
Foundations of Financial Planning: Focus On What You Can Control
Financial Planning
Apr 17, 2025
In Part I of this Foundations Series, we outlined the importance of gaining a better understanding of our emotions...
Retirement
Jun 30, 2020
Retirement
By: Christopher D. Ross, CFP®
Jun 30, 2020
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big...
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News & Commentary
Jun 26, 2020
News & Commentary
By: Jude McDonough, CFP® AIF®
Jun 26, 2020
This is the inaugural issue of our weekly recap of what we’ve been reading. The we I’m referring to...
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Retirement Plan Consulting
Jun 25, 2020
Retirement Plan Consulting
By: Jude McDonough, CFP® AIF®
Jun 25, 2020
During this brief webcast, Jude McDonough CFP® AIF® discusses the pros and cons regarding Target Date Funds. Disclosures
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News & Commentary
Jun 23, 2020
News & Commentary
By: Christopher D. Ross, CFP®
Jun 23, 2020
As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market...
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News & Commentary
Jun 22, 2020
News & Commentary
By: Jude McDonough, CFP® AIF®
Jun 22, 2020
My favorite day of the year. Actually, I have a love/hate relationship with it, but it definitely consists of...
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Investment Management
Jun 19, 2020
Investment Management
By: Jude McDonough, CFP® AIF®
Jun 19, 2020
I saw an interesting article yesterday on cnbc.com with some ideas on getting back in if you sold out...
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Financial Planning
Jun 17, 2020
Financial Planning
By: Jude McDonough, CFP® AIF®
Jun 17, 2020
If you’re changing jobs and are wondering what to do with your 401(k), this brief webcast provides an overview...
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News & Commentary
Jun 15, 2020
News & Commentary
Jun 15, 2020
The rally in stocks since March 23 has left a lot of market experts scratching their heads. The market...
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News & Commentary
Jun 08, 2020
News & Commentary
By: Jude McDonough, CFP® AIF®
Jun 08, 2020
Lackawanna County entered the “yellow” phase on Friday June 5th. To be perfectly honest, I wasn’t 100% sure what...
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