Hamilton Wealth Management

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Hamilton Wealth Management Financial Advisory Firm in Pittsford, New York.

Someone else’s big investment win can make you question a plan you felt good about yesterday.That’s the fear of missing ...
10/26/2026

Someone else’s big investment win can make you question a plan you felt good about yesterday.

That’s the fear of missing out, and it can be especially tempting when you hear about the next “hot” stock.

In this episode of Wall Street to Main Street, Tom Hamilton discusses how FOMO can influence investment decisions, why taking on more risk deserves a careful conversation, and how the stakes change as you approach retirement.

Have your goals changed, or does someone else’s success have you second-guessing your plan?

🎧 Listen to the episode here:

Could chasing hot investments put your retirement at risk? Tom Hamilton shares three questions to ask before taking on more investment risk.

Sometimes, you just want to pick up the phone and talk things through.At Hamilton Wealth Management, personal attention ...
10/24/2026

Sometimes, you just want to pick up the phone and talk things through.

At Hamilton Wealth Management, personal attention starts with a conversation. Whether you have a question, a life update, or something on your mind about your financial plan, our team is here to listen and help.

Give us a call. We’d love to hear from you.

📞 585-381-9870
🌐 https://www.hamiltonwealthmanagement.com/contact

Meet the people behind your plan. 👋At Hamilton Wealth Management, personal attention starts with getting to know you, yo...
10/23/2026

Meet the people behind your plan. 👋

At Hamilton Wealth Management, personal attention starts with getting to know you, your family, your goals, and what matters most to you.

From planning conversations to everyday questions, Tom, Lesa, Nick, and Nash are here to help. We’re proud to be a team you know and feel comfortable reaching out to.

Get to know us at https://www.hamiltonwealthmanagement.com/team

Higher bond yields. More income for investors. More expensive borrowing for everyone else.On last week's Wall Street to ...
09/28/2026

Higher bond yields. More income for investors. More expensive borrowing for everyone else.

On last week's Wall Street to Main Street, Tom Hamilton explains what that trade-off means for mortgages, business loans and retirement portfolios, and where potential income opportunities fit into the picture. He also shares why deciding when to claim Social Security takes more than a rule of thumb.

Plus, Tom's son Nick Hamilton, Technology & Process Specialist at Hamilton Wealth Management, joins him for some Bills talk. They both have Buffalo finishing 12–5. Drop your season prediction in the comments. 🏈

🎧 Listen here:

Tom Hamilton discusses rising bond yields, inflation, fixed income opportunities, and Social Security decisions, plus Buffalo Bills analysis with Nick Hamilton.

Are you paying more in taxes than you need to?On last week’s Wall Street to Main Street, Tom Hamilton discusses Roth con...
09/09/2026

Are you paying more in taxes than you need to?

On last week’s Wall Street to Main Street, Tom Hamilton discusses Roth conversions, tax-efficient charitable giving, and why how you leave money to charity matters for your heirs.

What makes sense for you? That’s a conversation to have with your financial advisor and tax professional.

🎧 Listen to the full episode here:

Tom Hamilton discusses Roth conversions, charitable giving strategies, and overlooked tax planning opportunities for retirees and their families.

Is the AI boom a generational investment opportunity, or just the next market bubble?In this week's episode of Wall Stre...
09/01/2026

Is the AI boom a generational investment opportunity, or just the next market bubble?

In this week's episode of Wall Street to Main Street, Thomas Hamilton digs into the massive spending and energy demands fueling the AI boom, the growing tech rivalry between the U.S. and China, and whether investor enthusiasm may be running ahead of the underlying economics.

Tom also explains how these risks are shaping Hamilton Wealth Management's approach to diversification.

Listen to full episode on our website:

Tom Hamilton examines AI spending, energy demand, the U.S.-China technology race, market bubble risks, and the importance of portfolio diversification.

Do you know whether the bonds in your portfolio are short term or long term? It matters.When market yields rise, existin...
08/27/2026

Do you know whether the bonds in your portfolio are short term or long term? It matters.

When market yields rise, existing bond prices typically fall, even in the “safer” part of your portfolio.

Last Friday on Wall Street to Main Street, Tom Hamilton explains what drives longer-term interest rates and why not all bonds should be treated the same.

🎧 Listen to the full episode.

Learn why markets, not the Fed, set long-term interest rates and what rising Treasury yields could mean for inflation, federal debt, and your portfolio.

08/18/2026

Most investors can name the stocks they own, but could they explain what is inside their bond allocation?

Bonds are often viewed as the “safe” side of investing. But safe does not mean simple.

On last Friday’s episode of Wall Street to Main Street, Tom Hamilton discusses:

→ Why the traditional 60/40 portfolio is not right for everyone
→ How changing interest rates affect bond values
→ Whether the extra yield from corporate and high-yield bonds is worth the added risk

There is no universal answer. A bond allocation should reflect the investor’s goals, risk tolerance, income needs, and time horizon.

🎙️ Listen to the full episode on our website.

When was the last time you looked closely at your bond allocation?

In the latest episode of Wall Street to Main Street, Tom discusses key Social Security decisions, including the pros and...
06/03/2026

In the latest episode of Wall Street to Main Street, Tom discusses key Social Security decisions, including the pros and cons of claiming benefits at different ages, how the earnings test can affect your payments, and strategies to help maximize your lifetime income.

Available now on our website!

Tom breaks down the key decisions surrounding Social Security, including the pros and cons of claiming at different ages, how the earnings test can impact benefits, and strategies for maximizing your lifetime income.

Address

101 Sullys Trail. Building 20
Pittsford, NY
14534

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Telephone

+15853819870

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