The 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.
Read moreAuthor: Brian Werner CFA®, CFP®
What Happened To Your 60 40 Portfolio In 2022?
What happened to the Bonds in your 60% Equity/40% Fixed Income Portfolio in 2022? Weren’t they supposed to be the safe part of your investments? “This year’s bond crash will
Read moreA Pittsburgh Financial Advisor Describes What You Should Know About a Roth IRA Conversion
An effective strategy for evaluating retirement and estate planning options is to consider converting a traditional IRA to a Roth IRA. Revisiting Roth conversions may be appropriate due to recent
Read moreA Pittsburgh Fiduciary – Spending Down Assets to Become Medicaid Eligible
Medicaid Spend Down is a process that examines an applicant’s assets and income, and applies the Medicaid limit criteria, which varies from state to determine how much could be spent
Read moreA Pittsburgh Financial Advisor Provides Four Key Tips to Saving for Retirement
Start Early – The earlier in your career you start saving the less you will have to save every month and year to reach your retirement goal. This is known as
Read moreManaging sudden wealth can be a daunting task for someone not used to managing money. Who can you trust to help you manage this newfound wealth? How do you know
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