Robert A Rolfe, Wealth Manager, Excelsior Wealth Partners Oswego

07/10/2026

Charting your course toward a secure financial future is complicated. Whether you’re managing your financial plans yourself or working with a professional, it’s okay to ask for help if you’re not feeling confident. Our free “second opinion review and analysis” is a great start.

07/10/2026

I address this question several times a week. To protect your wishes for family or charitable interests, complete a complimentary beneficiary review.

07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

07/04/2026

🎆 Happy Independence Day! 🎇

Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our nation declared independence, paving the way for freedom, opportunity, and the American spirit we cherish today. 🎉🗽

As we enjoy fireworks, BBQs, and time with loved ones, let’s remember the courage and sacrifice that built this great nation. 🍔🌭

Happy Birthday, America! 🎂🎈

07/03/2026

If your dreams for the future include relaxing in far-away places, you certainly don’t want to endure a stress-filled journey getting there. Reduce stress and increase your confidence with a professional evaluation of your financial plan. Contact us today for a free analysis.

06/30/2026

High end golf destinations are great bucket list ideas before or during retirement. Structured planning can help enable these dreams.

Luxury Golf Resorts With Unreal Views and Next-Level Experiences

06/26/2026

It’s not easy to feel confident your financial plan is on target when that target might be 10, 20, or even 30 years away! But adjusting your aim SOONER rather than later can make a huge difference in your overall success. Schedule your free Second Opinion analysis today!

06/22/2026

It's very important to understand the impact your College Funding investing strategy has on Financial Aid.

When my oldest turned 14, I sat down with a financial planner to review our college savings strategy. I had been putting money into a custodial account —

06/19/2026

Did you know that the first Father's Day was celebrated in 1910? It was established to recognize the vital role fathers play in the lives of their children and families. Take this opportunity to express gratitude and make your dad feel extra loved on this special day.

06/19/2026

The climb toward a successful retirement can feel more than a bit arduous; it’s okay to ask for help if you’re not feeling confident. Our free “second opinion review and analysis” is one of the most valuable services we provide. Contact us today to schedule yours!