2022 Economic Outlook

Dave Zabela hosts Chief Investment Officer Dan Eye, CFA®, and Portfolio Manager Carter Henderson to answer your questions and share their insights on 2022's outlook. https://youtu.be/4PE1MNWbZj8 Want to take a deeper dive? Watch How We Choose Stocks for even more from our portfolio management[...] Continue reading

Navigating Finances – Webinar with PennLive

Watch Bob Geiger with PennLive.com and the Patriot host the virtual event Navigating Finances with our nonprofit sponsor United Way! We’ll dive right into our first discussion with Bradley R. Newman, CFP®, and Daniel T. Eye, CFA® to help us talk about what money moves to make this year and how to plan for your future financially. Brad is the Lead Financial[...] Continue reading

Quarterly Newsletter: Turning the Page to 2022

Equity markets closed out 2021 on a high note with the S&P 500 Index advancing by 11% and logging its best quarter of the year. Investors continued to show a willingness to look past ongoing supply chain disruptions, consumer price inflation near 40-year highs, and expectations for removing accommodative monetary policy. And while news of the Omicron variant[...] Continue reading

What Is a Target Date Fund?

What Is a Target Date Fund? Target date funds (TDF), also known as life-cycle funds, are a type of mutual fund or exchange-traded fund (ETF) meant to grow assets for a set time frame. These funds combine stocks, bonds, and investments, creating a diverse portfolio that adapts to meet the client's needs over time. These funds allow you to take more risks while you're[...] Continue reading

What Are Required Minimum Distributions (RMDs)?

You may have heard people refer to required minimum distributions (RMDs) and wondered what that means. RMDs are related to your retirement savings, and you should understand RMD rules to ensure you meet government requirements. The guidelines for RMDs can change from year to year, so make sure you look for the latest updates. What Are RMDs? Required minimum[...] Continue reading