by George C. McCabe, CPA | Oct 10, 2025 | Investment Management
Collateralizing your investment account means borrowing against eligible securities to create short-term liquidity without selling your holdings. When used thoughtfully, this securities-based lending strategy can bridge a funding need while preserving your long-term...
by George C. McCabe, CPA | Oct 10, 2025 | Investment Management
When interest rates rose significantly in 2022, it changed the calculus for idle cash. Keeping large balances in checking for bill pay and convenience often means missing out on materially higher yields available elsewhere. Here are four practical, higher-yield...
by McCabe & Associates | Apr 22, 2025 | Financial Planning, Investment Management, Stock Market
On April 2nd, President Trump announced unprecedented global tariffs that sent shockwaves throughout the global markets. As a result, the S&P 500 lost over 10% in two days. Though we have experienced volatility like this in the past (i.e. 1987, the Financial...
by McCabe & Associates | Apr 9, 2025 | Investment Management, Stock Market
In Episode 5 of the “Building Your Wealth Bridge” podcast, our advisors discuss the following: • William E. Will, CFA, Financial Advisor, speaks on the recent tariffs making headlines and offers some historical perspective on news events of the past and how...
by McCabe & Associates | Jan 15, 2025 | Investment Management, Risk Management
Investors are constantly asking these questions about their investments: • How much risk is in my portfolio? • Am I too aggressive with my investments or am I being too conservative? • If 2008 were to happen again, how bad could...
by George C. McCabe, CPA | Aug 1, 2024 | Financial Planning, Investment Management, Retirement Planning
The best shift I have seen in the financial advisory industry is that we are moving away from selling products to providing advice. Value does not only come from the services your firm provides; rather, the ability to identify outside solutions that are...
