4 Steps to Dealing with a Corporate Merger That Impacts You

Corporate merger activity has seen a notable increase in Central Pennsylvania as of late.  The activity in the banking sector has been robust; Integrity Bank, Susquehanna Bank, and Metro Bank to name a few. However, the recent Rite Aid merger has really garnered the focus of the local merger and acquisition landscape. The majority of the media coverage surrounding a[...] Continue reading

Certified Financial Advisor Tip- How Do I Recreate a Paycheck in Retirement?

Important Certified Financial Advisor Tips to Re-create a Paycheck in Retirement You have accumulated assets, and your retirement date is rapidly approaching, now you ponder the appropriate steps to transition your investment portfolio into a predictable retirement income stream. How do you coordinate various investment accounts to effectively recreate a paycheck in[...] Continue reading

How Do I Turn My Savings Into An Income Stream?

The market volatility of the past two years combined with a healthy sense of uncertainty going forward has left almost everyone feeling a bit anxious about their financial futures. While the recent financial crisis and the ensuing recession has made it both more difficult and more important to save adequately for retirement, it has also made it even more critical for[...] Continue reading

In the Financial Marketplace, Let the Buyer Beware!

Caveat emptor. Prudently adhering to the Latin phrase, “Let the buyer beware”, while shopping the financial marketplace will save you both money and disappointment. To meet your long-term objectives, clearly understanding what you’re getting when you purchase a particular investment, product or service is critical. But easy it is not. There will be financial[...] Continue reading

Consultant’s Corner

Consider Benchmarks in Building Any Portfolio     Investing requires decisions to be made within an ever-changing environment.  The general economy, interest rates, corporate earnings, investor sentiment, Federal Reserve Board policy, housing starts, retail sales, the strength of the dollar, and productivity are just a few of the regularly watched indicators whose[...] Continue reading