Financial Planning
Apr 23, 2020
Podcast- Community Spotlight: The Cody Barrasse Foundation
Community
Jul 24, 2024
Podcast- Community Spotlight: The Cody Barrasse Foundation
Community
Jul 24, 2024
Our latest conversation is the first “Community Spotlight” episode of 2024, highlighting the Cody Barrasse Foundation. While the goal...
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Podcast- Money Stories, Markets & The “Millennial Experience” with Callie Cox, Chief Market Strategist at Ritholtz
Investment Management
Jul 16, 2024
Podcast- Money Stories, Markets & The “Millennial Experience” with Callie Cox, Chief Market Strategist at Ritholtz
Investment Management
Jul 16, 2024
We recently sat down with Callie Cox, Chief Market Strategist at Ritholtz Wealth Management. Before starting that role, Callie...
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Boutique vs. Big
Investment Management
Jul 10, 2024
Boutique vs. Big
Investment Management
Jul 10, 2024
There are many factors to consider when choosing a financial advisor. One important thing that doesn’t always come to...
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Off the Page- Do You Have Trust Issues?
Financial Planning
Jun 26, 2024
Off the Page- Do You Have Trust Issues?
Financial Planning
Jun 26, 2024
We often receive questions from clients about whether they should have a trust. While the reasons vary, they most...
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Off the Page- The Investment Policy Statement and Your Portfolio
Investment Management
Jun 11, 2024
Off the Page- The Investment Policy Statement and Your Portfolio
Investment Management
Jun 11, 2024
Recently, members of our team sat down to have a conversation about the importance of having an Investment Policy...
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To Roth or Not To Roth?
Financial Planning
Jun 06, 2024
To Roth or Not To Roth?
Financial Planning
Jun 06, 2024
“Should I move it into a Roth?” That question is posed to us quite often. Roth IRA’s have gained in popularity...
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Rate Realities: What is a “Normal” Interest Rate Anyway?
Investment Management
May 30, 2024
Rate Realities: What is a “Normal” Interest Rate Anyway?
Investment Management
May 30, 2024
We can all agree that things cost a lot more these days. The Federal Reserve has used higher interest...
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The Foundations of Investing: Part IV, Everything Compounds
Investment Management
May 22, 2024
The Foundations of Investing: Part IV, Everything Compounds
Investment Management
May 22, 2024
There are thousands of articles, research reports, and books explaining the importance of compounding when it comes to investing....
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The Foundations of Investing: Part III, Know What You Own and Why You Own It
Investment Management
May 15, 2024
The Foundations of Investing: Part III, Know What You Own and Why You Own It
Investment Management
May 15, 2024
In Part I and Part II, we focused on things that should be actively avoided to achieve success as...
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The Foundations of Investing Part II: You Cannot Time The Market
Investment Management
May 08, 2024
The Foundations of Investing Part II: You Cannot Time The Market
Investment Management
May 08, 2024
In Part I of our Foundations of Investing Series, we highlighted how there are no special investment products or...
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The Foundations of Investing: Part I, There is No Such Thing as a Free Lunch
Investment Management
May 01, 2024
The Foundations of Investing: Part I, There is No Such Thing as a Free Lunch
Investment Management
May 01, 2024
The fast-moving world of finance constantly evolves, so being open-minded to new ways of doing things is important. However,...
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Burgers, Behaviors and Backwards Thinking
Investment Management
Apr 25, 2024
Burgers, Behaviors and Backwards Thinking
Investment Management
Apr 25, 2024
In this week’s article, we will be revisiting the thoughts and words of others to help make some important...
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Outsourcing Fiduciary Responsibilities
Retirement Plan Consulting
Apr 17, 2024
Outsourcing Fiduciary Responsibilities
Retirement Plan Consulting
Apr 17, 2024
The fiduciary duty to a corporate retirement plan requires many different levels of responsibility. As the industry has evolved...
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Narratives, Negativity and the Stock Market: What’s Next?
Investment Management
Apr 11, 2024
Narratives, Negativity and the Stock Market: What’s Next?
Investment Management
Apr 11, 2024
In October of 2022 the S&P 500 reached its most recent closing low in what was a painful year...
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Avoiding “Financial Avoidance”
Financial Planning
Apr 03, 2024
Avoiding “Financial Avoidance”
Financial Planning
Apr 03, 2024
April is “Financial Literacy Month”. It is a good time to highlight an increasingly common occurrence: people avoiding their finances....
