In The News

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 […]

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 […]