Third Eye Associates, Ltd

10/27/2026

Congratulations to Eva on her seven-year anniversary with Third Eye Associates!

With a natural talent for building relationships and maintaining discretion, Eva thrives on creating personalized financial plans that empower our clients. Whether she’s helping someone map out their retirement or charting a path toward their biggest financial dreams, Eva brings an intuitive and collaborative approach to every plan.

A Boston University alumna with a B.A. in Psychology, Eva has also completed the online CFP® program through the Boston Institute of Finance. She recently completed a comprehensive course through the Society of Certified Senior Advisors ® (SCSA) earning the certification of Certified Senior Advisor (CSA)®, assuring that seniors and their families have a resource they can rely on to meet their specific needs.

Eva’s Vision Statement: To live a nurturing life filled with love, laughter, and a sense of community, sharing meaningful experiences and creating cherished memories with family and friends.

Learn more about her on our website:

Eva Ross is a Certified Senior Advisor to help individuals & businesses for financial life planning, transitions planning & wealth management strategies.

10/15/2026

Each October, organizations and individuals across the country come together to uplift domestic violence survivors, remember victims, and raise awareness of warning signs and resources.

We're honored to be part of this effort by sponsoring The Grace Smith House Clothesline Project: a powerful display of shirts designed by survivors and their loved ones to represent their experiences.

The Clothesline Project will be displayed at The Grace Note at The Stissing Center for Arts and Culture from October 15-18 and at the Cunneen-Hackett Arts Center from October 22-29. We hope you can come see this moving exhibition for yourself.

Grace Smith House, Inc.

09/29/2026

With the buzz around this summer’s initial public offering (IPO) of SpaceX and expected IPOs from Anthropic and OpenAI, many people are paying more attention to how these market debuts can impact their investment portfolio.

Learn more about the potential pros and cons of buying IPO stocks, and how they can eventually enter your portfolio through index mutual funds and ETFs: https://www.thirdeyeassociates.com/blog/understanding-role-ipos-your-investment-portfolio

09/14/2026

In honor of National Preparedness Month, take a few minutes this week to make sure you, your family, your home, and your finances won't be caught off guard in the event of an emergency.

1. Check on your emergency fund: Do you have enough saved to cover 3-6 months of living expenses?

2. Check on your financial documents: Are they in a fireproof/waterproof safe? Do you have digital backups you can easily access?

3. Check your emergency kit: Do you have a 3-day supply of water and nonperishable food? A flashlight with extra batteries, a weather radio, and a first aid kit? How about cash on hand in the event of a major power outage?

Life happens. Be prepared.

08/25/2026

Connecting your vision of the future with true clarity enables you to experience confidence and be at ease with your financial decisions.

Our commitment is to provide essential support in integrating your personal and financial goals. We celebrate your diversity, passion, knowledge, and experiences and offer guidance as your life evolves.

Learn more about our philosophy and approach on our website: https://www.thirdeyeassociates.com/

08/14/2026

Today is National Financial Awareness Day, a great reminder of how financial planning can help you achieve a fulfilling and rewarding life.

Our Financial Life Planning service goes beyond financial awareness alone to uncover your most important life goals. After working with you to develop your Life Vision and Life Plan, we will initiate the Financial Planning process and assist you in developing a strategic plan aligned with your vision.

Contact us anytime to get started: https://www.thirdeyeassociates.com/contact

08/04/2026

Congratulations to Jill Schum on passing her Series 65 exam to become an Investment Advisor Representative! You'll be in great hands with her insights and expertise, in her new role as our Operations Manager.

A quick and caring learner, Jill naturally earns the trust of co-workers, managers and clients. Communication and organization are her passion; she thrives on finding new tools to promote better workplace communications and increase overall efficiency.

Along with her bright and friendly manner, Jill brings 20+ years of client services and administrative skills to the team. Her experience began as the Sales Assistant & CE Coordinator of a small financial consulting firm in New Jersey and she managed several small businesses before joining the team at Third Eye Associates in 2022. She lives in New Jersey and enjoys adventuring with her daughter, Fiona, who is not a stranger to the spotlight.

Learn more about Jill: https://www.thirdeyeassociates.com/team-member-01

07/23/2026

Meet Grace George Khartoum, our remarkable Financial Planning Intern!

Grace is pursuing a Bachelor of Arts in Economics and Finance at Bard College, where Beth and Madeline presented a student workshop on financial literacy as guests of the Career Development Office.

Grace and the other attendees were such a pleasure to meet with, and had such great follow-up questions that we invited them to our office to meet with our team and get personalized advice on their finances from Rob Alonso, our Director of Investments.

After this meeting, Grace took the initiative to apply for an internship, and she has already transformed our office with her organizational skills. At Third Eye Associates, she supports advisors in preparing financial plans, cash-flow analyses, retirement projections, and investment summaries, while building the technical foundation to pursue a career that bridges financial practice with social policy. Grace is motivated by the belief that financial tools, when made accessible, can be truly transformative for marginalized communities.

07/07/2026

We're thrilled and grateful to announce that Third Eye Associates is a Chronogram Readers' Choice Awards winner for Best Financial Planner/Advisor. Thank you to everyone who voted!

Check out the full list of winners here: chronogram.com/readerschoice

06/30/2026

We know that when life changes, money changes and when money changes, life changes.

Financial Transition Planning provides guidance, perspective and organization helping our clients to make wise choices, while experiencing all that comes with transitions.

Beth Jones is a Certified Financial Transitionist® and has completed the Mastery Program in Financial Transition Planning with the Sudden Money Institute. This specific training is designed to help the client who is experiencing a life transition such as divorce, death of a spouse or loved one, inheritance, retirement, or health issue.

Learn more about this service: https://www.thirdeyeassociates.com/products-services/transition-planning