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The Ease of Working with a Fiduciary Advisor
Retirement Plan Consulting
Mar 27, 2024
The Ease of Working with a Fiduciary Advisor
Retirement Plan Consulting
Mar 27, 2024
Is the current investment advisor on your corporate retirement plan acting as a fiduciary? If you don’t know the...
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Spring Cleaning & The Art of Non-Friction
Financial Planning
Mar 20, 2024
Spring Cleaning & The Art of Non-Friction
Financial Planning
Mar 20, 2024
Spring is a great time of year. The weather is improving and people are finally able to get outdoors....
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2024 Scranton St. Patrick’s Day Parade
Community
Mar 13, 2024
2024 Scranton St. Patrick’s Day Parade
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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Lowering Your Tax Bill
Retirement
Mar 06, 2024
Lowering Your Tax Bill
Retirement
Mar 06, 2024
This is the time of year where we get a handful of calls asking us for ideas on lowering...
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Podcast- Devin Martin “The Real-Life Wendy Rhoades”
Podcast
Feb 29, 2024
Podcast- Devin Martin “The Real-Life Wendy Rhoades”
Podcast
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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Foundations of Financial Planning: Part IV, Run Your Own Race
Financial Planning
Feb 21, 2024
Foundations of Financial Planning: Part IV, Run Your Own Race
Financial Planning
Feb 21, 2024
In our Foundations of Financial Planning Series, we have discussed the importance of becoming familiar with your thoughts and...
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Foundations of Financial Planning: Part III, Focus On What You Can Control
Financial Planning
Feb 14, 2024
Foundations of Financial Planning: Part III, Focus On What You Can Control
Financial Planning
Feb 14, 2024
In Part I of this Foundations Series, we outlined the importance of gaining a better understanding of our emotions...
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Foundations of Financial Planning: Part II, Take Inventory
Financial Planning
Feb 07, 2024
Foundations of Financial Planning: Part II, Take Inventory
Financial Planning
Feb 07, 2024
In Part I, we discussed the impact our behaviors and mindset have on our finances. Now that we have...
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Foundations of Financial Planning: Part I, Behavior > Everything Else
Financial Planning
Jan 31, 2024
Foundations of Financial Planning: Part I, Behavior > Everything Else
Financial Planning
Jan 31, 2024
Before moving forward with designing a financial plan, we must understand the actions (or inactions) that got you where...
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Rebalancing Your Portfolio
Investment Management
Jan 24, 2024
Rebalancing Your Portfolio
Investment Management
Jan 24, 2024
There are many buzzwords or phrases that relate to financial planning and investment management. Financial Advisors throw these phrases...
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Podcast- Are Bonds “Back”? A fixed income deep dive with Jim Jackson, Co-CIO at Victory Capital
Podcast
Jan 18, 2024
Podcast- Are Bonds “Back”? A fixed income deep dive with Jim Jackson, Co-CIO at Victory Capital
Podcast
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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The 2023 Year-End Review
News & Commentary
Dec 29, 2023
The 2023 Year-End Review
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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CONTRIBUTING TO YOUR RETIREMENT PLAN IN 2024
Retirement
Dec 13, 2023
CONTRIBUTING TO YOUR RETIREMENT PLAN IN 2024
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...
Read More >
Money Market Funds: Cashing In or Missing Out?
Investment Management
Dec 07, 2023
Money Market Funds: Cashing In or Missing Out?
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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Year-end Tax Considerations
Tax Planning
Nov 29, 2023
Year-end Tax Considerations
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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Happy Thanksgiving
Community
Nov 22, 2023
Happy Thanksgiving
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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Recapping The Age Based Planning Series
Age Based Planning
Nov 15, 2023
Recapping The Age Based Planning Series
Age Based Planning
Nov 15, 2023
As human beings, we tend to move the goal posts on ourselves. For instance, we would often rather starting...
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Age Based Planning – 70’s and Beyond
Age Based Planning
Nov 08, 2023
Age Based Planning – 70’s and Beyond
Age Based Planning
Nov 08, 2023
Many people are very active and some even still working well into their 70’s. Whether you are retired or...
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Age Based Planning – 60’s
Age Based Planning
Nov 01, 2023
Age Based Planning – 60’s
Age Based Planning
Nov 01, 2023
Your 60’s are the decade that seemed so far off, but you talked about it the most as you...
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Age Based Planning – 50’s
Age Based Planning
Oct 25, 2023
Age Based Planning – 50’s
Age Based Planning
Oct 25, 2023
As you enter your 50’s, retirement is no longer a far-off event that you can’t fathom. It is actually...
