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Between the Head and the Heart
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Between the Head and the Heart

Author: Lexington Wealth Management

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We will have candid conversations that will gravitate between the emotional and the rational side of money. From college planning insights, to how Tax Law Changes can affect your portfolio, to what is a robo-advisor, “Between the head and the heart” is will give you a simpler explanation to commonly complicated topics.
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In today's episode, we chatted with LWM President and co-founder Kristine Porcaro. We discussed one of the things many entrepreneurs and business owners have been chatting amongst themselves even through these difficult times, which is the silver linings that having time at home has brought. Entrepreneurs tend to spend time outside the family circle more often than others due to the nature of their work, but the COVID-19 crisiS has changed that dynamic and as Kris mentions, it might be here to stay. We hope you enjoy this uplifting conversation with Kristine about the future and what she sees coming next.   If you have any questions after listening to this episode, feel free to reach out to us at info@lexingtonwealth.com and we will respond directly to your questions. Thank you for listening to this unique episode.  Subscribe to our podcast to get similar interviews in the coming weeks where we will be hearing from more leaders in our society, industry, and networks. This series of episodes is intended to bring you the personal side of those professionals working 24/7 during this crisis and often don't get to share their day to day. We thought we could shed some light on that. Tax Disclaimer: HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan. General Disclaimer: Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.    
Today's episode is a different and special episode where we post the sound of a Webinar we hosted about how the CARES Act might impact your financial plan. We were joined by Susie Boretti, Glenn Frank & James Hastings from LWM and discussed a few of important things to consider in both the "Accumulator" phase and the "Deaccumulator" of phase life as it relates to the CARES Act.  If you have any questions after listening to this episode, feel free to reach out to us at info@lexingtonwealth.com and we will respond directly to your questions. Thank you for listening to this unique episode.  Subscribe to our podcast to get similar interviews in the coming weeks where we will be hearing from more leaders in our society, industry, and networks. This series of episodes is intended to bring you the personal side of those professionals working 24/7 during this crisis and often don't get to share their day to day. We thought we could shed some light on that. Tax Disclaimer: HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan. General Disclaimer: Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.    
During this episode of our COVID-19 Series, we chatted with Ryan Villanueva. Ryan is the co-founder at Best Delegate and also the current President of Entrepreneurs Organization Boston's chapter. We wanted to chat with Ryan because as many business owners, Ryan and his business partner, have had to adapt and deploy new ways of doing business almost overnight to be able to survive and meet the demand. Ryan brought his optimistic and uplifting way of seeing challenges to the conversation. Also, he shared the personal struggles he is going through while having to pivot his entire business and be the leader his networks expect him to be.For all business leaders, this one is an episode to pay attention to and share as an example of resilience and fast adaptation to a crisis.Subscribe to our podcast to get similar interviews in the coming weeks where we will be hearing from more leaders in our society, industry, and networks.This series of episodes is intended to bring you the personal side of those professionals working 24/7 during this crisis and often don't get to share their day to day. We thought we could shed some light on that.Tax Disclaimer:HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.General Disclaimer:Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.   
If you are a business owner going through the COVID-19 crisis and have really tough decisions to make on a daily basis, this is a must-listen episode. On our second conversation of this series, Jordi Mullor chatted with Jeff Solomon, managing shareholder of KN+S, a respected accounting firm in Boston. Jeff shared his insights into what he is seeing with his clients, what he is experiencing in his own firm and was candid about what he sees coming in the next few weeks if things don't improve. Jeff's perspective is unique, as he sees different industries' trends due to the nature of his business and the time of the year we are in...tax season. Is a hard conversation to listen to, but a real and raw one.Subscribe to our podcast to get similar interviews in the coming weeks where we will be hearing from more leaders in our society, industry, and networks.This series of episodes is intended to bring you the personal side of those professionals working 24/7 during this crisis and often don't get to share their day to day. We thought we could shed some light on that.Tax Disclaimer:HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.General Disclaimer:Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates. 
In our first episode of the COVID-19 Series, we called David Morton, Chief Global Strategist at Rocaton Investment Advisors, to his home. This episode will bring context and a different perspective to the times we are experiencing from someone that has to talk to thousands of advisors every week.We called David because we wanted to see how David was adapting to working from home, this new temporary reality for business professionals, new challenges, fears, and hopes. Like many of us, he shared how we are all adapting and doing our best. He brought a big picture perspective to what we are experiencing currently and discussed past financial crisis and lessons learned from them.This series of episodes is intended to bring you the personal side of those professionals working 24/7 during this crisis and often don't get to share their day to day. We thought we could shed some light on that.Tax Disclaimer:HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.General Disclaimer:Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates. 
We have updated this episode with an intro recorded on February 28th 2020 with LWM CEO Michael Tucci and Jordi Mullor, discussing the recent volatility experienced in the markets due to the Coronavirus spread globally. The original episode reminds us of the timeless lessons about volatility and how to think about it when managing a portfolio.Original DescriptionFor the third episode of the "Market Series",  we addressed a topic commonly overlooked by long-term investors, volatility. Jordi Mullor is joined by Lexington Wealth Management's CEO & Co-Founder Michael Tucci & by Rocaton Investment Advisors' Chief Market Strategist David Morton. During this conversation, you will hear what volatility means for a global market strategist and to a wealth manager.We also cover the emotions that come along volatility and how experiencing volatility might be a way to really figure out your own personal risk tolerance.  Please note that recording was done during the first two weeks of December 2018. We hope you find their input insightful and relevant in a topic that is timeless. Let us know if you have any questions comments! We would love to hear your opinion. Don't forget to subscribe to this podcast so you are always up to date with our releases. 
ESG & SRI - The Myths

