In The News

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 […]

Over the past four years, we have all felt the squeeze of rising prices – from our grocery bills doubling to skyrocketing interest rates on homes and cars. Insurance premiums and property taxes have also surged dramatically in just the past year, leaving many wondering how to navigate these challenges. Inflation’s impact on investments is […]

Key Takeaways In keeping with the theme of Spotify (or Apple Music) year-end wrap-ups, I reviewed articles and notes I saved throughout the past twelve months. Like in previous years, I am once again surprised that events that were significant just a few months ago are now nothing more than a blip on the radar. […]

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. […]