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Diversify in Life
Defeating Goliath: Aligning Finances with Your Faith Believe it or not, the Bible talks about diversified investments! Ecclesiastes 11:2...

David T Georgiev, MBA, CKA
Jul 19, 20243 min read
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Now hiring!
The gem you didn't know about until now Company Description Monarch Wealth Management, LLC is a financial firm located in Brighton, NY....

Constantine J Kitrinos, CPFA
Jun 20, 20242 min read
466
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Keep more of what you make: Don't allow the tail to wag the dog
The gem you didn't know about until now Direct indexing is an investment strategy that lets you replicate the performance of a market...

Constantine J Kitrinos, CPFA
Jun 10, 20244 min read
380
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New Rules! A Guide to Converting Your 529 Plan to a Roth IRA
Spare change is a beautiful thing, but this is a different type of change. The SECURE 2.0 Act, enacted in December 2022, brought exciting...

Constantine J Kitrinos, CPFA
May 14, 20244 min read
417
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Tools of Success: The Impact of Small Changes in Workplace Efficiency"
From Renovation to Rejuvenation: Why Preparedness is the Key to Financial Success. It's the "little" things that matter. Just like a...

Constantine J Kitrinos, CPFA
May 14, 20244 min read
409
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Taming the Tide: Strategies to Conquer Debt in a High-Interest Rate Environment
The winds of economic change have shifted, and for many of us, that means facing a new reality: high interest rates. Ready or not,...

Constantine J Kitrinos, CPFA
May 13, 20244 min read
409
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Beyond Tacos and Tequila: The True Meaning of Cinco de Mayo
¡Olé! But Do You Know Why We Celebrate Cinco de Mayo? Fiesta flags, vibrant decorations, and the sounds of mariachi music fill the air –...

Constantine J Kitrinos, CPFA
May 5, 20243 min read
419
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Holding On or Letting Go: Lessons from the Ageless Family Christmas Tree (and Your Investment Portfolio)
If you were to visit my house sometime soon you might think it's still December. Never mind the gray skies, cold weather and bear trees....

Constantine J Kitrinos, CPFA
Apr 30, 20245 min read
429
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Main Street Blues: How Inflation is Crippling America's Small Businesses
The American dream has long been synonymous with small business ownership. Who wouldn't want something they're proud of? From cozy cafes...

Constantine J Kitrinos, CPFA
Apr 30, 20244 min read
425
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Contrarian Investor with a Social Conscience
🥳 Happy Birthday Leon Cooperman! Just who is Mr. Cooperman you might ask. Not all know him, but regardless if you agree with his outlook...

Constantine J Kitrinos, CPFA
Apr 25, 20244 min read
455
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