High Falls Advisors

04/29/2026

Celebrating Excellence and Service: Highlights from High Falls Advisors’ 2026 Q1 SOCA

High Falls Advisors held our 2026 Q1 State of the Company Address (SOCA) on Tuesday, January 20, 2026.

At this company-wide meeting, we reviewed where we've been, where we are, and where we’re going, ensuring everyone is aligned on our journey.

In addition, it was a chance to recognize “wins” for the company. This quarter, we honored Jamie Bushart with the High Five Award. The High Five Award is for an employee who goes above and beyond in service to our clients. Jamie’s dedication is illustrated by the number of notes and comments received from clients. Comments like “Awesome,” “Great follow through,” and “Always responsive.”

Raechel Taddei received the Core Value Award. This quarter, we highlighted the value of EXCELLENCE: “Good enough is not enough.” Illustrations of the Excellence value include:

- We go the extra mile for clients and each other.
- Our personal standards of performance and excellence are always higher than our clients’ expectations.
- We are fiduciaries to our clients. We act in their best interest at all times.
- We act with principles and integrity.
- We are accountable.
- We are kind to others.

If you go to Raechel with a question, not only does she have the answer, but she also provides the documentation to support the answer.

Following the meeting, we took the afternoon to celebrate our successes. We traveled to the New York Kitchen in Canandaigua, where we prepared and shared a celebratory lunch. Employees paired up and prepared fresh homemade pasta, vegetable marinara sauce and vodka blush sauce. When the cooking was done, the eating began. Bon appetit!

03/13/2026

Meet the newest (and quietest) member of the High Falls Advisors team! 🐟

It all started when our CEO & President, Ken Burke, surprised our EVP & CCO, Jen Vogler, with a brand-new fish tank for her office. Jen picked out the perfect fish to call it home, but there was one thing missing: a name.

Naturally, we turned it into a firm-wide competition. After some stiff competition from names like FIN Alysis, The CodFather, and Asset Indego (AI), we have a winner.

The name that took the top prize? Swim Shady. 🎤

(And yes, the winning name was submitted by Ken himself. Coincidence? We’ll let you decide!)

While Swim Shady is technically our new mascot, he’s currently leaning into the ""Shady"" part of his name—he spends most of his day hiding under his favorite rock. However, Ken has become the ""Fish Whisperer,"" occasionally coaxing him out for a few seconds of fame.

The Honorable Mentions:
We had some great entries that nearly made the cut:

Fin Diesel (Too fast, too furious)
Gill (Classic)
Blinky (A bit suspicious...)
Skipper (A bit too nautical?)

Stop by Jen’s office to say hi to Swim Shady—if you’re lucky, you might actually catch a glimpse of him!

03/11/2026

At High Falls Advisors, we remind clients that diversification is more than simply spreading investments across a variety of publicly traded funds. True diversification means incorporating different sources of return, not just more positions in the same universe.

Read more in our most recent blog:

At High Falls Advisors, we remind clients that diversification is more than simply spreading investments across a variety of publicly traded funds. True diversification means incorporating different sources of return, not just more positions in the same universe.

03/04/2026

The recently passed One Big Beautiful Bill Act has brought about several changes to the federal tax system beginning in 2025. Most notably, there’s been an increase in the State and Local Tax (SALT) deduction and an introduction of several new deductions.

Learn more in our recent blog post: https://highfallsadvisors.com/blog/one-big-beautiful-bill-act-obbba-tax-changes

02/27/2026

Financial stress is a common experience for many Americans, especially during economic uncertainty. But while we often focus on the impact on our wallets, the effects on our health can be just as significant.

In recognition of American Heart Month, we’re sharing how financial stress can impact your health and some practical steps you can take to protect your heart.

Read more in our latest blog:

In recognition of American Heart Month, we’re sharing how financial stress can impact your health and some practical steps you can take to protect your heart.

12/25/2025

Happy Holidays from High Falls Advisors! May the holidays bring you peace, happiness, and moments to cherish with those you hold dear.

12/23/2025

We had a wonderful time coming together to celebrate the season at our annual holiday party. Great food, lots of laughs, meaningful connections — and plenty of holiday cheer!

We’re grateful for this incredible team and all the hard work they put in throughout the year. Here’s to a joyful holiday season and an exciting year ahead!

12/22/2025

Holiday Budgeting Made Easy! 💸🎁

The holiday season is full of joy—but it can also be full of unexpected expenses. From gifts and gatherings to travel and traditions, having a clear plan can help you stay on track and stress-free.

Here are a few simple tips to keep your spending merry and mindful:
- Set a total budget before you shop
- Make a gift list and stick to it
- Prioritize experiences over extras
- Use credit wisely and avoid impulse buys

With a little planning, you can enjoy the season without the financial hangover. Need help creating a long-term budgeting or financial strategy? Reach out to High Falls Advisors—we’re here to help you plan with confidence.

11/27/2025

Happy Thanksgiving from High Falls Advisors! 🍁🦃

Today, we’re grateful for our clients, colleagues, families, and community. Thank you for trusting us and allowing us to be part of your financial journey.

We wish you a warm, joyful, and restful holiday surrounded by the people and traditions you love.

11/21/2025

November is National Family Caregivers Month — a time to recognize, honor, and support the incredible individuals who devote their time and energy to caring for loved ones. Caregiving is an act of love, but it can also bring financial, emotional, and logistical challenges.

At High Falls Advisors, we’re here to help lighten the financial load. Whether you’re navigating long-term care planning, managing medical expenses, or preparing for your own financial future while caring for someone else, our advisors can guide you every step of the way.

If you’re a caregiver and need support with financial planning or budgeting for care, contact us today. You don’t have to navigate this journey alone.