Timothy Odell, Equitable Advisors Financial Advisor

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Ever heard of a Roth 401(k)? Would one be right for you?
06/19/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Concerned about the social impact of your investments?
06/17/2026

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

Check out LPL Financial Research's Weekly Commentary on the market: "Introducing the IPO Class of 2026". https://static....
06/17/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Introducing the IPO Class of 2026".https://static.fmgsuite.com/media/documents/f502ac7f-f8e2-4153-9b28-2ca3b10f5140.pdf

Do you know how to make a social impact with your investments? Read more now.
06/15/2026

Do you know how to make a social impact with your investments? Read more now.

Learn about the rise of Impact Investing and how it may benefit you.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
06/12/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
06/10/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Check out LPL Financial Research's Weekly Commentary on the market: "Is Bad News Already Priced into the Bond Market?". ...
06/08/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Is Bad News Already Priced into the Bond Market?".https://static.fmgsuite.com/media/documents/999887cf-1fb3-42da-a4b2-ee341d256584.pdf

Here are 5 facts about Social Security you absolutely need to know.
06/08/2026

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72...
06/05/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Ready to retire? Prepare with these key questions for those ready to take the big step.
06/03/2026

Ready to retire? Prepare with these key questions for those ready to take the big step.

Key questions to answer when you are considering retirement.

Address

507 Plum Street
Syracuse, NY
13204

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