Jennifer Schnalzer - Financial Consultant: Capital Management Group of NY

09/03/2026

Retired but Not Alone: How to Build Community and Purpose After Work

By Capital Management Group on September 2, 2026

Retirement is a significant life milestone that can bring a noticeable change to the pace and rhythm of daily life. If you spent years planning for retirement, you may have imagined finally having the freedom to slow down and enjoy life on your own terms. But what many people don’t realize is that this freedom can also come with a significant lifestyle shift. The morning routine of commuting to work and grabbing a coffee on the way may suddenly disappear, along with the everyday interactions you had with colleagues. For others who are used to an active lifestyle or enjoy socializing, the adjustment can be challenging, as their days may look drastically different than they did before.

Retirement is a significant life milestone that can bring a noticeable change to the pace and rhythm of daily life. If you spent years planning for retirement, you may have imagined finally having the freedom to slow down and enjoy life on your own terms. But what many people don’t realize is that...

09/01/2026

The U.S. Treasury surprised markets by announcing it would at least double the size of its liquidity support buybacks for longer-dated Treasuries, just two weeks after releasing its August quarterly refunding buyback schedule. Beginning September 9, the maximum operation size will increase from $2 billion to at least $4 billion in the 10- to 20- year and 20- to 30- year sectors. Read more in this week's edition of Weekly Wisdom:

Just two weeks after announcing its buyback calendar at the quarterly August refunding, the US Treasury surprised markets by announcing it would at least double the size of its liquidity support buybacks for longer-dated Treasuries. Beginning September 9, Treasury will increase the maximum size from...

08/05/2026

Passwords, Passkeys, and Face ID: Simple Ways to Strengthen Online Accounts

By Capital Management Group on August 5, 2026

Protecting your online accounts is one of the simplest and most effective ways to reduce cybersecurity risk. Email, banking, investment, and cloud storage accounts often contain sensitive personal and financial information, making them attractive targets for cybercriminals. Fortunately, a few straightforward habits, such as using strong passwords, enabling multi-factor authentication (MFA), and taking advantage of passkeys and biometric logins can significantly improve your online security.

Protecting your online accounts is one of the simplest and most effective ways to reduce cybersecurity risk. Email, banking, investment, and cloud storage accounts often contain sensitive personal and financial information, making them attractive targets for cybercriminals. Fortunately, a few straig...

07/09/2026

Later is Now
By Capital Management Group on July 8, 2026

“I’ll do it later.”

In today’s world, keeping up with our many responsibilities and commitments can feel like a constant juggling act. Our busy lives and full plates make it easy to overlook the necessity of organizing and sharing the details of our most crucial contacts, assets, and documents to loved ones.

As we continue to put off this tedious work, eventually “later” must become “now”

“I’ll do it later.” In today’s world, keeping up with our many responsibilities and commitments can feel like a constant juggling act. Our busy lives and full plates make it easy to overlook the necessity of organizing and sharing the details of our most crucial contacts, assets, and docu...

05/20/2026

When Aging Parents Need Financial Help: A Family Guide

By Capital Management Group on May 20, 2026

When you’re growing up, your parents are responsible for caring for you and helping you build a stable foundation for adulthood. But as you age, so do your parents, and the dynamic of who is helping whom can begin to shift. Over time, many adult children find themselves stepping into a caregiving role, supporting their parents not only with health needs, but financially as well.

When you’re growing up, your parents are responsible for caring for you and helping you build a stable foundation for adulthood. But as you age, so do your parents, and the dynamic of who is helping whom can begin to shift. Over time, many adult children find themselves stepping into a caregivi...

04/27/2026

What To Do — And Not To Do — When You Decide to Divorce
By Capital Management Group on April 27, 2026

Getting a divorce can be one of the most difficult and emotional decisions in a person’s life. While the idea of starting a new chapter may bring a sense of closure, it is also common to experience uncertainty and concern about protecting your financial future.

In addition to support from family and friends, working with experienced professionals can help ease the transition and provide clarity during a complex time.

Getting a divorce can be one of the most difficult and emotional decisions in a person’s life. While the idea of starting a new chapter may bring a sense of closure, it is also common to experience uncertainty and concern about protecting your financial future. In addition to support from family a...

04/23/2026

The recent talks of de-escalation involving Iran have provided a measure of relief to markets, supporting the view that the conflict may be shorter-lived than initially anticipated. At the same time, the markets have remained resilient with stabilizing macro conditions and improving earnings, reinforcing a constructive outlook of the market and the importance of identifying opportunities as the earnings backdrop continues to strengthen.

Read more in this week's edition of Market Note:

1. De-Escalation Supporting Markets and Reinforcing the Fundamental Backdrop Recent geopolitical developments have provided a measure of relief to markets, with Iran’s foreign minister indicating that the Strait of Hormuz has reopened in accordance with the ceasefire with Lebanon. This easing in t...

04/10/2026

Enjoy this week’s commentary from Stephanie Link, Hightower’s Chief Investment Strategist and Portfolio Manager.


Weekly Wisdom: Earnings Momentum Builds Beneath the Surface


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04/01/2026

Strength After Setback: Rebuilding Financial Confidence After Major Life Events

By Capital Management Group on April 1, 2026

Life doesn’t always change in gradual, predictable ways. Sometimes it shifts in an instant — through a divorce, the death of a loved one, a sudden illness or injury, or another deeply personal loss. In those moments, your emotional and physical well-being naturally take priority. Grief, fear, and exhaustion can make even routine decisions feel overwhelming.

Yet while you are coping with what has happened, the financial implications do not pause.

Life doesn’t always change in gradual, predictable ways. Sometimes it shifts in an instant — through a divorce, the death of a loved one, a sudden illness or injury, or another deeply personal loss. In those moments, your emotional and physical well-being naturally take priority. Grief, fear, an...

02/25/2026

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We've helped thousands of advisors find their unique path to becoming independent RIAs. Let us help you start your journey today. Visit: https://advisorservi...