Have You Set Your Financial Goals for the New Year?
A New Year’s resolution is a commitment that an individual makes to a project or the reforming of a habit, often a lifestyle change that is generally interpreted as advantageous. (Wikipedia) …
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Tag: client experience
Don’t Neglect Your Cyber Health
During the pandemic, cybercriminals have seized the opportunity to take advantage of these vulnerable and emotional situations. In fact, during the first half of 2020 the United States saw an …
Q & A with a CPWA® (Certified Private Wealth Advisor®)
When selecting a financial planner, you want to be certain they are qualified to help address your unique financial concerns. The CPWA® is a designation an advisor chooses to earn …
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 the importance of this designation? A. …
Investing for Women
We all have similar reasons for investing. The most common goal among all investors is preserving and growing assets for retirement. The most important factors used when constructing investment portfolios …
Taxes and Your Board of Directors
Tax time has a way of making us resolve to save taxes going forward. But that inclination feels a bit like the story about horses and barn doors. It is …
Estate Plans: A Part Of Your Financial Health
Estate plans are not a simple “set it and forget it” set of documents. It needs to be a living, breathing document that evolves with the changing needs of you, your …