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In the News

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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, over the past few weeks, the U.S. equity markets have given […]

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 companies have reported, but quarter-over-quarter earnings growth is at 22% […]

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 2000 (domestic small cap stocks) declined by -5.2%, and the MSCI […]

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 off on the right foot with the focus on Canada joining […]

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, it has produced some tax cuts that are exceptional if addressed […]

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 evening. The deal is set to replace NAFTA, which has been […]

Collaboration and Positivity: The Sustainable Investment Conference

By: Jim Rambo, CFA

The theme of environmentally-friendly products, sustainable farming, and energy conservation in consumerism is gaining traction in the asset management industry. More and more investors are aligning their investments with their personal beliefs. The idea is to hold […]

Is Life Insurance Part of Your Financial Plan?

By: Barb Leson, FLMI, Insurance Director

Why not life insurance?
So, you have auto, home, health, and maybe even pet insurance. However, do you have, or have you considered life insurance? Whether you are single, a single parent, married, married with children, […]

Weekly Market Review: The Week Ending September 1, 2018

By: Jim Rambo, CFA, Allegheny Research Team

Global equities closed the week in positive territory with the S&P 500 up 1.0%, the MSCI EAFE up 0.3%, and the MSCI Emerging Market index up 0.6%. Many of the U.S. equity indices are […]

Weekly Market Review: The Week Ending August 25, 2018

By: Jim Rambo, Allegheny Research Team

It’s official. U.S. stocks are now in the longest bull market in history. Nine-and-a-half years ago, on March 9th, 2009, the S&P 500 fell to a thirteen-year low of 666—the dreaded mark of the beast! […]

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