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Retirement and Investment Planning Resources for UHS Employees and Staff
In partnership with UHS Employee Federal Credit Union, S.E.E.D. Planning Group is sharing timely resources that could help you as you and your families navigate these difficult times and financial markets. In the last month have you been considering any of the...
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Understanding Downturns In the Markets (9 Videos)
The markets have been both down and extremely volatile over the last month. There is a lot of fear and uncertainty swirling around in the news and in the world. You may be wondering what you should be doing (if anything) and how to make sense of what is going on in...
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Have you ever considered cashing out or jumping ship with your investments?
Have you been wondering what to do during this market downturn? Have you ever considered cashing out or jumping ship?In this video, Steve, Travis, and Andrea discuss the current state of the markets and provide some insight into the following key areas:• Understanding...
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How Not To Panic When Markets Are Down
Providing Care for a Loved one – Money is an Emotional Issue
If you are a caregiver or coordinating Care for a loved one, it is easy to get stressed regarding financial decisions. Money means different things to different people, and it’s a subject that many find hard to talk about. This makes it very challenging when making...
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The Effects of Fees Over Time
When it comes to investing everyone has an opinion on the best way to go about it. There are the stockbrokers who always seem to have the best ideas, but never seem to be able to retire themselves. There are the pundits on TV who are always calling for the next stock...
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What are market indexes and how do they affect your retirement accounts and investments?
The first index we’ll look at is the Dow Jones Industrial Average (DJIA). The DJIA is one of the oldest, most well-known and most frequently used indices in the world. It includes the stocks of 30 of the largest companies in the United States like Nike, Apple, Visa...
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S.E.E.D. Offers Socially Responsible Investing Opportunities
ALIGNING YOUR VALUES AND INVESTMENTS S.E.E.D. Planning Group, LLC is proud to annouce they are offering a Socially Responsible Investment (SRI) Portfolio to their clients and community. S.E.E.D.'s socially responsible investment portfolio allows individuals to match...
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Investing in an Election Year – What you Need to know
Every four years, we tend to get the same questions and concerns from our clients regarding the presidential election and how it may impact their investments. With all the media surrounding the election, it is hard for people to discern between fact and opinion. ...
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How Do You Balance Saving for Retirement with Other Savings Goals?
This is a question we hear all the time from our clients, especially those who still have another 20+ years until retirement. The further away retirement is, the more obscure of a concept it is and the harder it is to prioritize retirement savings. Below we’ve...
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S.E.E.D. Planning Group, LLC ("S.E.E.D.") is a Registered Investment Advisor ("RIA"), registered with the U.S. Securities and Exchange Commission (“SEC”). S.E.E.D. provides financial planning and investment management services for clients in New York and other states across the country. S.E.E.D. will notice, file, and maintain all applicable licenses as required by the various states in which S.E.E.D. conducts business, as applicable. S.E.E.D. renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This web site is intended to provide general information about S.E.E.D. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies, and to be able to contact us for further information.
Market data, articles, and other content on this web site are based on generally-available information and are believed to be reliable. S.E.E.D. does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.
S.E.E.D. will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and are available on the SEC website at: You may also contact S.E.E.D. to request a copy.
If you have any questions regarding Compliance and Regulatory information contact us.