
The Foundations of Investing: Know What You Own and Why You Own It
Investment Management
May 21, 2025
In Part I and Part II, we focused on things that should be actively avoided to achieve success as...
Community
Mar 11, 2025
Community
Mar 11, 2025
We were happy to be a “Dubliner” sponsor for the 2025 St. Patrick’s Day Parade in downtown Scranton. Our...
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Retirement
Mar 05, 2025
Retirement
Mar 05, 2025
This is the time of year where we get a handful of calls asking us for ideas on lowering...
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Financial Planning
Feb 27, 2025
Financial Planning
Feb 27, 2025
Chances are you’ve never heard of Sir David Brailsford. He’s the former head of the British Cycling Team who...
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Investment Management
Feb 19, 2025
Investment Management
Feb 19, 2025
There are times when you look at the headlines and find yourself scratching your head wondering why the market...
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Financial Planning
Feb 12, 2025
Financial Planning
Feb 12, 2025
In our Foundations of Financial Planning Series, we have discussed the importance of becoming familiar with your thoughts and...
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Financial Planning
Jan 29, 2025
Financial Planning
Jan 29, 2025
In Part I, we discussed the impact our behaviors and mindset have on our finances. Now that we have...
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Financial Planning
Jan 18, 2025
Financial Planning
Jan 18, 2025
Before moving forward with designing a financial plan, we must understand the actions (or inactions) that got you where...
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Tax Planning
Jan 17, 2025
Tax Planning
Jan 17, 2025
In our commitment to making your tax preparation process as smooth as possible, we’ve gathered important tax resources and...
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Investment Management
Jan 14, 2025
Investment Management
Jan 14, 2025
There are many buzzwords or phrases that relate to financial planning and investment management. Financial Advisors throw these phrases...
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