Phil Held, Financial Advisor

Phil Held, Financial Advisor Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Phil Held, Financial Advisor, Financial planner, 37 Franklin Street Ste 600, Buffalo, NY.

05/29/2024

The markets have been even more interesting than usual.

05/28/2024

In these times of uncertainty and upheaval, it has been the leaders and businesses that harness optimism as a key organizational mindset that have fared the best.

05/27/2024

Dozens of companies say they're working to strengthen their finances first before reinstituting dividend payouts. “Is this the equivalent of long-term Covid?”

05/26/2024

Children used to obsessively put CDs and 7-inches on repeat, but streaming means they need digital devices and parental permission to play music. And there’s little being done to help.

05/25/2024

We all get mad now and then. But too much anger can cause problems.

05/24/2024

The "Shark Tank" star says she worked almost two dozen jobs before turning 23.

05/23/2024

Either by choice or because they are priced out of the market, many people plan to never stop renting. Building wealth without home equity requires a different mind-set.

05/22/2024

Rents are the biggest remaining obstacle for the US Federal Reserve in bringing inflation back down to its 2% target. That is, rents as measured in the consumer price index, a key yardstick for the Fed.

05/21/2024

The government health insurance program had been a gold mine for private insurers until recently.

05/20/2024

Eric Cooper, 50, retired early after maxing out his 401(k) for years and investing in real estate. Typically, you cannot access retirement funds until age 59 1/2 without incurring a penalty. However, Cooper can withdraw some of his retirement funds penalty-free under Rule 72(t).

05/19/2024

Americans aren’t ready for the windfall that might be coming their way. That’s the main takeaway from a new survey by Citizens, which polled more than 1,500 people about how prepared they feel to handle a large influx of money.

05/18/2024

Wall Street Journal columnists threw 12 darts at stock-market listings a year ago. The biggest takeaway from all of it was that, while there were a few other winners, a single stock was responsible for ALL of their net gains. That hews to reality. A long-term study of U.S. stock returns by Hendrik B...

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37 Franklin Street Ste 600
Buffalo, NY
14202

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