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The gem you didn't know about until now Company Description Monarch Wealth Management, LLC is a financial firm located in Brighton, NY....
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Constantine J Kitrinos, CPFA
- Jun 10
- 4 min
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...
110 views0 comments
Constantine J Kitrinos, CPFA
- May 14
- 4 min
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...
140 views0 comments
Constantine J Kitrinos, CPFA
- May 14
- 4 min
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...
142 views0 comments
Constantine J Kitrinos, CPFA
- May 13
- 4 min
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,...
145 views0 comments
Constantine J Kitrinos, CPFA
- May 5
- 3 min
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 –...
156 views0 comments
Constantine J Kitrinos, CPFA
- Apr 30
- 5 min
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....
163 views0 comments
Constantine J Kitrinos, CPFA
- Apr 30
- 4 min
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...
161 views0 comments
Constantine J Kitrinos, CPFA
- Apr 25
- 4 min
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...
175 views0 comments
Constantine J Kitrinos, CPFA
- Apr 25
- 6 min
I'm retired now, so what
Rethinking Retirement: Exploring Alternative Investments for a Sustainable Future For as long as many can remember traditional retirement...
170 views0 comments
Constantine J Kitrinos, CPFA
- Apr 22
- 3 min
Go big or Go Home
Small guys falling down Small Caps Stumble: Is the Dream of Rate Cuts Dead? The party might be over for small and mid-cap stocks. After...
175 views0 comments
Constantine J Kitrinos, CPFA
- Apr 17
- 4 min
Shop till you drop
Spending never goes out of style A recent spending spree sends a little shock wave through investors as it spooks them a bit. Stocks Hit...
184 views0 comments
Constantine J Kitrinos, CPFA
- Apr 4
- 4 min
You can run but you can't hide
Ten days left to file or extend. The tax man will find you It's funny how fast April 15th sneaks up on us. The tax deadline looms like a...
550 views0 comments
Constantine J Kitrinos, CPFA
- Apr 3
- 4 min
Careful when you load up the barrel
Protect benefits for your disabled beneficiary Financial planning for someone with a disability requires careful consideration. A lot of...
505 views0 comments
Constantine J Kitrinos, CPFA
- Mar 27
- 2 min
Buckle up for a Banner Year
S&P 500 Hints at Big Gains Ahead The stock market is off to a roaring start in 2024, and with the S&P 500 on track for its fifth...
235 views0 comments
Constantine J Kitrinos, CPFA
- Mar 20
- 3 min
Spring Break Fun on a Budget: Keeping Your Wallet Happy While the Kids Are Home
Spring break! A time for relaxation, family bonding, and...potentially breaking the bank? Fear not, parents! Here are some creative and...
227 views0 comments
Constantine J Kitrinos, CPFA
- Mar 20
- 3 min
Elizabeth Cady Stanton: The Spark That Ignited a Movement in Rochester
Elizabeth Cady Stanton: The Spark That Ignited a Movement in Rochester While Elizabeth Cady Stanton wasn't a lifelong resident of...
238 views0 comments
Constantine J Kitrinos, CPFA
- Mar 13
- 3 min
Clara Barton: From Battlefield Angel to Red Cross Founder
Clara Barton, a name synonymous with compassion and humanitarian aid, left an indelible mark on both American history and the lives of...
237 views0 comments
Constantine J Kitrinos, CPFA
- Mar 7
- 3 min
A Pioneering Engineer and Visionary Kate Gleason, a leader from Rochester
Born in Rochester, New York in 1865, Catherine Anselm Gleason, better known as Kate Gleason, defied societal norms and carved her path as...
244 views0 comments
Constantine J Kitrinos, CPFA
- Mar 5
- 4 min
Traditional vs. Roth IRA Tax & More
Choosing the Right Tax-Driven Retirement Savings Vehicle Planning for retirement is crucial, and Individual Retirement Accounts (IRAs)...
287 views0 comments
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