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PS&E, LLC Plan To Prosper
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The First Step is to Step Back.

An Effective Plan Starts with a

Comprehensive Assessment.

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PS&E, LLC Plan To Prosper

481 Penbrooke Dr, Ste 3B Penfield, NY 14526

Phone:

  • Kevin (585) 504-7695
  • Collin (585) 505-8684

Fax:

  • (585) 505-8663

E-mail:

  • kevin.stepanoff@psande.org
  • collin.oshea@psande.org

Videos

We have interesting videos for you to watch on my site.

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Contact Us

Please feel free to contact us with any questions.

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3 Potential Benefits of Dollar-Cost Averaging

Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
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Transcript

Newsletters

  • Wealthy Colleges Face Expanded Endowment Tax

    A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

  • HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

    This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

  • Strategies for Smarter Giving

    In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

  • Closed-End Funds May Offer Higher Income

    Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

More Newsletters »

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

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