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

Upgrades to our platforms

We are excited to share that we have made upgrades to our portfolio accounting system and trading platform. We understand the importance of staying current with the latest software and making sure our clients have access to what we believe are the best platforms our industry has to offer. Both upgrades are “behind the scenes” improvements that will not impact our[...] 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

Cybersecurity Roundup

October is National Cybersecurity Awareness Month, so we’re offering readers a recap of the most important cybersecurity posts we’ve put together courtesy of The SANS Institute. In today’s digital age, when most communication occurs via the internet, it’s imperative that people take precaution. Preventing a potential phishing attack Email serves as one of[...] Continue reading