Please review Important Disclosure Information set forth in the last section of this web site.
U.S. stocks posted strong gains for a second straight week, as news of a two-week ceasefire and plans for direct U.S.–Iran negotiations sparked a broad risk-on rally. This helped ease concerns over energy supply disruptions and pushed oil prices... on
Read More
We’re honored to be named a Lehigh Valley Business Best Legacy Business! Our success is rooted in the trust... Read More
U.S. stocks moved lower this week, with the S&P 500 falling 1.6%, the Dow Jones Industrial Average declining 1.9%,... Read More
MARKET HEAT MAPThe health of the U.S. economy is a key driver of long-term returns in the stock market.... Read More
You have organized your records—great! Now it’s time to make sure the IRS isn’t taking too much or too... Read More
Tune in on Wednesday, 6 p.m., to the latest “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert,... Read More
“Be comforted, dear soul! There is always light behind the clouds.” ― Louisa May Alcott, Little Women Read More
We are excited to welcome Michele Maddaloni as our new Client Service Associate. She brings strong strengths in client... Read More
Markets moved sharply back and forth last week as investors digested a mix of economic data, technology concerns, and... Read More
MARKET HEAT MAPThe health of the U.S. economy is a key driver of long-term returns in the stock market.... Read More
Every year, taxpayers miss out on deductions simply because they cannot find the documentation. Often, the difference between an... Read More
Tune in on Wednesday, 6 p.m., to the latest “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert,... Read More
“Do no harm and leave the world a better place than you found it.” ― Patricia Cornwell Read More