GoalVest Advisory

USA TODAY and Statista have ranked GoalVest Advisory #16 nationally among America’s Best Financial Advisory Firms for 2026, and #1 among New York advisory firms in our asset size category. The ranking draws on an independent survey of more than 30,000 clients, industry experts, and financial advisors. GoalVest had no involvement in the methodology or the selection criteria, and self-nominations were not permitted. We built GoalVest for executives and professionals whose financial lives have grown genuinely complex: concentrated equity positions, multi-year RSU and option vesting schedules, tax-efficient diversification, and estate planning that has to respond to changing circumstances. As a fee-only, SEC-registered fiduciary, we operate without commissions and put our client's interest first.  This recognition reflects the clients who have trusted us with their most consequential financial decisions, and the colleagues in the industry who have observed what we've built. If your financial picture has reached a level of complexity that calls for a more rigorous approach, we welcome a conversation about whether GoalVest is the right fit. → Read more about the ranking and request a meeting using the links in the comments below. #FinancialPlanning #FiduciaryAdvisor #WealthManagement #EquityCompensation Disclosure: Awards, rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that a client or prospective client will experience a certain level of results if any of the identified companies is engaged, nor should it be construed as a current or past endorsement by any of its clients. Ratings prepared by Statista for USA Today were calculated and tabulated based upon a scoring model that includes client and peer recommendations and AUM development. This rating was given on April 15, 2026. Based on 30,000 survey results, a score was calculated for each firm by equally weighting the recommendations from all three target groups: clients, industry experts, and financial advisors. An AUM development score was calculated by combining short- and long-term trends, with short-term development measured over the twelve-month period from January 2025 to January 2026 and long-term over the five- year period from 2021 to 2026 using a 30/70 weighting. There is no fee required to be considered for the award, but GoalVest may be required by the unaffiliated rating service or publication to pay a fee to license the award or sponsor events in connection with the receipt of the award or ranking. 

"It's important to remember where we are starting from: which is great earnings per share, growth in our companies, we have OBBBA tax cuts that are coming, we are starting from a good place...I think we have a lot of runway." - Sevasti Balafas, CFA, CPWA® on the recent market selloff Many thanks to Charles Payne and Fox Business for having Sevasti back on to share her thoughts on market activity (and buying opportunity) as well as her view on market risks like inflation, liquidity and private credit concerns. 🎥 Watch to the end to see names she's watching closely. #markets #AI #wealthmanagement

Market got you nervous? Might be time to look at dividend stocks once more. #dividends #markets #portfolios

"Defense is something we are tilting towards, because I do think we are in that super cycle. All this ammunition that's been used up, we need to stockpile again, so I think this is here for the long term." Many thanks to Carol Massar and Tim Stenovec for having Sevasti back on Bloomberg News "Drive to the Close." 🎥 Watch the full interview below. #defensestocks #dividendstocks #markets

"I'm smart and I follow the markets, I can manage my own portfolio." Does this sound like you? Many successful professionals believe they should manage their own money. But the question isn't whether you're capable, it's whether doing so aligns with how you want to allocate your time, attention and expertise. 2025 demonstrated something really important: markets don't wait for ideal conditions. While investors sat in cash waiting for clarity around unsettling headlines, corporate earnings stayed resilient and equity markets rewarded discipline over caution. Top 5 signs it may be time to delegate: - Investment oversight competes with professional and personal priorities - Market stress prompts reactive changes rather than disciplined responses - You're not sure if your portfolio still aligns with long-term financial goals or current circumstances - Rebalancing and tax-loss harvesting are recognized as important, but rarely executed - Cash balances remain higher than intended In Sevasti's latest piece for Kiplinger, read about how the gap between good intention and execution might cost DIY investors over the long-term. #WealthManagement #PortfolioManagement #FinancialAdvisor #PersonalFinance https://lnkd.in/e_nTYxY2

Did you you catch Sevasti Balafas, CFA, CPWA® on Fox Business Network? "There is a lot of room to the upside... Last year, we saw the first year in a very long time where international stocks were up. That's continuing this year versus equal weight S&P." Many thanks to Making Money with Charles Payne for having Sevasti back on to share her thoughts on the recent market rotation, defense and AI infrastructure spending, international stocks versus equal weight S&P, and where private equity and private credit fit into today's market. 🎥 They covered a lot in short time! Watch below. #AI #internationalstocks #marketrotation #wealthmanagement

"There's a pretty big catchup that needed to happen in terms of valuations...P/E ratios are starting to converge. I do think this rotation continues -- until we see more of an ROI impact from those larger mega cap names." Sevasti Balafas, CFA, CPWA® joined Bloomberg Surveillance with Tom Keene and Paul Sullivan to discuss the recent rotation in the market, the big AI "scare" and where markets are likely to head from here. 🎥 Watch the entire interview below. #AI #markets #wealthmanagement

Where is smart money moving right now? David Abella, Director of Investments, joined US Markets Wrap to break down what's really happening beneath the surface of the latest market rally and what it means for your portfolio. 📈 The S&P 500 climbed on tech gains, but the equal-weight index outperformed, a telling sign of shifting market leadership 🤖 AI-driven capital expenditures are reshaping where investment dollars are flowing across the tech sector 💰 Which sectors stand to benefit most from the current rotation out of mega-cap names 📊 Earnings trends, market valuations, and the volatility triggers investors should be watching 🌍 Strategies spanning dividends, international markets, and hedges like gold for navigating uncertainty Whether you're repositioning or just trying to make sense of the noise, this one is worth a listen. #AI #earnings #dividends #FANG #Fed https://lnkd.in/giFYqhC3

"David Abella, director of investments at GoalVest, calls Warsh a 'solid compromise choice' that seems to indicate the administration is concerned about stability in the fixed income markets. He notes that the speculative parts of the market reacted negatively, likely in light of his past hawkishness.  Abella added that Warsh will likely end up similar to Jerome Powell given where the economic cycle is at presently." David spoke to InvestmentNews' Gregg Greenberg on what it means to have Kevin Warsh as the pick for Fed Chair. Read the full article below. #fedchair #markets #fixedincome https://lnkd.in/eB5y_GMv

"We have a positive outlook for the year. And a big part of that is driven by earnings and fundamentals. At the same time, just as we saw last year (there was policy volatility around tariffs) I think we are going to see some of that. We're going to see continued surprises in terms of policy, but also now in terms of the fed balance sheet and that change in fed chair coming in May." GoalVest Advisory founder and CEO, Sevasti Balafas, joined CNBC's Worldwide Exchange to share her thoughts on silver's recent run, capex spending for AI, and what might disrupt her positive outlook for markets this year. #silver #fedchair #AI #2026outlook https://lnkd.in/eqY_-W67