A Look Back on 2019, Part 1

The Year of Market Ascension January We began 2019 with frigid mass of air from the Arctic pole. This dangerous cold spell, identified as a… Read more

Tax management strategies are always ‘in Season’

This is the time of year when our thoughts are focused on family, holiday gatherings, gift lists… and tax planning!  With investment activities subject to… Read more

Three Strategies of Charitable Giving

During the Holiday Season, the spirit of giving can shine brighter than any other time of the year. Most of us support different charitable organizations… Read more

Four Things to Remember When Donating to Nonprofits This Holiday Season

‘Tis nearly the season for gift giving once again, and with it comes the urgent and annual appeals from local and national charitable organizations seeking… Read more

Required Minimum Distributions

As 2019 is winding down, it is time again to remind our eligible clients to take their Required Minimum Distributions (RMD) by December 31, 2019.… Read more

Re • tire • ment

Retirement. We all read that word and have unique imagery of what that means. In trying to benchmark it with a definition from an authoritative… Read more

Job Change Financial Playbook

  Almost everyone has, or will at some point, experience a change in jobs (or possibly even a change in career). Sometimes this type of… Read more

Are You Ready For a Big Change?

Change is a constant in life. It happens every day. Small changes, like construction, require you to alter your commute to work. Or maybe you… Read more

Q & A with a CFP® Professional (Certified Financial Planner™)

ANDREW SILVER, CFP® Professional Financial Advisor, Financial Planning Analyst at our South Hills Office Q. What is the CERTIFIED FINANCIAL PLANNER™  Board, and what is… Read more

How Does Compound Interest Work?

Everyone has their own ideas and plans of what they want to do in retirement, and we all want to get there someday. The biggest… Read more

Are Stocks Still Relevant?

The domestic stock market is the most familiar of the capital markets to the average investor, perhaps because it is the most accessible. The financial… Read more

Summer Reading List

              The warm weather is upon us and so begins the season of summer reading. Whether you are looking… Read more

Financial Planning Tips for Women

Financial planning for women can come with unique circumstances that need to be considered when establishing a financial plan. While goals are always personalized to… Read more

The Investment Industry Today and Tomorrow and What That Means to You

The investment industry is changing and understanding this can be important to you and your financial future. A short history of the investment industry will… Read more

The Multiplier Effect

Forbes.com author Bridget Brennan noted in a powerful article1 “Women have a multiplier effect. They are multiple markets in one.” She goes on to explain… Read more

Tax Savings & You

  Income tax rates have been reduced by the tax act of 2018 and so we don’t need to focus on tax savings like we… Read more