News and Commentary
Two for Twenty Podcast
Episode 11 – Remembering 9/11
Listen in to this quarter's podcast with Scott Phelan as he interviews Greg Trevor, previous Sr. Information Officer for the Port Authority of NY & NJ.
Episode 10 – The Most Common Mistakes Investors Make
Listen in to this quarter's podcast with Scott Phelan and Kevin Myers as they discuss the most common mistakes investors make.
Episode 9 – What to Expect From the Markets and Economy in 2023 With Mark Luschini
Listen in to this quarter's podcast featuring special guest Mark Luschini, Janney's Chief Investment Strategist.
Monday Morning Outlook
Higher Rates & A Shutdown On The Menu - September 18, 2023
Read this week's Monday Morning Outlook provided by First Trust.
Our Stagflationary Future - September 11, 2023
Read this week's Monday Morning Outlook provided by First Trust.
Fiscal Madness - September 5, 2023
Read this week's Monday Morning Outlook provided by First Trust.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
