News

Russia-Ukraine Conflict and your Investments

Over the past number of weeks, we have been monitoring the situation between Russia and Ukraine and its effects on markets and client ... read more

Health Savings Accounts: Are They Just What the Doctor Ordered?

Most HSAs allow you to contribute through automatic transfers from a bank account or, if you're employed, through an automatic ... read more

Five Keys to Investing for Retirement

Five Keys to Investing for Retirement

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of ... read more

All About Credit Scores

All About Credit Scores

It's difficult to imagine functioning in today's world without credit. Whether buying a car or purchasing a home, credit has become an ... read more

Are My Social Security Benefits Subject to Income Tax?

Are My Social Security Benefits Subject to Income Tax?

A portion of your benefits may be subject to income tax if your modified adjusted gross income (MAGI), plus one-half of your Social ... read more

Are my student loan payments tax deductible?

Are my student loan payments tax deductible?

Your actual student loan payments aren't deductible, but the interest portion might be, thanks to the student loan interest deduction. ... read more

Charitable Giving

Charitable Giving

Charitable Giving Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal ... read more

Watch Out for These Common Tax Scams

Watch Out for These Common Tax Scams

While tax scams are especially prevalent during tax season, they can take place anytime during the year. If you see a scam, be sure to report it to the Internal Revenue Service at irs.gov, the Federal Trade Commission at ftc.gov, the Treasury Inspector General for Tax Administration at tigta.gov,and/or your local police department. read more

Comparison of Types of Life Insurance

Term Whole Life Universal Life Variable Life Variable Universal Life Premium Premiums increase at each ... read more

Retirement Plan Limits on the Rise in 2022

Retirement Plan Limits on the Rise in 2022

Retirement savers have some reasons to celebrate in 2022. Many IRA and retirement plan limits are indexed for inflation each year. ... read more

What Will You Pay for Medicare in 2022?

What Will You Pay for Medicare in 2022?

Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will apply in 2022 if ... read more

Help Wanted: Why Can’t Businesses Find Enough Workers?

Help Wanted: Why Can’t Businesses Find Enough Workers?

COVID-19 may have kicked off a severe labor shortage, but longer-term demographic trends are partly to blame for this highly unusual ... read more

Federal Tax Filing Season Has Started

Federal Tax Filing Season Has Started

The IRS announced that the starting date for when it would accept and process 2021 tax-year returns was Monday, January 24, ... read more

Understanding Social Security

Understanding Social Security

Approximately 69 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and ... read more

Nuts and Bolts: How to Roll Over Your Employer Retirement Plan Assets

Nuts and Bolts: How to Roll Over Your Employer Retirement Plan Assets

There are two types of rollovers: direct and indirect. A direct rollover is paid from your plan directly to your IRA or to your new ... read more

Education Tax Credits

Education Tax Credits

It's tax time, and your kitchen table is littered with papers and forms. As if this isn't bad enough, you recently paid your child's ... read more

Social Security’s Uncertain Future: What You Should Know

Social Security’s Uncertain Future: What You Should Know

Even if you won't depend on Social Security to survive, the benefits could amount to a meaningful portion of your retirement ... read more

Employer Open Enrollment: Make Benefit Choices That Work for You

Employer Open Enrollment: Make Benefit Choices That Work for You

One of your insurance options could be a better fit for your family and might even help reduce your overall health-care costs.Open ... read more

Understanding Risk

What is risk? In general Risk is all around us, and we all take risks every day. Some people consider driving a car risky. Others ... read more

Deciding When to Retire: When Timing Becomes Critical

Retirement: a state of mind Don't underestimate the psychological issues involved in deciding when to retire. Many people welcome the ... read more

Changing Jobs? Know Your 401(k) Options

Changing Jobs? Know Your 401(k) Options

If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options. read more

Introduction to Investment Planning

What is investment planning? The investment planning process If you're fortunate enough to have money left over after paying the costs ... read more

