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- Wells Fargo made me work overtime -- without extra pay September 30, 2016
- U.S.: Wells Fargo illegally repossessed 413 servicemembers' cars September 30, 2016
- Costco's new Visa card is off to a hot start September 30, 2016
Ted’s Twitter Feed: The Latest in Personal Finance
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BOSC’s Ted Sarenski was quotes in an article discussing the topic of Social Security:
“If you don’t get the answer that you think you should get, ask for a Tier 2 representative,” said Sarenski, president and chief executive of Blue Ocean Strategic Capital in Syracuse, New York. Those employees have more specialized knowledge than the representatives people first encounter at the Social Security office.
To read the full article: http://www.cnbc.com/2016/09/19/social-security-fails-to-properly-explain-benefits-study.html
Please join us for an education seminar exploring the topic of Social Security:
BOSC Summer 2016 Newsletter has been uploaded and is available for online viewing.
June 24, 2016
BRITAIN’S EXIT from the EUROPEAN UNION
by Ted Sarenski
“The stock markets were recently going up anticipating that Great Britain would stay in the European Union. In fact, Yesterday the Dow was up 280 points. The vote to leave the union has caused markets to fall back to the values they were at the beginning of June erasing the run-up from the anticipation of Great Britain staying. The reaction is not as bad as I thought it would be. On a long-term basis, this could be the beginning of the unraveling of the Euro. The U.S. on a long-term basis could come out stronger worldwide as Europe will potentially go back to individual country currencies and not be the economic powerhouse the European Union was intended to be. Volatility is here to stay for a while as this exit will not occur quickly. Markets will be adjusting to news reports for some time rather than on the fundamentals of the markets.”
If anyone has further questions for concerns, we encourage you to contact our office at 315.471.2672 for further discussion.
Thank you to Everyone that came out to our
2nd Annual Shredding Day
June 11, 2016
We would like to invite our clients and your family and friends to our 2nd annual shredding day. Once again, Blue Ocean has arranged for a shredding truck from “Shred-It”, which is our secure shredding service, to be in front of our office building on West Washington Street. No need to get out of your car as we will be there to gather your papers and place them directly into the shredding truck.
We kindly ask that you bring at least one canned good per box of documents for disposal to donate to Cathedral Emergency Services.
Should you have any questions, please do not hesitate to call Brian Wells at 471-2672.
We look forward to seeing you.
On May 19th, Theresa Congemi of Medicare Made Simple LLC, came to our office and spoke to our clients about Medicare.
Protect Your Valuables
Informative article from the United States Department of Commerce with suggestion on how to keep you valuables safe.