In The News

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 […]

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 […]

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 […]

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 […]

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 […]

People are becoming increasingly aware of local, national, and global issues such as climate change, social issues, pollution problems, hunger, and poverty. This heightened awareness has led to a desire among people to do more to be a part of the solutions and make a difference in the world. With all the conversations around these […]

Spring is in full bloom, and we are entering graduation season. It is the time of year when high school students prepare for the next chapter in their lives, whether continuing their education, serving our country, or entering the workforce. Whatever path they choose, parents often wonder if they have done enough to prepare their […]

Last fall, the Social Security Administration announced its annual cost-of-living (COLA) adjustment. Around 71 million Americans will receive a 3.2% increase in their Social Security Income benefit for 2024, bringing the 2024 increase back down to earth after last year’s multiple-decade high increase. While the 2024 increase is less consequential than the previous year, discussing […]