Category: Articles

How Much Do You Consider Local Traffic When Planning a Cross-Country Road Trip?

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?” In this context, asking how we prepare for an election or potential market fluctuations is...

Capital Market Review – Third Quarter 2024

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...

Midlife Financial Planning: Essential Steps for a Secure Retirement

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...

The Sandwich Generation: Financial Planning for Dual Responsibilities

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...

Capital Market Update – August 7, 2024

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...

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