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.

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.

This marked the second year of The Financial Guys Cruise Night, and thanks to this incredible community, we made it bigger than ever before.

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