585 752 1235 alexz@highlandwealthadvisory.com70 Linden Oaks, Rochester, New York 14625


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What is a Financial Plan?

A well-developed financial plan can answer many of your questions and concerns about your future, partly by offering a roadmap for investing in ways that best help you achieve your life and financial goals. This article offers a brief overview of what you can expect from your financial plan.

The Art and Science of Portfolio Management

Portfolio management involves making investment decisions that balance a number of compelling interests, matching investments to objectives and balancing risk against performance to achieve the right investment mix. Here’s a quick overview of how it works.

Assessing Your Risk Tolerance

Determining your risk tolerance is a critical piece of the puzzle in developing asset allocations that will achieve your financial goals while letting you sleep well at night. Here are some tips on assessing your risk tolerance.

Introduction to Social Security

Exploring your strategies for withdrawing Social Security? Start here with this introduction to the federal benefits program.

Planning Your Retirement Using The Monte Carlo Simulation

Like most investment advisors, Highland Wealth Advisory uses Monte Carlo simulation to project the likelihood of achieving your financial or retirement goals. Here’s a quick explanation of how it works.