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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The Weekly Commentary

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Quote of the Week

“The important thing is not to stop questioning. Curiosity has its own reason for existing”— Albert Einstein Read More

Current Market Observations

Last week, the equity markets showed mixed performance: the S&P 500 (-1.0%) and NASDAQ (-3.5%) both ended lower, while... Read More

Current Market Observations

Stocks began the holiday-shortened week on a high note, reaching new all-time highs on Tuesday and Wednesday. However, a... Read More

Planning for Retirement? Start Here.

A successful retirement isn’t just about saving—it’s about having a clear, well-thought-out strategy. Whether you’re reviewing your 401(k), mapping... Read More