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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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Market Comments Q3 2023: A Tale of Two Economies

Market Comments – Q1 2024

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April 9, 2024

The first quarter of 2024 saw continued strength in global stock markets. Broad U.S. stocks as measured by the Russell 3000 index gained 10%, the S&P 500 climbed 10.2%, and small US companies as measured by the Russell 2000 gained 4.8%.

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Planning After Loss: A Guide for Widows

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April 3, 2024

Losing a spouse is like losing half of who you are. This tragic event comes with not only adjusting to a life without your loved one but also navigating the unfamiliar territory of finances. This can be especially true for women who have been accustomed to leaving financial matters to their husbands.

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Robert Jazwinski discusses Pennsylvania’s Keystone Saves Program in article for PICPA

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March 18, 2024

Discover Robert Jazwinski's insights on PA's Keystone Saves Program, addressing retirement challenges for 2 million without employer plans.

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Maximizing Your Impact: Westminster Alum and Charitable Trusts

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March 18, 2024

As alumni of Westminster College, you are deeply aware of the pivotal role education plays in shaping lives. Beyond our personal journeys, many of us seek to leave a lasting legacy supporting the institutions that have shaped us. Estate planning offers a powerful avenue to achieve this goal, and one strategy that stands out for its dual benefits is establishing a charitable trust.

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Charitable Documentation for Your Tax Returns

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March 6, 2024

It is that time of year. As many of you prepare your 2023 tax filings and review related supporting documentation, there are important items to note as they relate to those generous charitable donations.

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Managing Healthcare Costs in Retirement

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March 6, 2024

Are you in or nearing retirement and worried about healthcare costs? You’re far from alone. A 2022 Gallup report found that nearly one out of every three Americans age 65 or older was concerned about covering medical expenses in the near future.

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