Broker Check

Welcome to Queen City Insights! 

It has always been a belief of ours that well informed clients make the best clients. When a client has even a fundamental understanding of the components of their financial plan, we feel there is a higher chance of them sticking to the plan and achieving their goals. At the same time, we understand that the world of finance is complicated and can be confusing for those who are not actively involved in it. That’s why we are excited to introduce you to the Queen City Insights Page. 

On this page you can find our latest client quarterly letter, two newsletters every quarter, and other pieces that provide educational insights on different financial related topics. Throughout the year, this could include things that we find interesting, fitting for that time of year or simply something we believe clients should know about. We will we do our best to keep the topics exciting, fresh and applicable to your financial life.

If you find these insight please subscribe below to have them sent directly to your inbox. 

Thank you!

2022 Tax Planning Guide

We realize taxes are the last thing you want to think about considering you, hopefully, just filed yours for 2021 but hopefully this guide will help you kick off 2022 on the right foot and even help save you some taxes this year.

Read the Tax Guide

Don't Put All Your Eggs in one Basket

You’ve likely been seeing headlines about the recent volatility in the market. While historically this is nothing new, it can be difficult to watch your account values fluctuate.

Read Here

How to Handle Market Volatility

The stock market isn’t known for its emotional stability. When the markets react emotionally, it’s imperative to think rationally. Although no one can predict the future, panicked selling during a downturn is often the worst thing you can do. 

Read Here

Q1 2022 Client Letter

Volatility is back with a vengence. Find out thoughts in our latest quarterly letter. 

Read Here

Q4 2021 Client Letter

Welcome to 2021 2.0. Find our latest client letter at the link below. 

Read Here