Covell / DiConza / Newman Group

The 2020 Forbes "Best-In-State Wealth Advisors" award was announced January 2020. Data as of 6/30/2019. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2021 Forbes "Best-In-State Wealth Advisors" award was announced February 2021. Data as of 6/30/2020. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="https://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

Partner in Hope Award

In May 2016 our team was immensely honored to receive the 2016 Partner in Hope Award. We believe deeply in human dignity and equal opportunity, especially for those who are most vulnerable. We are, therefore, very proud to support the important work being done by Partners for Women and Justice to provide legal assistance to thousands of deserving women striving to escape abusive relationships and secure safety for themselves and their children.

Brooke, Jim, Jason and Ed pictured with Jane M. Hanson, Esq., the founder of Partners for Women and Justice

Citizens campaign fund for the environment receives $2,000 commitment from RBC Blue Water Project to protect local water

NEW YORK, June 2, 2016 – RBC announced today a donation of $2,000 to support the Citizens Campaign Fund for the Environment. Founded in 1989, they are a not-for-profit 501(c)(3) environmental organization providing sound scientific information and research to support prudent governmental policies and environmental practices and promoting environmental justice and environmental education to benefit residents of New York, Connecticut, and the Nation. Their work in New York and Connecticut is especially relevant to our team as we all have either grown up here, live here now, or have family here. The Citizens Campaign Fund for the Environment was chosen from among hundreds of applicants from around the world, based on their commitment to addressing water issues and protecting water in urbanized areas.

The RBC Blue Water Project is a historic, wide-ranging, 10-year global commitment to help protect the world's most precious natural resource: fresh water. Since 2007, RBC has pledged nearly $44 million to more than 740 charitable organizations worldwide that protect water, including the grants announced today, with an additional $8.8 million pledged to universities for water programs. For further information, visit www.rbc.com/bluewater.

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April 18, 2023

Daily market view
July 10, 2023

Investor's Edge
October 30, 2024

Trend & cycle: The long view
October 28, 2024

Market cycle quilts
January 3, 2024

2023/2024 dollar limitations for retirement plans
December 13, 2018

RBC Credit Access Line

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Recognized by Forbes in 2024 as a Best-in-State Wealth Management Team

Proud to work with a national award-winning teammate

Media appearances & newsworthy events

Reuters TV Appearance

Edward DiConza guest lectures at Columbia Business School

Partner in Hope Award

Citizens campaign fund for the environment receives $2,000 commitment from RBC Blue Water Project to protect local water

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Debunking debt disaster

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