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Age Based Planning – 40’s
Age Based Planning
Oct 18, 2023
Age Based Planning – 40’s
Age Based Planning
Oct 18, 2023
Your 40’s are a time in your life where the financial decisions get larger and hopefully, your salary has...
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Age Based Planning – 30’s
Age Based Planning
Oct 11, 2023
Age Based Planning – 30’s
Age Based Planning
Oct 11, 2023
Your 20’s went by pretty quickly and your 30’s certainly aren’t going to move any slower. As we mentioned...
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Age Based Planning – 20’s
Age Based Planning
Oct 04, 2023
Age Based Planning – 20’s
Age Based Planning
Oct 04, 2023
As we enter the final quarter of the year, we decided to spend the next six weeks focusing on...
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A Conversation about Values and Money | Panel Introduction | Financial Impact Summit
Community
Sep 26, 2023
A Conversation about Values and Money | Panel Introduction | Financial Impact Summit
Community
Sep 26, 2023
What a night! Thank you so much to all who attended our 2nd Annual Financial Impact Event last week....
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Financial Impact Summit: Introducing Matthew Knowles, Knowles Insurance
Community
Sep 20, 2023
Financial Impact Summit: Introducing Matthew Knowles, Knowles Insurance
Community
Sep 20, 2023
About the event: This year’s theme is based on conversations we have every day with clients. As the world...
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Financial Impact Summit: Introducing Maria Conigliaro Traino, Founder of Inspired Studio | Neuro Coach For Business Leaders
Community
Sep 18, 2023
Financial Impact Summit: Introducing Maria Conigliaro Traino, Founder of Inspired Studio | Neuro Coach For Business Leaders
Community
Sep 18, 2023
About the event: This year’s theme is based on conversations we have every day with clients. As the world...
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Financial Impact Summit: Introducing Patrick McMahon, CEO of One Point Inc.
Community
Sep 14, 2023
Financial Impact Summit: Introducing Patrick McMahon, CEO of One Point Inc.
Community
Sep 14, 2023
About the event: This year’s theme is based on conversations we have every day with clients. As the world...
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Financial Impact Summit: Introducing Tara Mugford Wilson, President of Power Engineering
Community
Sep 13, 2023
Financial Impact Summit: Introducing Tara Mugford Wilson, President of Power Engineering
Community
Sep 13, 2023
About the event: This year’s theme is based on conversations we have every day with clients. As the world...
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Financial Impact Summit: Introducing Attorney Scott Lynett, Founder of Legacy Planning
Community
Sep 11, 2023
Financial Impact Summit: Introducing Attorney Scott Lynett, Founder of Legacy Planning
Community
Sep 11, 2023
About The Event: This year’s theme is based on conversations we have every day with clients. As the world...
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Thursday, September 21, 2023 | 2nd Annual Financial Impact Summit
Community
Sep 06, 2023
Thursday, September 21, 2023 | 2nd Annual Financial Impact Summit
Community
Sep 06, 2023
We are excited to build on last year’s event by bringing people from different generations together for an important...
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“I’ll Deal With It After Labor Day”
News & Commentary
Sep 01, 2023
“I’ll Deal With It After Labor Day”
News & Commentary
Sep 01, 2023
For many Americans, Labor Day Weekend marks the end of summer. While most of us look forward to a...
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From Wall Street to The Great Wall: China’s “Growth Narrative” is Crumbling
Investment Management
Aug 24, 2023
From Wall Street to The Great Wall: China’s “Growth Narrative” is Crumbling
Investment Management
Aug 24, 2023
Since the 1990’s, people have become accustomed to coverage of China’s economy being focused on its upward trajectory and...
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Taking Some Time to “Unplug”
News & Commentary
Aug 02, 2023
Taking Some Time to “Unplug”
News & Commentary
Aug 02, 2023
We take pride in that fact that we write every single article we publish. We don’t outsource any of...
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Does Your Retirement Plan Still Need an Audit?
Retirement Plan Consulting
Jul 20, 2023
Does Your Retirement Plan Still Need an Audit?
Retirement Plan Consulting
Jul 20, 2023
The audit for a company 401(k) plan is another project and expense that many employers begrudgingly incur each year....
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Podcast- Patrick McMahon, CEO of One Point
Podcast
Jul 11, 2023
Podcast- Patrick McMahon, CEO of One Point
Podcast
Jul 11, 2023
For episode #13, we sat down with the CEO of One Point, Patrick McMahon. Pat details how he grew...
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How Much Life Insurance do I Need?
