How well are you performing?  Is your return in line with the  level of risk you are assuming? 

Learn how your investment performance can improve by improving your probability factors.

Learn what it takes to identify a technically sound stock, mutual fund, or ETF. Smart Beta Factors are all the rage; and with good reason.

Let me provide you with a free profile review that will quantify the level of risk you are assuming in your portfolio.  I invite you to read my blog for timely market updates; along with “Actionable” security/stock ideas.  

Following Trends - September 2019

Pina Formicola, Wealth Manager at Sage Rutty & Co. provides her monthly market commentary. Topics discussed: volatility, state of the international markets, and near-term positive signs.  

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Following Trends Podcast

 
 

Educational Seminars

Following Trends in an Unpredictable Market

Oct. 3rd - 12:00, Nov. 5th - 5:30

Were you one of the many investors who pulled out of the market at the end of last year? Knowing when to get back in needs to be strategic, not emotional. No one can time the
market, but you can help mitigate your risk. Come learn the key indicators used by analysts to determine market trends, and use momentum to your advantage. Don’t let a short-term correction steer you into missing out on a long-term opportunity.

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Market Insights

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Pina's Market Insights, timely articles, financial videos and more!  

 

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Pina is a contributing expert on Investopedia.  Investopedia is the largest financial education website in the world.  Investopedia offers timely, trusted and actionable financial information for every investor, from early investors to financial advisors to high net worth individuals.

 

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Meet Pina's Team

Lauren O'Brien

Registered Financial

Services Associate

585-512-2314

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Financial

Planning 

Department

One of the many benefits of working with a Sage Rutty Advisor is the access you receive to our Financial Planning Department. 

Working in tandem with our advisors, 

Victoria Ferren, CFP®, CHSA® and

Aaron Young, CFP®, CRPC®, CHSA®, AIF®

provide decades of experience in the Financial Planning realm.

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Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone 585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

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