News and Commentary
Recent Updates
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April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 04, 2024
Pedal for a Purpose - Clarion County YMCA
Join Matt Lerch in Pedal for a Purpose at the Clarion County YMCA on Thursday, April 11. Matt will be riding as an ambassador for the Y @ 6:00 am to raise funds for the YMCA Annual Campaign. Lerch Wealth Management/Janney Montgomery Scott LLC will be matching donations on April 11 up to $2,000.
https://clarioncountyymca.org/pedal-for-a-purpose/
April 04, 2024
Join Matt Lerch in Pedal for a Purpose at the Clarion County YMCA on Thursday, April 11. Matt will be riding as an ambassador for the Y @ 6:00 am to raise funds for the YMCA Annual Campaign. Lerch Wealth Management/Janney Montgomery Scott LLC will be matching donations on April 11 up to $2,000.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.