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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Tuesday, October 16, 2018

If you’re a tax professional, CFO, HR professional, or a business owner you’ve probably heard of “Section 125 Plans” which are also often referred to as “cafeteria plans.” While most of these plans...

 

Wednesday, August 22, 2018

Each month I write the O'Leary Market Report to highlight the real estate news here in NYC. We are a little less than two weeks away from Labor Day weekend. The fall is around the corner, but there is still some time to get outdoors...

 

Monday, August 6, 2018

I would like to start out this piece by stating that it is NOT a political piece, and it in no way endorses or supports any political candidates. I am registered as an independent, and I did not vote for either of the primary...

 

Monday, January 29, 2018

If you follow the same “experts” I do regarding the market, then you’re probably hearing the same mixed reviews I am. Half of the experts are saying, “we’re running up to our 10th year of a bull market,...

 

Wednesday, May 10, 2017

One of the many questions we get as advisors is “what’s better; a traditional or Roth IRA?” The answer is: they both have their benefits. Let’s first analyze how they both work and if you qualify. Note that the...

 

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Tuesday, November 15, 2016

One of the most common conversations I have with clients is about their biggest “investment.” Nine times out of ten times, they are talking about their home. When I have this conversation with clients I normally try to help...

 

Wednesday, November 9, 2016

09 November 2016 Donald Trump won the presidency. What can we expect from the investment economy? All companies should do well from small cap value to large cap growth. This will occur by the proposed cutting of the corporate tax rate...