What is a 60/40 Portfolio and is it a Good Investment Strategy?
Is the 60/40 portfolio still a good investment strategy? In this article, financial advisor Brian Werner explains the 60/40 model & its benefits when implemented correctly.
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Is Pittsburgh a Good Place to Retire?
Pittsburgh is a great area for retirees. Read here to learn why & see the 4 top neighborhoods for retirees in the Pittsburgh region.
Read moreIs Bucks County a Good Place to Retire?
Bucks County is a great area for retirees. Read here to learn why & see the 3 top neighborhoods for retirees in the Bucks County region.
Read moreFinancial Checklist for Changing Jobs
In this article, financial advisor Brian Werner outlines what to do before, during & after your job transition to make sure your finances are in order. Read it here.
Read moreUse this smart investing calculator from Winthrop Partners to help determine how to save & invest to meet your financial goals. Click here to try the calculator.
Read moreWhat Happens to Your 401k When You Change Jobs
In this article, financial advisor Brian Werner discusses what you need to know about managing your 401(k) plan after you switch jobs. Read here to see the pros & cons of each option.
Read more7 Common Questions About Retirement Planning
Retirement can be overwhelming. In this article, financial advisor Brian Werner answers the top 7 questions people have about retirement planning. Read it here.
Read moreWhat the SEC’s Action Against Crypto Companies May Indicate to Investors
In this article, Financial Advisor Tom Saunders breaks down cryptocurrency, the SEC’s recent action against cryptocurrency companies, and what investors should know before investing in crypto.
Read moreA Look at Bank Defaults Current and Future
With the failure of First Republic Bank, the situation is looking even more shaky for the banking industry. Read here to see what investors should know and plan for when it concerns the banking industry these days.
Read moreThe failure of Silicon Valley Bank (SVB) has put everyone on high alert. Inflation and a struggling stock market already had people bemoaning the state of the economy, but the collapse of a respected bank that serviced many of the country’s leading tech companies seems like a harbinger of worse things to come.
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