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Blog - Insights

Whether you’re seeking practical tips for everyday money management or in-depth analyses of planning opportunities & market events, we’re here to help you navigate the complex world of personal finance from building wealth, to strengthening & preserving it, to entering the golden years of retirement.

See our full archive below of articles by our wealth management team and subject-matter experts in investments and markets, family wealth, tax and retirement planning, as well as specialty areas like business exits and company retirement plans.

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Launching in May 2024: Exit Planning Institute Mahoning-Shenango Valley Chapter

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May 3, 2024

Launching in May 2024: Exit Planning Institute Mahoning-Shenango Valley Chapter Exit planning is quickly becoming one of the fastest growing industries due to the staggering

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Artificial Intelligence and Financial Planning

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May 3, 2024

Artificial Intelligence has been around for decades, but it is now demanding more and more of our attention. Without question, this technology holds tremendous promise for our ability to create more and more sophisticated computer programs; indeed, this potential is driving much of the current pricing activity in the financial markets, with companies such as chipmaker NVIDIA, Meta, Inc. (formerly Facebook), Amazon.com, and others receiving increasingly high valuations because of their investment in and use of AI technology.

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Building Real Wealth: It All Starts with the Right Frame of Mind

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May 1, 2024

What does “financial independence” mean to you? For many, this phrase may connote always making enough money to be able to afford the lifestyle they want. In other words, they equate financial independence with “making good money.”

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Understanding Donor Advised Funds (DAFs): A Guide for Alumni

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April 23, 2024

As we continue to explore impactful ways to support Westminster College and other charitable causes, it's essential to understand the versatility and benefits of Donor Advised Funds (DAFs). Whether you're a seasoned philanthropist or just beginning your journey in charitable giving, DAFs offer a flexible and efficient way to manage your donations while maximizing their impact.

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Planning for the Cost of Long-Term Care

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April 18, 2024

When building a financial plan for retirement, most people understand that they need to anticipate higher healthcare costs, simply because as we age, we require more in the way of preventive care and treatment. But what many fail to take into account is the likelihood of the need for long-term care: non-medical assistance required to maintain quality of life.

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Recent News: What’s Happening at JFS – Q1 2024

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April 17, 2024

Team News Our team is undeniably our most invaluable asset. At the heart of our organization, they are the driving force behind our success, and

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