VIDEOS AND CONTENT
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S.E.E.D.’s Five Step Estate Planning Process
Sometimes you make a video that is a must-watch - this is one of those. It is worth the time and investment. Make a cup of coffee or tea, find a comfortable chair, and take the time to listen to a conversation that could have a significant impact on how you go about...
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Maximize and Accelerate Your Charitable Donations and Deductions
Many people don't believe they can deduct their charitable contributions ever since the standard deduction was raised in 2018. But is this true? In these videos, Steve and Travis discuss the ways in which you could maximize and accelerate your charitable contributions...
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PART 2- What the CARES Act changes, and how it might help or hurt your employees
This article is intended to help businesses better administer their employer-sponsored retirement plan(s). What Plan provisions have changed due to the CARES Act?Under that CARES Act, both the withdrawal and loan provisions have been changed to allow employees...
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PART 1- How the CARES Act impacts your Employer Sponsored Retirement Savings Plan
This article is intended to help businesses better administer their employer-sponsored retirement plan(s). Do your employees qualify?As a direct result of the onset of the Coronavirus sweeping the nation, the government signed into law the Coronavirus Aid, Relief and...
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Five strategies for investing in a “bad” market
#1 - Rebalance your equities. Look at your stocks or stock funds. Are there stocks whose prices have dropped further than others? Are their companies which are very likely to get back to normal after this crisis subsides? Market selloffs, like the one we are...
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The Coronavirus Aid, Relief, and Economic Security (CARES) Act
The CARES Act is vast, complicated, and, like most major legislation, there is a lot to interpret. It can be broken down into a few primary themes: Protecting household income, savings, healthcare, charities, and employers. Over the next 2-weeks, we’ll cover many of...
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Hitching a Ride on the Stock Market Rollercoaster
Think of the stock market as the premier rollercoaster at the greatest theme park in the world. You buy a ticket, buckle up, and away you go. You expect there to be slow parts and steep climbs, followed by thrilling drops, swooshes, and flips. Some rollercoasters even...
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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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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.