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If your bank account seems a bit empty, don’t blame it all on inflation; your daily habits might be playing a role. Check out our guide to five game-changing money moves that can help you save more in the long run.

As we approach the 2024 U.S. presidential election, investors may wonder how the outcome could affect their investment portfolios and financial plans. In times of political uncertainty, it’s natural to feel concerned about the potential market impacts.

October is National Cybersecurity Awareness Month. This article provides insight into the indirect and direct economic impacts of cybersecurity breaches.

As of 2023, the RMD age is 73 or older and the requirement must be met by December 31st each year. Read the FAQs on our website to learn more about these requirements, and call Weller Financial Group at 315-524-8000 if you have questions.

In this video, managing principal and chief investment officer at Commonwealth Financial Network^®, Brad McMillan, recaps the market and economic news for the prior month.

If you have any questions regarding market conditions, please feel free to contact Weller Financial Group at 315-524-8000.



Best,

Weller Financial Group

Weller Financial Group is located at 6206 Slocum Road, Ontario, NY 14519 and can be reached at 315-524-8000. Financial Advisors at Weller Financial Group offer advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.