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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

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

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.

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

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

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

As year-end approaches, you may be eyeing a donation to charity — and certain gifting strategies can boost your tax break, experts say.  

The Federal Reserve voted to reduce its federal funds rate today, marking the second rate cut in a row for the central bank

when it comes to investment vehicles, both mutual funds and ETFs have points in their favor

The old aphorism says stocks fare worst when traders’ crystal balls are cloudiest. Well, heading into the presidential election’s finale

Effective communication is the bridge that connects financial experts with clients who may feel overwhelmed by financial jargon

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

Every credit card has an annual percentage rate (APR) — in fact, most have multiple. Expressed as a percentage

To learn the best strategies advisors can use are these clients, we spoke with Matt McGraw

Interest rates for certificates of deposit are starting to retreat from their decade’s high peak, pros say

The end of summer ushers in the beginning of the school year — and an opportunity for financial advisors to review clients’ educational savings goals.

The coronation of Vice President Kamala Harris as her party’s nominee for President at the Democratic National Convention this week highlighted the tremendous strides made