News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 07, 2026
wallofhonoranastasio.pdf
This past Friday, in honor of my mother’s life and her commitment to our community, the Lion Foundation announced that Patricia Anastasio was named as the 2026-2027 inductee onto the Lion Foundation Wall of Honor. Our family is proud to share this wonderful news remembering “Mrs. A’s” commitment to the Camp Hill community.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
