Broker Check

Wealth Advisory Group - New York, NY

355 Lexington Avenue, 9 Fl., New York, NY 10017

TEL (212)541-8800

250 Crossways Park Drive, Woodbury, NY 11797

TEL (516)677-6200

Our Voice

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along. 

 

Monday, June 4, 2018

According to Paul Simon, there are 50 ways to leave a lover. Not being as creative as Mr. Simon, we’ve only come up with eight ways for owners to leave their companies: Transfer the company to a family member Sell the business to...

 

Thursday, May 3, 2018

On a regular basis, I see social media posts about financial questions. Someone posts asking for thoughts on contributions to retirement accounts, or how to deal with taxes, or even about how much they should be saving. These are great...

 

Monday, April 23, 2018

Nominees for Secretary and the Board of Trustees to stand for election at NAIFA’s Performance+Purpose Conference this September in San Antonio The National Association of Insurance and Financial Advisors’ Committee on...

 

Sunday, April 1, 2018

When I was a kid, I played competitive soccer. The game my dad referred to as “pack ball” when I was 4 or 5 evolved dramatically by the time I hit middle school. You see, in the beginning, there are no positions that...

 

Thursday, March 15, 2018

A chorus of financial experts has declared that Americans face a “retirement crisis.” Their long-standing warning: Individuals are not saving enough. Their more recent concern: Financial ignorance and diminished mental...

 

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Monday, March 5, 2018

My wife will tell you that I love knock, knock jokes. She’ll also tell you I’m horrible at them. So, our joke-telling goes something like this, “Knock, knock.” “No.” I try again, “Knock, knock...

 

Monday, February 5, 2018

One of the most frequent points of confusion I see amongst business owners and their advisors is what various types of planning accomplish. Whenever I speak to CPAs, attorneys, and financial advisors, I try to help bring clarity to...

 

Thursday, December 28, 2017

Jerry was a successful businessman. He’d built an impressive empire in the manufacturing industry with multiple production locations, an army of sales representatives, and had successfully navigated the economic challenges of...