It has been said that squirrels will lose anywhere from 10-30% of the nuts that they hide away for safekeeping. While their effort to store…read more

Although U.S./Iran tensions remain high, both U.S. and international equities continued to rise in the 2nd quarter. Notably, momentum cooled in June amid concerns over…read more

Welcome to Focused Insights, an update on the latest trends and developments from the advisors at Dopkins Wealth Management, LLC. In this issue, you will…read more

Navigating Uncertainty: What Inflation Means for Bonds Today   While inflation has eased, it remains a significant driver of behavior in the bond market. Although…read more

When a Plan Works: Carrying Investors Through Uncertain Times     In March, markets gave us a real test. The S&P 500 dropped roughly 10%…read more

When it comes to private credit, a number of questions can arise, including those around asset class, credit quality, and steps investors may wish to…read more

June 1, 2026 – Bart F. McGloin, CPA, CFE recently authored a guest column in Business First of Buffalo. The generational wealth transfer: How family businesses…read more

A small change today can grow into big savings tomorrow. Saving for retirement doesn’t have to feel overwhelming. Small steps can make a big difference….read more

Despite a positive start to the year in January and February, much of the attention in the first quarter of 2026 is on March, due…read more

Maximize your savings with a catch-up contribution Catch-up contributions have been available since 2001 and are offered by most 401(k) plans. If you’re 50 or…read more