Ugly Duck Investments Can be a Beautiful Thing

Everyone loves to hear about the likes of Apple, Tesla, Nike and other decidedly “hot” companies when it comes to investing. But there are other opportunities for investing outside of these popular retail companies. I was recently included in the article, “8 Unusual and Unglamorous Investment Opportunities,” by Lou Carlozo in US News & World Report about[...] Continue reading

Time on Your Side: Millennials + Compound Interest = Retirement Success

“Compound interest is the most powerful force in the universe.” This quote is supposedly attributed to Albert Einstein, who is also cited comparing the concept to the “eighth wonder of the world.” Whether Einstein actually said this or not, we wholeheartedly agree with the notion that people need to understand and take advantage of compound interest. With this[...] Continue reading

Retirement Preparation Checklist

This year, October 18-24 marks National Save for Retirement Week, a national effort to raise public awareness about the importance of saving for retirement. The week presents an opportunity for individuals to reflect on their personal retirement goals and to make the appropriate adjustments needed to touch-up their growing nest egg. Upon certain yearly milestones, there[...] Continue reading

Fort Pitt fix-up

We’ve recently undergone a big expansion at our Pittsburgh office, which will help support our ever-growing team. The renovations began in a smaller part of our office in mid-June and finished in early July. We knocked down two walls, created a new entrance and built more office space for new workstations and storage units. Directly following, we underwent a larger[...] Continue reading

End of summer community events

We are energized by our community’s efforts to give back. We couldn’t help but want to support some of these upcoming local events: We’re sponsoring the 2015 Annual Summer Festival on August 18 benefiting the Spina Bifida Association of Western Pennsylvania. The festival will be a great day of activities, auctions and live performances to raise funds for the[...] Continue reading