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Considerations for Stay-at-Home Parents
Even though one parent doesn't have an income, they can still (and should when possible) save for retirement
10 Years to Retirement
Items to consider NOW to free up your time LATER to focus on what you want to do in retirement
Q2 2025 Quarterly Update
We provide perspective on recent volatility, address the main questions the markets are hoping to answer moving forward and look ahead to a very busy quarter.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 21, 2025
Janney's Mid-Year Market Update
What’s next for the economy and markets? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, inflation, monetary and fiscal policy, and what it all means for your portfolio strategy.
May 17, 2025
Four weeks to go until the always fun Pittsburgh Melanoma Foundation 5k! This will be the 10th straight year our team has participated in the event, which features plenty of family-friendly fun and supports a tremendous local organization. Our group will be raffling off a few prizes, will have plenty of water and snacks for participants and will feature a nice surprise for the kids - free face painting courtesy of Color with Chrissy.
Hope to see you Saturday, June 14, at South Park. For anyone interested in joining the race, visit https://runsignup.com/Race/PA/SouthPark/PittsburghMelanomaFoundation5kRunWalk to register!
May 05, 2025
Join us this Saturday, May 10, from 9 am to 1 pm, for our annual Shred Event, Food Drive and (new this year) Open House!
Cross "spring cleaning" off your to-do list, show your support for a great local organization and, at the same time, come tour our new branch office on the 4th Floor of our building at 375 Southpointe Blvd, Canonsburg, PA 15317. We will be accepting donations for the benefit of the Greater Washington County Food Bank. Refreshments will be provided.
See you there!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
May Investment Perspectives
Factors that matter when defining a recession, bond market volatility, and earnings reports vs. the first 100 days.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
