News and Commentary
Video Library
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.
Dennis Retirement Announcement
Dennis announces his retirement (as of 4/1) after 45 years as a Financial Advisor
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
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!
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 29, 2025
The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
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.
