April was a difficult month for a lot of investments as investors are still seeing broad losses in both stocks and bonds. Usually it’s “sell in May and go away”
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I’m sure many of you are familiar with the phrase, “as much fun as a root canal”, as a way to describe something that is anticipated to be the opposite of fun
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Holly Hinkle, Financial Planning Associate, reflects on her home buying experience as closing quickly approaches.
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We're getting a lot of questions around bonds because of some of the worst losses in the bond market in quite some time. In this video, we provide some high
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A Health Savings Account (HSA) is an investment vehicle that allows you to contribute tax-deferred income (similar to when you contribute to a pre-tax 401(k))
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Because March is Women’s History Month, we’re recognizing a few female financial pioneers who have helped shape the financial industry for the better.
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How does a subscription to a personal styling company mirror the financial planning process? Check out Devon's blog to find out.
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Ben shares some investment thoughts in this short video. We are starting to hear the concerns that many investors have, now in our 3rd month of market
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Ben coordinated the Kutztown Optimist Club basketball program this year. In this blog, he reflects on the season and looks forward to continuing to be involved
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Do you regularly give to charity? Are you age 72 or older? If you answered yes to both, then you may want to consider a Qualified Charitable Distribution (QCD)
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The situation with Russia/Ukraine remains very fluid and the markets remain volatile. For those that want a deeper dive on the macro impacts, here is a piece
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Kaplan's website features a video filmed by Benjamin Haas, CFP®, CRPC® on his experience with the ABFP℠ program. Ben is a recent graduate of the College's
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