Blog Posts

2022 - A Year In Review

by Jason Silverberg on



I hope this note finds you and your family well and that you enjoyed your holidays. Wow, 2022 was quite the year. I wanted to take a moment to reflect back on the year that we had and share with you a few updates.



Digital Care Package

by Jason Silverberg on

Hey Everyone:


During this difficult time when many of us are working from home, I wanted to pass along a few resources for you and your loved ones.

Stay Calm, Stay Resourceful and Stay Safe. Hope to see you soon!




All investors – be they conservative, moderate or aggressive – need to understand that the level of returns they expect to generate is directly related to the amount of risk they are willing to assume – the higher the return, the higher the amount of risk one needs to take. It probably doesn’t dawn...

When people decide that they need to eat healthier or lose weight, they know that they have to change their behavior. That’s easier said than done for most, which is why programs like Nutrisystem and Weight Watchers are so popular; because they provide a system for automatically controlling portions...

2018 Tax Filing Data Shows Need to Review Withholding

The IRS continues to encourage taxpayers to review the amount of tax they have withheld to avoid an unexpected tax surprise when they file their 2019 tax returns next year. Preliminary 2018 tax filing data seems to show the need for taxpayers to...

Getting Ahead of the Next Recession

by Jason Silverberg on

Getting Ahead of the Next Recession

Jason Silverberg, CFP®, CLU®, ChFC®


“To everything (turn, turn, turn)
There is a season (turn, turn, turn)”

-The Byrds


Miriam Webster defines a recession as “a period of temporary economic decline during which trade and industrial activity are reduced...