Financial Planning
May 31, 2023
How Much Life Insurance do I Need?
Financial Planning
May 31, 2023
There are a lot of ways to answer this loaded question. It is important to keep in mind that...
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Permanent Insurance vs. Term Insurance
Financial Planning
May 19, 2023
Permanent Insurance vs. Term Insurance
Financial Planning
May 19, 2023
Once you determine how much life insurance you need, you then need to figure out what type of insurance...
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TecBridge Business Plan Competition
Community
May 03, 2023
TecBridge Business Plan Competition
Community
May 03, 2023
We were excited to return as a sponsor of the 21st annual Business Plan Competition Awards Event hosted by...
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Understanding 401(k) Loans
Retirement
Apr 19, 2023
Understanding 401(k) Loans
Retirement
Apr 19, 2023
Many people find themselves in a financial pinch at some point in their lives. For those who contribute to...
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The Illusion of Perfection
Investment Management
Apr 13, 2023
The Illusion of Perfection
Investment Management
Apr 13, 2023
The Masters is the first major championship of the golf season as well as an annual sign of spring’s...
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Retirement and your 401(k)
Retirement
Apr 05, 2023
Retirement and your 401(k)
Retirement
Apr 05, 2023
Deciding when to retire is a difficult decision. Even if you are comfortable that you have enough money saved,...
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PODCAST- Tom Morgan, “The Most Interesting Man in Finance”
Podcast
Mar 30, 2023
PODCAST- Tom Morgan, “The Most Interesting Man in Finance”
Podcast
Mar 30, 2023
For episode twelve, our guest was Tom Morgan, who currently serves as a Director for Sapient Capital and is...
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Unintended Consequences
Investment Management
Mar 23, 2023
Unintended Consequences
Investment Management
Mar 23, 2023
This year opened on a much higher note than 2022. The stock market was positive for exactly one day...
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Shock Absorbers
Investment Management
Mar 09, 2023
Shock Absorbers
Investment Management
Mar 09, 2023
For people trying to decipher what is happening in financial markets and the economy right now, things are pretty…...
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UNDERSTANDING FIXED ANNUITIES
Investment Management
Mar 03, 2023
UNDERSTANDING FIXED ANNUITIES
Investment Management
Mar 03, 2023
Rising rates have presented opportunities at the lower end of the risk scale for the first time in over...
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Secure Act 2.0 or Roth 2.0?
Financial Planning
Feb 23, 2023
Secure Act 2.0 or Roth 2.0?
Financial Planning
Feb 23, 2023
The Secure Act was passed at the end of 2019 with the major changes pertaining to the required minimum...
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Podcast- Financial Impact Summit Recap with Stephanie Decker & Christopher Ross
Podcast
Jan 04, 2023
Podcast- Financial Impact Summit Recap with Stephanie Decker & Christopher Ross
Podcast
Jan 04, 2023
For episode 11 my colleague and managing partner at Alliance, Chris Ross and Stephanie Decker, Associate Vice President of...
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The 2022 Review
Financial Planning
Dec 30, 2022
The 2022 Review
Financial Planning
Dec 30, 2022
It is crazy to think the calendar will be changing over this weekend. In what has been a crazy...
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Contributing to your Retirement Plan in 2023
Retirement
Dec 14, 2022
Contributing to your Retirement Plan in 2023
Retirement
Dec 14, 2022
The contribution limits for 401(k), 403(b) and 457 plans have been increased for 2023 to $22,500 for savers that...
Read More >
Tax Loss Harvesting
Tax Planning
Dec 07, 2022
Tax Loss Harvesting
Tax Planning
Dec 07, 2022
The financial services industry has no shortage of buzz words or phrases. Tax loss harvesting sits near the top...
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Financial Impact Summit with Lackawanna College
Community
Nov 16, 2022
Financial Impact Summit with Lackawanna College
Community
Nov 16, 2022
In case you missed it, on Thursday November 17th we will be hosting the first ever Financial Impact Summit...
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Alliance in the press: The Sunday Times
Community
Nov 10, 2022
Alliance in the press: The Sunday Times
Community
Nov 10, 2022
On November 17th, The Alliance Center for Investor Education and Lackawanna College will be hosting the first ever Financial...
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The Comfort of Dividends
Investment Management
Sep 28, 2022
The Comfort of Dividends
Investment Management
Sep 28, 2022
As we navigate the choppy waters of the 2022 market cycle, the importance of owning quality companies in your...
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Risky Business
Investment Management
Sep 21, 2022
Risky Business
Investment Management
Sep 21, 2022
Unless you’ve been living under a rock, it is probably not news to you that 2022 has been a...
