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… Read more
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
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
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
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
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
According to our furry friend, Punxsutawney Phil, spring will soon be upon us! I’d like to take a moment to reflect on those resolutions you… Read more
On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, which has been the most significant tax reform we have seen in over 30 years.
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.
“We may not know where we’re going, but we sure as heck ought to know where we stand” is an oft-uttered refrain from the legendary investor Howard Marks. In this blog, Michael Godwin, manager of portfolio strategy, walks us through Marks' six options for investing in a low-return world and also discusses economic growth, the “hated rally”, interest rates and more!
The Client Experience
The term “The Client Experience” is a trendy phrase. You hear this phrase in all industries, such as coffee shops, car dealerships,… Read more
No matter how logical the original prediction was, consensus trades often seem to end up being unprofitable. One has to ask, how can… Read more
How 3 Trump Policy Stances Have Resulted in Strong Market Performance
Have You Set Your Financial Goals for the New Year?
(Resolutions Don’t Work,… Read more
Before a plan sponsor can determine whether or not fees are reasonable, they must first understand what the fees are. A study by the U.S.… Read more
For some, Memorial Day weekend marks the unofficial beginning to the summer vacation season. With the average cost of gas expected to be the lowest… Read more
There is concern in some quarters over the length of the current stock market recovery, world events and a myriad of other financial influences. In… Read more