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.
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Current Market Observations

U.S. stocks fell last week as escalating U.S.-China trade tensions, sparked by President Trump’s threats of steep tariff increases... Read More

“Your Financial Choices” Radio

Tune in Wednesday, 6 PM, for a pre-recorded “Your Financial Choices” show on WDIY 88.1 FM covering financial topics... Read More

Quote of the Week

“The future belongs to those who believe in the beauty of their dreams.” ― Eleanor Roosevelt Read More

Did you know…?

In 2014, the Top Album was 1989 by Taylor Swift, the Top-Selling Novel was The Fault in Our Stars... Read More

Current Market Observations

Markets rallied across the board as each major index climbed more than 1% for the week. The government shutdown... Read More

“Your Financial Choices” Radio

Tune in Wednesday, 6 PM, for a pre-recorded “Your Financial Choices” show on WDIY 88.1 FM discussing “Cybersecurity tips... Read More

Quote of the Week

“There is no season when such pleasant and sunny spots may be lighted on, and produce so pleasant an... Read More

Did you know…?

In 2010, the Top Song was “TikTok” by Ke$ha, the Top Album was My Beautiful Dark Twisted Fantasy by... Read More