Webinar: Estate Planning Advice for the Retired And High Net Worth

When is the best time to gift your house to someone? What tax situations will your children run into with a gift from you? What can you gift a child while still alive? Our recent webinar on estate planning for retirees and high net worth individuals answered all of those questions and many, many more. Brad Newman, our lead investment advisor located in Harrisburg,[...] Continue reading
14 June, 2022

Home Project Planning 101

No matter how big or small your renovation plans are, the steps remain the same. Proper research and planning, plus a little help from professionals, can help you make the most of your budget. Watch Financial Advisor Kaitlyn Haney host designer, Catherine Montague, as they discuss: - How to build short-term savings - Planning your budget - Benefits of working[...] Continue reading
24 March, 2022

Eating Healthy to Combat Stress

  https://youtu.be/EVeIGQrqzVI We all face several stressors in our lives, whether from work, school, family, etc. Stress can motivate or help us get a task done in the short term. However, in the long term, stress can be harmful. Don’t let stress get the best of you. Watch Fort Pitt’s Financial Advisor Chris Chaney host Laura Zervos, Registered Dietitian[...] Continue reading
25 February, 2022

2022 Economic Outlook

Chief Investment Officer Dan Eye, CFA®, answers your questions and shares 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 team!   *Content is provided for educational purposes[...] Continue reading
26 January, 2022

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
21 January, 2022

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