Jonathan Lupo, Financial Professional at Equitable Advisors
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General Information
Locality: Buffalo, New York
Phone: +1 716-276-7649
Address: 350 Essjay Road, Suite 300 14221 Buffalo, NY, US
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The medical community has sacrificed so much in the past year. On this National Doctors Day, we honor and thank them for their unyielding devotion to ensuring our care and good health.
As the pandemic has weakened growth for many traditional businesses, Lord Abbett sees the potential for outsized gains in the future coming from microcaps, especially biotech, cloud computing, e-commerce, video streaming and social media.
We wish you a very Happy St. Patrick’s Day that’s filled with good fortune and lots of luck!
If your company paused your 401(k) contributions or you never had one retirement can be tough to navigate alone. Consider these savings strategies to keep you on track.
Are you concerned that taxes could possibly increase? These considerations may be of interest.
Check out LPL Market Signals Podcast "Finding Yield In A Low Yield World".
Many Americans are wondering if their COVID-19 stimulus checks are subject to taxes. Here's what you should know before submitting your 2020 returns.
It’s time for nature’s most famous forecaster to let us know whether we’ll enjoy an early Spring or get six more weeks of winter. Either way, it’s a day filled with fun and levity. Happy Groundhog Day!
We’re excited that Equitable Advisors has been named as one of Glassdoor’s Best Places to Work for 2021 based on employee feedback provided through the platform.
If you have children, teaching them good habits early is the key to financial responsibility. Here are five tips for raising your kids to be smart with money. https://eqtble.co/34QjZtr
Check out the LPL Research’s Communication Podcast: "More Stimulus, New Policies and Stellar Earnings Season".
With everything going on in the world, it’s more important than ever to plan your estate. These tips can help.
See how Social Security benefits might factor into your retirement plan. Check out these frequently asked questions.
As we close out 2020 - one for the ages - we want to wish you all health, happiness and a renewed sense of optimism for 2021.
Planning for retirement isn’t just about money. Use these tips to discover your purpose and a retirement full of meaning and joy. https://eqtble.co/31W8wYt
Living through this unparalleled pandemic, we applaud the extraordinary bravery and send lasting appreciation to first responders who constantly put their lives at risk to keep all of us safe. #NationalFirstRespondersDay
We’re celebrating Hispanic Heritage Month by paying tribute to Latino leaders in Equitable’s company history. Jorge Valdes-Rodriguez, his wife and infant daughter traveled from Cuba to the United States in 1961. Even as a successful attorney at one of the largest firms in Havana, Cuba, Jorge was unable to resume his law practice in America and began networking to find a new profession. He joined as a financial professional at one of the company’s New York City branches and, after a very successful career, became the first Latino to enter the Equitable Hall of Fame in 1974. #hispanicheritagemonth
With mortgage rates at historic lows, you could save money by refinancing your home. From finding the right lender to readying your credit score, here are some tips to consider.
With just a touch, you can conveniently access all your Equitable accounts in only one view. Download our mobile app today, rated excellent by Research Firm Corporate Insight. https://eqtble.co/32EOEtl
The impact of COVID-19 on the stock market may have you feeling uncomfortable, but you may fare better in the long term if you remain calm and ride out the current market volatility. https://eqtble.co/320Sgnq
If you've been unemployed, it's important to restore your financial health as you return to work. From rebuilding your nest egg to tackling debt, learn how to get back on track.
Autumn is the season for transitioning. It’s a good time to review your current situation and reassess your goals, if necessary, now and for the future.
It’s Life Insurance Awareness Month see what a policy can help provide you and your family in addition to financial security. https://eqtble.co/32LGAVU #LIAM20
Investment experts share their views for the rest of 2020. All expect market volatility will go on due to COVID-19, but opinions vary about the pace of economic recovery and which sectors could rebound first. Read more for their insights into investment markets.
If you or your spouse is retiring early, read about how to approach this new stage and help ensure you survive and thrive together. https://eqtble.co/2Ywb9xV
If you’re a teacher just starting your career, you may be focused on paying off student loans, managing your budget or perhaps saving for a house. See how including saving for retirement in your equation can help make a big difference later. https://eqtble.co/3gF2LT7
Check out LPL Financial Research's Weekly Commentary on the market: Dissecting the Disconnect.
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