Episode Guide
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Episode Guide

  1. Financial Planning in Divorce

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    Financial Planning in Divorce

    Life changes like marriage, divorce and widowhood are considered among the most stressful to endure. That pressure is intensified when one’s finances are out of line with the new state of being. But who has the presence of mind to deal with their finances when emotions are in turmoil? That is wher…

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  2. New Year’s Resolutions

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    New Year’s Resolutions

    A New Year’s resolution is a commitment that an individual makes to a project or to reforming a habit. These changes can be pretty daunting and somewhat negative. Reform my habits and change my lifestyle!? The magnitude of that gives grave pause before embarking on that course of action. It’s no…

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  3. What Parents Should Discuss with Grown Children

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    What Parents Should Discuss with Grown Children

    When visiting with our parents or grown children, we usually don’t talk about the critical facts and important decisions that must be made when the parents become disabled or pass away. It is a serious and hard-to-articulate subject, but the repercussions of leaving those decisions for the time th…

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  4. Portfolio Strategies for Year End Tax Planning

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    Portfolio Strategies for Year End Tax Planning

    Learn why it is important to focus on an individual’s or family’s top Federal tax bracket when considering tax savings, We’ll also discuss how long term capital gains is calculated with a publicly traded security, the concept of selling for a tax loss and more. With an incentive to save 20…

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  5. Medicare

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    Medicare

    Medicare & healthcare planning is an integral part of holistic financial planning. It is a topic that touches everyone, regardless of economic circumstance. Tune in to learn how Medicare works for a retiree, the costs you will ensue and how to best prepare.

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  6. Portfolio Panel Discussion

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    Portfolio Panel Discussion

    This week we have a special guest co-host on The Advisor! As the company’s president and executive manager of portfolio management, Daniel Dingus oversees the development and implementation of the firm’s strategic direction across each department. This includes our unique, in-house portfolio man…

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  7. Disability Planning

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    Disability Planning

    We tend to think of the elderly in regard to this topic. However, all ages are at risk of being disabled due to accidents and disease. The cost of being disabled can be great when you consider the loss of occupational income and the required expensive care that may be needed. With those somber reali…

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  8. The Client Experience

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    The Client Experience

    Anyone can call him or herself a “financial planner” but only a few offer holistic financial planning guidance based on your specific goals, objectives, time frames, family responsibilities, tax brackets and risk tolerance level. As an investment client, you must know the difference between the …

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  9. Charitable Gifting

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    Charitable Gifting

    Our society is made better by the work of the thousands of charities that help the less fortunate and promote a better way of life. While charitable gifting may seem simple and straightforward, the tax code and the ways in which charities utilize the donated money make it a bit more complicated. It …

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  10. Veterans Returning to the Workplace and Animal Friends’ Pets for Vets Program

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    Veterans Returning to the Workplace and Animal Friends’ Pets for Vets Program

    We are experiencing a shortage of qualified workers both in the Pittsburgh area and nationally. Many returning military veterans possess both specific job skills and the right attitude toward work, customers and colleagues. Veterans return home prepared to enter the workforce but face some challenge…

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Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not protect against market risk. Stock investing involves risk including loss of principal. You cannot invest directly into an index. Stock investing involves risk, including loss of principal

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