Barron’s Top Advisors: PA – Mike Blehar and Ted Bovard recognized (again!)

Barron’s is recognizing two of our own as the top financial advisors in Pennsylvania. We’re proud to announce Mike Blehar and Ted Bovard are on Barron’s list of 2019 Top 1,200 Financial Advisors Ranking by State. The pair are two of six advisors from Pittsburgh, out of the 48 advisors from Pennsylvania to make the list. Barron’s annual methodology considers[...] Continue reading

How Investors Can Pick the Right Mutual Fund for Themselves

Since mutual funds are a popular investment option, many individuals look for ways to integrate them into their portfolio. A mutual fund is essentially a basket and within that basket there are a handful of stocks, bonds, cash or a combination of assets. When someone invests in a mutual fund, they’re buying into both an investment manager and an actual company. However,[...] Continue reading

Wiping Personal Data From Smart Devices: It’s More Complicated Than Hitting Delete

Smartphones, smartwatches and tablets store much more personal data than your computer.  They keep information about where you live and work, your health, stored passwords to access your accounts and more. That’s why it’s so important to wipe your devices before you get rid of them. But simply deleting this data from your phone is not enough. The newest SANS[...] Continue reading

Building a positive relationship with your finances

One of the most important goals financial advisors have is ensuring their clients have a positive relationship with their finances. Sometimes, it can be difficult to change a negative mindset about money, and in turn, impact money decisions that affect budgeting, paying down debt or saving for retirement. To help reframe clients’ negative money mindset, I often start by[...] Continue reading

Making the Best of Long-Term Care

There is nothing that can deplete retirement funds more than extensive health care and long-term care costs. During client review meetings, we believe incorporating a discussion regarding long-term care insurance is an important facet of a holistic financial plan. At some point in our lives we have either experienced personally or know someone that has seen a family[...] Continue reading