Is Your Retirement Plan Ready? 7 Questions to Ask
At The Financial Guys, we believe retirement planning goes beyond an account balance. Investments, income, Social Security, taxes, healthcare, insurance, and long-term goals all need to work together.
Plan Ahead for Medicare Annual Enrollment 2026 (Oct 15–Dec 7)
As fall approaches, Medicare’s Annual Enrollment Period is your window to review coverage and make changes. Plan details for 2027 go live Oct 1; enrollment runs Oct 15–Dec 7; new coverage starts Jan 1. Here’s what to gather now and how to get ready.
Heroes on the Harbor: Thank You to Our Veterans and Families
Heroes on the Harbor is our way of recognizing the men and women who’ve served this country, and the families who’ve stood with them. The afternoon wasn’t about presentations or pitches. It was about connection: sharing a meal near the water, swapping stories, and spending time with people who understand what service asks of a family.
The Growing Threat of Fraud: Staying Vigilant in the Age of AI
Protecting our clients and their information remains a priority. We continue to exercise due diligence, review unusual requests, follow verification procedures, and remain alert to emerging fraud tactics.
The Financial Guys’ Annual Client Appreciation Event: Another Unforgettable Night
If you joined us on the Buffalo waterfront this year, you know it was a night to remember. From The Funkensteins keeping the party going to the great conversations and connections, our Annual Client Appreciation Event was our way of saying thank you.
Second Annual Super Cruise vs. Cancer Raises Big for Wings Flights of Hope
This marked the second year of The Financial Guys Cruise Night, and thanks to this incredible community, we made it bigger than ever before.
The SpaceX IPO: What It Means for Your Portfolio
SpaceX went public on June 12th, listing on the Nasdaq under the ticker SPCX. At roughly a $1.77 trillion valuation on its offering price, it was the largest initial public offering in market history, more than triple the previous U.S. record. For anyone who owns U.S. equities, it is worth understanding how the stock fits into the major indexes and what that means for the holdings you already own.
This breakdown covers the price action, trading volume, index flows, and the outlook over the coming months and years.
The SpaceX IPO: What Investors Should Know Now That the Stock Is Public
The long-awaited SpaceX IPO has finally arrived, and it has generated exactly the kind of attention many expected. Since the company’s public debut, we’ve received questions from clients and investors eager to understand whether now is the right time to buy, hold, or wait.
Mike Lomas Debuts with Elite Motorsports at NHRA 4-Wide Nationals
“Joining the Elite family allows us to combine that mindset with world-class engineering. We’re not just here to compete; we’re here to raise the standard in Comp Eliminator.”
What War Means for Investors | The Financial Guys
Every time conflict erupts somewhere in the world, markets react almost immediately. History shows, however, that those first reactions are often misleading. While headlines spark panic, investors who stay disciplined and understand how different assets respond to conflict are often the ones who come out ahead.