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Finding a good financial advisor | The Informed Investor
Commentary: Has AI become a more popular option for consumers than working with an actual financial advisor?
Rochester wealth advisors named to Barron’s Top 1,500 list
Rochester financial advisors Daniel Hayes and Lori Van Dusen earned spots on Barron’s Top 1,500 Financial Advisors list.
Mendon-based Bullfinch Fund ranks top value mutual fund in 2026
Carosa Stanton Asset Management’s Bullfinch Fund Unrestricted Series ranks No. 1 nationwide among value mutual funds in 2026.
Doeren Mayhew enters NY market with acquisition of Rochester-based 1RDG
Doeren Mayhew enters the New York market with the acquisition of Rochester-based advisory firm 1RDG, adding two offices.
Modern Wealth expands Rochester presence with Houck-led advisory acquisition
Modern Wealth Management acquires a Rochester-based advisory practice led by Craig Houck, adding a $300 million team.
Great Wealth Transfer drives rise in multi-generational planning
As the Great Wealth Transfer accelerates, financial advisors are shifting to multi-generational planning to help prepare families.
Maximize Social Security benefits with smart timing
Learn how timing affects Social Security benefits, taxes and retirement income. Discover strategies to maximize payouts and protect your future.
Retirement readiness: Planning for longer lifespans
With life expectancy rising, financial advisors stress saving early, budgeting wisely and planning to ensure retirement readiness.
Marc Fischer, Graystone’s Fischer Group at the forefront of institutional investment
The Fischer Group at Graystone Consulting from Morgan Stanley continues to lead in institutional investment advising serving unions, nonprofits and corporations.
Investing amid uncertainty: diversify and stay calm
Financial advisors say diversification, long-term focus, and emotional discipline are key to investing during geopolitical and economic uncertainty.
Why trusted advisors are key to succession planning
Legal, tax and financial advisors are essential to a successful business succession plan that protects owners, families and long-term goals.
Smart succession planning starts years in advance | Viewpoint
Planning to sell or retire in 5 years? Early succession planning ensures a smooth transition and maximizes business value. Here's how to start.
