Podcast Q&A: Someday is Not a Day of The Week – Unlock Your Financial Potential Today

Aviva Sapers, CEO and Andrew MacDougall, Director, Wealth Management at Sapers & Wallack, answer questions… Read More

November 2023 Participant Memo: Gobbling Up Good Financial Habits

Holidays are all about spreading cheer and giving, but sometimes people tend to go a… Read More

October 2023 Participant Memo: The Worry on Investors’ Minds

Smart Portfolio Stress Testing: Your Retirement Safety Net You’ve been diligent—saving, monitoring retirement accounts, consulting… Read More

September 2023 Participant Memo: The War on Investors’ Minds

Past Wars and Long-Term Market Performance Since the dawn of time, war and conflict have… Read More

August 2023 Participant Memo: Risk-proofing Your Future: Personal Protection Strategies

Are you prepared for a secure financial future? Discover some key aspects of a comprehensive… Read More

July 2023 Participant memo: Build a Bright Retirement Future

Clear, achievable, and meaningful goals can lay the foundation for success. Vague aspirations may have… Read More

Podcast Q&A: Financial Planner & Estate Planning Attorney: Working Together

Andrew MacDougall, Director of Wealth management at Sapers & Wallack, and Bryce J. Helfer, Attorney… Read More

June 2023 Participant memo: How Much is Enough?

There are many formulas for figuring out how much money you need to retire. While… Read More

May 2023 Participant memo: The Advantage of Saving early

The early bird really could get the worm! In the chart below you will find… Read More

April 2023 Participant memo: Need a Tax Break?

You may be eligible for a valuable incentive, which could reduce your federal income tax… Read More