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PPS Advisors, Inc. Small Business Breakfast

PPS Advisors, Inc. Small Business Breakfast Please join us for a networking breakfast and rare opportunity to chat with business specialist who will discuss your small business risk management, financing, legal, accounting, succession planning, and benefits plan concerns. Specialists will visit each table so that you may ask specific questions and discuss key issues with […]

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The Power of a Plan; Women & Wealth Workshop

  PPS Advisors Presents; A Special Workshop on  The Power of a Plan: Women & Wealth Know Your Finances Set Clear Financial Goals Capitalize on tax-advantaged retirement planning vehicles Establish an investment plan     Speaker: Colette Frey-Bitzas Certified Financial Planner,™MBA When: Thursday, May 15th Presentation: 6:00 to 8:00 pm Where: Setauket Neighborhood House 95 […]

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Saving for College

There’s no denying the benefits of a college education: the ability to compete in today’s competitive job market, increased earning power, and expanded horizons. But these advantages come at a price–college is expensive. And yet, year after year, thousands of students graduate from college. So, how do they do it? Many families finance a college […]

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Investing on the Margins? What to Know Before You Do

Like buying a house or car with the help of a loan, investing on margin simply means purchasing securities with borrowed funds. A margin account can be a valuable tool for investors seeking flexibility in managing their portfolios. Margin accounts offer convenience,sophistication, and an integrated approach that allows you to fully capitalize on market opportunities. […]

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