Robert A Rolfe, Wealth Manager, Excelsior Wealth Partners Oswego

06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

06/05/2026

EWP CEO, Matt Dauksza, and I had a wonderful evening presenting "Retire Educated" to 68 people last night. We enjoyed the Statler Hotel at Cornell University. We continue to be amazed at the number of people who are seeking education on retirement and wealth management.
Educated

06/05/2026

You have hopes & dreams for your future, and you’re relying on your finances to make those dreams come true. Are you confident your money is working as hard as you do? Contact us today and take advantage of our no-obligation “second opinion” consultation.

05/29/2026

05/25/2026

Home of the free, because of the brave. On Memorial Day, we honor and remember those who made the ultimate sacrifice. “Those who have long enjoyed such privileges as we enjoy forget in time that men have died to win them.” – Franklin D. Roosevelt

05/22/2026

I will start sharing common client questions I encounter in my interaction with clients in my role as their Wealth Manager.
Today's question is one I hear regularly from clients of all ages.

Q: How often should I review retirement & investments?

A: Quarterly check-in, yearly deep review, and after big life changes—so your plan stays on track.

05/22/2026

Happy 85th Birthday🎂🎂😄😄 to my Mother, Kathryn Rolfe. We had a wonderful party commemorating this event on her birthday Saturday May 16th, 2026. It was widely attended by family and friends. A good time was had by all. Here's to many more memories to make.