Top Financial Advisors in Philadelphia Area

We always look forward to sharing good news about our company over the years. Recently, we were fortunate to be selected in the top 16 advisory firms in the Philadelphia area out of a total of 347, and here is why.... Full Article: Why These Financial Advisors? 1....

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Morgan Stanley Drops Vanguard, Why?

Recently we moved into new office space which is a much better reflection of who we are as a company than the old space. Why? Because it’s open, clutter free, modern, and transparent! It represents who we are and how we do business. Most importantly it sends a...

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Be careful with Inherited IRA’s

Many of our clients are quite interested in the benefits of inherited IRA’s. The attached article by Phil Levin, a noted Estate Planning expert in the area, discusses a “gotcha” which would negate the future deferral of taxes for an inherited IRA in the eyes of the...

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We Have Moved!

It’s official, we sold our building (unexpectedly!) and have moved in to our new office space, above the White Dog Café in Wayne! We are thrilled with our new, ultra modern space, which reflects one our core values – complete transparency (note the glass walls). But,...

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How Terribly Strange to be Seventy

Our Blog Post today is brought to you by a fellow NAPFA fee-only financial advisor, Warren A. Ward CFP of WWA Planning & Investments in Columbus, IN. His article discusses how turning seventy is forcing him to accept the same advise he’s been giving for over...

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Is Your Estate Plan Up-to-Date?

Is your Estate Plan up to date? Take this simple test to determine if it is. 1. Have You Executed a Will or a Trust? Without proactive planning, you are relying on the Pennsylvania legislature to determine to whom and how your assets will be distributed in the event...

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Headlines, Beware!

You might remember a couple of days ago, we suggested it might be a good idea to turn off CNBC and to stop looking at headlines, as the Dow hit 20,000.  Avoid getting sucked in to the emotion of it all. Well, here’s why. Read the two headlines closely: CNBC - January...

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Dow Jones Industrial Average Hits 20,000

The media is all over this headline as the Dow Jones Industrial Average broke through the 20,000 for the first time ever today. It gives the talking heads something to yap about and offer further speculation about the future of the stock market.  But, DOW 20,000 is...

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Fiduciary: One Word To Know For 2017

If there was one word for you to understand about your money for 2017, it’s FIDUCIARY. Watch Anthony Robbins reveal the confusion on the streets of NYC and then explain why it’s so important to hire a fiduciary. Fee-only advisors are fiduciaries. Click on video to be...

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