Robert A Rolfe, Wealth Manager, Excelsior Wealth Partners Oswego

10/27/2026

Podcasting is exploding! Have you considered starting one to promote your business? If so, here’s exactly what you’ll need to get started.
https://www.businessnewsdaily.com/10327-how-to-start-a-business-podcast.html

10/27/2026

educated

If a drop in income at retirement has put you in a lower tax bracket, find out whether tactical Roth conversions now could reduce your tax liability forever.

10/26/2026

10/26/2026

A successful retirement requires a sound budget. But what expenses do you need to account for? Here are some not to overlook while planning.

Keep a list of expenses in mind as you plan out your retirement days.

10/21/2026

educated

Women can find it hard to take center stage in their own retirement plan. Here's how to take care of those you love while building a life you love, too.

10/19/2026

Digital tools make stressful, time-consuming tasks effortless. Which creates magical efficiency for small businesses. Here are the best.

The rapid adoption of digital tools by businesses didn’t begin until the late 90s at the height of the internet boom. This golden era heralded

10/16/2026

Tis’ the season for spooky… We are excited to share some favorite spooky Halloween movies for the season of scares! Comment with your favorite spooky movies of the season!

From childhood classics to cult favorites, we guarantee you'll find your next must-watch here.

10/14/2026

As we become more reliant on technology for information and communication, it can be easier to fall prey to cyber criminals. This October, commit to protecting your digital assets from threats by practicing safe online habits. Limit how much you share on social media, avoid clicking suspicious links or accepting friend requests from strangers, and review your privacy settings periodically. By exercising caution, you can better protect your digital footprint!

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...