Boris Mikhail - Financial Advisor

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4hPmZuE

10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4yzqDA7

09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/3VllhJS

09/22/2026

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an initial market reaction, resilient economic growth, strong corporate earnings and continued consumer spending could help support equities, even if interest rates move somewhat higher. Meanwhile, higher short-term bond yields may create new opportunities for investors seeking income.

Brian Therien, Investment Strategist, shares his perspective on what a more hawkish Fed policy could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4yULVIc

09/20/2026

09/17/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/3UZgEVH



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

09/14/2026

Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as we head into what is likely to be the year's most closely watched Federal Reserve meeting.

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on whether this is the start of a longer policy tightening path, and what it could mean for portfolios in the latest Weekly Market Wrap.



https://bit.ly/4yFu87J

09/11/2026

🍎🍯 Shana Tova!

Tonight begins Rosh Hashanah — the Jewish New Year, a special time of reflection, renewal, and hope as we welcome a new year. It’s a time to gather with family and friends, reflect on the year behind us, and look forward to the year ahead with gratitude and optimism. Traditionally, we welcome the sweetness of the New Year with apples and honey. 🍎🍯

Wishing those who celebrate a Shana Tova U’Metukah — a happy, healthy, peaceful, and sweet New Year! May the year ahead bring health, happiness, prosperity, success, and many blessings to you and your loved ones.

שנה טובה ומתוקה! ❤️

09/11/2026

A thoughtful way to give can make an even greater impact. ❤️

I’m excited to be speaking at an upcoming Charitable Giving Seminar for Non Profit & Charities.

Giving to a good cause is about more than the amount we contribute. How we give can also influence the impact our generosity can have—for the organizations we support, the communities they serve, and the causes that matter most to us.

Join me for an educational conversation about ways individuals can think strategically about charitable giving and potentially make their generosity go further.

📅 Monday, September 14, 2026
⏰ 7:30–9:00 PM
📍 Northport Books — 127 Main St., Northport, NY

Whether you regularly support a charitable organization or are simply interested in learning more, I’d love to see you there.

Giving is personal. Planning how you give can make it even more meaningful.

[Event details & RSVP]

Learn how individuals can maximize the effectiveness and impact of your charitable giving.

09/11/2026

I still remember that morning so clearly as I headed toward the city center for work in City Hall. The atmosphere felt perfectly normal until I suddenly heard a massive, unsettling noise echoing through the streets. I stopped in my tracks right near the 🏛️, completely unsure of what was happening around me. Everything changed in that single heartbeat, and the world seemed to hold its breath. I will never forget the confusion and fear that gripped everyone in the heart of the 🏙️ that day. It remains a moment etched into my memory forever, serving as a reminder of how quickly life can shift.