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Sgroi Financial Newsletter Winter 2018 Each quarter we provide a newsletter to our clients with articles and insight on the financial world as well as updates from Sgroi Financial. In this edition we offer articles that are timely to this quarter; such as financial...
What to do with your 401(k) after leaving your job Patrick Sgroi President In the past, it was not uncommon to see people spend their entire career with one employer. In the present day this is much more of the exception than the rule. In fact, according to the Bureau...
4th Quarter Market Recap Summer McKellar Senior Research Analyst Registered Representative Year End Market Update (12/31/2018) Ending with a bang A quarter to remember: midterm elections, trade wars, continued dollar strengthening, yield curve “inversion”, government...
Results from our 2018 Teacher Promotion When Joe Sgroi opened the business in 1971, he started by helping the teachers of Western New York build for their retirement. It began with helping his sister, who was a teacher at Buffalo School District, but he quickly...
Top 5 Articles from 2018 In 2018 we officially got the Sgroi Financial blog up and running with articles that were written to help educate and inform the community about financial planning and other topics. Now that 2018 is over, let’s take a look back to see which...
How to Improve your Finances in 2019 Jennifer Jurek Certified Financial Planner™ It’s time to ring in the new year and as the saying goes “new year, new you”! The beginning of a new year is the most popular time to get refocused and set goals to better your...
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