
Boutique vs. Big
Investment Management
Jul 09, 2025
There are many factors to consider when choosing a financial advisor. One important thing that doesn’t always come to...
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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Investment Management
Jun 08, 2020
Investment Management
By: Christopher D. Ross, CFP®
Jun 08, 2020
Each year during the summer months we kick off our Investment Policy Statement review. The purpose of this campaign...
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News & Commentary
Jun 06, 2020
News & Commentary
By: Jude McDonough, CFP® AIF®
Jun 06, 2020
America received some shockingly great news on a Friday. I was surprised when I tuned into Squawk Box Friday...
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Investment Management
Jun 05, 2020
Investment Management
By: Jude McDonough, CFP® AIF®
Jun 05, 2020
The simplest way that a Target Date Fund (TDF) can be explained is that it assumes that the investor...
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Investment Management
May 28, 2020
Investment Management
By: Christopher D. Ross, CFP®
May 28, 2020
Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of...
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Investment Management
May 22, 2020
Investment Management
By: Christopher D. Ross, CFP®
May 22, 2020
Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire....
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News & Commentary
May 20, 2020
News & Commentary
By: Jude McDonough, CFP® AIF®
May 20, 2020
Today marks the two-month anniversary of when I began my quarantine. Most Americans’ quarantines commenced within a week or...
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Investment Management
May 14, 2020
Investment Management
By: Jude McDonough, CFP® AIF®
May 14, 2020
You may have heard about Index Funds as a viable way to get invested. They are known for their...
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