In The News

Scroll through your social media feed after a major move in the market, and you’ll see a flood of hot takes, bold predictions and “can’t-miss” tips. Welcome to the age of the finfluencer—a social media influencer who broadcasts their takes on investing, budgeting and other financial topics to large online audiences. Here’s the thing: A […]

Allegheny Financial Group, a financial planning and investment management firm, announced the recipients of its 11th Annual Good Neighbor Awards. These awards celebrate the outstanding contributions of organizations that are making a meaningful difference in the North Hills community. This year, five deserving recipients were honored: Crisis Center North, Girls on the Run at Magee-Womens […]

Many families are surprised by the complexities of the probate process in Pennsylvania, which can lead to unexpected delays and financial burdens. Understanding how to settle an estate in PA can help ease the transition and help ensure a smooth distribution of assets. The process of settling an estate in Pennsylvania involves naming a personal […]

Key Takeaways from 1Q 2025 As we approached the end of the first quarter, I began to gather my thoughts for the upcoming review. The main theme would be “The Return of Diversification.” Over the past two-plus years, the Magnificent Seven stocks had been the dominant performers, but they became laggards this quarter. In contrast, […]

The need for tax planning strategies often becomes strikingly clear for high-earning, wealthy families during the first four and a half months of the year. The US tax system is designed so that the higher the income, the greater the tax liability. Thus, strategic tax planning is crucial for affluent families, as income can come […]

In January, I shared my thoughts with clients regarding the market and economic environment, what is likely to come in the short term, and what we think is important regarding portfolio positioning in light of this. I shared an analogy the JP Morgan Asset Management team used as they suggested we are ‘leaving a cyclical […]

In today’s economic environment, inflation and high interest rates have become pressing concerns for individuals, families, businesses, and investors alike. While these economic conditions are not new, the current economic climate has placed additional pressure on consumers, making it more challenging to manage day-to-day finances. The impact of inflation on the cost of living and […]

Pittsburgh, PA, February 10, 2025 — Allegheny Financial Group, a financial planning and investment management firm, has named Nancy D. McKee, CFP®, as a partner in the firm. Nancy, a CERTIFIED FINANCIAL PLANNER™ practitioner, joined Allegheny Financial Group in 1988. As a member of the McKee Boyd Group at Allegheny, she specializes in providing comprehensive […]