Investing

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Behavioral Finance: Taking the Emotion Out of Investing

By: Matt Jaspert, Financial Planning Associate

Discussing finance is generally something most people like to avoid. Are we saving enough? Can we pay for the kids to go to college? When can we retire? All of these questions and countless others […]

Batter Up! An Investors Approach at the Plate

By: David Jeter, CFP®

Successful investors may not know it but they approach their financial planning like a successful hitter in baseball. As spring arrives and major league baseball begins again, I’m reminded of what effective hitters do. Let’s take a […]

The Importance of Saving

Having a retirement plan in place is fantastic, but adding to it is crucial to building a bigger savings balance.  It can be hard to set aside money each pay for something that you don’t use today.  It can be […]

Long-Term Investing Trumps Short-Term Fears

We are cursed to live in interesting times. This election cycle presented us with two candidates, who, by all accounts, were the two least popular in American history. On November 8th, the American people elected Donald Trump the 45th President […]

Newly Minted Adult Children – What did(n’t) we teach them?

By: Sherry Kendrick, CFP®

As the parent of three young Millennials, ages 25, 23 and 19 years old, I pondered this question.

I did a fair bit of reflecting this past week as I visited with my parents in New York. I […]

“Batting leadoff, McCutchen, batting second, McCutchen, batting in the third spot, McCutchen…”

By: David Jeter, CFP®

The first quarter of the year is behind us, and investors went for quite a ride in three months.  In baseball parlance, in January and February, we couldn’t buy a hit, while in March, we went on […]

Billy Joel and Investment Success

By: David Jeter, CFP®

When I was younger, I didn’t go to nearly enough music concerts.  So now I am making sure I see some of the icons of my youth.  On July 1st, Billy Joel is coming to PNC Park…and […]

Remembering Investment Returns vs. Investor Returns

By: Mark A. Manetti, CFP®

Do you happen to remember the top headlines from this time last year?  Chances are that you may not recall, and it happens to all of us from time to time.  Our memory can sometimes fail […]

A Financial Starting Point for Young People

By: David Jeter, CFP®

You may be a freshly minted graduate beginning your first ‘real’ job or maybe you’re a couple years in and feel confident about your start in our profession. Either way, you have a financial journey ahead of […]

The Roth IRA…The Greatest Thing Since Sliced Bread

By: Nancy D. McKee, CFP®

My mother was well known for her prolific use of expressions: “Money doesn’t grow on trees,” and “If wishes were horses, beggars would ride.”  Sometimes we knew what she was inferring, but other times her sayings […]