Broker Check

We are often called upon by various outlets to share our expertise in financial and retirement planning, investments and more. View our past features here:

Crouse Health Foundation

Crouse Health Foundation

Caragh Fahy discusses fundamentals of financial wellness during the pandemic.



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CNBC

CNBC

Leyla Morgillo weighs in on navigating volatile markets during retirement.



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55 Plus Magazine

55 Plus Magazine

Leyla Morgillo weighs in on the concept of downsizing in retirement.



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The Big Picture Advisor Podcast

The Big Picture Advisor Podcast

Caragh Fahy shares her professional and personal perspective on embracing the new normal during a Lincoln Financial Network podcast.



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Oswego County Business Journal

Oswego County Business Journal

Leyla Morgillo discusses possible implications of participating in the gig economy in retirement.



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55 Plus Magazine

55 Plus Magazine

Leyla Morgillo discusses important items to consider before you retire.



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InvestmentNews

InvestmentNews

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



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MarketWatch

MarketWatch

Leyla Morgillo discusses strategies for increasing retirement savings.



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Caragh appears on Business Wire as part of her national media tour on Financial Compatibility. 

Caragh appears on PBS' Financial Fitness, where she shares insight on retirement planning.


Central New York Community Foundation

Central New York Community Foundation

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



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Retirement Daily

Retirement Daily

Leyla Morgillo provides feedback regarding Long-Term Capital Gains, HSAs and Investment Interest Expenses. 



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Financial Planning Magazine

Financial Planning Magazine

Leyla Morgillo discusses an unintended consequence of the tax overhaul.



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55 Plus Magazine

55 Plus Magazine

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



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Mass Mutual

Mass Mutual

Leyla Morgillo discusses when to claim Social Security and how divorced spouses can ensure they maximize their benefits. 



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Her Agenda

Her Agenda

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



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Financial Advisor Magazine

Financial Advisor Magazine

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



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55 Plus Magazine

55 Plus Magazine

Caragh Fahy discusses a few of the warning signs that your financial advisor may not be the right fit.



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Central New York Business Journal

Central New York Business Journal

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



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Central New York Community Foundation

Central New York Community Foundation

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



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