
To Roth or Not To Roth?
Financial Planning
Jul 02, 2025
“Should I move it into a Roth?” That question is posed to us quite often. Roth IRA’s have gained in popularity...
Inflection Points
Apr 23, 2025
Inflection Points
Apr 23, 2025
In an effort to bring useful information to clients in different ways, we’re adding written interviews to complement our...
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Financial Planning
Apr 17, 2025
Financial Planning
Apr 17, 2025
In Part I of this Foundations Series, we outlined the importance of gaining a better understanding of our emotions...
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Investment Management
Apr 03, 2025
Investment Management
Apr 03, 2025
The past two years have been fairly easy years in the market all factors considered. Some would say we...
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Investment Management
Mar 28, 2025
Investment Management
Mar 28, 2025
Private markets are all the rage these days on Wall Street. Private equity, private credit, and even venture capital...
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Financial Planning
Mar 19, 2025
Financial Planning
Mar 19, 2025
In our latest Off the Page episode, we sat down with Terri Flowers of the United Way of Lackawanna,...
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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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