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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....

Constantine J Kitrinos, CPFA
Jun 20, 20242 min read


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


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


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


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


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


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


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


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


I'm retired now, so what
Rethinking Retirement: Exploring Alternative Investments for a Sustainable Future For as long as many can remember traditional retirement...

Constantine J Kitrinos, CPFA
Apr 25, 20246 min read


Credit Cards- Discipline or Disaster
Defeating Goliath: Aligning Finances with Your Faith In today’s blog we will be discussing the evil one himself, the credit card!! LOL,...

David T Georgiev, MBA, CKA
Apr 24, 20244 min read


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...

Constantine J Kitrinos, CPFA
Apr 22, 20243 min read


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...

Constantine J Kitrinos, CPFA
Apr 17, 20244 min read


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...

Constantine J Kitrinos, CPFA
Apr 4, 20244 min read


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...

Constantine J Kitrinos, CPFA
Apr 3, 20244 min read


Possessed By Possessions!
Welcome back to this new blog, so grateful for all of the positive feedback on social media! Today, I wanted to discuss chasing things....

David T Georgiev, MBA, CKA
Mar 31, 20244 min read


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...

Constantine J Kitrinos, CPFA
Mar 27, 20242 min read


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...

Constantine J Kitrinos, CPFA
Mar 20, 20243 min read


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...

Constantine J Kitrinos, CPFA
Mar 20, 20243 min read


Good Friday: Reflecting on Sacrifice and Hope
Today, Christians around the world observe Good Friday, a day commemorating the crucifixion of Jesus Christ. While it seems contradictory...

David T Georgiev, MBA, CKA
Mar 19, 20242 min read
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