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Wednesday, July 24, 2019

PASCAL’S WAGER APPLIED TO FINANCIAL MARKETS Hello Friends, Welcome to Summer. This weekend should continue our streak of 90-degree weather after a cool and wet Spring. The stock market has been heating up as well, with the S & P...

 

Friday, March 29, 2019

Advisors Rachel Roney and Sonnet Loftus CERTIFIED FINANCIAL PLANNER ™ attended the 2019 Investment News Women to Watch awards luncheon dedicated to honoring outstanding women in the financial services industry. InvestmentNews is...

 

Friday, March 1, 2019

3/1/2019 Dear Friends & Clients, Welcome to the beginning of March. Here in Syracuse where the winters are long and bitter, we always welcome the dawn of Spring! We want to update all of you on our Broker Dealer change to Commonwealth...

 

Thursday, July 27, 2017

Michael Roberts Summer BBQ was a big success! We had a great crowd of over 130 people come out last Thursday to help us celebrate summer and raise awareness and money for Clear Path for Veterans, a local charity that helps to support...

 

Thursday, January 19, 2017

January Newsletter 2017 - Trust the Math, by Neil Hoyt, Partner, President; Long-Term Care From a Personal Perspective, by Rachel Roney, Partner, Branch Manager; Long-Term Care Insurance Product Options, By Sonnet Loftus, CFP®; 20 Year...

 

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Wednesday, November 16, 2016

Happy Thanksgiving! Tales of people donating their time, talents and money to help others, especially during this time of year are plentiful. I am moved to hear about so many of our clients and affiliates who are deeply involved with...

 

Wednesday, October 19, 2016

I was interviewed for an upcoming article in the CNY 55 Plus Magazine. While the topic was focused on the financial and legal effects of marrying later in life (55+), the discussion brought up a lot of great points that are applicable...

 

Wednesday, September 21, 2016

Welcome to Autumn! We enter the fall season following the most beautiful summer I remember in my 25 years in Syracuse. It was also a strong period for the stock market with the S&P 500 up a healthy 6.74% through September 15th. The top...

 

Monday, August 29, 2016

On July 21st, MRA president Neil Hoyt and the rest of the MRA staff welcomed 140 guests to the Greenwood Winery in E. Syracuse for their annual Summer Celebration. Clients, colleagues, and members of the business community listened as...

 

Thursday, July 28, 2016

At Michael Roberts Associates, it is important for us to share with clients and the greater community not only what we do as a firm, but also what causes we care about. This year, we chose to support Clear Path for Veterans at our...

 

Wednesday, June 22, 2016

One of the most rewarding aspects about being in business is the connections we make with other businesses and charitable organizations in our community. Over the years we have supported many charities and non-profit organizations in...

 

Tuesday, May 24, 2016

“I’m turning Japanese. I think I’m turning Japanese. I really think so.”1 One of the very interesting aspects of our job as financial planners is listening to our many clients varied views of world events. I...

 

Wednesday, April 20, 2016

With the 2015 Tax Filing deadline now in the rear view mirror, many individuals, especially those who had to pay significant Federal or State tax, are thinking through ways that they might do things differently and minimize the painful...

 

Monday, March 28, 2016

Hello my friends. Spring is in the air… Perhaps not in Syracuse where it is snowing today, but hopefully wherever you reside, and most definitely on the Calendar. I thought I would take this occasion to share a few thoughts with...

 

Monday, December 28, 2015

Hello my friends. Today is Sunday Dec 20th. I’m in my office now writing this after a quick stop at Wegmans . For those of you unfamiliar with Wegmans it is only the world’s greatest supermarket (this is a statement of fact...