Our first priority is helping you take care of you and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
The term “Bear Market” is new to many of today’s investors and financial advisors. So, what is a Bear Market?
Bear markets are defined as sustained periods of downward trending stock prices, often triggered by a 20% decline from near-term highs.
Bear markets are often accompanied by an economic recession and high unemployment, but bear markets can also be great buying opportunities while prices are depressed.
You are unique. Your need for a strong financial future, space for you to pursue the things that make you happy make you, well, you.
I want to work with you to ensure that you have the resources to be the most satisfied, best version that you can be. Click on a box below that looks familiar to explore the possibilities further.
And it is expensive! But I need to keep an eye on my own retirement. How can I navigate these two seemingly competing priorities?
Retirement is always a priority. But what about the now? How can you make sure that you have the funds to enjoy your life while building a secure financial future?
Kids are Expensive. College costs are stratospheric. How can we fund and have fun along the way?
This is a full-service financial management group. From retirement planning to setting aside money for a grandchild’s education we have programs to discuss with you.
Scott Lask is the Chief Investment Officer and Owner of the Scott Lask Wealth Management Group. Scott began working in financial services as a financial consultant in 1983 at Shearson American Express. Prior to starting the Scott Lask Wealth Management Group in 2004, Scott was a financial advisor for several different companies. Scott is a member of The Hudson Valley Estate Planning Council.
He holds certification from the Dorsey Wright & Associates Broker Institute and Advanced Broker Institute for successful completion of training in advanced point and figure methodology. Scott’s specialties are Risk Management, Retirement Income Solutions, Portfolio Construction, Family Wealth Advisory services, setting client goals; and is a frequent speaker for groups and organizations and continuing education seminars.
You do not have the time to cover the markets like a pro. At least I hope not. I want you to focus on living and your career and your happy life. That said… read my blog. Signup for my newsletter so you don’t miss an issue. I have you covered on the financial matters that you need to know about. Some examples below.
