Al Tocman, CRPC, MBA - Onyxbridge Wealth Group

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Al Tocman, CRPC, MBA - Onyxbridge Wealth Group Money is one of the biggest stresses individuals and families typically have. Please note that we must delete such posts since this is a regulatory requirement.

I help my clients make better financial decisions from building their Net Worth, having the right Retirement Plan, and protection with Life Insurance and Annuities • Advisory services offered through Onyx Bridge Wealth Group, LLC (“OBWG”) a registered investment adviser. OBWG is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
• Clicking the Like button is not a testimonial for or endorsement of OBWG or any of its Investment Adviser Representatives. This is the only mechanism we have to circulate our page. “Like” is not meant in the traditional sense. Visitor posts must refrain from recommending investment advisory services or providing testimonials for the firm or its employees since they are strictly prohibited by securities regulators. If you wish to convey an opinion to us, please send an email to [email protected]. In addition, no one commenting on this wall should post specific securities recommendations. Questions about a specific investment or adviser cannot be answered and may be removed from the page.
• Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss.
• Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. OBWG is not engaged in the practice of law.
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There's a lot happening in the world right now. Markets, politics, the economy, and seemingly endless predictions about ...
11/02/2026

There's a lot happening in the world right now. Markets, politics, the economy, and seemingly endless predictions about what comes next.

But financial confidence doesn't come from knowing exactly what the future holds. It comes from understanding your options, preparing for uncertainty, and making decisions that align with the life you want.

That's where personalized financial planning makes a difference: connecting the moving pieces of your financial life into a strategy built around you.

You don't need to have everything figured out to start the conversation.

https://onyxbridge.com/

Halloween should be spooky. Your financial plan shouldn't be!
10/31/2026

Halloween should be spooky. Your financial plan shouldn't be!

Have investment gains this year? Your losing investments may help reduce the tax bill.Tax-loss harvesting allows you to ...
10/30/2026

Have investment gains this year? Your losing investments may help reduce the tax bill.

Tax-loss harvesting allows you to sell investments at a loss to offset realized capital gains. And contrary to a common misconception, the $3,000 annual deduction limit applies to net losses used against ordinary income, not losses used to offset capital gains.

Before year-end, consider reviewing your taxable investments for opportunities to manage gains, while keeping wash-sale rules and your long-term investment strategy in mind.

https://buff.ly/Rxq1Gg1

The goal of financial planning isn't just to enjoy life someday, it's to make more room for living along the way.
10/28/2026

The goal of financial planning isn't just to enjoy life someday, it's to make more room for living along the way.

The stock market's strength is encouraging, but it doesn't tell the whole story.Our latest Q4 outlook highlights strong ...
10/26/2026

The stock market's strength is encouraging, but it doesn't tell the whole story.

Our latest Q4 outlook highlights strong corporate profits alongside elevated expectations, market concentration and uncertainty around the payoff from AI investments.

If you own index funds, growth funds and individual stocks, you may have more exposure to the same companies than you realize.

As we head toward year-end, it's worth looking beyond how many investments you own to where your portfolio's risk is actually concentrated.

https://buff.ly/4rEOKlp

A smart year-end move in one part of your plan can create consequences somewhere else.Harvesting investment gains or los...
10/23/2026

A smart year-end move in one part of your plan can create consequences somewhere else.

Harvesting investment gains or losses, completing a Roth conversion, making charitable gifts and taking required distributions can all affect your broader tax picture.

That’s why year-end planning is less about checking off individual tasks, and more about deciding which moves work best together.

Before December deadlines arrive, it may be worth reviewing the full picture rather than each decision in isolation.

https://buff.ly/bTrHCTk

Good planning isn’t just about preparing for the future, it’s about creating a life that feels good to live now.
10/21/2026

Good planning isn’t just about preparing for the future, it’s about creating a life that feels good to live now.

Life doesn’t follow the calendar.Changing jobs, retiring before Medicare eligibility, starting a business or unexpectedl...
10/19/2026

Life doesn’t follow the calendar.

Changing jobs, retiring before Medicare eligibility, starting a business or unexpectedly losing employer coverage can all create a need to rethink how you’re insured.

The important part is knowing your options, and planning for the cost and timing before a coverage gap becomes a problem.

Health coverage should be part of the plan whenever a major life or career transition is on the horizon.

https://buff.ly/0PNt4Dr

The AI investment story doesn’t end with chips and data centers.As AI and cloud computing drive electricity demand highe...
10/16/2026

The AI investment story doesn’t end with chips and data centers.

As AI and cloud computing drive electricity demand higher, the infrastructure behind the power supply is becoming increasingly important. From generation and battery storage to cables, transformers and grid technology.

But rising demand doesn’t make every company a winner. The opportunity may be broad, but selectivity still matters.

We can help you evaluate where these long-term infrastructure trends may fit within your broader investment strategy.

https://buff.ly/3dRpqKX

When is the moment you become ready? The truth is, you don’t, until you actually begin.
10/14/2026

When is the moment you become ready? The truth is, you don’t, until you actually begin.

Address

120 White Plains Road Suite 115
Tarrytown, NY
10591

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+19149096699

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