In The News

Allegheny Financial Group’s Boyd Group recently interviewed our Director of Research, Joe Clark, CFA, to discuss trending topics in today’s investment world as we head into 2025. What is Direct Index Investing? A High-Level Overview Direct indexing is essentially creating an index fund tailored to a client’s specific needs. Rather than investing in an S&P […]

“To care for those who once cared for us is one of the highest honors” – Tia Walker As we age, so do our loved ones. In childhood, our role transitions from being nurtured to becoming the caregiver. This involves taking on additional responsibilities and helping make choices that your parents would usually handle themselves. […]

My son was born in the early hours of a snowy December morning, weighing a sturdy 9 pounds, 6 ounces. Throughout his first year, he was always at the top of the growth charts and surpassed developmental milestones, leading our family to joke that he would be a future linebacker. He was strong, determined, and […]

As the November election dominates the news and conversations across the U.S., our clients often ask, “Should I approach investing differently with the upcoming election?” At the Schrauder Jeter Group, we position client portfolios to be appropriate for multi-decade objectives. In this context, asking how we prepare for an election or potential market fluctuations is […]

Key Takeaways Before we get into how markets performed last quarter and year to date, let’s take a moment to remember a few significant events that have occurred in 2024: Despite these seemingly adverse events, global equity markets have increased double digits nine months into 2024. The S&P 500 Index has closed at a record […]

Building off our last article, The Sandwich Generation: Financial Planning for Dual Responsibilities (alleghenyfinancial.com),  where we discussed balancing the financial considerations and needs of both children and aging parents, those of you approaching middle age have likely started to ask yourselves what you have been working so diligently towards. You may ask, “Am I (or […]

Generational divides have been continuously contested throughout time. One group facing unique challenges that is often overlooked is the sandwich generation. Although the sandwich generation is not a specific age group, it encompasses multiple generations faced with the responsibilities of both raising children and caring for aging parents. This creates complex challenges as meeting these […]

Following last week’s job report, which showed the labor market was beginning to lose momentum, investors globally began to rethink expectations around recession probability. On the positive side, the unemployment rate remains near historic lows at 4.3%, recent ISM services data has shown that activity has expanded more than expected, and core inflation has been […]