Retirement Planning Considerations for a Stay-at-Home Spouse

Retirement Planning Considerations for a Stay-at-Home Spouse

Married couples often decide together that one spouse should be the primary breadwinner while the other stays home to take care of family members. Although this often works out well for childrearing or eldercare responsibilities in the short term, it can present long-term retirement-planning risks for the stay-at-home spouse. For this reason, couples should familiarize themselves with a few spousal rules related to retirement plans. read more

Types of Life Insurance Policies

Types of Life Insurance Policies

You know that you need life insurance. However, with the wide variety of insurance policies available, you may find choosing the right ... read more

Understanding Your Credit Report

Understanding Your Credit ReportYour credit report contains information about your past and present credit transactions. It's used ... read more

Tax Planning for Income

Tax Planning for Income

You don't want to pay more in federal income tax than you have to. With that in mind, here are five things to consider when it comes ... read more

Understanding IRAs

An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most ... read more

Sticker Shock: Creative Ways to Lower the Cost of College

Sticker Shock: Creative Ways to Lower the Cost of College

Even with all of your savvy college shopping and research about financial aid, college costs may still be prohibitive. At these ... read more

Life Insurance at Various Life Stages

Life Insurance at Various Life Stages

Your need for life insurance changes as your life changes. When you're young, you typically have less need for life insurance, but ... read more

Trust Basics

Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. For more information, consult an experienced attorney. read more

Tax Benefits of Home Ownership

Tax Benefits of Home Ownership

In tax lingo, your principal residence is the place where you legally reside. It's typically the place where you spend most of your ... read more

Taking Advantage of Employer-Sponsored Retirement Plans

Taking Advantage of Employer-Sponsored Retirement Plans

Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. If your employer offers such a plan and you're not participating in it, you should be. Once you're participating in a plan, try to take full advantage of it. read more

Research Tips When Choosing a College

Research Tips When Choosing a College

It seems like only yesterday you were bandaging scraped knees and waving at the school bus, and now it's time for your child to choose ... read more

Estate Planning: An Introduction

Estate Planning: An Introduction

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve ... read more

Teaching Your Teen about Money

Your teen is becoming more independent, but still needs plenty of advice from you. With more money to spend and more opportunities to ... read more

Personal Deduction Planning

Personal Deduction Planning

Taxes, like death, are inevitable. But why pay more than you have to? The trick to minimizing your federal income tax liability is to ... read more

Annuities and Retirement Planning

Annuities and Retirement Planning

You may have heard that IRAs and employer-sponsored plans [e.g., 401(k)s] are the best ways to invest for retirement. That's true for many people, but what if you've maxed out your contributions to those accounts and want to save more? An annuity may be an appropriate investment to look into. read more

Our Investment Strategy for the Upcoming Election

As we approach the upcoming Presidential election, we want to share with you our view on how best to navigate the investment markets.   As you know, we do not attempt to predict the future, but rather focus on information and fundamentals. Making significant asset allocation changes based on short-term election cycle volatility can be detrimental to long-term investment returns, and market timing is rarely a winning strategy. read more

Best Places to Work 2020

Best Places to Work 2020

WNY Asset Management is honored as a finalist in the Business First “Best Places to Work” 2020 micro category for companies with under 25 employees. read more

Back to Work Plan — Update

In response to the COVID-19 outbreak, WNY Asset Management has implemented the below changes. The Firm is introducing a new Health and ... read more

Back to Work Plan

In response to the COVID-19 outbreak, WNY Asset Management has implemented the below changes. The Firm is introducing a new Health and ... read more

Volatile markets: Don’t rely on headlines for guidance on when to invest

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COVID-19 Update April 22

As we continue to monitor the progression of COVID-19 and the impact on global markets and economies, we thought it was important to ... read more

