Tag Archives | Investment Management

Upcoming Webinar – The 5 Things You Must Know About Your Company Stock Program

Many clients who work for public companies have questions on how to best manage their company stock programs, such as stock options or restricted stock. If you or someone you know fits that criteria, please join us for a live webinar on Wednesday, September 14th at 11:30 am for our free webinar titled “The 5 […]

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The Brexit and Its Lessons on Recency

Thanks to the field of inquiry known as behavioral finance, we know of a number of instincts that can steer us wrong as investors. One of the big ones is recency, in which we tend to lend more decision-making weight to recent turmoil than to expected long-term outcomes. It’s one thing to know about recency […]

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What Is the True Value of a Financial Advisor?

Most people would consider Vanguard to be the prototypical “do it yourself” investment house.  However, Vanguard recently published a very interesting white paper summarizing how a good advisor can potentially add about 3 percent in net returns to a client’s portfolio every year.  The chart below illustrates how that potential 3 percent can be generated: While […]

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How Do I Handle the Ups and Downs in the Market?

Have you ever entered a contest or a raffle where the fine print reads: “Must be present to win”? Of course being there won’t guarantee you’ll take home the grand prize, but there’s one thing you know for sure: If you sit on your hands, safe at home, they will undoubtedly remain empty. The markets […]

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Tax Efficient Way for Businesses to Support Deserving Students

The Educational Improvement Tax Credit (EITC) enables business owners to support over 1,200 Pennsylvania educational and not for profit organizations while receiving generous tax credits.  KEY TAKEAWAYS • Tax credits may be applied against a contributing business’s tax liability for the tax year in which the contribution is made. • Tax credits range from 75 […]

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New Year…..Same Investment Principles

Key Takeaways: At the start of every year, you can count on news outlets, economists and fund managers bombarding us with varying opinions about the direction of the market. The only certainty for the market in 2016 is that it will be different from 2015. A disciplined, cost-sensitive, broadly diversified investment strategy creates a portfolio […]

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Trade in your Squawk Box for Evidence-Based Investing

Everyone was a stock picker when I started in the financial services industry. It was 1985. In those days, no one had heard the term Evidence-Based Investing. Every morning, we would crowd around a speaker called The Squawk Box and listen to our firm’s analysts make prognostications about stocks, bonds and markets. We had no […]

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