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The Impact & Role of the Media During the Pandemic

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 […]

Portfolio Management During the Pandemic

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 […]

COVID-19 and the Workplace

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 […]

Getting Comfortable with Being Uncomfortable

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 […]

Overview of the CARES Act & Planning ideas

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 […]

COVID-19 Relief Bill: Understanding the Loans & Paycheck Protection Programs

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 […]

Technology During the Coronavirus Pandemic: Tools, Hazards & Best Practices

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 […]

Investment Committee Update: Intense Market Volatility

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 […]

Coronavirus Relief Bill: What It Means for Business

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 recently interviewed Joe Brennan, President & CEO of Connecticut Business & Industry Association (CBIA) to help business owners understand the relief programs the […]

Stock Market Volatility

Stock market volatility has continued this morning, leading to the trigger of market-wide circuit breakers. Put simply, market exchanges have mechanisms in place to try to help reduce panicked selling. The New York Stock Exchange declined by more than 7% this morning at the open, which triggered the first circuit breaker that halted trading for […]