CARES Act Provides Relief to Individuals and Businesses

On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion ... read more

SMARSH Emails Are Legitmate

SMARSH Emails are Legitimate WNY Asset Management, uses the company, SMARSH, to encrypt our emails for security reasons. Depending on ... read more

Investment Strategy Update

Over the past six weeks we have been proactively adjusting our investment models, held at TD Ameritrade, to manage volatility and to ... read more

COVID-19 Update March 25

To our clients, families & friends: We all know that the ongoing COVID-19 response effort continues to impact our communities. ... read more

COVID-19 Update March 16

To Our Valued Clients, As the novel coronavirus (COVID-19) continues to impact our communities, we wanted to take a moment to update ... read more

Zachary Shroyer Joins WNY Asset Management

Zachary Shroyer, CPA joined our team on November 22, 2019 as our Director of Finance.  Zach comes to us from Brock, Schechter & ... read more

Ryan Feuerstein Joins WNY Asset Management

Ryan Feuerstein joined WNY Asset Management on  July 1, 2019 as a Wealth Manager.  He is also a part of the firm’s investment ... read more

Tina Harman Joins WNY Asset Management

Tina Harmon, CPA, MBA joined our team on February 19, 2019 as our Chief Financial Officer (CFO). Tina comes to us from Immco ... read more

Matthew Bomgaars joins WNY Asset Management

Matthew Bomgaars joined our team on November 4, 2018.  Matthew is a Wealth Manager working on Ronald Lojacono's team.   Matt comes to ... read more

Nicholas Scibilia Joins WNY Asset Management

We are happy to announce that we have a new member of our team at WNY Asset Management.  Nicholas Scibilia has taken on the position ... read more

Spectrum Wealth Management becomes a branch of WNY Asset Management

Recently, Spectrum Wealth Management has become a branch office of  WNY Asset Management, LLC, creating one of the largest locally ... read more

Matthew Newman Earns CFP® Certification

Matthew Newman CFP®, Wealth Manager at WNY Asset Management, has earned the Certified Financial Planner certification by successfully ... read more

David Jarosz Joins the WNY Asset Management Team

David has over two decades of wealth management, financial planning and long term care planning experience. While majoring in Finance ... read more

Peter Kazmierczak Joins the WNY Asset Management Team

Peter brings team leadership and diverse industry work experience to his Planning Associate responsibilities at WNY Asset Management. ... read more

WNY Asset Management Volunteers at the Food Bank of WNY

Our jobs included sorting and packaging food inside the warehouse and landscape work outside. We greatly appreciate the opportunity ... read more

Laureen Syta Joins the WNY Asset Management Team

Assisting Rob Castiglione, Laureen brings a wealth of formal professional education and career experience to the WNY Asset Management ... read more

Debra Brown Earns CFP® Certification

WILLIAMSVILLE, NY - Debra A. Brown CFP®, Wealth Manager at WNY Asset Management has earned the Certified Financial Planner ... read more

WNY Asset Management is Ranked as one of WNY’s Fast Track Companies

WNY Asset Management is honored to be presented with the 2016 Fast Track Award. This award is presented to privately held Western New ... read more

WNY Asset Management takes part in the 2016 United Way Day of Caring

WNY Asset Management, LLC participates in the United Way Day of Caring for the fourth year in a row.  This year the mission was ... read more

WNY Asset Management takes part in the 2015 United Way Day Of Caring

WNY Asset Management, LLC participates in the United Way Day of Caring and is assigned to the Ronald McDonald House along with other ... read more

Matthew Newman Joins the WNY Asset Management Team

Matt is a Wealth Manager at WNY Asset Management and brings broad-based experience in economic and financial modeling, including ... read more

Patrick Kinsley Jr. Joins the WNY Asset Management Team

In his role as Investment Analyst, Patrick is a member of the firm’s Investment Management Committee. He works closely with our wealth ... read more

Debra Ishman Joins the WNY Asset Management Team

Debra serves as an Associate Wealth Manager for the firm.  She is a part of the Financial Planning Team where she helps prepare ... read more

