by cehassinger on May 10, 2018
By Chad E. Hassinger, CFP®
Chief Executive Officer
Pamela A. Martin and Nicole M. Clarke recently earned the Accredited Investment Fiduciary™ (AIF®) Designation, which signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care for clients.
by cehassinger on May 8, 2018
By Bradley J. Rathe
Chief Investment Officer
The Federal Reserve did not raise rates last week as expected. The next meeting in June is expected to bring the second rate rise for 2018 and still another later in the year to make three.
by cehassinger on Apr 24, 2018
By Bradley J. Rathe
Chief Investment Officer
Interest rates moved higher last week as the US Ten Year treasury approached 3%. Higher rates have taken the market by surprise as there are still nascent signs of inflation.
by cehassinger on Apr 24, 2018
By Jeremy D. Schares, CFP®, CRPC®
Associate Vice President, Wealth Management
On December 22, 2017 the Tax Cuts and Jobs Act was signed in to law beginning fiscal year 2018 and since that date we have been working to understand just what that means. The majority of the focus has been on what the impact is on income tax rates, deductions, etc. There were other major changes within this act pertaining to the Gift Tax and Estate Tax. These are two major items that have not been given their due that I wanted to share with each of you today. As always, if you have any questions, please feel free to reach out. Take care!
by cehassinger on Apr 19, 2018
By Robert A. Mecca, CFP®, MBA
Vice President of Wealth Management
Millennials are classified as persons born between 1981 and 1996. Up until recently, millennials were content living in their parent's basement or attic, using Uber and not purchasing or leasing a car, spending on coffee, eating out, and renting. But now with the economy growing and millennials having good-paying jobs while starting a family, more are seriously looking into buying their own residence as a condo, townhouse, or single dwelling house.
by cehassinger on Apr 19, 2018
By Bradley J. Rathe
Chief Investment Officer
Geopolitical risks continue to be on the rise. On Friday night the US, along with some of our allies, took action in Syria to take out much of their chemical capabilities. Inflation had a modest rise last month for producers and consumer inflation was lower from the fall in gasoline.
by cehassinger on Apr 19, 2018
By Colleen M. Henes, CFP®, JD
Happy Tax Day! As tax season comes to an end, so do my weekly tax tips. I hope you have found them helpful and relatable. If you ever have a tax question, please do not hesitate to reach out to me at any time. No question is too small. Now it's time to celebrate!
by cehassinger on Apr 19, 2018
By Chad E. Hassinger, CFP®
Chief Executive Officer
Stephen J. Barrett recently earned the Certified Private Wealth Advisor® Certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. Mr. Barrett is a partner at Strategic Financial Group, LLC and serves as Vice President of Wealth Management.
by cehassinger on Apr 12, 2018
By Bradley J. Rathe
Chief Investment Officer
The US jobs report reported weaker numbers than expected but many attributed the lower number to extreme weather during the month. In contrast, hourly earnings moved up by a strong .3%.
by cehassinger on Apr 11, 2018
By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning
Are you employed and have a home office or significant unreimbursed business expenses such as travel costs, union dues, professional licenses/subscriptions, or continuing education fees?
