Spring Break Budget Busters

This time of year is especially popular for college students to leave campus and head to sunny beaches on spring break. While everyone deserves some TLC every now and then, the cost of a spring break trip varies anywhere from $500-$900, depending on destination. But, what’s alarming is that 31 percent of students are using loan money to fund this vacation. Putting[...] Continue reading

Barron’s Top Advisors: PA, Mike Blehar and Ted Bovard

Barron’s recently released their 2018 Top 1,200 Financial Advisors Ranking by state, and we’re proud to announce that our own Mike Blehar and Ted Bovard have been recognized. The pair are two of seven advisors from the Pittsburgh region, out of the 48 advisors from PA to make the list. Data provided by over 4,000 national advisors assembles the annual list. The[...] Continue reading

What to Know About Cryptocurrency

Written by: Charlie Smith | Founding Partner In recent months, it seems like one of the most talked about topics in the investment world is cryptocurrency. Investors constantly want to know what this hot trend is all about, whether they should invest, and what the future holds for blockchain, Bitcoin, Litecoin, Ethereum, and more. But, before we dive into our outlook[...] Continue reading

Finance & Romance: The importance of financial compatibility

It’s Valentine’s Day and love is in the air! Today, we’re taking the time to discuss the importance of financial compatibility in relationships. With money often being a common stressor for couples, it’s integral for both individuals to be on the same page when it comes to their financial health. Below, we’ve outlined top points of discussion that couples should[...] Continue reading

Some Debt Is Not Like the Other

With all the talk lately concerning the U.S. debt and how it will grow due to the new tax plan, we thought it would be a good idea to address what it means. First and foremost, we must differentiate between individual/corporate debt and the debt of a sovereign nation such as the U.S. Individual and corporate debt must be managed in a fiscally prudent manner or face[...] Continue reading