In The News

It’s that time of year when we lean into the thrill of fear—haunted houses, hayrides, scary movies, and spooky decorations fill our calendars and neighborhoods. But for many Americans, the real fright isn’t found in the dark – it’s hiding in their finances. According to Fidelity’s 2025 New Year’s Financial Resolution study, the top financial […]

Key Takeaways Diversification remains the theme of the year. International stocks continue to outpace their U.S. counterparts, although U.S. stocks performed slightly better than their international peers last quarter. After quite a few years of lagging returns, U.S. small-cap stocks were the best-performing of major asset classes last quarter, returning over 12%, compared to large […]

For many employees, compensation goes beyond a paycheck. Navigating the equity maze of stock options, restricted stock, employer stock purchase plans (ESPPs), and employer stock ownership plans (ESOPs) can feel overwhelming, but with the right strategies, you can make informed decisions that build your wealth and minimize your tax burden, while directly participating in the […]

Losing your job can be one of the most emotionally and financially disruptive events in life. Whether the layoff was unexpected or something you saw coming, the uncertainty that follows can feel overwhelming. If you’re wondering what to do financially after losing your job, the good news is that there are clear financial steps you […]

More millennials are embracing the Dual-Income, No Kids (DINK) lifestyle, unlocking a unique set of financial planning advantages. Without the costs of raising children, many are accelerating their wealth through intentional DINK financial planning strategies, including early retirement planning, tax efficiency, and estate planning without heirs. Accelerated wealth building doesn’t happen automatically. To fully capitalize […]

Pittsburgh, PA, July 14, 2025 — Allegheny Financial Group, a financial planning and investment management firm, has named four partners of the firm effective July 1, 2025: Trina Brown, CFP®, CSRIC®, CDFA®, Matthew Kelly, CFP®, Eric Matsko, CFP®, CTS®, and Ryan Walczak, CFP®. All four partners provide comprehensive financial planning services to individuals and small […]

Key Takeaways from 2Q2025 The first half of 2025 has been anything but boring. Stocks, as measured by the S&P 500 Index, rose through the first six weeks of the year, closing at an all-time high on February 19th. The ensuing six weeks can then be characterized by tariff chaos as the Trump Administration gradually […]

Market volatility at the start of this year has left many investors feeling uneasy. It’s natural to question whether your savings are working hard enough, or if it’s safer to hold onto cash. But when it comes to liquidity in financial planning, holding too much cash can actually slow your long-term financial growth. In this […]