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Financial Guidance That Brings Clarity
the market
SA: Q+A Vol. 1
August 19, 2020

Client Question: “How will the upcoming elections affect my portfolio?” My Answer: The stock market is apolitical, meaning it does not matter which party is elected. The stock market just wants a strong economy, which leads to a strong stock price. Over the long run, the stock market will follow the economy. If the economy […]

529 Plan: Tax Strategy
August 12, 2020

When most people think of 529 plans, they think of a long-term savings strategy for college. However, there are a few states that allow individuals to take a state income tax deduction for contributions to a 529 plan, including Pennsylvania. This presents an opportunity for an additional 529 plan strategy that focuses more on short-term […]

Internally we have a fun debate about which is the better technology, Apple or Android. I will not tell you exactly where I fall but let’s just say I do not like apples…the fruit variety or the technology variety! Anyway, many stories will be shared for years about the uniqueness of this time period caused […]

I was enjoying a relaxing Sunday afternoon back on December 1st, 2019.  I decided to get the Christmas decorations out of the storage space in the garage.  The storage space is eight feet off the ground and I only have a six-foot stepladder. Can you see where the story is headed?  I climbed the ladder […]

Lost, Incorrect, or Missing Stimulus Payments
July 15, 2020

Ronald Reagan once famously quipped, “The nine most terrifying words in the English language are: ‘I’m from the government, and I’m here to help.’ ” For the millions of Americans who have already received their Economic Impact Payments, (commonly called “stimulus payments”) these words may not have aged well. For the others, who are still […]

Before “work from home” became a popular hashtag, my daily commute was a very mundane process. When I was finally able to start going back into my office, my drive suddenly felt new again and I noticed things that my mind would have otherwise glossed over in the normal routine of my drive. One such […]

CARES Act – RMD Update
June 24, 2020

Required Minimum Distributions, or RMD for short, have received a considerable amount of attention from Congress over the last six months. As touched on earlier this year by Thomas Talbott, the SECURE Act raised the RMD age to age 72 for certain individuals. For more details on that change, please take a moment to read […]

Social Justice and Investing
June 17, 2020

It is often difficult to effectively respond in times of social unrest or injustice like we are currently seeing across our country. At the very least, these moments should lead to introspection and self-evaluation. As we look at what we have been entrusted with, it is natural to evaluate how our financial investments can be […]

Reaction to Economic Conspiracy Claims
June 9, 2020

Americans have been searching for answers to explain the stock market’s unusual behavior amidst the Coronavirus pandemic and the current state of civil unrest. Many media outlets claim to have the answers explaining the stock market’s uncommon uptick in these uncertain times. There have even been suggestions of behind-the-scenes activity and conspiracy.   A local newspaper recently raised the idea of an economic conspiracy in a piece in their financial section. It was alleged that the market’s non-stop climb […]

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