The Certified Private Wealth Advisor® (CPWA®) designation is an advanced education and certification program for financial planners and financial advisors who work with high net… Read more
Socially responsible investing and “impact investing” are a growing phenomenon among investors. Such investments attempt to balance financial results with “ESG” (environmental, social and governance)… Read more
As the 2020 election approaches, we have been spending a lot of time discussing portfolio positioning. But historical evidence shows that political opinions are not… Read more
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
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
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
Trade Wars Q & A
Q) What’s happening and who’s involved?
A) Even preceding his time on the campaign trail, Trump has long… Read more
A common goal that can be easily forgotten about is getting our retirement savings in better shape. Retirement accounts through our employer can be one of the most attractive way to save, and while employer sponsored plans have long been a main source of retirement income for many workers over time, the retirement landscape has shifted.
“Too many investment options,” “underperformance,” “retail share class,” “inappropriate benchmarks.” This is just a sampling of claims made in a rash of lawsuits filed within… Read more