News & Events

  • Financial Planning For High-Net-Worth Women With Stay-At-Home Husbands

    Financial Advisor Magazine
    Jadah Riley
    April 23, 2018

    Women are the breadwinners in nearly one-third of all married and co-habitating households, and that number is rapidly expanding, according to a recent report from the Pew Research Center. Yorkbridge Wealth Partners, a New York City-based wealth management company, is an example of one firm helping high-net-worth bread-winning women navigate financial planning in one-income households. “There’s no […]

  • April 2018 – Volatility Returns, a Long Overdue Development

    YorkBridge Investment Committee
    April 2018

    Following the mad dash upward in January of both earnings increases and stock prices, the market has abruptly normalized with two brief but intense drops that brought valuations back to pre-tax reform levels. The so-called “January Barometer” effect – which indicates that the market direction for the rest of the year follows January’s performance – […]

  • Business Leaders Conference: 5 Takeaways

    February 13, 2018

    Business Succession Planning & Wealth Transfer for Business Leaders: Carrie Gallaway, CFP®, CeFT Managing Partner | YorkBridge Wealth Partners John Larkin, CPA, ABV, Partner | Markowitz, Fenelon & Bank Melissa Sidor, Esq., Counsel | Campolo, Middleton & McCormick In order to grow and sustain a successful business, you must have a team. Your team can […]