News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 02, 2025
Doug recently attended a Fundraising Breakfast Event for the American Cancer Society of the Capital Region hosted by Sun Motors of Mechanicsburg. ACS Regional Director Chelsey Bledsoe-Hall and Allison Setliff of Capital Blue Cross were connecting with local business leaders who are passionate about making the difference in the fight against cancer and others who have been affected by this tragic disease. Thanks too to Dan and his son Matt Sunderland for hosting the event at their beautiful showroom and for being a long-time sponsor of ACS. Dan noted his mother was first diagnosed when he was a young boy and she is currently 91 and still cancer free. It was a great day to learn more about supporting this cause and connect with other leaders and survivors in our community.
July 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
June 30, 2025
Thank you to everyone that attended our Shred-it Event a few weeks ago. The weather put a slight “damper” on our plans, but we had a wonderful turn out and made the most of our Saturday. We were able to collect over 520 gallons of paper to shred in just 4 hours.
We hope to do this again in the future !!
Wishing everyone a happy and safe Summer and reach out to us at any time if we can help service you or your family’s needs.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
