Jennifer Schnalzer - Financial Consultant: Capital Management Group of NY

05/20/2026

When Aging Parents Need Financial Help: A Family Guide

By Capital Management Group on May 20, 2026

When you’re growing up, your parents are responsible for caring for you and helping you build a stable foundation for adulthood. But as you age, so do your parents, and the dynamic of who is helping whom can begin to shift. Over time, many adult children find themselves stepping into a caregiving role, supporting their parents not only with health needs, but financially as well.

When you’re growing up, your parents are responsible for caring for you and helping you build a stable foundation for adulthood. But as you age, so do your parents, and the dynamic of who is helping whom can begin to shift. Over time, many adult children find themselves stepping into a caregivi...

04/27/2026

What To Do — And Not To Do — When You Decide to Divorce
By Capital Management Group on April 27, 2026

Getting a divorce can be one of the most difficult and emotional decisions in a person’s life. While the idea of starting a new chapter may bring a sense of closure, it is also common to experience uncertainty and concern about protecting your financial future.

In addition to support from family and friends, working with experienced professionals can help ease the transition and provide clarity during a complex time.

Getting a divorce can be one of the most difficult and emotional decisions in a person’s life. While the idea of starting a new chapter may bring a sense of closure, it is also common to experience uncertainty and concern about protecting your financial future. In addition to support from family a...

04/23/2026

The recent talks of de-escalation involving Iran have provided a measure of relief to markets, supporting the view that the conflict may be shorter-lived than initially anticipated. At the same time, the markets have remained resilient with stabilizing macro conditions and improving earnings, reinforcing a constructive outlook of the market and the importance of identifying opportunities as the earnings backdrop continues to strengthen.

Read more in this week's edition of Market Note:

1. De-Escalation Supporting Markets and Reinforcing the Fundamental Backdrop Recent geopolitical developments have provided a measure of relief to markets, with Iran’s foreign minister indicating that the Strait of Hormuz has reopened in accordance with the ceasefire with Lebanon. This easing in t...

04/10/2026

Enjoy this week’s commentary from Stephanie Link, Hightower’s Chief Investment Strategist and Portfolio Manager.


Weekly Wisdom: Earnings Momentum Builds Beneath the Surface


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04/01/2026

Strength After Setback: Rebuilding Financial Confidence After Major Life Events

By Capital Management Group on April 1, 2026

Life doesn’t always change in gradual, predictable ways. Sometimes it shifts in an instant — through a divorce, the death of a loved one, a sudden illness or injury, or another deeply personal loss. In those moments, your emotional and physical well-being naturally take priority. Grief, fear, and exhaustion can make even routine decisions feel overwhelming.

Yet while you are coping with what has happened, the financial implications do not pause.

Life doesn’t always change in gradual, predictable ways. Sometimes it shifts in an instant — through a divorce, the death of a loved one, a sudden illness or injury, or another deeply personal loss. In those moments, your emotional and physical well-being naturally take priority. Grief, fear, an...

02/25/2026

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We've helped thousands of advisors find their unique path to becoming independent RIAs. Let us help you start your journey today. Visit: https://advisorservi...

02/24/2026

Funding Your Child’s Education

By Capital Management Group on February 24, 2026

Planning strategies to consider with your advisor
The skyrocketing cost of college education has become a growing concern for students and families across the U.S. ― even for those with relatively high income and asset levels.

Planning strategies to consider with your advisor The skyrocketing cost of college education has become a growing concern for students and families across the U.S. ― even for those with relatively high income and asset levels. In 2024–25, average annual total costs (i.e., for tuition and fees; r...

01/20/2026

A car is one of the largest purchases that most people will make in their lifetimes, other than a home and higher education. Because of the size of this investment, mistakes can be costly, both immediately and in the long run. Whether you want to purchase a
new car or a used one, doing extensive research prior to walking into a car dealership is imperative for both your finances and safety when you hit the road.

01/15/2026

Will My Money Last?

Confronting the fear of outliving your savings W I L L M Y M O N E Y L A S T ? C O N F R O N T I N G T H E F E A R O F O U T L I V I N G Y O U R S AV I N G S 2 The cost of living continues to rise, placing increasing financial pressure on those already in retirement. As a result, many seniors now face a heightened risk of outliving their savings. According to a 2025 analysis by the Transamerica Center for Retirement Studies, retirees in 41 states and Washington D.C are projected to deplete their savings before the end of their lives, with an average shortfall of $115,000. Factors such as inflation, market volatility, tariffs, and longer life expectancies all contribute to this growing challenge.

01/09/2026

This week’s Weekly Wisdom dives into the outlook for 2026 and the key investing themes shaping the market. We also explore what’s ahead for fixed income and private markets as we head into an exciting year of opportunity.

Read this week's Weekly Wisdom here: https://lnkd.in/eRnzCkEP

https://hs-46917221.f.hubspotemail.net/hubfs/46917221/2026-01-06%20Weekly%20Wisdom%20(CAS00126398).pdf?utm_medium=email&_hsenc=p2ANqtz--tGrSPrKBxeUqNt_RRCjTzFMKHx8_gk2zvSMMnfhTF90Qe6vTYSi76Ph3PkNemBp7b059T2E0Hyux8mr0_Ki6JgEOLLw&_hsmi=397347434&utm_content=397347434&utm_source=hs_email