The Art of Making Conversation
To be effective at financial planning, you have to be a good listener and a good communicator. We talk about this...
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Are You Ready For A CFP®?
Are you just starting your financial life and wanting to get your foundation in place? Or do you think you’ve reached...
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Markets Like This Are Why I Dropped My Securities License
What’s a securities license? It’s a license (a test actually) you have to pass to be able to buy and sell securities. It...
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Sell In May?
April was a difficult month for a lot of investments as investors are still seeing broad losses in both stocks and bonds...
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As Much Fun As A Root Canal
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...
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Reflections As I Start A New Chapter In My Life
Holly Hinkle, Financial Planning Associate, reflects on her home buying experience as closing quickly approaches.
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Market Update - What's Happening With Bonds?
We're getting a lot of questions around bonds because of some of the worst losses in the bond market in quite some time...
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Everything You Need To Know About HSA's
A Health Savings Account (HSA) is an investment vehicle that allows you to contribute tax-deferred income (similar to...
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Women’s History Month - Women in Finance
Because March is Women’s History Month, we’re recognizing a few female financial pioneers who have helped shape the...
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Retail Therapy
How does a subscription to a personal styling company mirror the financial planning process? Check out Devon's blog to...
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Market Volatility Update 3.17.2022
Ben shares some investment thoughts in this short video. We are starting to hear the concerns that many investors have...
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Basketball's Back!
Ben coordinated the Kutztown Optimist Club basketball program this year. In this blog, he reflects on the season and...
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