Blog

Tuesday, August 11, 2020

The more things change... the more they stay the same... Here's an article I wrote for the New York Daily News exactly 6 years ago today. It struck me as amusing because I find myself giving the same, exact advice to clients today --...

 

Monday, July 6, 2020

Here’s a replay of the webinar presentation made by Chuck Failla, CFP for the NY Public Library. In this talk ,Chuck discusses what people should look for when choosing a financial planner. Click here to schedule a free 20-60...

 

Wednesday, May 20, 2020

Here’s an excerpt from a live webinar we did this week. During this presentation, we allowed the audience to determine the various inputs and assumptions for a fictitious couple's financial plan. If you're curious about how,...

 

Sunday, May 17, 2020

Some things are worth planning for. We can help... Use our free online tool to create your financial plan. We're available to help if you need. Otherwise, you can use this tool to help forecast your future goals. #WorthPlanningFor...

 

Tuesday, April 21, 2020

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...

 

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Friday, April 10, 2020

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...

 

Saturday, April 4, 2020

The CARES Act - Individuals The CARES Act - Small Businesses

 

Wednesday, March 25, 2020

 

Friday, February 28, 2020

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

 

Sunday, September 29, 2019

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...

 

Wednesday, September 25, 2019

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...

 

Wednesday, September 11, 2019

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...

 

Wednesday, September 4, 2019

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...

 

Sunday, August 18, 2019

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

 

Monday, August 5, 2019

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...

 

Tuesday, July 16, 2019

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...

 

Wednesday, May 29, 2019

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...

 

Tuesday, May 28, 2019

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...

 

Thursday, May 9, 2019

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...