FinancialWise

FinancialWise FinancialWise is located in Upstate NY, serving clients throughout the Northeast and as far away as California.

We work with individuals and business owners helping them navigate through life’s financial challenges to achieve their life-long dreams.

09/02/2026

September has a long-standing reputation as the stock market’s weakest month—and even if the “September Effect” has faded over time, investors still watch for it.

09/01/2026

Mission-driven leadership doesn't live in the statement on your wall — it lives in the trade-offs you make when nobody would fault you for taking the easier path.

08/31/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

08/31/2026

Married and partnered households tend to hold far more wealth than single households—a gap shaped by everything from dual incomes to the added financial strain many single parents face.

08/30/2026

New research from emlyon's Christophe Haag finds emotionally intelligent people feel just as much envy. How you respond to envy is what sets you apart.

08/29/2026

Digital tools are giving small businesses new ways to compete, grow and operate more efficiently.

08/28/2026

Looser regulations will help with pipelines—but may not boost production.

08/27/2026

This summer alone, Americans have been warned about a massive Cyclospora outbreak linked to iceberg lettuce — 10,930 confirmed illnesses, 454 hospitalizations, and two deaths — plus Salmonella in jalapeños and eggs and E. coli in frozen blueberries. Then there are the recalls.

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who the...
08/27/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access...
08/27/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

https://bit.ly/4wWizrk

Address

24 Century Hill Drive
Latham, NY
12110

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15182203024

Website

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