Rocco J. Lafaro

Rocco J. Lafaro Rocco J. Lafaro serves as Vice President of Investments at Aegis Capital Corp., a securities firm.

Franklin wrote this more than 250 years ago, and it still holds up. 📖"An investment in knowledge pays the best interest....
08/30/2026

Franklin wrote this more than 250 years ago, and it still holds up. 📖

"An investment in knowledge pays the best interest." Every strong financial decision I have ever watched a client make started the same way, with understanding. Knowing what you own. Knowing why you own it. Knowing what it is for.

That is why education sits at the center of how I work. People who work with me do not just get a portfolio. They get an explanation.

What is one money concept you wish someone had explained to you sooner? Tell me in the comments.

[benjamin franklin quote, investment in knowledge, financial education, investing wisdom, financial literacy quotes, learning about money, smart investing, money knowledge]

Most people can name their doctor and their dentist. Fewer can name the person watching their financial future. 📞If mana...
08/28/2026

Most people can name their doctor and their dentist. Fewer can name the person watching their financial future. 📞

If managing your money has started to feel like a full time job, it may be time to reach out for some help. I have seen this pattern a thousand times: the financial world moves fast, and keeping up is a lot to ask on top of a career and a family.

Swipe to see how I work: one conversation at a time, in plain English, with an open line whenever questions come up.

The first step is a discovery call. Just clarity and answers you can actually use. Book yours at roccojlafaro.com.

[wealth management services, discovery call, independent financial advisor, boutique wealth management, portfolio strategy, long term financial planning, financial advisor Bronxville NY, personalized investing]

08/27/2026

A million dollars sounds like a lot, until you realize what it might actually buy you in 24 years.

Saving isn't enough. Your money needs to be working harder than inflation is working against it.

Is your portfolio built to protect what you've already earned? 📲 914.268.0152
🌐 roccojlafaro.com

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[Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA and SIPC.

Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS: https://www.aegiscapcorp.com/disclosures/ ]

[inflation, wealth preservation, investment strategy, financial planning]

08/26/2026

The most expensive investing mistake isn't a bad stock pick.

It's waiting until you feel "ready" to start.

The best time to begin was yesterday. The second best time is today. 📲 914.268.0152
🌐 roccojlafaro.com

—

[Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA and SIPC.

Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS: https://www.aegiscapcorp.com/disclosures/ ]

[investing for beginners, wealth building, financial literacy, long term investing]

The beach bag goes back in the closet. The routine comes back out. 📅Every September runs smoother when the reset happens...
08/25/2026

The beach bag goes back in the closet. The routine comes back out. 📅

Every September runs smoother when the reset happens in August. That goes for morning alarms, school schedules, and yes, your money.

Swipe for the three-step fall reset we walk clients through this time of year: review what summer actually cost, refresh the budget for the season ahead, and rebalance before the year-end rush.

Save this for a weekend reset, and if you want a partner for step three, book a discovery call at roccojlafaro.com.

[fall financial reset, back to school budget, portfolio rebalancing, autumn financial planning, seasonal budgeting, financial routine, year end planning, money reset checklist]

Why does a kid spend $100 in a single afternoon? 👀My daughters asked me that last week. I laughed and said, "because it ...
08/24/2026

Why does a kid spend $100 in a single afternoon? 👀

My daughters asked me that last week. I laughed and said, "because it used to be a lot of money."

That conversation turned into something bigger. This fall, my daughters and I are sitting down for a new series about money, kids, and the conversations most families never have. How allowances work. Why anyone saves. What a dollar actually does.

It is honest, it is funny, and it might change your next dinner table conversation.

Follow along so you do not miss the first episode.

[money talk with kids, teaching kids about money, financial literacy for kids, family money conversations, kids and saving, parenting and money, raising money smart kids, new series]

Financial literacy isn't a one-time lesson. It's a habit.The more you understand about how money actually works, the bet...
08/20/2026

Financial literacy isn't a one-time lesson. It's a habit.

The more you understand about how money actually works, the better decisions you make, and the less noise you let in.

Save this for the next time someone asks you what diversification means. 📌

Want to talk through your current portfolio? Book a free review at roccojlafaro.com

[financial literacy, wealth management, investment strategy, financial education, independent financial advisor, financial planning, Bronxville NY, boutique wealth management]

Summer is forgiving. September is not.I tell clients this every year around now. The trips, the events, the loose routin...
08/18/2026

Summer is forgiving. September is not.

I tell clients this every year around now. The trips, the events, the loose routines all catch up in the fall, when the year-end money decisions arrive. College bills. Open enrollment. Tax planning. They all show up at once.

Swipe through the three end-of-summer mistakes I see most, and give yourself a head start on the busiest financial season of the year.

If you want a second set of eyes before fall gets loud, book a discovery call at roccojlafaro.com.

[investment mistakes, end of summer finances, fall financial planning, portfolio rebalancing, year end tax planning, budget reset, financial planning September, investing habits]

This is what the spreadsheets are for. 🌴I spent a few days in the Bahamas with my family this summer. Sun, sand, and exa...
08/16/2026

This is what the spreadsheets are for. 🌴

I spent a few days in the Bahamas with my family this summer. Sun, sand, and exactly zero conversations about the market.

I talk a lot about portfolios and planning, and all of it points at moments like these. The goal was never the number. The goal is the freedom the number buys: the trip, the time, the people across the table.

What would you do with more financial peace of mind? Tell me in the comments. I genuinely read them.

[family vacation, financial freedom, work life balance, family financial planning, wealth with purpose, financial peace of mind, family time, why we invest]

Today is National Financial Awareness Day. Most people will scroll past it. Give me five minutes and don't be most peopl...
08/14/2026

Today is National Financial Awareness Day. Most people will scroll past it. Give me five minutes and don't be most people.

Awareness sounds soft until you remember every financial mess starts the same way, with numbers nobody was watching. The overdraft, the underfunded retirement account, the subscription graveyard. None of it happens in the open.

So tonight, run the check-up in this carousel. Pull up your accounts and answer four questions honestly. What came in, what went out, what you owe, what you've saved. Then look at your retirement contribution percentage and ask when you last raised it.

That's the whole assignment. No spreadsheet required, no judgment attached.

Families who do this once a year make noticeably better decisions than families who never look. I see the difference in my office every week.

Share this with someone who could use this advice.

[financial awareness day, money checkup, financial checklist, emergency fund basics, portfolio review, asset allocation check, financial wellness, quarterly money review]

Address

26 Paxton Avenue
Bronxville, NY
10708

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+19142680152

Website

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