The Best and Worst of Times
In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead. It has been a difficult year, not only for investors but also for […]
What Do We Do Now
Dear Valued Investor, “What do we do now” has been on the mind of many investors now that Russia has invaded Ukraine. We see it on the news, we hear it from friends, and receive texts from family members. It may seem that now is the time to act, but your team with over 50 […]
2022 Food Drive
To everyone who participated in our December 2022 food drive benefitting the North Hills Food Bank, an affiliate of the Greater Pittsburgh Food Bank, THANK YOU! Our office was able to deliver a car load of food to the food bank in anticipation of the holiday season. The volunteers at the food bank were appreciative […]
Looking Ahead
October is now behind us and it has delivered on its track record as a historically favorable month for stocks, offering some respite for investors as major equity indices rose for the month. The downside pressure on equities had gotten a bit overdone after investor pessimism during September reached lows not witnessed in quite a […]
Important Details on Student Loan Relief
The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know. According to the Federal Student Aid website, you have until December 31, 2023, to complete the […]
The Biggest COLA Increase Since 1981

How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark. Frogger and Donkey Kong were all the rage at video arcades. Bob Ross left the Air Force and took up painting. On top of that, we had the largest Social Security cost-of-living adjustment (COLA) […]
A Resilient March
The financial markets’ resilient performance during March was striking, despite pockets of uncertainty surrounding the strength of the economy—and not to mention concerns over the durability of the banking system. The ability of the market to navigate nearly two weeks of headline-related risk tested the underlying resolve of the market’s capacity to look ahead. Moreover, […]