Are there signs of hope for small business owners with a second round of PPP loans? Jay Sattler, CPA, MST, Managing Tax Partner at Blum Shapiro, joins Kevin C. Leahy, CPA, CFP® & Denis M. Horrigan, CFP®, CEPA® to share some promising feedback about the additional funding. Connecticut Wealth Management, LLC is a registered investment adviser. The […]
Having a clear marketing strategy is a component of every business plan. What changes should be made to this strategy during a pandemic? Kara Mitchell and Sara-Beth Donovan from the advertising agency Mintz + Hoke helped break down the complex challenge of marketing during the COVID-19 pandemic. Learn how to re-imagine your marketing strategy to […]
Whether it is social media, radio, or television, the media is a large part of our daily lives. Kevin C. Leahy, CPA, CFP® & Denis M. Horrigan, CFP®, CEPA® interview journalist John Dankosky about the challenges the media is facing covering the news during the coronavirus pandemic. Connecticut Wealth Management, LLC is a registered investment adviser. The […]
Kevin C. Leahy, CPA, CPA, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners and individuals in Connecticut & throughout the country. They recently interviewed Megan Trask, CFP® Managing Advisor & Director of Investment Committee, and Jarrett F. Solomon, CFP®, CIMA®, Partner, to discuss how […]
Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners and individuals in Connecticut & throughout the country. They interviewed Attorney William A. Ryan, of Ryan & Ryan, LLC, to help provide guidance to business owners about the changes made […]
Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners and individuals in Connecticut & throughout the country. They recently interviewed Ellen Palmer, CEO of Ellen Palmer Wellness, Inc. & Co-Founder and COO of Healing Meals Community Project to discuss […]
Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with many business owners & individuals in Connecticut & throughout the country. In this video, Kevin and Denis discuss the CARES Act, how businesses are finding the PPP loan application process, and financial […]
Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners in Connecticut & throughout the country. They interviewed Jay Sattler, CPA, MST, Managing Partner at Blum Shapiro, to help break down the loans and paycheck protection programs that are available […]
Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners in Connecticut & throughout the country. They interviewed Ari Santiago, President & CEO of IT Direct, to help business owners understand some of the tools, hazards, and best practices companies are […]
Our Investment Committee has been meeting daily to strategize on what actions to take given the intense market volatility we have experienced over the last month. To date, we have purposefully not rebalanced back to target as an additional risk control measure. We acknowledge that it is difficult to look forward with so much uncertainty […]