Robert A Rolfe, Wealth Manager, Excelsior Wealth Partners Oswego

10/16/2026

Tis’ the season for spooky… We are excited to share some favorite spooky Halloween movies for the season of scares! Comment with your favorite spooky movies of the season!

From childhood classics to cult favorites, we guarantee you'll find your next must-watch here.

10/14/2026

As we become more reliant on technology for information and communication, it can be easier to fall prey to cyber criminals. This October, commit to protecting your digital assets from threats by practicing safe online habits. Limit how much you share on social media, avoid clicking suspicious links or accepting friend requests from strangers, and review your privacy settings periodically. By exercising caution, you can better protect your digital footprint!

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

10/02/2026

Tailgating party menus can often lean towards fatty meats, mayo-based salads, and deep-fried snacks. If you’re looking to limit your calories or just want to keep things on the healthier side, check out this article for 6 tips to tailgate the healthy way.

Whether you’re tailgating at the big game or gathering with family at home, it’s easy to swap in healthier versions of everyone’s favorite game-day foods.

10/02/2026

You’re getting ready for the trip of a lifetime – your retirement. Now’s the best time to make sure you’ve packed the essentials before embarking. As your tour guide to retirement, I’m here to help ensure you’re prepared.

09/25/2026

Planning ahead of time can make all the difference when it comes to hosting a successful tailgate party. Check out this article for tailgate-friendly recipes (football-shaped brownies – yum!) and creative tips that will bring your party to the next level.
https://thefrugalgirls.com/2022/09/tailgating-tips-and-tricks.html

09/25/2026

Throughout the journey to retirement readiness, there are a variety of signposts and roadside attractions to look out for on your adventure. Life insurance, annuities, longevity planning, and disability insurance are often overlooked when preparing for retirement. Contact me and we can help you plan for your biggest adventure yet.

09/21/2026

09/18/2026

Your tailgate party is only as good as the food you serve. Get inspired to up your grill game with these 51 delicious recipes from Taste of Home.

It's game time! These tailgate grilling ideas go beyond burgers and brats to take your pregame festivities to the next level.

09/18/2026

Planning is an essential part of your retirement journey. Take a look at this helpful resource that shows what you can expect. The resource explores the three phases of your clients’ journey – growth, protection, and spending. Reach out to me for more information.

https://image.engage.highland.com/lib/fe3311727364047c761176/m/1/e36bb629-2966-4e7f-a35e-040e96e684fd.pdf