MRA Blog

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 annual client appreciation event held on Thursday July 21st at Greenwood Winery & Bistro. With the help of Clear Path, those who have served our country have a safe and respectful environment to turn to for help with readjusting to the real world. We are grateful to have been able to work closely with Clear Path for Veterans and proud to have raised over $1,100 to support their organization.

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 the Syracuse area, including Jowonio School, Make a Wish Foundation, Syracuse Samaritan Center, Cystic Fibrosis Foundation and Golisano Childrens’ Hospital.

One of the very interesting aspects of our job as financial planners is listening to our many clients varied views of world events. I thought I would use this month’s blog to address (OK, debunk) those that are myths and misperceptions.

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 tax bite in the future.

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 you.

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 and not debatable) and one of the great joys of Syracuse.