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 […]

Experience in America

I have already been in The United States for almost 2 years. I remembered that I was so sad because I do not have family, and friends here. Later on, I met more people and they helped me a lot. Although my English skills were not good, they tried to get what I was talking […]

Social Security Update

Social Security Program Update The federal budget deal signed into law on Nov. 2 includes two changes that impact Social Security collection strategies. For clients with whom you have already discussed a collection strategy, you will want to make sure they understand how these two changes impact that strategy. For all your other baby boomer […]

Network in Aging Annual Meeting

Real Age: How You Can Control Your Rate of Aging! Buffalo First was proud to be a bronze sponsor at the 35th Annual Meeting and Conference at the Grapevine Banquet center. The event started at 8:30 am with a continental breakfast, networking and member displays. The guest speaker of the event was Dr. Michael Roizen, […]

Project Experience at BFWM

Image of computer and money forInvestment services

Before I started my internship at Buffalo First, one of my goals was to learn about mutual funds and ETF’s. To get more acclimated with how they work, Al had me research the strongest performing funds by varying categories. He also wrote up a number of questions for me to answer about mutual funds, ETF’s, […]