Busy Soaking Up the Sun? Use Your Summer Wisely and Organize Your Finances

Most people use the summer months as a time to relax and rejuvenate – often with the intention to forget about any financial burdens or stress from the year. However, in the midst of sunbathing, summer can be the ideal time to organize your finances and make sure you have a clear picture of your […]

Avoiding Unpleasant Surprises: Why You Need An Estate Plan

Many would agree that we live in a world of uncertainty – but why neglect critical financial choices that are in your full control? Creating an estate plan is one of the most important steps you can take to ensure that your property and possessions are distributed according to your wishes. In the process, you’ll […]

Spring Has Sprung, But Are Your Retirement Savings Growing?

The seasons may be changing, but have your retirement investments remained stagnant? Many people believe that by simply having retirement investments, they’ve already set themselves up for long-term success. Unfortunately, this is not the case. Successful retirement planning requires close attention to your financial growth and progress. If you don’t take the time to regularly […]

New Rules Affect Retirement Savings Advice

On April 6, 2016, the Department of Labor (DOL) issued new “conflict of interest” rules regarding financial advice as it relates to retirement plans and IRAs. The new DOL rules generally hold financial professionals to a fiduciary standard if they receive compensation for providing investment advice to retirement plan participants or IRA owners, which means […]

Imagine you had $10,000 in cash.

This cutting edge approach shows you how to figure your return on your investment (ROI) in your personal 401K, IRA, other investment accounts, and everything like these. The method is below the doggie in the window pic. Best of all, you don’t need to know about fees charged or anything. Just know how much you deposited […]

Ethically run companies shown to outperform S&P 500 by nearly 10 to 1.

By: Dr. James D. Smith PhD/MBA Financial Advisor (716) 221-0211 I welcome those who are receiving this long standing mailing regarding investing in the business of life for the first time. Its goal is to provide actionable sense-making observations that add value to your perspective. Today’s topic notes that powerful and sustained returns are delivered by companies that […]

Summer Internship

Working Experience at Buffalo First Wealth Management LLC Hello everyone, my name is Hoang Nguyen and I am a student at Medaille College. I had a great summer of doing an internship at Buffalo First Wealth Management LLC. Before I came here from Vietnam, I had a really hard time of finding an internship in […]