Newsroom
-
Financial Literacy Crucial to Americans’ Economic Empowerment
Jun 12, 2024In his @ NEWSMAX opinion piece, our CEO, Ed Cofrancesco, emphasizes the importance of lifelong learning: “The most important point regarding financial literacy is that it takes a commitment to…
Read More -
ASML is the company for sophisticated chips: Ed Cofrancesco
Jun 4, 2024Our CEO, @Ed Cofrancesco, had an insightful discussion on @FOX Business Network about recent market trends. One key highlight was Ed’s take on the remarkable performance of NVIDIA, which surged…
Read More -
TER, PPG, WM: Stocks to Watch
May 16, 2024Our CEO Ed Cofrancesco caught up with Nicole Petallides with Schwab Network to discuss the significance of #CorporateGovernance in investment decisions. Ed’s stance on prioritizing effective boards and fair CEO compensation reflects a growing sentiment among investors. His…
Read More -
Wells Fargo fixing tech issue after customers report missing deposit transactions
Aug 14, 2023Don’t miss this insightful article by @Daniella Alessandra Genovese on the banking industry, which includes a video from an interview with our CEO @Ed Cofrancesco and @Cheryl Casone for @Fox…
Read More -
Paying for College: Advisors Offer 9 Ways Besides a 529 Plan
Aug 11, 2023A big thank you to Steve Garmhausen for sharing insights from our Managing Partner, Jeff Winn, in his latest Big Q Column! For lesser-known ways to pay for college other than…
Read More