Awards
2024 Forbes Best-In-State Wealth Management Team
For the second straight year, our team was named to the 2024 Forbes list of Best-In-State Wealth Management Teams
2023 Forbes Best-In-State Wealth Management Team
Our team was named to Forbes' first-ever Best-In-State Wealth Management Teams list
2020 Forbes Best-In-State Wealth Advisor
Dennis was named to the 2020 Forbes Best-In-State Wealth Advisors List
Our Team
For over 70 years, our family's business has focused on helping our clients manage their "family business."
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Pittsburgh Melanoma Foundation
Our team has sponsored and participated in the Pittsburgh Melanoma Foundation's annual 5k for seven straight years.
Three Rivers Adaptive Sports
Our group has sponsored the organization's annual Water Sports Clinic at Conneaut Lake for five straight years.
St. Catherine Labouré Parish
Dennis, Ryan and Dan are all active members of St. Catherine Labouré Parish in Upper St. Clair.
Video Library
Q2 2024 Quarterly Update
We recap another strong rally for the markets and look ahead at what's driving the markets moving forward.
Q1 2024 Quarterly Update
We recap the rally that punctuated a stellar year and look ahead to what 2024 has on tap - on location from Philly!
Year End Concerns - Part 2
The conclusion of our list of year-end concerns, this video focuses on the "more fun" stuff - like saving and spending.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 16, 2024
New Study Reveals Insights into Donor-Advised Funds | American Endowment Foundation
Calling anyone who is charitably inclined!
Our team utilizes a number of different giving strategies/vehicles, one of which is called a donor-advised fund. DAFs have grown in popularity in recent years for a number of different reasons, and a recent study shed some light on how they are being used.
For instance, the median size of the DAFs studied was roughly $50,000. Only 7% of the DAFs looked at exceeded a balance of $1,000,000 (only 1% were over $10,000,000). On top of that, the average annual payout rate was 18%, a significantly higher figure than the payout rate of Private Foundation donors.
Put simply, DAFs are less restrictive, require less of an initial investment and can foster active giving now and into the future (even after you pass away).
Please give our team a call, shoot us a text or email us if you have any questions surrounding how you are giving to charities. Whether through a DAF or another approach, we're here to help you as you seek to help the organizations near and dear to your heart.
Phone: (724) 743-3301
Text: (724) 888-5684
Email: themcnamarainvestmentgroup@janney.com
https://www.aefonline.org/thought-leadership/new-study-reveals-insights-into-donor-advised-funds/?utm_source=newsletter&utm_medium=email&utm_campaign=insights&utm_content=daf-study
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.
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.