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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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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September 10, 2024 Weekly Commentary

Quote of the Week

“And then the sun took a step back, the leaves lulled themselves to sleep, and autumn awakened.”– Raquel Franco Read More

September 3, 2024 Weekly Commentary

Current Market Observations

Last week, U.S. stock indexes showed mixed performance, with modest overall gains. The Dow Jones Industrial Average rose about... Read More

September 3, 2024 Your Financial Choices Radio

“Your Financial Choices” Radio

Tune in Wednesday, 6 PM, “Your Financial Choices” on WDIY 88.1 FM. Laurie will be discussing: Year-end tax planning... Read More

August 27, 2024 Weekly Commentary

Current Market Observations

U.S. stock indexes rallied for another week, with the small-capitalization sector leading as the Russell 2000 Index increased by... Read More