The True Cost of ‘Gray Divorce’
The Wall Street Journal
Eileen Foley Allgrove, JD, MST, CFP® was quoted in this article discussing rising divorce rates among the 50+ population, creating challenges for the newly single.
FIA’s Andrew Salak Named to the Hartford Business Journal’s “40 Under 40”
Andrew Salak, Wealth Advisor, Private Client Group, has been named to the Hartford Business Journal’s 40 Under 40 Class of 2018. This award recognizes outstanding young professionals in the Greater Hartford area who are excelling in their industries through their leadership roles.
Fiduciary Investment Advisors Welcomes James Romano, CFA
FIA has hired James Romano, CFA, as Executive Vice President. Jim will be a member of the senior leadership team responsible for the daily operation of the firm.
FIA Expands Private Client Group
Eileen Foley Allgrove, JD, MST, CFP® has joined FIA as Associate Director, Private Client Group. She has been advising individuals, trustees, endowments and foundations for over 20 years and has a wide range of expertise in investment management, taxation, estate planning, and fiduciary administration.
At Home CT Radio Program
Mike Goss was featured on WTIC radio’s At Home CT on Sunday, January 20 at 6:50 a.m. ET. Mike discussed recent market volatility and the benefits of working with an independent wealth advisor. Click here to listen to the interview.
FIA 2018 Annual Conference
Andrew Salak moderated a panel on “Family Governance & Charitable Giving” as part of our Nonprofit Education Symposium on September 21, 2018. Eileen Foley Allgrove, JD, MST, CFP® served as a panelist. The conference was held at the Connecticut Convention Center in Hartford, CT.
The Estate & Business Planning Council of Hartford presents ESG: An Evolving Approach to Investments
Matt Kaminski, CFA, moderated this panel discussion in September 2018 on the evolution of ESG, how incorporating ESG principles influences portfolio construction, the “myth” of its impact on portfolio performance and what advisors can do to adapt to the ever-changing socially conscious landscape.