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Podcast- John Basalyga, President of Eastern Roofing Systems & JBAS Realty
Podcast
Sep 08, 2022
Podcast- John Basalyga, President of Eastern Roofing Systems & JBAS Realty
Podcast
Sep 08, 2022
As advisors, we get to have fascinating conversations with interesting people every day. It is those conversations that inspired...
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Data Deficiency
Investment Management
Aug 24, 2022
Data Deficiency
Investment Management
Aug 24, 2022
Google founder Eric Schmidt once said: “There were 5 exabytes of information created between the dawn of civilization through...
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Podcast- David Rutherford, CEO of Froglogic, Performance Coach, Navy SEAL
Podcast
Aug 10, 2022
Podcast- David Rutherford, CEO of Froglogic, Performance Coach, Navy SEAL
Podcast
Aug 10, 2022
For episode 9, we were honored to sit down with David Rutherford the founder and CEO of Froglogic Concepts....
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Monorails & Roller Coasters
Investment Management
Jul 28, 2022
Monorails & Roller Coasters
Investment Management
Jul 28, 2022
As we enter the home stretch of summer and people are once again taking trips to amusement parks and...
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Parties to a Corporate Retirement Plan
Retirement Plan Consulting
Jul 07, 2022
Parties to a Corporate Retirement Plan
Retirement Plan Consulting
Jul 07, 2022
The plan sponsor is the most important party to a Corporate Retirement Plan. The plan sponsor is a fiduciary tasked...
Read More >
Podcast- Community Spotlight: Agnes 50: Life After The Flood with WVIA’s Julie Sidoni & Alexander Monelli
Community
Jun 21, 2022
Podcast- Community Spotlight: Agnes 50: Life After The Flood with WVIA’s Julie Sidoni & Alexander Monelli
Community
Jun 21, 2022
For episode 8, we have a unique community spotlight featuring News Director Julie Sidoni and filmmaker Al Monelli of ...
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On Pessimism, Prices, & Prudence
Investment Management
Jun 16, 2022
On Pessimism, Prices, & Prudence
Investment Management
Jun 16, 2022
According to a recent Wall Street Journal poll conducted with NORC at the University of Chicago, a non-partisan research...
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What Income Sources Affect Social Security Taxability?
Financial Planning
Jun 08, 2022
What Income Sources Affect Social Security Taxability?
Financial Planning
Jun 08, 2022
Did you know that Social Security Income is tax free? If you didn’t, then this post won’t upset you. If...
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When is the Best Time to Start Social Security?
Financial Planning
Jun 02, 2022
When is the Best Time to Start Social Security?
Financial Planning
Jun 02, 2022
As retirement approaches, one of the most important decisions to make is when to start Social Security benefits. There...
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How Income Affects Medicare Premiums
Financial Planning
May 25, 2022
How Income Affects Medicare Premiums
Financial Planning
May 25, 2022
You spend your whole life working hard and saving for retirement. You pay into Social Security and Medicare over...
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The Bear Necessities
Financial Planning
May 19, 2022
The Bear Necessities
Financial Planning
May 19, 2022
Bearish sentiment, or investors who feel negatively about the stock market moving forward, has reached levels not seen since...
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Podcast- Dr. Jill Murray & Dr. Erica Barone Pricci, Lackawanna College
Podcast
May 11, 2022
Podcast- Dr. Jill Murray & Dr. Erica Barone Pricci, Lackawanna College
Podcast
May 11, 2022
For our latest episode, we sat down with President and Chief Innovation Officer Dr. Jill Murray and Provost Dr....
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Saving Strategies for Business Owners
Financial Planning
May 04, 2022
Saving Strategies for Business Owners
Financial Planning
May 04, 2022
One of the many rewards of owning a successful business is being in control of your income. There is...
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Taking Advantage of Market Volatility
Investment Management
Apr 27, 2022
Taking Advantage of Market Volatility
Investment Management
Apr 27, 2022
April is usually a good month in the markets. It is also a nice month in general as winter...
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Jog For Jude Community Celebration
Community
Apr 25, 2022
Jog For Jude Community Celebration
Community
Apr 25, 2022
On Saturday evening our team and families joined so many in the community to enjoy the Jog For Jude...
Read More >
Changing Jobs? What Should I Do With My 401(k)?
Retirement
Apr 20, 2022
Changing Jobs? What Should I Do With My 401(k)?
Retirement
Apr 20, 2022
You just landed that awesome job that is going to take your career to the next level. First of all,...
