Blog

Click Here for Happiness

We all know that money doesn't buy happiness -- I've been in the "money business" for well over a 1/4 century and I know that to be true. However, money does afford us the freedom to live our lives on our own terms and that can...

IN THE NEWS: Financial Planning

IN THE NEWS: Financial Planning The Coronavirus has changed many aspects of our personal and professional lives. For us at Sovereign, we have relied more heavily these days on “virtual” meetings and even had our first-ever...

The CARES Act

The CARES Act - Individuals The CARES Act - Small Businesses

Full replay of our March 24th Webinar

Do not press! Here's why...

At the center of our financial planning and investment management process is the idea of "Time Horizon". View Chart

Is YOUR financial advisor a Fiduciary?

Alessandra Malito wrote a great article for MarketWatch this week. Is your financial advisor working with you exclusively as a "Fiduciary"? If you're not sure... ask. If they aren't... ask why not? https://www.marketwatch...

Q3 Economic Update - Stamford

We were pleased to host James Farrell, CIMC, last night at our Capital Grille reception / Q3 Economic Update. As Managing Director at MacKay Shields, James had interesting and timely insight regarding today’s economic environment...

Cornell Club - Q3 Economic Update

We were pleased to host Lauren Goodwin, CFA, last night at our Cornell Club reception / Q3 Economic Update. As an economist at New York Life, Lauren had interesting and timely insight regarding today’s economic environment. We...

Pro Bono Work -- Stamford Senior Center

It's been a pleasure serving on the Board of Directors for the Financial Planning Association these past couple of years. I feel privileged to Chair their Pro Bono Committee and help put on literacy programs for folks that may not...

USA Today Article

I recently shared some thoughts with USA Today regarding last week's market gyrations. Below is link to the full article: Click here for full article

Time, time, time, is on my side... yes it is.

In honor of The Stones playing tonight at the Meadowlands and in light of today's 700 point drop in the Dow... I wanted to share one of my all time favorite articles about how important "Time Horizon" is with regard to proper financial...

Pleased to welcome Randy Hill to the Sovereign team!

We are excited to announce the newest addition to the Sovereign team: P. Randolph (“Randy”) Hill -- far right in this picture from our recent Jeremy Siegel event in NYC. Randy will be opening our Yardley, PA office about 30...

No shortage of concern

We don't believe in "market timing". In fact, one of our favorite quotes regarding how investors should weather difficult stock markets is credited to the late, great Sir Jack Bogel -- Founder of The Vanguard Funds. When asked what an...

Prof. Siegel on today's market drop

We had the pleasure of hosting Prof. Siegel a few weeks ago at one of our Guest Speaker events. At that time, we were impressed with how he explained market moves and investor psychology. We remain impressed and also remain in...

Jeremy Siegel event at the Cornell Club NYC

We were thrilled to host Prof. Jeremy Siegel last night at the Cornell Club! As expected, he was a wonderful guest speaker and delivered a thoughtful and engaging presentation. Professor Siegel also took the time to field a number of...