Blog

🎧 Listen to this week’s Weekly Market Impact Podcast:https://app.osaic.com/planninghub/weekly-market-impact-podcast-with-philWhat Happened in the Markets?Markets faced some pressure last week as investors reacted to rising oil prices,...

SWP Weekly Market Insights | Markets Face Headwinds from Inflation, AI & Geopolitical TensionWeek of March 2, 2026🎧 Listen to this week’s Weekly Market Impact Podcast: https://weeklymarketimpact.libsyn...

Week of February 23, 2026🎧 Listen to this week’s Weekly Market Impact Podcast: https://weeklymarketimpact.libsyn.com/weekly-market-impact-february-23What Happened in the Markets?Markets experienced another uneven week, with stocks...

Week of February 17, 2026🎧 Listen to this week’s Weekly Market Impact Podcast:https://weeklymarketimpact.libsyn.com/weekly-market-impact-february-17What Happened in the Markets?Last week, markets delivered a mixed performance as...

🎧 Listen to this week’s Weekly Market Impact Podcast: https://weeklymarketimpact.libsyn.com/weekly-market-impact-february-9Market RecapMarkets were mixed last week as investors balanced encouraging company earnings with growing...

We’re excited to introduce the newest member of the Select Wealth Partners team — Shelisia Nugent, our new Executive Assistant, primarily based in our Goshen office!Shelisia brings a strong background in organization, client support,...

SWP Weekly Market Insights | Markets Navigate Mixed Signals: Fed, Earnings & VolatilityWeek of February 2, 2026🎧 Listen to this week’s Weekly Market Impact Podcast:https://weeklymarketimpact.libsyn...

As we kick off the new year, the entire SWP team is energized and focused on what matters most — providing you with the best possible experience. We’re committed to working hard, collaborating closely, and continuously improving how we...

🎧 Listen to this week’s Weekly Market Impact Podcast: https://weeklymarketimpact.libsyn.com/weekly-market-impact-january-26 Market RecapMarkets experienced a mix of volatility and resilience this week. Early sharp moves tied to...

🎧 Listen to this week’s Weekly Market Impact Podcast: https://weeklymarketimpact.libsyn.com/weekly-market-impact-january-20Market RecapMarkets had a bumpy week as investors reacted to global headlines and growing concerns about trade...

We’re excited to celebrate a major milestone for Evan Kowalczyk, who has officially passed his Series 66 exam and is now fully registered as an Associate Advisor at Select Wealth Partners!This achievement marks the completion of our...

🎧 Listen to this week’s Weekly Market Impact Podcast: https://weeklymarketimpact.libsyn.com/weekly-market-impact-january-12Market RecapMarkets continued their early-year momentum, with major U.S. equity indexes testing record levels...

🎧 Listen to this week’s Weekly Market Impact Podcast: https://weeklymarketimpact.libsyn.com/weekly-market-impact-january-5Market RecapMarkets opened 2026 with a mix of optimism and caution. In this week’s Weekly Market Impact Podcast,...

At Select Wealth Partners, we believe that informed investors make confident decisions. Staying current on market trends and economic shifts is an important part of understanding the bigger financial picture — and that’s where the...

The holiday season is about more than celebration—it’s about coming together to support those in need. This year, Select Wealth Partners was proud to partner once again with the U.S. Marine Corps Toys for Tots program, and we’re...

At Select Wealth Partners, we’re committed to providing exceptional service and support to every client—and that starts with having the right people on our team. Today, we’re excited to introduce our newest team member, Brianne Page,...

2026 Cost of Living Adjustments: What Savers Need to Know Each year, the IRS adjusts contribution limits for retirement accounts to reflect the rising cost of living. These changes—known as Cost of Living Adjustments (COLA)—help...

Expert market insights from Phil Blancato to help you navigate today’s economy with confidence. At Select Wealth Partners, we believe that informed investors make confident decisions. Staying current on market trends and economic...

At Select Wealth Partners, we often meet people who are curious about what it’s really like to work with a financial advisor. Whether you’re just starting to save or managing more complex goals, it’s normal to have questions about how...

Announcing Dan Vobroucek’s New Certification as a Behavioral Financial Advisor At Select Wealth Partners, we’re always striving to bring the best expertise to our clients—and today, we’re proud to celebrate a significant milestone for...

At Select Wealth Partners, we believe that strong communities are built through collaboration and shared commitment to helping those in need. That’s why we are proud to partner with the Goshen High School Soccer Organization in a...

At Select Wealth Partners, your financial safety is one of our highest priorities. One simple but important way to help protect your accounts is by keeping your Trusted Contact Person information current. While not required,...

Recently, a few members of the Select Wealth Partners team had a great time participating in the Orange County Chamber of Commerce Business Expo at Mount Saint Mary College. The event brought together local businesses, entrepreneurs,...

This past weekend, the Select Wealth Partners team proudly took part in the Walk to End Alzheimer’s, joining thousands across the country to support the millions of families impacted by this devastating disease. Alzheimer’s doesn’t...

We’re excited to share some great news from the Select Wealth Partners team! Evan Kowalczyk, an Associate in our Associate Advisor Program, has officially passed the Series 7 exam — a significant milestone on his path to becoming a...

