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Last week’s holiday-shortened trading session delivered a strong rebound across equity markets, with the Dow Jones, S&P 500, and Nasdaq each posting gains of more than 3% for the week. In November, performance was more mixed; the Nasdaq fell... on
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by Connor Darrell CFA, Assistant Vice President – Head of Investments “There are decades where nothing happens; and there... Read More
Live episodes of “Your Financial Choices” are postponed until further notice as Laurie and her guests are working from... Read More
Please read this entire message as it contains important details about our client services. The accompanying video is a... Read More
By order of Governor Wolf our physical office locations are closed and our entire team will continue business operations and client service remotely. Watch Now
This week, Laurie and her guest, Allen Tullar, Esq. from Gross McGinley, will discuss: “Estate planning considerations through divorce.”... Read More
This week, Laurie will address more: “Tax Filing, Withholdings, Payments.” The show airs on WDIY Wednesday evenings, from 6-7... Read More
This week, Laurie will address more: “Listener Tax Questions.” Listen to the February 19 show devoted to listener tax... Read More
This week, Laurie will discuss: “The Time Value of Money.” The show airs on WDIY Wednesday evenings, from 6-7... Read More
This week, Laurie will address: “Listener Tax Questions.” Listeners can call 610-758-8810 during the live show, or submit questions... Read More
This week, Laurie will discuss: “Important Information Enclosed – Deciphering Tax Documents.” The show airs on WDIY Wednesday evenings,... Read More