Navigating Finances – Webinar with PennLive

Watch Bob Geiger with PennLive.com and the Patriot host the virtual event Navigating Finances with our nonprofit sponsor United Way! We’ll dive right into our first discussion with Bradley R. Newman, CFP®, and Daniel T. Eye, CFA® to help us talk about what money moves to make this year and how to plan for your future financially. Brad is the Lead Financial[...] Continue reading

Quarterly Newsletter: Turning the Page to 2022

Equity markets closed out 2021 on a high note with the S&P 500 Index advancing by 11% and logging its best quarter of the year. Investors continued to show a willingness to look past ongoing supply chain disruptions, consumer price inflation near 40-year highs, and expectations for removing accommodative monetary policy. And while news of the Omicron variant[...] Continue reading

What Is a Target Date Fund?

Written by: Denny Baish | Senior Investment Analyst What Is a Target Date Fund? Target Date Funds (TDF), also known as life-cycle funds, are a type of mutual fund meant to grow assets for a set time frame. These funds combine stocks, bonds, and investments, creating a diverse portfolio that adapts to meet the client's needs over time. These funds allow you to take[...] Continue reading

What Are Required Minimum Distributions (RMDs)?

You may have heard people refer to required minimum distributions (RMDs) and wondered what that means. RMDs are related to your retirement savings, and you should understand RMD rules to ensure you meet government requirements. The guidelines for RMDs can change from year to year, so make sure you look for the latest updates. What Are RMDs? Required minimum[...] Continue reading

Questions to Ask Your Financial Advisor

Written by: Emily Franco, CFP® | Financial Advisor What to Know Before Meeting With a Financial Advisor Deciding to work with a financial advisor is a big decision. After all, they'll be in charge of managing your personal finances and long-term investment strategy. What you do with your money impacts your future. You want to make sure you'll be working with a[...] Continue reading