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Stock Market Recap: November 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

Month in Review Heading into 2025 This year has been another strong year for equity markets, particularly US large-cap stocks. For example, the S&P 500 has made over 50 all-time highs in 2024,…

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The Heart Behind Confluence Coats for Kids

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The Heart Behind Confluence Coats for Kids

In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits…

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2 Things Every Investor Should Know About SECURE Act 2.0

by Randy Holcombe

CFP®, Wealth Manager

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Stock Market Recap: May 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

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by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

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Navigating Estate Taxes: 4 Mistakes to Avoid

by Randy Holcombe

CFP®, Wealth Manager

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Your Financial Guide for a Career Transition

by Melissa Pirosko

MBA, Wealth Manager

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Multi-Generational Legacies: Communicating Your Estate Plan

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CFP®, Wealth Manager

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by Rob Linkowski

Insurance Specialist

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529 Plans: Advanced Strategies for Education and Wealth Transfer

by Zac Saunders

Ed.D., CFP®, AAMS®, Wealth Manager

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3 Considerations to Enjoy Turkey Day 2023

by Sarah Rupp, MS, RD, LDN

Dietitian

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Monthly Market Recap: October 2023

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

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Stock Market Recap: November 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

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Navigating the Maze: Understanding and Maximizing Your RSU & ISO Benefits

by Nathan R. Garcia

MBA, CFP®, Wealth Manager

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How to Optimize Metabolic Health Through Lifestyle

by Sarah Rupp, MS, RD, LDN

Dietitian

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Stock Market Recap: October 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

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New Downtown Pittsburgh Location – One PPG Place, Suite 2420 Pittsburgh, PA 15222

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Coming Soon: New South Hills Office Location

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Walk for UPMC Children’s Hospital of Pittsburgh

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Insights

Your trusted source for valuable insights

Featured Insight

Stock Market Recap: November 2024

Latest Podcast

The Heart Behind Confluence Coats for Kids

2 Things Every Investor Should Know About SECURE Act 2.0

Stock Market Recap: May 2024

Stock Market Recap: April 2024

Navigating Estate Taxes: 4 Mistakes to Avoid

Your Financial Guide for a Career Transition

Multi-Generational Legacies: Communicating Your Estate Plan

Disability Insurance Planning for Physicians: Key Facts & Considerations

529 Plans: Advanced Strategies for Education and Wealth Transfer

3 Considerations to Enjoy Turkey Day 2023

Monthly Market Recap: October 2023

The Power of Associations in Your Diet and Lifestyle

Stock Market Recap: November 2024

Navigating the Maze: Understanding and Maximizing Your RSU & ISO Benefits

How to Optimize Metabolic Health Through Lifestyle

Stock Market Recap: October 2024

Pittsburgh’s Best Places to Work

How to Nurture Moneywise Children

Family and Life Events

Welcome Loren Paul Fiffik, CFP®

New Downtown Pittsburgh Location – One PPG Place, Suite 2420 Pittsburgh, PA 15222

Coming Soon: New South Hills Office Location

Walk for UPMC Children’s Hospital of Pittsburgh

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