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Our Recent Newsletters

March 30, 2025
Market Volatility and Recent Rebalance: Staying Disciplined Amid Uncertainty

Over the past several weeks, markets have been reacting to a mix of economic headlines and renewed uncertainty. U.S. stocks—particularly in growth-oriented sectors—have experienced heightened volatility, driven by persistent inflation concerns, new tariff developments, and signs of slowing economic growth. Looking ahead, the Federal Reserve has signaled that they may continue lowering interest rates later […]

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February 24, 2025
Tax Season is Here—Key Strategies for Pre-Retirees & Retirees

A Message from Canty Financial Tax season is in full swing, but tax planning isn’t just about filing—it’s about long-term strategy. Whether you're still working or fully retired, making smart moves now can reduce your lifetime tax bill, minimize investment drag, and preserve more of your wealth for the future. Below, we outline key tax […]

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November 26, 2024
Understanding Investment Risk and When to Make Adjustments

Managing investment risk is one of the most critical elements of building and maintaining long-term wealth. At Canty Financial, we don’t see risk as something to avoid entirely; rather, we view it as a factor to balance based on your financial goals, time horizon, and comfort level. This article explains how we approach investment risk […]

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October 24, 2024
Year-End Financial Planning: 2024

As the year winds down, it's the perfect time to reflect on your financial progress and take advantage of key opportunities that can help you optimize your financial health. Year-end planning is not just about organizing your finances; it's about setting yourself up for success in the coming year. In this edition, we’ll guide you […]

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Ballston Spa, NY, 12020
518-885-3230
5129 Castello Drive Suite #1
Naples, FL, 34103
239-435-0090
Michael Canty Memorial Fund
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