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Stock Market Recap: October 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

Month in Review Why are Bond Yields Rising After the Fed Rate Cut? The Federal Reserve began its interest rate cutting cycle in September, reducing the Federal Funds target rate by 0.50%. Historically,…

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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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Stock Market Recap: April 2024

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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CFP®, Wealth Manager

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by Rob Linkowski

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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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by Sarah Rupp, MS, RD, LDN

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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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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: October 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

How to Optimize Metabolic Health Through Lifestyle

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

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®

Market Update

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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