911, 2017

College Funding: How to Determine Your Expected Family Contribution

By: Ben Grom, CFP®, Financial Planning Analyst Applying to colleges is often a stressful time for both students and parents. During this time, families are asked to complete the Free Application for Federal Student Aid (FAFSA), which can be a [...]

811, 2017

Weekly Market Review: The Week Ending November 3, 2017

By: Jim Rambo, Allegheny Research Team The big news last week was Republicans from the House of Representatives releasing the much-anticipated tax bill. The overarching theme is to reduce the complexity of our tax system. The bill proposes reducing corporate [...]

3110, 2017

Weekly Market Review: The Week Ending October 27, 2017

By: Jim Rambo, Allegheny Research Team It’s now been seven weeks in a row for large-cap U.S. stocks recording fresh record highs. While international stocks have led domestic stocks for all of 2017 thus far, the margin is shrinking. The [...]

2410, 2017

Weekly Market Review: The Week Ending October 20, 2017

By: Jim Rambo, Allegheny Research Team It was another positive week for U.S. equities. About 20% of S&P 500 companies have now reported third-quarter earnings with 76% beating estimates. The U.S. large-cap index has posted six straight weeks of record [...]

1610, 2017

Weekly Market Review: The Week Ending October 13, 2017

By: Jim Rambo, Allegheny Research Team Economic data continues to come in positive pushing equity markets further into record territory. The S&P 500 and Dow Jones Industrial posted weekly gains for the fifth straight week. While residents of Florida and [...]

1110, 2017

Weekly Market Review: The Week Ending October 6, 2017

By: Jim Rambo, Allegheny Research Team The global economy continues to expand with the three largest national economies (U.S., Europe, and China) all releasing positive growth data this past week. U.S. and Emerging Market equities, in particular, had very strong [...]

2709, 2017

Weekly Market Review: The Week Ending September 22, 2017

By Jim Rambo, Allegheny Research Team The Fed announced last week that they will keep rates unchanged but indicated that we will likely see a hike by the end of the year. They have two meetings remaining in 2017. Fed [...]

1909, 2017

Weekly Market Review: The Week Ending September 15, 2017

By Jim Rambo, Allegheny Research Team The market rallied last week with investors relieved that the initial damage reports from Hurricane Irma were not as bad as estimates had predicted. The “relief trade” last Monday pushed the S&P 500 higher [...]

1209, 2017

Weekly Market Review: The Week Ending September 8, 2017

By Jim Rambo, Allegheny Research Team U.S. stocks closed the week down with investors concerned about the ongoing disaster in Texas from Hurricane Harvey and the looming threat of Hurricane Irma barreling down on Florida. Early estimates of the combined [...]

3008, 2017

Weekly Market Review: The Week Ending August 25, 2017

By Jim Rambo, Allegheny Research Team The 2017 Jackson Hole Economic Summit wrapped up this Saturday. All in all, there was not too much to write home about. Investors hoped to glean more insight into how quickly the Fed will [...]

2208, 2017

Weekly Market Review: The Week Ending August 18, 2017

By Jim Rambo, Allegheny Research Team For the second week in a row, U.S. equities finished in negative territory. Small-cap stocks took the biggest hit with the Russell 2000 down over 1%. After an explosive 4th quarter post-election rally, small-caps [...]

2108, 2017

Allegheny Financial Group Repeats as One of Pittsburgh’s Top Workplaces

Pittsburgh, PA, August 21, 2017 — Allegheny Financial Group, a financial planning and investment management firm, is pleased to announce it has been recognized as one of Pittsburgh’s Top Workplaces for the second year in a row. The Top Workplaces [...]

1608, 2017

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 [...]

1508, 2017

Weekly Market Review: The Week Ending August 11, 2017

By Jim Rambo, Allegheny Research Team It took the threat of the U.S. and North Korea going to war to finally break the stock market’s impressive win streak. Day after day, week after week the market was setting new highs. [...]

908, 2017

Weekly Market Review: The Week Ending August 4, 2017

By Jim Rambo, Allegheny Research Team On Friday, the Dow Jones Industrial Average closed at 22,052 setting a new all-time high for the eighth day in a row. Optimism is high as the market latches on to every bit of [...]

