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 and their path. From a financial standpoint, it is likely that you just finished and [...]

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 a bit simpler before—pay your rent, go to work, brush your teeth at least twice [...]

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 a look at how the two relate. First, a great hitter finds a swing that [...]

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 selection in the ranking including its complete financial planning offering, firm independence, and fee-based structure. [...]

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 annual Good Neighbor Awards. The eight award recipients include Avalon Public Library, Girls on the [...]

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 even harder to increase that amount over time.  I suggest not only getting into the [...]

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 of the United States of America. Depending on who you ask, this either spells certain [...]

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. Hohman, CFP®, two men who saw a need in the marketplace to provide objective, comprehensive, [...]

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 WorkplaceDynamics, LLP, a leading research firm that specializes in organizational health and workplace engagement. The [...]

1609, 2016

Benefits of Purchasing Insurance Through Your Financial Adviser Versus the Internet

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 conducted by Life Happens, more than half (54%) of those surveyed viewed purchasing a life insurance policy as [...]

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 their investment portfolio.  A robo adviser is defined as an online wealth management service that [...]

507, 2016

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

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 thought long and hard about the financial lessons that had been imparted to me while growing up [...]

1205, 2016

College Planning: The Six-Step Financial Aid Process

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 2005, the average public four-year-cost of attending college has increased 40%, or 3.4% above the average inflation rate. The average published [...]

1404, 2016

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

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 a nice hitting streak and put the ball in play every day. As you can see, baseball season [...]

303, 2016

Identity Theft — Don’t Be a Victim

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 today’s cyber world, it is important to keep an eye on your social security number, your financial and medical information [...]

1702, 2016

Billy Joel and Investment Success

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 I have tickets...very exciting.  What makes this more enjoyable is that on Sirius XM Radio there is a [...]

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 second annual ‘Good Neighbor’ Awards presented to five neighboring North Hills organizations.  Award recipients include, [...]

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 was presented by Allegheny Financial Group partners at the 17th Annual Veterans Day Breakfast held [...]

1111, 2015

November is Long-Term Care Awareness Month

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 will require some form of long-term care services and support during their lives.* If you are like most people, [...]

211, 2015

Remembering Investment Returns vs. Investor Returns

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 us and occasionally lead us to make decisions that we otherwise would not make.  Our ability to “forget” can [...]

610, 2015

Tax and Estate Planning Throughout Retirement

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 for a comfortable retirement, there are also estate and income tax, portfolio allocation, and logistical planning decisions that, at times, may become overwhelming. Portfolio allocation [...]

3108, 2015

The Powerful Benefits of Life Insurance

September is Life Insurance Awareness Month (LIAM) and the perfect time to emphasize the importance of life insurance with your financial advisor. Life insurance is a simple answer to a very difficult question: How will my family manage financially when I die? Benefits of Life Insurance Life insurance can provide powerful benefits. For instance, life [...]

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 2016, HDHPs are Plans in which the annual deductible for individuals is at least $1,300 [...]

2107, 2015

Allegheny Financial Group Announces New Partner

Mark A. Manetti, CFP® named to Allegheny Board of Directors Pittsburgh, PA, July 21, 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 A. Manetti, CFP®, to its Board of Directors. Manetti is a CERTIFIED FINANCIAL PLANNERTM [...]

2406, 2015

A Financial Starting Point for Young People

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 you that can begin with a few simple considerations listed below. Budgeting—Spend less than you earn The [...]

406, 2015

The Roth IRA…The Greatest Thing Since Sliced Bread

A Roth IRA expanded on traditional Individual Retirement Accounts (IRAs) in that Roth contributions are not tax deductible, but distributions are tax free. 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 [...]

1704, 2015

Utilizing Low Income Years After Retirement

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 that requires consideration of your other assets and personal health situation.  When we make the decision to delay receiving Social [...]

903, 2015

Key Steps to Combat the Rising Cost of a College Education

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 they graduated decades before. That being said, as expensive as college is, it is still often the best investment [...]

402, 2015

Investment Choices or Investor Choices?

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 price of oil.  As we think about how last year finished and look forward to 2015, I thought I [...]

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, and the YMCA – North Boroughs Community Center. The contributions will go toward funding specific [...]

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, so we are probably closer to the end of the policy than the beginning. Read [...]

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. Five Star Professional, the largest and most widely published financial services award program in North [...]