Don’t Crack Your Nest Egg

It is a nasty habit that even the wealthiest retirees cannot seem to ignore — attempting to maintain the amount of spending that you have become accustomed to throughout your working years. Failure to adjust such spending habits appropriately could place you in a retirement bind later in life. Below, we outline some of the biggest mistakes we've seen impacting nest[...] Continue reading

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

Earlier this month, Barron’s released their annual “Top (State by State) Advisors” ranking, recognizing the top 1 percent of professionals in the financial industry. We are thrilled to announce that Mike Blehar and Ted Bovard have both been included on this year’s PA-based list. With 48 total advisors honored from the state, only nine are based in the Pittsburgh[...] Continue reading

Build Your Portfolio Like a Super Bowl Champion

Professional football teams are built similar to any other well-run organization. Good management and a talented, hard-working team will put themselves into situations that enable them to succeed more often than not. With one of the biggest national sporting events quickly approaching, we take a look at how the Super Bowl relates to portfolio opportunities, and how[...] Continue reading

Preparing a Business for a Family Successor

It’s the dream of many business owners to one day pass the company they worked so hard to build down to their children. For many, it’s more ideal and satisfying to transition to a family successor than to sell to an anonymous buyer. When preparing to transition your business to your children or another family member, it’s often seen as a more casual transaction[...] Continue reading

Preparing for the Purchase of a First Home

For young individuals and couples, the purchase of a first home is usually the single largest investment they will make in their 20s or 30s. While the idea of buying a home may be overwhelming for these millennials—who may also be juggling student loans, and the new found freedom of living on their own and starting their careers—we lay out a timeline of important[...] Continue reading