Press

When asked what technology improvements would be most helpful for advisors in 2026, Dan Pascone echoed what many have been wanting for a while: It’s not about adding new tools, but making the existing ones work together.

“Start with awareness, not a spreadsheet. I ask people to list three moments in the last month when money stress spiked: maybe a market drop, a bonus getting taxed differently than expected, or a fight with their partner about spending,” said Dan Pascone, founder and CEO of Tailored Wealth.

A step-by-step way to identify money stressors, understand what’s driving them, and take control calmly and clearly.

“In a recession, it’s not about finding the one perfect investment. It’s about building a mix that lets you sleep at night, stay invested and be ready when things turn around,” says Dan Pascone, founder and CEO of Tailored Wealth in Fairfield, Connecticut.

“A blend of dividend stocks, Treasurys, quality bonds, some defensive exposure, a little TIPS and a reasonable cash cushion will do a lot more for long-term wealth than trying to perfectly time the next downturn,” he adds.

“Fairfield has been home for a good portion of my life, and it’s a place I care deeply about,” Pascone said in a statement. “As a two-time Sacred Heart University alum and former Alumni Board President, I’ve seen how strong and connected this community is.”

Tailored Wealth, a financial planning firm owned by Fairfield resident Dan Pascone, opened its new headquarters at 1172 Post Road in downtown Fairfield with a ribbon-cutting ceremony attended by local officials.

“The biggest thing people get wrong is thinking a glide path is some kind of guarantee,” notes Dan Pascone, CEO at Tailored Wealth.”

Glide paths enable you to minimize risk as your approach retirement. Learn how they work and if they’re right for you.