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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From the Pros…VIDEO

Did you miss last week’s update video? Chief Investment Officer William Henderson and  Director of Research and Investment, Chris... Read More

Current Market Observations

Equity markets surged last week, with the S&P 500 up 5.27%, Nasdaq 6.81%, Dow 3.41%, and Russell 2000 4.46%,... Read More

Quote of the Week

“The beautiful journey of today can only begin when we learn to let go of yesterday.” — Steve Maraboli Read More