Wealth Management

Q&A: Giving back in the Pittsburgh Region

According to a recent report, charitable giving was on the rise in 2015, with a record-setting $373 billion in donations. Rebounding from recession figures in 2008, charitable giving has continued to trend upward over the years, indicating that donors deeply value their philanthropic commitments to causes of personal importance. As we approach the holidays and the end of[...] Continue reading

Daylight Savings Ends: Improve Year-End Finances With an Extra Hour

This Sunday, November 6, we’ll turn our clocks back one hour as we end Daylight Savings Time and return to Standard Time. With 2017 in sight, use this extra hour productively to assess your finances before year-end. Over the course of one hour, you can dedicate 15 to 20 minutes to organize a few financial items. Tax Loss Harvesting Look at the investments you’ve[...] Continue reading

Money Decisions That Will Haunt Your Future

This time of year there are many things to be afraid of, but don’t let regret be one of those fears. When it comes to investing and financial planning there are many decisions to be made, and some of these decisions could wind up haunting you in the future. However, if you’re a millennial and part of the younger generation, you still have time to get ahead of these[...] Continue reading

Going for gold with your investment strategy

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Father’s Day Financial Advice

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