Money and You

Healthcare in Retirement (Lakeside Chat 10-6-21)

October 6, 2021 | Topics: Retirement Planning, Video, Recent Videos

Our October Lakeside Chat featured guest expert Valerie Mariani from Fidelity Institutional. She is a Sr. Regional Investment Consultant, and has been with Fidelity for 17 years. She provided insight on Medicare and healthcare in general during retirement. 

2021 Midyear Outlook (Lakeside Chat 7-14-21)

July 14, 2021 | Topics: Financial Planning, Video, Recent Videos

For our next Lakeside Chat, we're proudly presenting LPL Research Midyear Outlook 2021 with investment insights and market guidance for the rest of 2021. Adam walks through the Midyear Outlook 2021 publication for a comprehensive presentation on the markets and the global economy – and the opportunities and challenges that may lie ahead.

Safe Traveling (Lakeside Chats 6-2-21)

June 2, 2021 | Topics: Community_NY-VT, Video, Recent Videos

After over a year of sticking close to home, some (if not all) of us, are wondering if it’s finally time to get away again. And more importantly, how can we do that in a safe manner with so many places following different guidelines?

The Dark Web (Lakeside Chats 5-5-21)

The Dark Web is an interesting place with a ton of potential, and a ton of risk. This month, we were joined by Twinstate Technologies as we go into the dark web, so you don’t have to.

Celebrating Financial Literacy Month (Lakeside Chats 4-7-21)

April 7, 2021 | Topics: Video, Financial Literacy, Recent Videos

April is Financial Literacy Month! To celebrate, Adam hosted a Financial Literacy Jeopardy-like Trivia game for this month's Lakeside Chat!

Empowering Women (Lakeside Chat 3-3-21)

March 3, 2021 | Topics: Video, Women, Recent Videos

March marks Women’s History Month again, but many of us are not celebrating. Stories and images of courageous women of the past are everywhere. These women deserve recognition — they fought hard to advance equal rights and access for the majority of the U.S. population who happen to have been born female. Yet in 2021, it can feel increasingly difficult to talk about celebrating for one month a year when there are limited signs of progress to improve the lives of women and girls.

How to Love Yourself (Lakeside Chat 2-3-21)

February 3, 2021 | Topics: Community_NY-VT, Video, Recent Videos

People are experiencing so many things over the last year: feelings of isolation, anxiety over something as simple as shopping in public, the frustration of trying to adopt new technology,  the list goes on & on. We could all use a few tips on how to take better care of ourselves so we’re better equipped to face whatever challenges come next.

Outlook 2021: Powering Forward (Lakeside Chats 1-6-21)

January 6, 2021 | Topics: Video, Recent Videos

Powering Forward
Join us this week as Adam takes us through the LPL Research Outlook 2021: Powering Forward which covers post-election policy, the economy, stocks and bonds, and LPL Research’s economic and market forecasts for 2021.

Cyber Safety (Lakeside Chats 12-1-20)

December 1, 2020 | Topics: Video, Recent Videos

Many of us, regardless of age or technical skill, find our daily lives intertwined with technology more often than we’d like.  With that, comes vulnerability to computer viruses, scams & potentially identity theft.  As in most cases, knowledge is power: therefore, we invite you to gain insight & knowledge from local tech company Twinstate