3107, 2017

Allegheny Financial Group Announces New Partner

Pittsburgh, PA, July 31, 2017 — Allegheny Financial Group, a financial planning and investment management firm, announces the addition of David Jeter, CFP® as a firm partner and member of its board of directors. Mr. Jeter is a CERTIFIED FINANCIAL [...]

1407, 2017

Allegheny Financial Group Listed Among Top 100 Registered Investment Advisor Firms in the Nation

Allegheny Financial Group is pleased to announce our listing in Financial Advisor's 2017 RIA ranking, published in the July issue of the magazine. Allegheny Financial Group ranked 93rd out of 638 national firms, 7th out of 35 Pennsylvania-based firms, and [...]

2006, 2017

Six Estate Planning Focuses for Unmarried Couples

By: Trina Brown, Financial Planning Analyst According to the Pew Research Center,1 the percentage of adults presently married in the United States declined from a high of 72% in 1960 to a low of 50.5% in 2012. At the same [...]

2305, 2017

Essential Planning Reflection

By: David Jeter, CFP® For many people, this time of year brings up reasons for reflection. From a personal standpoint, your children or grandchildren may be wrapping up another school year soon, and it makes you think about their progress [...]

805, 2017

Family Matters: Getting Your Financial House in Order

By: Matthew D. Kelly, CFP® Not too long ago, I signed up for the new marriage, new house, and newborn extravaganza.  As many of you know, and I can certainly attest to now, it is quite the transition.  Times were [...]

305, 2017

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 [...]

803, 2017

Allegheny Financial Group Recognized as One of Pittsburgh’s Top 10 Best Financial Advisors by AdvisoryHQ News

Allegheny Financial Group, a financial planning and investment management firm, has been recognized as one of the Top 10 Best Financial Advisors in Pittsburgh by AdvisoryHQ News.  The online news media cited several key factors attributing to Allegheny Financial Group’s [...]

703, 2017

Allegheny Financial Group Announces Good Neighbor Awards for Eight Local Organizations

Allegheny Financial Group awards support neighboring organizations that are making a difference in the North Hills Community. Pittsburgh, PA, March 7, 2017 — Allegheny Financial Group, a financial planning and investment management firm, announced today the recipients of its third [...]

2802, 2017

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 [...]

1411, 2016

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 [...]

1710, 2016

Allegheny Financial Group Celebrates 40 Years of Financial Planning

2016 marks Pittsburgh-based financial planning firm’s milestone. Pittsburgh, PA, October 17, 2016 — Allegheny Financial Group, a financial planning and investment management firm, announces the 40th anniversary of its founding in 1976 by James J. Browne, CFP®, and James D. [...]

3009, 2016

Allegheny Financial Group Named One of Pittsburgh’s Top Workplaces

Allegheny Financial Group, a financial planning and investment management firm, is pleased to announce it has been selected as one of Pittsburgh’s Top Workplaces for 2016. The Top Workplaces are determined solely by employee feedback through a survey conducted by [...]

1609, 2016

Benefits of Purchasing Insurance Through Your Financial Adviser Versus the Internet

By: Barb Leson, FMLI Being prepared for life’s unexpected events can be a daunting task that many often put on hold. One way to protect your family and their future is by purchasing insurance.  According to a March 2016 survey [...]

1008, 2016

Five Reasons to Use a Financial Adviser (the human kind)

Computers are a prominent way of life and are becoming faster and smarter by the minute.  They are in our everyday appliances, phones, cars, factories, and they even perform life-saving surgeries.  Some people even use a robo adviser to manage [...]

507, 2016

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 [...]

1205, 2016

College Planning: The Six-Step Financial Aid Process

By: Steve Kutlenios, CFP®, CFA®, CCPS® Recent statistics on the cost of college from the Trends in College Pricing 2015, published by the College Board, detail one of the major problems facing students and families paying for higher education. Since [...]

1404, 2016

“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 [...]

303, 2016

Identity Theft — Don’t Be a Victim

By: Nancy D. McKee, CFP® More than likely, you have been touched by identity theft, either personally, or you know someone who has. An average of 12 million people in the US are effected by identity fraud each year.* In [...]

