece, is longevity. People today are living […]
Think you can’t take that trip you’ve been dreaming of because you’re on a budget? Think again. Here are some money-saving tips to help you take that trip without straying too far from your financial goals. Join a frequent flyer program If you’re planning on traveling more in the future, you might want to consider […]
Many investors simply divide their portfolio between stocks and bonds, with potentially a small cash portion. As you look through your portfolio, you may notice many different types of investments and investment vehicles. In addition to stocks and bonds, you could potentially be invested in mutual funds, exchange traded funds, otherwise known as ETFs, various […]
As I write this blog on Super Bowl Sunday, nothing could be more opposite of the Rams vs. the Pats than Wills vs. Trusts. At least on the big day someone is going to be happy and, with any luck, we will get to watch a good game and, more importantly, some funny commercials. But […]
As we are approaching year end, some of our clients are in the process of funding their respective retirement accounts. The question that many clients ask is “which is better for me a Roth IRA or a traditional IRA?”. The answer is it depends. There are some major differences between these two popular retirement savings […]
I have written many blogs on the importance of financial goals, budgets and the like, but today I want to highlight some of the top money mistakes out there and what happens when you do not make the correct financial decisions. I know, I know, we’ve all made mistakes with our money, some are knowingly […]
On your way home from work one night you decide to stop for some gas and you figure why not buy a few lottery tickets, and a couple of days later you check the numbers and you WON … what do you do? Or have you ever played Monopoly and you land on Chance and […]
Hightower Westchester is registered with Hightower Securities, LLC, member FINRA and SIPC, and with Hightower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through Hightower Securities, LLC; advisory services are offered through Hightower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and Hightower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of Hightower Advisors, LLC, or any of its affiliates.
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