February 12, 2019

By Adam Souply, CFA

The Roth IRA is an excellent retirement savings tool for young professionals. It provides benefits from a tax perspective and via compounding growth. With a Roth IRA, you can contribute up to $5,500 after-tax dollars for tax year 2018 (you still have...

January 15, 2019

Our CEO, David Root was featured in an article recently in the Pittsburgh Post-Gazette on inorganic growth and acquisitions in our industry.

Click here to read the full story...

Photo credit: Steve Mellon/Post-Gazette

December 14, 2018

By Steve Kohler, CFP®

Two areas we focus on in our Financial Planning process, tax advising and charitable giving, tend to come together at this time of year. One way you can boost your charitable giving while saving on taxes is by giving stock from your personal invest...

November 24, 2018

By Adam Souply, CFA

High net worth individuals work hard for their money. Successful (and wealthy) people set high expectations of themselves, and any financial advisor who works with them needs to do the same. Clients are demanding, and rightly so. They also expect the...

October 30, 2018

By Adam Souply, CFA

You’ve worked hard all year to exceed expectations in your career, why not commit that same effort to maintain and improve your financial plan? With the holidays approaching and their usual distractions, now is a great time to review year-end strateg...

October 11, 2018

“What if this is as good as it gets?”

  • Melvin Udall, in ‘As Good As It Gets’, 1997

In the Comedic Drama, As Good as it Gets, Melvin Udall, played by Jack Nicholson, walked into a psychiatrist’s waiting room and asked the group of patients, “What if this is as good...

By David W. Hoffmann, CFP®, AIF®

In my nearly 20 years in the financial services industry, I have seen even the most experienced investors and savers make some critical mistakes. On the investment side of our business, no one can be right all the time due to outside fac...

August 28, 2018

From the Pittsburgh Post-Gazette on August 27, 2018:

Fresh out of the University of Michigan in the summer of 1983, David Root was living in a small apartment in Shadyside and had landed a job with a life insurance company. His assignment: make contact with 3,000 policy...

August 22, 2018

By Richard Applegate, CFP®, AIFA®, CPFA, ChFC®, CLU®

My associate, Alex Papson, and I recently had the opportunity to attend the NAPA DC Fly-in Forum in Washington, D.C. where key government figures met with industry leading retirement plan advisors from around the coun...

April 18, 2018

By Richard Applegate CFP®, AIFA®, CPFA, ChFC®, CLU®

Two recent rulings from different U.S. Circuit Courts of Appeals have impacted the Department of Labor’s (DOL) Fiduciary Rule.  The expanded definition of “investment advice” for purposes of the Employee Retirement Inc...

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Where to find us:

MID-ATLANTIC REGION

 

436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818

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Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805

GREAT LAKES REGION

 

811 Madison Ave, 7th Floor

Toledo, OH 43604

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Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

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