O’Connor Earns CFP® Designation

WILLIAMSVILLE, NY – Eugene P. O’Connor, Jr., CFP,® Senior Wealth Manager at WNY Asset Management, has earned the Certified Financial ... read more

Promotion of Yvonne Dryfhout to Client Service Associate

WNY Asset Management, LLC announces the promotion of Yvonne Dryfhout to the position of Client Service Associate where she will be ... read more

WNY Asset Management takes part in the 2014 United Way Day Of Caring

WNY Asset Management, LLC participates in the United Way Day of Caring and is assigned to the Buffalo City Mission, along with other ... read more

Alicia Boice joins the WNY Asset Management Team

Alicia provides our clients with a wide range of support in her role as Operations Administrator. Having spent more than eight years ... read more

WNY Asset Management is ranked in Financial Advisor RIA Survey & Ranking 2014

WNY Asset Management, LLC is honored to be Nationally ranked in Financial Advisor RIA Survey & Ranking 2014. Download PDF read more

WNY Asset Management is ranked in Business First as Who’s Who in Business and Finance 2014

WNY Asset Management, LLC is honored to be ranked in Buffalo Business First as Who’s Who in Business and Finance 2014. Download PDF read more

Jennifer Topp joins the WNY Asset Management Team

Assisting Vince Wagner and Evan Wardner, Jennifer brings a broad business acumen and client-first approach to her role as Client ... read more

WNY Asset Management is ranked in Business First as Who’s Who in Business and Finance 2013

WNY Asset Management is honored to be ranked in Buffalo Business First as Who’s Who in Business and Finance 2013. Download PDF read more

Christine Kennedy joins the WNY Asset Management team

WILLIAMSVILLE, NY – Christine Kennedy joins the WNY Asset Management Team as a CPA Member Administrator. Christine provides critical ... read more

WNY Asset Management names O’Connor Senior Wealth Manager

WILLIAMSVILLE, NY – WNY Asset Management has appointed Eugene P. O’Connor, Jr. senior wealth manager for the Williamsville, NY based ... read more

WNY Asset Management names Frattali Investment Analyst

WILLIAMSVILLE, NY – WNY Asset Management has appointed Phillip M. Frattali, Jr. investment analyst. Frattali joined the firm in ... read more

Vincent R. Wagner, CFP® joins WNY Asset Management, LLC

WILLIAMSVILLE, NY – WNY Asset Management has appointed Vincent R. Wagner, CFP®, to the position of Associate Wealth Manager. Wagner ... read more

Willard joins WNY Asset Management

WILLIAMSVILLE, NY – WNY Asset Management has appointed Linda A. Willard staff accountant. Willard comes to the Williamsville-based ... read more

Promotion of Ronald Lojacono to Partner

WNY Asset Management, LLC announces the promotion of Ronald Lojacono to the position of Partner. Ron joined the firm in 2005 as a ... read more

Roseann Gannon joins WNY Asset Management

WNY Asset Management, LLC welcomes Roseann Gannon as a Client Relationship Manager. Roseann brings more than 25 years of experience in ... read more

Annette Wargo joins WNY Asset Management

WNY Asset Management, LLC has hired Annette Wargo as Controller. Annette joins the firms with an extensive accounting background, ... read more

Promotion of Susan Volpe to Manager, Client Administration

WNY Asset Management, LLC announces the promotion of Susan Volpe to Manager, Client Administration. Sue joined the firm in 2006 after ... read more

Kimberlee Rooth joins WNY Asset Management

WNY Asset Management, LLC welcomes Kimberlee Rooth as a Relationship Manager. Kim brings fourteen years of experience in the financial ... read more

Lisa Williams joins WNY Asset Management, LLC

WNY Asset Management, LLC welcomes Lisa Williams as a Relationship Manager. Lisa brings nine years of experience from the banking, ... read more