• Financial Planning for Alzheimer's

To Live and Learn; to Act and Feel; To Still Matter.

By: David Jeter, CFP® Robert calls a meeting Our meeting was arranged for 1:00 pm in his apartment.  This early afternoon appointment gave Robert time to get himself in good [...]

  • US economic growth

Weekly Market Review: The Week Ending October 27, 2018

By: Jim Rambo, CFA, Allegheny Research Team It was another difficult week in the equity markets with the major U.S., International, and Emerging Market Indices all down 3-4%. In fact, [...]

  • Trade, Tariffs, Shipyard

Weekly Market Review: The Week Ending October 20, 2018

By: Jim Rambo, CFA, Allegheny Research Team Equity markets stabilized last week after a morale boost from the early S&P 500 companies to report third-quarter earnings. Only about 4% of [...]

  • Bull versus Bear in Stock Market

Weekly Market Review: The Week Ending October 13, 2018

By: Jim Rambo, CFA, Allegheny Research Team Investors exhibited nervousness last week as markets sold off due to a variety of reasons. The S&P 500 declined by -4.1%, the Russell [...]

Weekly Market Review: The Week Ending October 6, 2018

By: Jim Rambo, CFA, Allegheny Research Team It was an anxious week in global markets with equities, bonds, and real estate all closing the week down. Monday started the week [...]

  • Tax Cuts and Jobs Act of 2017

Big Tax News for Small Business

By: Michael A. Montileone, CFP® The passage of the Tax Cuts and Jobs Act (TCJA) in December 2017 has not delivered the simplicity that I had hoped it would; however, [...]

  • US, Mexico, Canada trade agreement

Weekly Market Review: The Week Ending September 29, 2018

By: Jim Rambo, CFA, Allegheny Research Team Big news on the trade front with the U.S., Canada, and Mexico reaching a new trade agreement, the USMCA (U.S.-Mexico-Canada Agreement), late Sunday [...]