Read More >
Podcast- Community Spotlight: 20th Annual TecBRIDGE Business Plan Competition
Community
Apr 12, 2022
Podcast- Community Spotlight: 20th Annual TecBRIDGE Business Plan Competition
Community
Apr 12, 2022
For episode six, we are highlighting a great event being held by TecBRIDGE, an organization that is vital to...
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Why Diversify?
Investment Management
Apr 06, 2022
Why Diversify?
Investment Management
Apr 06, 2022
With more and more predictions of another “lost decade” on the horizon, we thought it would be a good...
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Spring Cleaning & Non-Friction
Financial Planning
Mar 31, 2022
Spring Cleaning & Non-Friction
Financial Planning
Mar 31, 2022
Since I was a kid, spring has been my favorite time of the year. However, one of the things...
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MARKET MADNESS
Investment Management
Mar 23, 2022
MARKET MADNESS
Investment Management
Mar 23, 2022
“Impossible to predict”, “hard to understand”, “unbelievable”, “shocking”, “anxiety ridden”, “can’t look away”. These are just a few ways...
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Podcast- Community Spotlight: Jog For Jude
Community
Mar 15, 2022
Podcast- Community Spotlight: Jog For Jude
Community
Mar 15, 2022
We are releasing the first of what we are calling our “community spotlight” episodes. While the goal of this...
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INFLATION In 5 Minutes or Less
News & Commentary
Feb 24, 2022
INFLATION In 5 Minutes or Less
News & Commentary
Feb 24, 2022
For regular readers of our blog tired of hearing about inflation, please accept our apologies in advance. We’re going...
Read More >
PODCAST- CHARLES JEFFERSON, MONTAGE MOUNTAIN RESORTS
Podcast
Feb 17, 2022
PODCAST- CHARLES JEFFERSON, MONTAGE MOUNTAIN RESORTS
Podcast
Feb 17, 2022
In episode four, we sat down with real estate developer and managing partner of Montage Mountain Resorts, Charles Jefferson....
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Part IV: Retirement Income and Legacy
Financial Planning
Feb 02, 2022
Part IV: Retirement Income and Legacy
Financial Planning
Feb 02, 2022
Parts I, II and III of our Taking Inventory series took you through the process of creating a balance...
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Part III: Accumulation of Assets
Financial Planning
Jan 25, 2022
Part III: Accumulation of Assets
Financial Planning
Jan 25, 2022
In Part I of our Taking Inventory Series, we walked through the incredibly important exercise of putting together a...
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Part II: Get Buckets
Financial Planning
Jan 19, 2022
Part II: Get Buckets
Financial Planning
Jan 19, 2022
In Part I of our Taking Inventory Series, we outlined how the first step in accomplishing your goals for...
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Part I: The Fortress Balance Sheet
Financial Planning
Jan 11, 2022
Part I: The Fortress Balance Sheet
Financial Planning
Jan 11, 2022
January is a time when many people like to reflect on the prior year and move forward with resolutions...
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What is Normal?
Investment Management
Jan 10, 2022
What is Normal?
Investment Management
Jan 10, 2022
The recent market volatility has prompted calls and e-mails from clients and friends asking us if this is the...
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More Uncertainty, More Predictions
Financial Planning
Jan 05, 2022
More Uncertainty, More Predictions
Financial Planning
Jan 05, 2022
Making predictions is one of Wall Street’s favorite past times. Getting them right is another story.
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A Time to Reflect
News & Commentary
Dec 28, 2021
A Time to Reflect
News & Commentary
Dec 28, 2021
The last week of the year is usually a quiet week in our business. Our clients are busy spending...
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Contributing to your Retirement Plan in 2022
Retirement
Dec 16, 2021
Contributing to your Retirement Plan in 2022
Retirement
Dec 16, 2021
The contribution limits for 401(k), 403(b) and 457 plans have been increased for 2022 to $20,500 for savers that...
Read More >
Podcast- Patrick Sandone, Net Driven & The Guide App
Podcast
Dec 07, 2021
Podcast- Patrick Sandone, Net Driven & The Guide App
Podcast
Dec 07, 2021
For episode three, we sat down with serial entrepreneur Patrick Sandone. Our conversation covered a wide range of topics....
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Elevators & Escalators
Investment Management
Dec 01, 2021
Elevators & Escalators
Investment Management
Dec 01, 2021
The S&P 500 fell 2.3% last Friday (11/26), and the market has been a bit choppy over the last...
