recent blog posts

February Client Bulletin

9.04.2018 / by admin / 0 comments
Solving The Annuity Puzzle Americans hold billions of dollars in annuities,  yet they are widely misunderstood.  Used properly, an annuity can serve valuable purposes in personal financial planning.  On the other hand, some types of annuities are widely criticized, even...

January Client Bulletin

16.02.2018 / by admin / 0 comments
Investing In 2018:  Dividend Stocks. As of this writing, it appears that 2018 may be a difficult year for investors.  Yields on bonds, bank accounts, money market funds, and other savings vehicles are extremely low, with questionable prospects for substantial...

What’s New In 2018

6.02.2018 / by admin / 0 comments

1. Office Locations and Expansion: We have been in our Syracuse office at 731 James Street for over twelve years, and have offices in New York City, Utica, Seneca Falls and Old Forge. We expanded our Syracuse office space by…

February Investment Newsletter

5.02.2018 / by admin / 0 comments

Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend. View the complete report here  

December Client Bulletin

6.01.2018 / by admin / 0 comments
Pros and Cons of Asset Management Fees. A transition is underway within investment firms. Increasingly, the people you hire to manage your money don't refer themselves as brokers or stockbrokers. Instead, they're now financial advisors, financial planners, or financial consultants.... Read more...

November Client Bulletin

1.12.2017 / by admin / 0 comments
Uncertainty Hampers Year-End Tax Planning As of this writing, year-end tax planning is clouded by questions about Federal legislation. President Trump and many of the Republicans in Congress favor changes that would affect the tax code.  Currently, the success they'll...

October Client Bulletin

24.10.2017 / by admin / 0 comments
Prepare Your Kids for Financial Independence. An AICPA survey discovered that parents are more likely to talk with their children about manners, eating habits, school grades, and substance abuse than about finances.  All these topics are important, but it's also...

September Client Bulletin

6.10.2017 / by admin / 0 comments
  Playing defense with your retirement accounts. Many people prefer to have some conservative holdings in their IRAs and other retirement accounts.  This century has already produced two nasty bear markets (in 2000-2002 and 2007-2009). If a third downtown occurs, investors...

August Investment Newsletter

31.08.2017 / by admin / 0 comments

Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend. View the complete report here  

June Client Bulletin

22.06.2017 / by admin / 0 comments
Ever wonder what the third best investment you can make it? It is not paying down high-interest debt or making sure you are investing in your 401K so that you get your employer match but it is just as important....

May Client Bulletin

22.06.2017 / by admin / 0 comments
Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend. May is a great time to talk about tax-wise portfolio rebalancing. View the complete report here

February Investment Newsletter 2017

13.02.2017 / by admin / 0 comments
Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend. View the complete report here

New Office in Downtown Seneca Falls

13.02.2017 / by admin / 0 comments

Peters & Associates, CPAs, P.C. announces the opening of a new office in downtown Seneca Falls. Peters & Associates, CPAs, P.C., established in 1985, specializes in a wide range of financial services for businesses and individuals, including tax planning and…

September Client Bulletin 2015

16.09.2015 / by admin / 0 comments
The September Client Bulletin's lead story is “Past Losses Offer Winning Opportunities"  For nearly two decades, investors have been riding a roller coaster. Click here for the complete newsletter

August Client Bulletin 2015

10.09.2015 / by admin / 0 comments
The August Client Bulletin discusses “Facing College Costs"  How much does it cost to send a child to college now? Click here for the complete newsletter

July Client Bulletin 2015

30.07.2015 / by admin / 0 comments
The July Client Bulletin discusses “The Math of Buy and Hold.”  I began my firm September 1, 1985,  and by 1992, clients began to ask for my advice on financial planning and what investments I owned.  They would tell me...

July Investment Newsletter 2015

6.07.2015 / by admin / 0 comments
Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend. View the complete report here

June Client Bulletin 2015

6.06.2015 / by admin / 0 comments
The June Client Bulletin discusses “Winning Social Security's Waiting Game.” As more baby boomers move into their 60's, there is increased interest in Social Security retirement benefits. Click here for the complete newsletter

May Client Bulletin 2015

6.05.2015 / by admin / 0 comments
The May Client Bulletin discusses “Holding Stocks in Retirement Accounts” The stock market goes up, and as we've learned, it goes down. Click here for the complete newsletter

March Client Bulletin 2015

6.03.2015 / by admin / 0 comments
The March Client Bulletin discusses “Above-The-Line Tax Deductions"  There are more than a dozen categories of above-the-line deductions. Click here for the complete newsletter