As a director of research and an investment advisor, writing quarterly commentaries can sometimes be a difficult task. There are only so many ways to say that large U.S. technology companies continue to lead the market. Investors should focus on diversification because we invest for the future—not just what worked yesterday. For the past few […]
As we approach 2026, investors are navigating a familiar mix of strong market performance, shifting interest rates, and ongoing economic uncertainty. Questions about diversification, rebalancing, and risk management are becoming more common, especially for those focused on long-term financial security. To help bring clarity to these topics, Allegheny Financial Group’s Eric Matsko, CFP®, recently sat […]
Dec 30th, 2025
It’s that time of year when we lean into the thrill of fear—haunted houses, hayrides, scary movies, and spooky decorations fill our calendars and neighborhoods. But for many Americans, the real fright isn’t found in the dark – it’s hiding in their finances. According to Fidelity’s 2025 New Year’s Financial Resolution study, the top financial […]
Key Takeaways Diversification remains the theme of the year. International stocks continue to outpace their U.S. counterparts, although U.S. stocks performed slightly better than their international peers last quarter. After quite a few years of lagging returns, U.S. small-cap stocks were the best-performing of major asset classes last quarter, returning over 12%, compared to large […]
For many employees, compensation goes beyond a paycheck. Navigating the equity maze of stock options, restricted stock, employer stock purchase plans (ESPPs), and employer stock ownership plans (ESOPs) can feel overwhelming, but with the right strategies, you can make informed decisions that build your wealth and minimize your tax burden, while directly participating in the […]
Sep 30th, 2025
Losing your job can be one of the most emotionally and financially disruptive events in life. Whether the layoff was unexpected or something you saw coming, the uncertainty that follows can feel overwhelming. If you’re wondering what to do financially after losing your job, the good news is that there are clear financial steps you […]
Aug 26th, 2025
More millennials are embracing the Dual-Income, No Kids (DINK) lifestyle, unlocking a unique set of financial planning advantages. Without the costs of raising children, many are accelerating their wealth through intentional DINK financial planning strategies, including early retirement planning, tax efficiency, and estate planning without heirs. Accelerated wealth building doesn’t happen automatically. To fully capitalize […]
Jul 22nd, 2025
Pittsburgh, PA, July 14, 2025 — Allegheny Financial Group, a financial planning and investment management firm, has named four partners of the firm effective July 1, 2025: Trina Brown, CFP®, CSRIC®, CDFA®, Matthew Kelly, CFP®, Eric Matsko, CFP®, CTS®, and Ryan Walczak, CFP®. All four partners provide comprehensive financial planning services to individuals and small […]