Category: Articles

How to Manage a Sudden Inheritance: Key Steps & Tax Planning Advice

The Great Wealth Transfer: What You Need to Know Many of us will eventually face the responsibility of managing an inheritance. With the earliest members of the Silent Generation nearing the century mark and the tail-end of the Baby Boomers at...

The Age of the Finfluencer: Who Should You Listen to When Everyone’s Talking?

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...

Allegheny Financial Group Announces Good Neighbor Awards Recipients

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...

Capital Market Review – First Quarter 2025

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...

4 Tax Saving Strategies for Affluent Families to Reduce Your Liability & Preserve Wealth

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...

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