Michael Beall, APMA, CRPC

10/21/2026

Please join us next Monday, October 26th at 5pm for a virtual seminar on Ten Things to know about the Midterm Elections.

In this complimentary session, we'll explore key insights from the upcoming U.S. midterm elections and their potential impact on the economy, financial markets, and investors. Learn how election outcomes have historically influenced market performance, government policy, and investor sentiment. We'll also discuss the role of economic conditions, Federal Reserve policy, and political trends in shaping market expectations.

For more information and to RSVP, please visit my website.

Learn about upcoming financial seminars and financial events in Melville, NY, hosted by financial advisor: Michael Beall.

10/20/2026

Had a great time at the HIA-LI Rising Leadership Awards event last week.

Thank you to HIA-LI for the recognition and for hosting a fantastic evening. It was inspiring to meet and celebrate alongside so many leaders and professionals from across Long Island.

Looking forward to staying involved and continuing to contribute to our local business community.

09/09/2026

Honored to be recognized as a recipient of the 2026 HIA-LI Rising Leadership Award.

Thank you again to HIA-LI for this recognition and for the work they do to support businesses and professionals across Long Island. I'm grateful to be included among this year's outstanding honorees and look forward to celebrating with the group.

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

08/19/2026

Just finished 1929 by Andrew Ross Sorkin.

One of the things I appreciate most about studying history is the perspective it provides. While the world today is very different from the one described in this book, the themes of human behavior, decision-making, leadership, optimism, and uncertainty are timeless.

This was a fascinating look at a pivotal moment in American history and the individuals who found themselves navigating it in real time. It's a reminder that understanding history isn't just about looking backward. It's about gaining perspective, asking better questions, and appreciating the lessons that shaped the world we live in today.

Always looking for my next read. Any recommendations?

08/07/2026

Bond investors may not need falling rates to find opportunity.

With yields still elevated, income is once again doing more of the work. But in a higher-for-longer environment, quality, diversification and careful selection matter.

It may be worth reviewing whether your fixed income strategy is positioned for what comes next.

https://bit.ly/4hSMOeO

08/06/2026

Honored and humbled to be recognized as one of this year's HIA-LI Rising Leadership Award recipients. Thank you to HIA-LI for this incredible recognition and congratulations to all of the other outstanding honorees who are making a positive impact across Long Island. Looking forward to celebrating with this exceptional group of leaders.

We are proud to announce this year's HIA-LI Rising Leadership Awards honorees—an outstanding group of young professionals whose leadership, innovation, and dedication are creating a lasting impact across Long Island's business community.

Show your support and join us on Thursday, October 15th at Stonebridge Country Club as we celebrate these exceptional leaders, recognize this year's HIA-LI Scholarship Award recipients, and hear from an inspiring panel of young professionals. This signature event is a prime opportunity to connect with some of the best in LI business and support the leaders who are shaping our region's future.

Reserve your seat today by visiting https://members.hia-li.org/ap/Events/Register/EqF6V8JFgC6C9 or giving us a call at (631) 543-5355.

08/05/2026

Stop postponing your life for a future that was never promised.

08/04/2026

Great day on the water this past weekend. We had a fantastic time at one of our clients annual fishing trip, sharing laughs, stories, and a little friendly competition. The only keeper of the day didn't make it into a photo, but the fillets tell the story well enough. 🎣

08/03/2026

The first half of 2026 rewarded investors. The second half may test their discipline.

Growth remains resilient, but inflation, policy uncertainty and global divergence could create a bumpier road ahead. Staying diversified and focused on the long term may matter more than ever.

https://bit.ly/4bXA42O