Media
Why the Bond Market’s Not Acting as It Should
Typically, when investors leave equities, they head for fixed-income… typically. Equity markets were rattled after the Trump administration announced sweeping tariffs earlier this month, and

Wall Street searches for elusive signs that market bottom reached
Investors are looking for signs the selling in the U.S. stock market may have reached a crescendo, but say that the check marks are not

Financial advisors respond to the rise in recession talk
The “R”-word, as in recession, has been popping up lately across trading desks, financial media and even the White House, where President Trump this week refused to

Should I pay off my tax debt before my credit card debt? Experts weigh in
If you’re one of the many Americans in credit card debt, you might also get some unfortunate news this tax season and realize that you owe
Are value stocks finally taking the baton from growth?
There have been a lot of dropped handoffs over the past few years, but growth stocks finally look like they are passing the baton to
Pension fund managers brace for a risky market, new survey finds
A wide majority of pension fund managers are warning that investors could be in for a bumpy ride this year. Roughly 8 in 10 fund
Let’s Navigate the American Health Care System
Americans make about 150 million trips to emergency departments each year. Their bank accounts wish they made far fewer.
Low Taxes Under Trump Sweeten Roth Conversions
Many investors could benefit from converting tax-deferred retirement assets to a tax-free Roth individual retirement account but are hesitating because they don’t want to pay
RIAs confident, not complacent, about market gains after election
RIAs felt more optimistic about the economy and stock market following the US election in November, a new study showed. But a number of financial
Attention, Taxpayers: Read This to Avoid Late Penalties on Estimated Taxes
If you didn’t make your estimated fourth-quarter tax payment for 2024, there is still time to square up with the Internal Revenue Service and avoid
How advisors are finding fixes for retirees squeezed by inflation
Retirees and pre-retirees sitting down for breakfast are getting squeezed. And their financial advisors are finding that it’s not just their orange juice.
Celebrating Pennsylvania’s Best Places to Work
Lehigh Valley Business, in partnership with Best Companies Group and Central Penn Business Journal, once again hosted its annual Best Places to Work in PA
How to invest $50,000 in 2025 to generate safe income
Yields on cash are cooling, but investors who want to earn a little interest on money they need to keep safe still have options in
5 Ways Employee Stock Ownership and Equity-Sharing Plans Can Help You Retire in Your 40s
Imagine retiring in your 40s. That might sound like a pipe dream. But it is an achievable goal. It can be done if you’re ambitious
Here’s how to maximize your tax breaks for charitable giving
As year-end approaches, you may be eyeing a donation to charity — and certain gifting strategies can boost your tax break, experts say.
Federal Reserve Cuts Rates: What It Means for Savings Accounts, Investments and Loans
The Federal Reserve voted to reduce its federal funds rate today, marking the second rate cut in a row for the central bank
ETFs, Mutual Funds, or Both? Investment Advisors Share Their Strategies.
when it comes to investment vehicles, both mutual funds and ETFs have points in their favor
The bulls keep charging despite election uncertainty
The old aphorism says stocks fare worst when traders’ crystal balls are cloudiest. Well, heading into the presidential election’s finale
Overcoming Cultural Shifts and Communication Barriers with Paula Nangle
Effective communication is the bridge that connects financial experts with clients who may feel overwhelmed by financial jargon
How Do Presidential Elections Affect Markets?
Adam Reinert, chief investment officer and chief operating officer at Marshall Financial in Doylestown, Pa., has studied enough election cycles to know what investors can