PA State Tax Filing Deadline Moved, Office update
In this period of change due to the COVID-19 threat, we have seen how decisions by government officials alter by the hour. As a result of this, after we sent out our announcement on Friday,
Traditional Vs. Roth IRA
Do you know the difference? Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 33.2 million U.S. households. Roth IRAs, however, were created as part of the Taxpayer Relief Act
Coronavirus & More
The 24-Hour News Cycle moves from Impeachment to COVID-19 to the Primaries – What’s next? In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival
Market Concerns: Your Questions, Answered
Often, God shows the “experts” just how little they know and how poor they are at predicting the future. Last fall, everyone was concerned about a potential recession. Since then, fears had calmed down and
Tremendous Gains Since 2009
A look at where stocks were in 2009 and how they have performed since. Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang
Avoiding Large Losses in Your Portfolio
"Rule No.1: Never lose money. Rule No.2: Never forget rule No.1." – Warren Buffett1 Risk is a factor in any investment decision that you make. Your tolerance for risk is something that you will
Tax Efficiency
What it means; why it counts. The after-tax return vs. the pretax return. Everyone wants their investments to perform well. But for many investors it’s their after-tax return that may make all the difference. After
Unrealized Loss and Gain
What they are; why they matter. For many investors, it can be tempting to think of one's portfolio in terms of “gains” or “losses.” True, this is a central concept to understanding market behavior, but
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life. Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in
Ten Years, Tremendous Gains
A look at where stocks were in 2009 and how they have performed since. Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang