Due to a power outage, the Bethlehem office is closed today, February 27, 2026. You are still able to reach us at 610-868-9000 or via email. If you had an in-person meeting scheduled today, your advisor will be reaching out to set up a virtual meeting. We apologize for any inconvenience.
Due to a power outage, the Bethlehem office is closed today, February 27, 2026. You are still able to reach us at 610-868-9000 or via email. If you had an in-person meeting scheduled today, your advisor will be reaching out to set up a virtual meeting. We apologize for any inconvenience.

New & Insights

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February 24, 2026 Weekly Commentary

Current Market Observations

Last week, financial markets struck a balance between optimism and caution as investors sorted through mixed signals. U.S. stocks ended modestly higher, led by strength in technology and consumer discretionary names, while bond yields ticked up as inflation data... on

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November 30, 2021 Your Financial Choices Radio

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY 88.1FM. Laurie will discuss: Considerations... Read More

November 23, 2021 Your Financial Choices Radio

“Your Financial Choices”

Tune in Wednesday, 6 PM for a pre-recorded “Your Financial Choices” on WDIY 88.1FM. Laurie will return for the... Read More

November 16, 2021 Your Financial Choices Radio

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY 88.1FM. Laurie will discuss: Year-End Tax... Read More

November 9, 2021 Your Financial Choices Radio

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY 88.1FM. Laurie will discuss: ROTH Conversions... Read More

November 2, 2021 Your Financial Choices Radio

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY 88.1FM. Laurie will welcome guest... Read More

October 26, 2021 Your Financial Choices Radio

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY 88.1FM. Laurie welcomes William Henderson,... Read More

October 19, 2021 Your Financial Choices Radio

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” – Guest hosts Rodman Young and Jaclyn Cornelius from Valley... Read More

October 12, 2021 Your Financial Choices Radio

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY 88.1FM. Laurie will discuss: Considerations... Read More

October 5, 2021 Your Financial Choices Radio

“Your Financial Choices”

October 5 will be a pre-recorded program on WDIY 881.FM. Laurie can address questions submitted during the next live... Read More

September 28, 2021 Your Financial Choices Radio

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY 88.1FM. Laurie will discuss: What... Read More

September 21, 2021 Your Financial Choices Radio

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY 88.1FM. Laurie will discuss: Listeners’... Read More

September 14, 2021 Your Financial Choices Radio

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY 88.1FM. Laurie will discuss: Planning... Read More