Steve Lelli, CWS®

Senior Vice President, Financial Advisor, Branch Manager

Blog

Urban Exodus: Americans Heading to the 'Burbs

  Urban Exodus: Americans Heading to the ’Burbs While many Americans have been spending more time in their homes, others are busy relocating to new homes. In fact, the U.S. may be experiencing a new “urban flight”?—?an increase in the numbers of large-city dwellers escaping to the suburbs. While moving away from the city may not amount to a major trend, the pandemic apparently has prompted many people — or solidified their earlier plans?&m
View More >>

Diversity in Company Leadership: More Work to Be Done

View More >>

Strategies to Minimize Taxes, Regardless of Your State of Residency

View More >>

Let Positivity Prevail: Tips for Keeping Negative Thoughts at Bay

Are you struggling with negative thoughts or anxiety? With our collective worlds shaken by current events, many of us are struggling to keep from ruminating on negative thoughts and letting them spiral out of control. The good news: Research shows several practices can provide powerful stress and anxiety relief, allowing us to sleep better at night and go about our days without feeling overwhelmed. While some coping mechanisms can be relatively quick and easy, others take more time. All are bac
View More >>

Cybersecurity Awareness: What You and We Can Do

As the threat of cybercrime grows, your digital safety has never been more critical than during these volatile times. Besides the usual criminal techniques that many of us are accustomed to, a new set of phishing scams has sprouted in which fraudsters pose as representatives from the Centers for Disease Control, World Health Organization or local police in attempts to gain access to your personal information.
View More >>

Tips for Decluttering: The Life-Changing Magic of Cleaning Up Your Financial Doc

Do you know where all of your financial documents are? Are they spread throughout electronic files and around your home? If you are like many of us, you are engulfed in a flood of bills, tax forms, account statements and other financial documents, and may not know where everything is. That means it's time to sort, simplify and organize, especially if you are just around the corner from retirement.
View More >>

If You Can't Decide, Who Will? Plan Ahead to Protect Your Finances

Did you know that you can take several steps to help yourself steer clear of being a potential victim of financial fraud? One key tool that allows for an extra layer of protection is the designation of at least one "trusted contact" to your investment accounts. By adding the information for a trusted person or two to your brokerage accounts, you can help ensure that your financial advisor has the tools
View More >>