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Banking & Finance

Foundry acquires software development firm to expand blockchain services  (access required)

Foundry Digital LLC has acquired Upstate Interactive, a woman-owned Web3 software development and consulting company for an undisclosed sum. The acquisition follows Upstate Interactive’s recent client work with Foundry, bringing the Foundry Staking service line to life. Through collaborating on the ...

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Rochester City Council joins statewide effort to enact public banking act   (access required)

A total of 82 local elected officials from 19 cities and counties across New York – including local leaders – delivered a letter to Gov. Kathy Hochul, Senate Majority Leader Andrea Stewart-Cousins and Assembly Speaker Carl Heastie, urging enactment of ...

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Ensuring your financial plan can withstand negative conditions  (access required)

Financial plans differ based on individuals’ incomes, future goals, age and tolerance for risk, but often unconsidered in those plans is the impact of negative events – such as temporary loss of income or an unexpected medical expense – and ...

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Several local financial advisors named to Forbes’ best of lists   (access required)

Lori Van Dusen, CEO and founder of LVW Advisors, topped the list of New York State Advisors (private wealth) on this year’s Forbes/SHOOK’s Best-In-State Wealth Advisors.   Van Dusen was one of four local wealth advisors named to the 28-person ...

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Five tax-saving strategies for retirement contribution that can lower taxable income and achieve financial well-being (access required)

Making the most of every dollar is crucial to your financial well-being, and retirement savings is a great way to achieve this. You not only save more for retirement, but you could save on taxes as well. It may come ...

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No jail or restitution for Robert Morgan after guilty plea (access required)

What began nearly four years ago as an alleged massive fraud conspiracy is about to end with a lenient sentence for the man who government prosecutors once claimed was a mastermind of sophisticated criminal activity within his real estate enterprise. ...

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New survey finds majority of teens feel unprepared to finance their futures (access required)

After two uncertain and often stressful years due to the COVID-19 pandemic, high school students are worried about their financial futures, prompting more than half of teens to say they feel unprepared to finance their futures, according to new research ...

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A simple game for investors: How would you play? (access required)

Some years ago, financial author and advisor, Bill Schultheis, devised a simple game to illustrate the difficulty faced by investors who try to outguess the stock market and the utility of knowing the odds of success. The game called “Outfoxing ...

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Fairway Mortgage enjoys strong first full year in the market (access required)

When Kim Chizak and Robb Everhart walked away from what they considered to be a rigid corporate structure in the mortgage industry to start their own firm, they wanted to provide something different to homebuyers. If they made what can ...

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Until debt do us part (access required)

Jarrett Felton

“The secret of getting ahead is getting started.”  – Mark Twain Money and wealth are very sensitive topics for most people. Another related, perhaps most sensitive topic — one that stirs up emotions and stress — is debt. I suspect ...

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