Read More >
Happy Thanksgiving
Community
Nov 24, 2021
Happy Thanksgiving
Community
Nov 24, 2021
Thanksgiving is the commencement of the Holiday Season. For many, it is the first day of an extra-long holiday...
Read More >
The Inflation Infatuation
Investment Management
Oct 07, 2021
The Inflation Infatuation
Investment Management
Oct 07, 2021
There is a very intense debate going on in the financial world today. It is centered around if inflation...
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Rethinking Annuities
Investment Management
Sep 29, 2021
Rethinking Annuities
Investment Management
Sep 29, 2021
If you ask ten investors about annuities, you will likely receive ten completely different answers. They are very misunderstood,...
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Back To The Future & Financial Planning
Financial Planning
Sep 22, 2021
Back To The Future & Financial Planning
Financial Planning
Sep 22, 2021
Most of what is written about financial planning, investing, and markets is focused on the endless number of external...
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Managing Capital Gains
Investment Management
Sep 16, 2021
Managing Capital Gains
Investment Management
Sep 16, 2021
With Labor Day behind us, people are beginning to think about how this year will end and what to...
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Podcast- Robert & Matthew Knowles, Knowles Associates
Podcast
Sep 08, 2021
Podcast- Robert & Matthew Knowles, Knowles Associates
Podcast
Sep 08, 2021
In the first episode of our podcast, we discussed the mindset it takes to start and run a small...
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Ross Earns CEPA Designation
News & Commentary
Aug 23, 2021
Ross Earns CEPA Designation
News & Commentary
Aug 23, 2021
Alliance Wealth Advisors and the Exit Planning Institute are proud to announce that Christopher D. Ross, CFP® recently earned...
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Karaoke and Crackdowns: A Closer Look at China
News & Commentary
Aug 20, 2021
Karaoke and Crackdowns: A Closer Look at China
News & Commentary
Aug 20, 2021
The Chinese government and its leader, Xi Jianping, have been busy lately when it comes to regulatory actions against...
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Don’t Go Chasing Waterfalls
Investment Management
Aug 06, 2021
Don’t Go Chasing Waterfalls
Investment Management
Aug 06, 2021
Whether it is poolside, in the car, or at beach, there is nothing like revisiting a good summer jam...
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Why Plan Design Matters
Retirement Plan Consulting
Jul 27, 2021
Why Plan Design Matters
Retirement Plan Consulting
Jul 27, 2021
All industries have their “buzz” words or phrases. The retirement plan industry is filled with them, and plan design...
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The Housing Market is Bananas
News & Commentary
Jul 23, 2021
The Housing Market is Bananas
News & Commentary
Jul 23, 2021
Housing prices have never appreciated faster in modern history than they have in the last year. Whether you are...
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Taking Advantage of the 401(k) Document Restatement
Retirement Plan Consulting
Jul 14, 2021
Taking Advantage of the 401(k) Document Restatement
Retirement Plan Consulting
Jul 14, 2021
Most plan sponsors put the bulk of their time and energy into the day-to-day operations of the plan and...
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Podcast- Maggie Mineo Zayac, Founder of The Daisy Collective
Podcast
Jul 08, 2021
Podcast- Maggie Mineo Zayac, Founder of The Daisy Collective
Podcast
Jul 08, 2021
These days everyone has a podcast. As advisors, we get to have fascinating conversations with interesting people every day....
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The Notorious A.M.G.
Financial Planning
Jun 25, 2021
The Notorious A.M.G.
Financial Planning
Jun 25, 2021
Chances are you have never heard of Sir David Brailsford. He is the former head of the British Cycling...
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Why we ask so many questions
Financial Planning
Jun 07, 2021
Why we ask so many questions
Financial Planning
Jun 07, 2021
Many people arrive at a point in their lives where they reach out to a financial advisor. It may...
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Wall Street Goes “Green”
Investment Management
May 28, 2021
Wall Street Goes “Green”
Investment Management
May 28, 2021
Consumers today are more conscious than ever about the products they purchase being environmentally friendly. From food, to cosmetics,...
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Understanding Your Pension Options
Retirement
May 25, 2021
Understanding Your Pension Options
Retirement
May 25, 2021
Those that are fortunate enough to have a pension have a sense of comfort in the guaranteed income for...
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Fed Ex(cess)?
Investment Management
May 14, 2021
Fed Ex(cess)?
Investment Management
May 14, 2021
Last week, the April non-farm payroll report (aka the jobs report) was released, and it was a huge letdown....
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Your 401(k) Recordkeeper was Acquired. Now What?
