Blog

With schools closed, sporting events cancelled, and restaurants limited to takeout-only, social distancing means being mainly confined to the house or apartment. Even if you’re working from home, you’re bound to have more free time on your hands. So, we’ve compiled a list...

We continue to monitor developments regarding coronavirus, not only as they relate to investor portfolios, but also for the impact it may have on the health and wellbeing of our clients, employees and local community. I want to share with you the necessary...

Friday March 6th, 2020 It was another week full of headlines- the Federal Reserve lowered interest rates, there were new developments in the Democratic primaries and, of course, the daily and seemingly minute by minute updates of coronavirus (COVID-19).  One bit of good...

Previous Law SECURE Act Deadline to adopt new plan: December 31st Deadline to adopt new plan: tax filing deadline No tax credit for including automatic enrollment Tax credit up to $500 per year for three years for plans including automatic enrollment   Auto-enrollment...

This quarter, we’re spotlighting CIO Emeritus Don Scholz who will be celebrating 25 years with Marshall Financial Group this year. Outside the Office Don’s biggest hobby is wine-making, which he started with his father-in-law. Together, they would visit The Italian market in Philadelphia...

‘Twas the season of giving this past month – but if you missed the mark in 2019, it's never too early to start a gifting strategy in the New Year. Before you make a donation to your favorite charity or give money to...

Update 3/26/2020: Due to the COVID-19 outbreak, the difficult decision was made to cancel the 2020 Bucks 5K Series. For more information, including what to do if you've already registered for a race, can be found here. What better way to start the...

December 31, 2019 After 50 years of business and service, I’m excited to announce the time for my official retirement has come. It’s hard to believe how much time has passed since I entered the industry as a young man. When I began...

Congratulations to Jim McGowan on being elected as the 2020 President of the Financial Planning Association Philadelphia Tri-State Area chapter. As President, Jim will oversee one of the largest and most active FPA chapters in the country. The FPA believes that everyone needs...

The SECURE Act, which stands for “Setting Every Community Up for Retirement Enhancement”, was signed into law at the end of 2019. The Act outlines changes that will affect people either approaching or already in retirement. The intention is to enhance retirement for...