Broker Check

We are often called upon by the media to share our expertise in financial and retirement planning, investments and more. View our recent features here:

InvestmentNews

Leyla Morgillo was featured as a 2019 40 under 40 Honoree. Read her interview here. 


June 2019

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MarketWatch

Leyla Morgillo spoke about your retirement savings and your employer. 


March 2019

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Watch Caragh's Appearance on Business Wire: as part of her national media tour on Financial Compatibility. 

Watch Caragh's PBS Appearance: Financial Fitness, where she shares insight on retirement planning.


Central New York Community Foundation

Caragh Fahy discussed how to "pop the question" about charitable giving to clients. 


November 2018

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Retirement Daily

Leyla Morgillo spoke about Long-Term Capital Gains, HSAs and Investment Interest Expenses. 


September 2018

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Financial Planning Magazine

Leyla Morgillo recently discussed an unintended consequence of the tax overhaul.


September 2018

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55 Plus Magazine

Caragh Fahy explained how to finance your children's education without jeopardizing your own retirement.  


July 2018

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Mass Mutual

In a recent interview, Leyla Morgillo discussed when to claim Social Security and how divorced spouses can ensure they maximize their benefits. 


June 2018

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Her Agenda

Leyla Morgillo discussed how millennial women can prepare for a sound financial future.


April 2018

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Financial Advisor Magazine

Leyla Morgillo discussed how changes in the tax law have affected the market and real estate decisions.  


April 2018

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55 Plus Magazine

In a recent interview, Caragh Fahy discussed a few of the warning signs that your financial advisor may not be the right fit.


March 2018

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Central New York Business Journal

Caragh Fahy was featured on the front page of the Central New York Business Journal.


May 2017

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Central New York Community Foundation

Congratulations to Caragh who was invited to join the Board of the Central New York Community Foundation, after serving on their Professional Advisory Board for several years.


May 2016

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