
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...
Community
Mar 13, 2024
Community
Mar 13, 2024
We were excited to continue as a sponsor of the St. Patrick’s Day Parade in Scranton. Our own Jude...
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Inflection Points
Feb 29, 2024
Inflection Points
Feb 29, 2024
About our guest For fans of the show Billions, Devin Martin has been called “the real-life Wendy Rhoades”. He is the...
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Inflection Points
Jan 18, 2024
Inflection Points
Jan 18, 2024
Interest rates have reached levels not seen since in well over a decade. How should investors navigate this new...
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News & Commentary
Dec 29, 2023
News & Commentary
Dec 29, 2023
Every year as we sit down to recap the year that was, two things become abundantly clear: first, that...
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Retirement
Dec 13, 2023
Retirement
Dec 13, 2023
The contribution limits for 401(k), 403(b) and 457 plans have been increased for 2024 to $23,000 for savers that...
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Investment Management
Dec 07, 2023
Investment Management
Dec 07, 2023
Stocks are staging a major rally so far in 2023. Bonds are also positive. After over a decade of...
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Tax Planning
Nov 29, 2023
Tax Planning
Nov 29, 2023
With Thanksgiving behind us, the holiday season is now in full effect. If this is like any other year,...
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Community
Nov 22, 2023
Community
Nov 22, 2023
Thanksgiving is arguably the best holiday of the year. While things can get crazy this time of year, Thanksgiving...
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News & Commentary
Nov 16, 2023
News & Commentary
Nov 16, 2023
Last month members of our team attended a due diligence conference with one of our external investment partners, Victory...
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