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...
Joe Clark, CFA®, director of research, discusses trending topics in today’s investment world as we head into 2025. What is Direct Index Investing? Direct indexing is essentially creating an index fund tailored to a client’s specific needs. Rather than investing...
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...
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...
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...