1702, 2016

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 [...]

801, 2016

Allegheny Financial Group Announces ‘Good Neighbor’ Awards for Five Community Organizations

Awards will help to support the efforts of neighboring organizations of Allegheny Financial Group that strongly impact the North Hills community. Pittsburgh, PA, January 8, 2016 — Allegheny Financial Group, a financial planning and investment management firm, announces their [...]

1711, 2015

Allegheny Financial Group Announces Donation for Purchase of Medical Service Dogs for Pittsburgh-Area Veterans

Pittsburgh, PA, November 17, 2015—Allegheny Financial Group announces a donation for the purchase of three Guardian Angels Medical Service Dogs for Pittsburgh-area veterans who are suffering from disabilities such as Post-Traumatic Stress Disorder (PTSD) and Traumatic Brain Injury. A check [...]

1111, 2015

November is Long-Term Care Awareness Month

By: Barb Leson, FMLI November is the ideal time to discuss long-term care with your financial advisor and learn how they can help you plan for a more secure future. At least 70% of people over the age of 65 [...]

211, 2015

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 [...]

610, 2015

Tax and Estate Planning Throughout Retirement

By: Michael A. Montileone, CFP® and Chris P. Wieder, CFP® There are many life changing events that occur in a lifetime with retirement normally being in the top five. In addition to being assured that you have accumulated enough assets [...]

3108, 2015

The Powerful Benefits of Life Insurance

By: Barb Leson, FMLI September is Life Insurance Awareness Month (LIAM) and the perfect time to emphasize the importance of life insurance with your financial adviser. Life insurance is a simple answer to a very difficult question: How will my [...]

2608, 2015

Investment Benefits of Health Savings Accounts

As employers look for ways to control costs, in particular health care expenses, more and more employees will have the option of enrolling in High Deductible Health Plans (often referred to as HDHPs). Per IRS rules, in both 2015 and [...]

2107, 2015

Allegheny Financial Group Announces New Partner

Mark A. Manetti, CFP® named to Allegheny Board of Directors Pittsburgh, PA, July 22, 2015 — Allegheny Financial Group, LTD, a financial planning and investment management firm, announces the expansion of firm ownership to 13 with the addition of Mark [...]

2406, 2015

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 [...]

406, 2015

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 [...]

1704, 2015

Utilizing Low Income Years After Retirement

By: Ralph S. Boyd, Jr., CFP® Planning options prior to Social Security and Required Minimum Distributions We often receive questions from clients concerning the decision to delay social security benefits until the maximum age of 70.  This is a decision [...]

903, 2015

Key Steps to Combat the Rising Cost of a College Education

By: William Merrell, CFP® It is no secret that a college education is expensive. Between tuition, fees, room and board, the total cost can be mind boggling for parents that have not paid attention to the cost of tuition since [...]

402, 2015

Investment Choices or Investor Choices?

By: David Jeter, CFP® There are two primary economic stories that are catching our attention as we begin 2015.  One is the rise in the value of the U.S. dollar vs. other currencies, and the second issue is the plummeting [...]

1301, 2015

Allegheny Financial Group Announces ‘Good Neighbor’ Donations to Four Area Organizations

Pittsburgh, PA, January 13, 2015 — Allegheny Financial Group, a financial planning and investment management firm, announces their first annual ‘Good Neighbor’ donation to four neighboring North Hills organizations.  Donation recipients include, HEARTH, North Hills Food Bank, Northgate School District, [...]

3010, 2014

Allegheny’s Jack Kraus featured in Pittsburgh Quarterly

Allegheny's Jack Kraus featured in Summer 2014 issue of Pittsburgh Quarterly The impact is uncertain and will be dependent on the strength of the U.S. economy moving forward. The Fed may start to increase rates either in 2015 or 2016, [...]

3010, 2014

Recipients of Five Star Wealth Managers Award

Allegheny Financial Group and Allegheny Investments Announce Recipients of Five Star Wealth Managers Award Pittsburgh, PA, April 4, 2014 — Allegheny Financial Group and Allegheny Investments are proud to announce firm members receiving the 2014 Five Star Wealth Managers Award. [...]