Uncategorized

Fear Abounds – So Now What?

I’ve been advising clients for 14 years now. It feels like I’ve discussed, written, ate, slept and breathed investment commentary and asset allocation advice more in the past three weeks than I have in the prior 14 years combined. As a financial planner, we are very disciplined in how we treat the markets, but fear… Continue reading Fear Abounds – So Now What?

Uncategorized

3 Things to Consider Doing When the Market Drops

In times of stress, most investors feel like they need to do something. Anything. Sitting back and being patient for things to get better after experiencing losses like last week isn’t easy. At the same time, the worst thing to do is overreact because stock market history also tells us, what came down, will over time,… Continue reading 3 Things to Consider Doing When the Market Drops

Uncategorized

THE 5 TAX POTHOLES By: John P. Napolitano, CFP®, CPA, PFS, MST

While you’re gathering your tax information to prepare this year’s tax forms, let me share the top 5 problems in your financial world that should stick out like a sore thumb to anyone reading your return. The first is holding title to your assets in a form that may invite death taxes and the administrative… Continue reading THE 5 TAX POTHOLES By: John P. Napolitano, CFP®, CPA, PFS, MST

Uncategorized

Ben’s (not-so) Bold Predictions for 2020

Happy 2020 everyone! As we speed through the start of the year, a fresh beginning, a new decade and what is also an election year, I’m willing to make some predictions for you. I’m not in the game of making guesses per se [I’d rather call them “reasonable assumptions”]. But I share these predictions to… Continue reading Ben’s (not-so) Bold Predictions for 2020

Uncategorized

The Impact of Paying it Forward

My kids love to go to the park.  It doesn’t matter which park it is.  I’m pretty sure that we’ve visited every community park in the Lehigh Valley this year.  But the Kutztown Park, our park, is still our favorite.  It’s within walking distance from our house and includes a variety of equipment for all… Continue reading The Impact of Paying it Forward