Retirement Plan Consulting
May 13, 2021
Your 401(k) Recordkeeper was Acquired. Now What?
Retirement Plan Consulting
May 13, 2021
Acting as a fiduciary to a corporate retirement plan comes with a lot of responsibility. Fortunately, there are service...
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The Next Big Thing
Investment Management
May 06, 2021
The Next Big Thing
Investment Management
May 06, 2021
The benefit of hindsight causes many investors to look back and wonder what it would be like to have...
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Capping Off Financial Literacy Month
Financial Planning
Apr 30, 2021
Capping Off Financial Literacy Month
Financial Planning
Apr 30, 2021
In 2004, Congress designated April “Financial Literacy Month”. The idea behind it was to raise the public’s awareness around...
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How Does a Business Owner Retire?
Financial Planning
Apr 29, 2021
How Does a Business Owner Retire?
Financial Planning
Apr 29, 2021
Building a business is incredibly challenging and can be equally as rewarding. It takes a lot of hard work,...
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The Influencer Effect
Investment Management
Apr 23, 2021
The Influencer Effect
Investment Management
Apr 23, 2021
If we fast forward ten or twenty years into the future and look back on the current market environment...
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Podcast: Individuals with disabilities face added planning challenges
Financial Planning
Apr 19, 2021
Podcast: Individuals with disabilities face added planning challenges
Financial Planning
Apr 19, 2021
We wanted to forward along a podcast one of our investment partners, Raymond James, recently published. We thought you...
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Story Time
Investment Management
Apr 09, 2021
Story Time
Investment Management
Apr 09, 2021
Last week, Godzilla vs. Kong helped begin to change the narrative regarding what the film industry will look like...
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Corrective Distributions and Your Fiduciary Duty – Part II
Retirement Plan Consulting
Apr 08, 2021
Corrective Distributions and Your Fiduciary Duty – Part II
Retirement Plan Consulting
Apr 08, 2021
In Part I of this series, we covered safe harbor plans, which eliminate corrective distributions. This part will offer...
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When Leverage Failed
Investment Management
Apr 02, 2021
When Leverage Failed
Investment Management
Apr 02, 2021
Roger Lowenstein’s book When Genius Failed is one of the most fascinating financial books ever written. It tells the...
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Corrective Distributions and Your Fiduciary Duty – Part I
Retirement Plan Consulting
Apr 01, 2021
Corrective Distributions and Your Fiduciary Duty – Part I
Retirement Plan Consulting
Apr 01, 2021
This is a time of year where 401(k) plans are required to issue refund checks to their highly compensated...
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The Birth of the Bull
Investment Management
Mar 24, 2021
The Birth of the Bull
Investment Management
Mar 24, 2021
This week marks the anniversary of the bottom that the market hit on March 23, 2020 and the subsequent...
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Salesperson vs. Advisor
Financial Planning
Feb 24, 2021
Salesperson vs. Advisor
Financial Planning
Feb 24, 2021
There is a fine line between advising clients and selling products. Many financial advisors are viewed as salespeople by...
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The “Everything Rally”
Investment Management
Feb 19, 2021
The “Everything Rally”
Investment Management
Feb 19, 2021
A term being thrown around in the investment world lately has been the idea of the “Everything Rally”. No...
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Get Buckets
Financial Planning
Feb 12, 2021
Get Buckets
Financial Planning
Feb 12, 2021
In basketball, the most succesful teams are usually the ones that have the best offensive and defensive systems to...
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Contributing to Your 401(k) in 2021
Retirement
Feb 11, 2021
Contributing to Your 401(k) in 2021
Retirement
Feb 11, 2021
The contribution limits for 401(k), 403(b) and 457 plans remain unchanged in 2021 at $19,500 for savers that are...
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The Stock Market Doesn’t Care About What You Care About
Investment Management
Nov 20, 2020
The Stock Market Doesn’t Care About What You Care About
Investment Management
Nov 20, 2020
What if I told you… (*Thirty For Thirty Voice*) that 2020 would bring the first global pandemic in over...
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Managing Withdrawals in Retirement
Retirement
Nov 10, 2020
Managing Withdrawals in Retirement
Retirement
Nov 10, 2020
The retirement planning process starts with determining how much money you need to retire and ends with figuring out...
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The “Fortress Balance Sheet”
Financial Planning
Oct 22, 2020
The “Fortress Balance Sheet”
Financial Planning
Oct 22, 2020
As we head into what could be a volatile couple weeks (and possibly months) in the markets, our focus...
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