We have moved our North Hills office to
2100 Georgetown Drive, Suite 600, Sewickley, PA 15143
Our Mt. Lebanon office location remains unchanged

Financial Insights

Category: Investment Management
Superstition – Stock Market and Investing

Superstition – Stock Market and Investing

Investment Management

Stock Market and Investing Superstition The opening lyrics to the Stevie Wonder song “Superstition” from 1973 are: Very superstitious, writing’s on the wall Very superstitious, ladders bout’ to fall Thirteen-month-old baby, broke the lookin’ glass Seven years of bad luck, the good things in your past When you believe in things that you don’t understand […]

Bonds in a Rising Interest Rate Environment

Bonds in a Rising Interest Rate Environment

Investment Management

ReShelle Barrett, CFP® Most investors believe that owning bonds means an investment with low or no risk. However, bond investments are inherently exposed to certain risks including interest rate risk. And according to most recent comments by the Federal Reserve Board, there is likely at least one interest rate increase on the agenda for this […]

Tips to Consider When Rolling Over Your 401(k)

Tips to Consider When Rolling Over Your 401(k)

Investment Management, Retirement Planning

by ReShelle Barrett, CFP® Senior Vice President Most people have changed jobs or left the work force at some point. This likely means leaving 401(k) accounts with old employers. Although some plans require in-active participants to distribute their account if the balance is under minimum, most will give you several options. Discussing these options with […]