Broadway Advisor Group

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    Market perspectives, planning ideas, and firm announcements. Grounded in Albany. Informed by experience.

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    Tariffs, $36 Trillion in Debt, and the Conversation Nobody in Washington Wants to Have
    Economic Reality April 3, 2026 12 min read

    Tariffs, $36 Trillion in Debt, and the Conversation Nobody in Washington Wants to Have

    Both parties helped create this mess. Neither has a plan to fix it. Here's what it actually means for your money.

    Let's start with a number that should keep every American up at night: $36.2 trillion. That's the current U.S. national debt, and it's growing by roughly $1 trillion every 100 days.

    Michael Sgroi, Managing Partner

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    Latest Articles

    When the Algorithm Trades: AI, Quant Strategies & Your Portfolio
    Technology & Markets10 min read

    When the Algorithm Trades: AI, Quant Strategies & Your Portfolio

    AI-driven trading is reshaping markets. Here's what that means for the person saving for retirement in Albany.

    Somewhere right now, a machine is reading this quarter's earnings call, parsing sentiment across 14,000 social media posts, and deciding whether to buy 50,000 shares — in the time it takes you to sip your coffee.

    April 2, 2026

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    Introducing Broadway Advisor Group: Why We Built Something Different
    Firm Announcement8 min read

    Introducing Broadway Advisor Group: Why We Built Something Different

    We didn't start a firm to do things the way they've always been done. We started one to do them the way they should be done.

    There are over 14,000 registered investment advisory firms in the United States. Walk into most of them and you'll find the same thing: a conference room with mahogany furniture, a pitch deck full of pie charts, and a business model that quietly prioritizes the firm's revenue over the client's outcome.

    April 1, 2026

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    The Napkin Math That Built Empires: Why Simple Thinking Still Wins
    Investment Philosophy9 min read

    The Napkin Math That Built Empires: Why Simple Thinking Still Wins

    The best investment decisions in history were made with simple arithmetic and conviction.

    In 1988, Warren Buffett bought Coca-Cola stock. He didn't build a discounted cash flow model with 47 assumptions. He looked at the earnings, the growth rate, the price, the brand — and he did the math on a napkin.

    March 31, 2026

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    The State of Investing in 2026: Navigating Uncertainty Without Losing Your Nerve
    Market Commentary10 min read

    The State of Investing in 2026: Navigating Uncertainty Without Losing Your Nerve

    Interest rates, AI disruption, geopolitical tensions, and an election hangover — here's how we're positioning portfolios.

    If you're waiting for the 'all clear' signal to invest with confidence in 2026, you'll be waiting a long time. The truth is, there has never been an all-clear signal.

    March 28, 2026

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    Saratoga, Springsteen & the Summer Portfolio Rebalance
    Lifestyle & Strategy8 min read

    Saratoga, Springsteen & the Summer Portfolio Rebalance

    What horse racing at Saratoga can teach you about risk management — and why summer is the most underrated planning season.

    There's a saying in Saratoga Springs: the track doesn't care about your feelings. You can study the racing form for hours, consult three experts, feel absolutely certain about the horse in the 7th race — and watch it finish dead last.

    March 26, 2026

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    Your Financial Advisor Is Probably Conflicted — Here's How to Know
    Investor Education11 min read

    Your Financial Advisor Is Probably Conflicted — Here's How to Know

    Most investors don't realize their advisor isn't legally required to act in their best interest.

    Here's a question that should make you uncomfortable: does your financial advisor have to act in your best interest? Not 'should they' — are they legally required to?

    March 24, 2026

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    Spring Forward: Investing Through New York's Best Months When the World Feels Uncertain
    Lifestyle & Planning8 min read

    Spring Forward: Investing Through New York's Best Months When the World Feels Uncertain

    The Hudson Valley is in bloom, Saratoga is waking up, and the markets are reminding us that the best ventures require patience.

    There's a moment every year in upstate New York — usually sometime in late March — when the air changes. The snow melts, someone fires up a grill for the first time since October, and something shifts.

    March 21, 2026

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    What the Bond Market Knows That Stock Traders Don't
    Market Strategy10 min read

    What the Bond Market Knows That Stock Traders Don't

    Fixed income is where the smart money whispers. Here's how to listen.

    On Wall Street, there's an old saying: the stock market is where people go to get rich, and the bond market is where they go to stay rich. The U.S. bond market is roughly $53 trillion. It dwarfs equities.

    March 19, 2026

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    The Wealth You Can't Measure: Family, Legacy, and What Really Gets Inherited
    Legacy Planning9 min read

    The Wealth You Can't Measure: Family, Legacy, and What Really Gets Inherited

    Estate plans transfer assets. Legacy planning transfers values, wisdom, and purpose.

    Ask most people what they want to leave behind and they'll start talking about money. But the families who handle wealth transitions successfully aren't the ones with the best estate documents — they're the ones who had the hardest conversations.

    March 14, 2026

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    Albany's Business Landscape & the Financial Realities Facing Capital Region Professionals
    Regional Business9 min read

    Albany's Business Landscape & the Financial Realities Facing Capital Region Professionals

    From state government employment to growing tech and biotech corridors — how the economic fabric of the Capital Region shapes your financial plan.

    The Capital Region of New York is a unique financial ecosystem. Government employment, healthcare, education, and emerging technology sectors each carry distinct compensation structures.

    March 4, 2026

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    Spring Into Action: Your Annual Financial Tune-Up for Q2 and Beyond
    Seasonal Planning7 min read

    Spring Into Action: Your Annual Financial Tune-Up for Q2 and Beyond

    Tax season has ended. Before you put finances on autopilot, here are the conversations every investor should be having.

    Spring is more than just longer days and warmer temperatures — it's the ideal time to audit your financial life, recalibrate your investment strategy, and get ahead of decisions that compound.

    March 1, 2026

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    Politics, Policy, and Your Portfolio: How Washington's Decisions Reach Your Retirement Account
    Market Perspective11 min read

    Politics, Policy, and Your Portfolio: How Washington's Decisions Reach Your Retirement Account

    From tax legislation and interest rate cycles to trade tariffs and regulatory shifts.

    Every election cycle, investors face a familiar anxiety — will the outcome derail my financial plan? The honest answer is: sometimes yes, but far less often than media coverage suggests.

    February 26, 2026

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    The views expressed in these articles are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Broadway Advisor Group is a registered investment adviser. Please consult with your advisor before making any investment decisions.

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