Blog
Has 2021 Been Good or Bad for Your Nest Egg?
November 30, 2021
Samuel Irvine, CFP®, CRPC® After the roller coaster of 2020, everyone was glad to welcome 2021. But now that we’re nearing…read more
Managing Construction Finance: 4 Key Challenges
October 12, 2021
By Brian Sauers, CPA and Anthony Cicotta, CPA Construction industry players face a specific set of challenges in their quest to develop…read more
Are You On Track to Achieve Your Financial Goals?
September 28, 2021
By Christopher Sassone, CFP®, CLTC® If you’re reading this, you are likely no stranger to the practice of saving and investing for…read more
Navigating Obstacles to Manufacturing Recovery
August 18, 2021
By Kirsten D. Champlin, CPA and Gregory A. Miller, CPA/PFS, CVA Nearly 18 months after the COVID-19 pandemic sent the world economy…read more
By Francis Ostrom, CFP®, CBEC® and Scott Kogler, CPA/PFS No matter where you turn, it seems like someone has advice to offer…read more
3 Trends in Rochester NY Commercial Real Estate: Outlook Shifts from Uncertainty to Cautious Optimism
June 2, 2021
By Jennifer Jones, C.P.A., Managing Partner & Daniel Nitschke, C.P.A. Like every market in the country, the market for commercial real estate…read more
By Scott Kogler, CPA/PFS and Nicholas Piehler, CPA In today’s competitive market for talent, your employee benefits plan can play a significant…read more
We’re all ready to put 2020 to bed for good! As tax day approaches – Thursday, April 15th, 2021 – here are…read more
Small Business Accounting Tips For The Holidays
December 28, 2020
The holidays can be stressful for everyone, even more so if you own a business. Here are a few accounting tips to…read more
How to Choose the Right Financial Advisor for You
December 7, 2020
When it comes to your finances, it’s important to take the necessary steps to ensure you are in the right hands. Choosing…read more