Rooney, Schmidt and Associates

Rooney, Schmidt and Associates Rooney, Schmidt and Associates, Inc.is a comprehensive financial services firm committed to helping our clients pursue long-term financial success.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax Insurance Agency℠
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12/14/2023

Bulls have truly taken over Wall Street— or, at least, New Jersey. If an all-time high in the Dow Jones Industrial Average weren’t enough evidence, a bull was spotted on commuter rail tracks not far from Manhat

12/11/2023

Avoid violating the IRS wash sale rule for tax losses when you sell and rebuy stocks.

01/20/2023

As tax season opens, filers are facing expired Covid tax breaks, abrupt tweaks to energy tax incentives and a delay meaningful for gig-economy workers.

In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for Ja...
01/09/2023

In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for January. He recaps 2022 and all that transpired and provides an outlooks for the economy and markets going forward.

In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for January. He recaps 2022 and all that tr...

08/24/2022

What the president’s plan means for the millions of Americans with student debt.

03/11/2022

The rules on inherited retirement accounts are getting less generous—and more complicated.

02/14/2022
With the downturn behind us, the Federal Reserve is purchasing fewer assets each month. What does this mean for the econ...
02/10/2022

With the downturn behind us, the Federal Reserve is purchasing fewer assets each month. What does this mean for the economy?

Rising profits can mean rising equity markets. Let’s take a look at your investments.
02/03/2022

Rising profits can mean rising equity markets. Let’s take a look at your investments.

From rising home values to stock market gains, there’s a lot to be positive about.
01/27/2022

From rising home values to stock market gains, there’s a lot to be positive about.

Address

101 Hillside Avenue Ste B
Williston Park, NY
11596

Opening Hours

Monday 10am - 5pm
Tuesday 10am - 5pm
Wednesday 10am - 5pm
Thursday 10am - 5pm
Friday 10am - 5pm

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