2022 Food Drive
To everyone who participated in our December 2022 food drive benefitting the North Hills Food Bank, an affiliate of the Greater Pittsburgh Food Bank, THANK YOU! Our office was able to deliver a car load of food to the food bank in anticipation of the holiday season. The volunteers at the food bank were appreciative […]
2023 Holiday Food Drive
Another year, another wildly successful food drive thanks to our amazing clients. We held the Holiday Food Drive and Family Photo Event on Sunday, December 17 at our new office space. Once again, we put together a car full of food donations to deliver to North Hills Community Outreach (https://www.nhco.org/), which supports the community in many ways in […]
2025 Tax Deadlines You Need to Know
All taxpayers must meet the deadlines established by the authorities to remain compliant with tax regulations unless an extension is granted. Failure to meet tax deadlines will result in penalties, interest, and legal issues. Here are the important 2025 tax deadlines that you should be aware of to maintain compliance. Key 2025 Tax Deadlines […]
401(K) Retirement Planning: How Does a 401(K) Work?
Planning for retirement should be a top priority for everyone. Effective retirement planning ensures that you are fully prepared for life after work, allowing you to enjoy and fulfill your retirement life. In the United States, there are various retirement savings plans, such as the 401(k). You have likely heard of a 401K but may […]
A Resilient March
The financial markets’ resilient performance during March was striking, despite pockets of uncertainty surrounding the strength of the economy—and not to mention concerns over the durability of the banking system. The ability of the market to navigate nearly two weeks of headline-related risk tested the underlying resolve of the market’s capacity to look ahead. Moreover, […]
Account View 2.0: Account Aggregation Feature
What Is Account Aggregation? The Account Aggregation feature allows you to view all your accounts within Account View, giving you a holistic view of your entire financial picture. Account Aggregation is powered by Morningstar®, an investment-first aggregator that uses industry leading technology to deliver financial account data that you can use. This feature makes it […]
April 13, 2020 – Markets Rally
The Week on Wall Street The stock market staged a broad rally this week, buoyed by the prospect that COVID-19’s grip on the nation may be easing and news of another Federal Reserve program to help stabilize businesses. The Dow Jones Industrial Average jumped 12.67%, while the Standard & Poor’s 500 climbed 12.10%. The Nasdaq […]
April 20, 2020 – First Post-COVID-19 Data Arrives
The Week on Wall Street Stock prices pushed higher last week as news of a White House plan to reopen the economy and reports of a potential COVID-19 treatment helped the market overcome weak economic data and an ugly start to the corporate earnings season. The Dow Jones Industrial Average rose 2.21%, while the Standard […]
April 27, 2020 – Markets React to Oil Prices
The Week on Wall Street Stock prices bounced around last week as investors reacted to wild swings in the price of oil and reports that called into question the efficacy of two potential virus treatments. The Dow Jones Industrial Average retreated 1.93%, while the Standard & Poor’s 500 lost 1.32%. The Nasdaq Composite Index slipped […]
April 6, 2020 – Special Update: Quarterly Report
The Week on Wall Street Modest declines in stock prices this week masked the volatile inter- and intraday price swings as investors digested poor economic data and a warning from the president that the worst days of the COVID-19 pandemic may still lie ahead. The Dow Jones Industrial Average slipped 2.70%, while the Standard & […]