"Securities and advisory services offered through Cetera Advisor Networks LLC, a Broker-Dealer and a Registered Investment Adviser, Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.".
After 20 years on Wall Street I founded 4M Capital in 1999 as a full service financial and retirement planning company focused on service rather than sales. We have since grown into a very prominent practice by maintaining that model. Although much of our practice is focused on company pension plans and fee based advisory accounts, all of our clients get the same treatment of the best service possible regardless of the size of the account. Small accounts today become the larger accounts of tomorrow. Feel free to contact us with all of your questions and see if we can be of help.
The Weekly Recap summarizes market performance, major events, and news from the previous week. https://h.ptsm.us/377Drs
Fed steps in to stabilize commercial paper market. Cetera Investment Management expect much-needed fiscal stimulus from Congress soon. Direct payments to impacted individuals.
The Fed meets early to cut rates to zero. Monetary policy is not the preferred tool for COVID-19 though and markets are looking for fiscal stimulus from Congress.
The Weekly Recap summarizes market performance, major events, and news from the previous week. https://h.ptsm.us/3xI4Gy
The Weekly Recap summarizes market performance, major events, and news from the previous week. https://h.ptsm.us/woPvn
Equity volatility is on the rise as coronavirus weighs on markets. Cetera Investment Management analyzes the recent developments and what this means for your portfolio.
As coronavirus spreads to other nations, stocks are selling off. Cetera Investment Management analyzes the recent developments and what this means for your portfolio.
The Weekly Recap summarizes market performance, major events, and news from the previous week. https://h.ptsm.us/3cyq80
Ever find yourself daydreaming of living across the world and immersing yourself in a new culture, friends, food, or perhaps a new language? People are seeking ways to immerse themselves in more meaningful experiences. https://h.ptsm.us/1RX3zl
classifieds.usatoday.com (BPT) - By George Karris, Cetera Financial GroupEver find yourself daydreaming of living across the world and immersing yourself into a new culture, new friends, new food, or perhaps a new language to gain a deeper understanding of the unfamiliar? As the world becomes more globally interconnected, p...
The Monthly Recap summarizes market performance, major events and news from the previous month.
Do you know how long it may take for your investments to double in value?
4mcapitalandretirement.com Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Last month, caution and confidence ruled the markets as prices surged, only to drop with the spread of the coronavirus.
4mcapitalandretirement.com Stock prices were mixed in January as prices surged, thanks to strong economic news, only to retreat sharply in the second half due to concerns of the potential economic impact of the coronavirus.
Who will inherit your investments and bank accounts? MarketWatch notes why you should review beneficiary forms: https://h.ptsm.us/21GLzy
marketwatch.com At the very least, fill out simple forms to make sure your bank accounts and investments immediately go to your heirs
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
4mcapitalandretirement.com A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Have you heard these three common misconceptions about #SocialSecurity?
4mcapitalandretirement.com There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
You've allocated your assets; you just may not realize it yet. #AssetAllocation
4mcapitalandretirement.com Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
4mcapitalandretirement.com Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
4mcapitalandretirement.com Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
4mcapitalandretirement.com Entrepreneurs all face the same question, “Which business structure should I adopt?”
There are ways to protect your business in the event of your death or the death of a partner.
4mcapitalandretirement.com It may help your business be better prepared in the event of the death of a principal or key employee.
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
4mcapitalandretirement.com Lifestyle considerations in creating your retirement portfolio.
Concerned about identity theft? Some things to leave at home. #IdentityTheft
4mcapitalandretirement.com Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Personal finance website Clark.com lists 26 senior restaurant discounts: https://h.ptsm.us/mBry3
clark.com Looking for senior restaurant discounts? While age may be just a number, some ages can help you keep more money in your wallet!
When was the last time you paid yourself first?
4mcapitalandretirement.com It sounds simple, but paying yourself first can really pay off.
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
4mcapitalandretirement.com For homeowners who think their property taxes are too high, there are ways to appeal.
If your family relies on your income, you may need a DNA test — or Detailed Needs Analysis. #LifeInsurance
4mcapitalandretirement.com If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Learn more about whether you need to pay estimated taxes.
4mcapitalandretirement.com Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Last month, a wave of trade optimism and solid economic data, coupled with a strong jobs report encouraged investors, sending stocks higher.
4mcapitalandretirement.com Riding a wave of trade optimism and solid economic data, stocks notched solid gains in December, capping off an exceptional year for the equity markets.
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I love the opportunity to work with buyers or sellers and help them navigate the complex nature of the real estate market. Contact me at 516-220-1148
Our team is dedicated to taylor fit a program based on our clients busines. We fund & wire Business Capital in 48 hours of application and approval.
Need a mortgage to buy a home? Refinance an outstanding mortgage? Build your real estate empire? Fix and Flip? Contact me: 516-680-6613 call or text.
We insure New York families and Businesses . We write Home, Auto, Personal Umbrella, Boat, Motorcycle, RV and Life insurance.
Residential and Commercial loan options for all real estate needs.
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