ESG & SRI - The Myths

2019-06-1719:23

Host: Jordi Mullor, Head of Marketing and Business Operations at Lexington Wealth Guest: Jennifer Sullo, Principal at Rocaton Investment Advisors For our second conversation with Jen Sullo, a principal at Rocaton Investment Advisors, we discuss the most common myths surrounding Impact Investing, ESG or SRI. From performance, to vehicle costs, to how ratings work, this candid conversation should help you understand better how ESG can be a viable option for your investments in ways you would have thought limited in years past.  If you would like to listen to the first episode where we discuss in high level what ESG or SRI actually is, click here:  Subscribe to "Between the Head & the Heart" and listen to more conversations like this one.  Follow us on twitter, facebook and Instagram @lexingtonwealth  For any comments or questions, reach out to info@lexingtonwealth.com or call our office at 781-860-7745. We would be glad to answer any question directly. 
In today's conversation with Jen Sullo, Principal at Rocaton Investment Advisors, we discuss what ESG, SRI or Impact Investing actually means. We covered from how to invest on ESG to how to measure it. You will learn about what are the right questions to ask to your advisor about ESG and how to navigate this growing industry.  Host: Jordi Mullor, Head of Marketing and Business Operations at Lexington Wealth Guest: Jennifer Sullo, Principal at Rocaton Investment Advisors Subscribe to "Between the Head & the Heart" and listen to more conversations like this one.  Follow us on twitter, facebook and Instagram @lexingtonwealth  For any comments or questions, reach out to info@lexingtonwealth.com or call our office at 781-860-7745. We would be glad to answer any question directly. 
In this episode of our "Market Series", we covered everything you should know about Alternative Investments. From what they actually are, to who is the ideal investor, to limitations and advantages. Jordi Mullor is joined by Lexington Wealth Management's CEO & Co-Founder Michael Tucci & by Rocaton Investment Advisors' Chief Market Strategist David Morton. During this conversation, you will hear what volatility means for a global market strategist and to a wealth manager. David Morton also walks us through the logistical side of investing in alternatives, a topic mostly forgotten when discussing this type of investments.  Please note that recording was done during the first two weeks of December 2018. We hope you find their input insightful and relevant in a topic that is timeless.  Let us know if you have any questions comments! We would love to hear your opinion.  Don't forget to subscribe to this podcast so you are always up to date with our releases. 
For the third episode of the "Market Series",  we addressed a topic commonly overlooked by long-term investors, volatility. Jordi Mullor is joined by Lexington Wealth Management's CEO & Co-Founder Michael Tucci & by Rocaton Investment Advisors' Chief Market Strategist David Morton. During this conversation, you will hear what volatility means for a global market strategist and to a wealth manager. We also cover the emotions that come along volatility and how experiencing volatility might be a way to really figure out your own personal risk tolerance.   Please note that recording was done during the first two weeks of December 2018. We hope you find their input insightful and relevant in a topic that is timeless.  Let us know if you have any questions comments! We would love to hear your opinion.  Don't forget to subscribe to this podcast so you are always up to date with our releases. 
For the second episode of the "Market Series",  Jordi Mullor is joined once again by Lexington Wealth Management's CEO & Co-Founder Michael Tucci & by Rocaton Investment Advisors' Chief Market Strategist David Morton. During this conversation, we moved the focus to what is ahead of us for 2019. Trade, volatility, Brexit, and more were all part of the topics Miek and David covered in this animated debate about what next year might bring to the financial markets worldwide.   Please note that recording was done during the first two weeks of December 2018. We hope you find their input insightful and relevant.  Let us know if you have any questions comments! We would love to hear your opinion.  Don't forget to subscribe to this podcast so you are always up to date with our releases. 
For the first episode of the "Market Series",  Jordi Mullor is joined by Lexington Wealth Management's CEO & Co-Founder Michael Tucci & by Rocaton Investment Advisors' Chief Market Strategist David Morton. During the conversation, we focused on a very simple question: "How do we feel about the economy today?". Mike and David covered not just the U.S. economy but also into how they feel about international markets currently, just as we started to experience a few days of volatility in the world economy.  Please know that even though the majority of the information discussed on this podcast can be considered timeless or apply to any point in time, the recording was done during the first two weeks of December 2018. We hope you find their input insightful and relevant.  Let us know if you have any questions comments! We would love to hear your opinion.  Don't forget to subscribe to this podcast so you are always up to date with our releases.       
On this episode of “Between the Head and the Heart” we explore the impact that meditation can have in entrepreneurship as well as overall life balance. Jim Rosen, a teacher and practitioner of meditation and mindfulness, digs deep into the immediate benefits that starting a routine that includes mediation have on the individual and the group. We hope you enjoy this conversation and please let us know what you think. We can always connect with Jim if you would like more information about the topic. Subscribe and share the “Between the Head and the Heart” podcast with anyone that might find interesting the detailed casual conversations we are having. Follow us @lexingtonwealth in all social media platforms. Host: Jordi MullorGuest: Jim Rosen
In our first episode of "Between the Head & the Heart" we are digging right into a heavy and complicated topic: Taxes! Glenn Frank, Tax Investment Strategy Director at Lexington Wealth, explains in simple terms some of the most important changes that Congress passed last December. Our conversation focused on 6 main areas and the related planning points in an attemp to simplify the conversation. Please download or read the summary here: LWM Insights - Tax Reform Insights & Planning Points We hope you enjoy his candor and the insights he provided during the interview. Please reach out to us if you have an questions and suscribe to this and our other two podcasts. We really value your feedback!  Entrepreneur's Wallet Empower Women Pod - The Encore Thanks for listening! Visit our site www.lexingtonwealth.com for more events and episodes! Follow us on twitter, instagram and facebook for our updates and more news about initiatives at Lexington.  
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