At Select Wealth Partners, we believe in the power of thoughtful planning to build a secure financial future—especially for those who dedicate their lives to educating the next generation. That’s why our team was thrilled to...

To enhance the protection of your financial information, OneView (powered by Albridge / Pershing X) has introduced multi-factor authentication (MFA) for all client accounts. New to OneView? You’ll be prompted to register for MFA during...

We’re excited to introduce Evan Kowalczyk as the newest member of our Associate Advisor Program here at Select Wealth Partners. Evan brings over a decade of customer service experience, with a strong background in hospitality. His...

At Select Wealth Partners, community involvement is more than just a value—it’s a fundamental part of who we are. We believe in giving back and supporting organizations that have a meaningful impact on the lives of others. This year,...

On June 21st, we had an incredible time gathering with clients and their families for our very first Select Wealth Partners Summer Picnic! Held at the beautiful Thomas Bull Memorial Park Day Camp Area, the day was filled with sunshine,...

At Select Wealth Partners, we believe that true leadership extends beyond the office and into the heart of the community. We’re thrilled to announce that Randy Clark, advisor in our Cornwall office, has been awarded the prestigious...

At Select Wealth Partners, community service and giving back are at the heart of everything we do. We’re proud to share that Randy Clark, advisor at our Cornwall office, has been recognized for his exceptional volunteer efforts with...

After 14 incredible years of dedication and service, we are honored to announce the retirement of our longtime administrative assistant, Mary Spall. Since joining Select Wealth Partners in 2011, Mary has been a cornerstone of our team....

Despite the rain, Shred Day 2025 was a great success! We want to extend a heartfelt thank you to everyone who came out to securely dispose of sensitive documents and take an important step toward protecting their personal information....

Recent market events have reminded us all that volatility is an inherent part of investing. During these uncertain times, we want to reassure you that Select Wealth Partners is here to support you every step of the way. Knowledge is...

We’re thrilled to announce that Randy S. Clark, RFC®, BFA™, has joined Select Wealth Partners at our new Cornwall location! A 7th-generation Cornwall resident and Wofford College graduate, Randy brings over 40 years of experience as a...

Select Wealth Partners is proud to have supported the Goshen Ecumenical Food Pantry’s holiday distribution, an event dedicated to helping local families enjoy a brighter holiday season. Sandeep Patel, along with several members of our...

We’re proud to celebrate our Senior Wealth Advisor, Bob Howerter, for earning his Behavioral Financial Advisor (BFA) certification! This prestigious achievement deepens Bob’s ability to understand the human side of finance—how...

With election day over, many are reflecting on what this new leadership might mean for their financial future and the country. While elections can stir strong emotions, it's important to remember that, historically, markets have been...

We are excited to announce the official launch of STAT (Select Tax & Accounting Team) — a new division dedicated to supporting our clients with expert guidance in income tax, bookkeeping, and payroll. At STAT, we understand that every...

Our team at Select Wealth Partners recently had the opportunity to attend Osaic’s ConnectEd 2024 Conference in Orlando, Florida! This annual event brought together financial professionals from across the nation for an engaging and...

We’re proud to share that our independent wealth advisors, Darren McCarthy and Dan Vobroucek, recently represented Select Wealth Partners at the 2024 Orange Open Golf Tournament, hosted by the Orange County Chamber of Commerce. This...

You might notice a different name on your statements. No action is needed on your part. We are consistently working on ways to improve your client experience. Please take advantage of all of the Some website names might have changed,...

At the recent Orange-Ulster BOCES 403(b) Event, we were proud to highlight the importance of retirement planning for educators and the powerful advantages of a 403(b) plan. Designed specifically for teachers and other public education...

We are excited to announce that David Mele has joined the Select Wealth Partners team as our new Administrative Assistant! David comes to us with extensive experience in client relations, having excelled as a Universal Membership...

Our Annual Shred Day 2024 was a huge success! We’re grateful to everyone who joined us in protecting personal information and contributing to a cleaner, greener community. Events like this remind us how important it is to take...

Reflecting on our recent cybersecurity event featuring Gary Rossi, Vice President of Fidelity Security Services, we’re grateful for the wealth of knowledge he shared. With more than 30 years of experience in security and risk...

Congratulations to our dedicated financial advisor Dan Vobroucek's achievement in becoming a Certified Student Loan Professional (CSLP)! This prestigious certification equips him with specialized expertise in navigating the...

In today’s digital world, safeguarding your personal and financial information is more important than ever. Cyber criminals are constantly finding new ways to access sensitive data — but with a few proactive steps, you can...

Our dedicated team of financial advisors embarked on an enlightening journey at Osaic's ConnectED Conference in the vibrant city of Phoenix, Arizona. This event proved to be an invaluable experience, as we engaged with some of the...

Meet the latest addition to our team! We're thrilled to welcome Diane V. Lindsay CPA, a seasoned independent wealth advisor and certified public accountant with an impressive 37 years of experience, to Select Wealth Partners. Diane...

As the school year moves along, it’s a great time to revisit your 403(b) retirement contributions. Increasing your contribution, even by a small amount, can make a big difference over time—thanks to the power of compound growth and...

Welcome to the Select Wealth Partners Blog! At Select Wealth Partners, we believe that staying informed is key to making confident financial decisions. That’s why we created this blog as a space to share timely market insights,...