The Benefits of a Roth Conversion for Lehigh Valley Retirees
ArticlesAugust 11, 2026
How a Roth conversion works, why timing matters, and the estate planning flexibility it can offer pre-retirees and retirees in the Lehigh Valley.
2025 Market Recap
Market CommentaryJanuary 12, 2026
A review of 2025 market drivers, including tariffs, artificial intelligence, and shifting global relationships, and how investors navigated volatility.
2nd Quarter 2025 Market Commentary
Market CommentaryJuly 11, 2025
An overview of second quarter 2025 market volatility following tariff announcements, Federal Reserve policy decisions, and inflation concerns.
1st Quarter 2025 Market Commentary
Market CommentaryApril 3, 2025
A look at first quarter 2025 market conditions amid shifts in U.S. trade policy, foreign policy, and executive actions under the new administration.
2025 Important Tax and Financial Data
Market CommentaryJanuary 22, 2025
An overview of updated 2025 tax brackets, contribution limits, and other key financial data for individuals, families, and business owners.
2024 Year in Review and A Look Ahead
Market CommentaryJanuary 22, 2025
A recap of how stocks and bonds performed in 2024, examining market trends before and after the U.S. presidential election in November.
Revisiting the “Smooth-Ride”
Market CommentaryApril 9, 2024
An examination of Smooth-Ride investment strategies, exploring the tradeoffs between reduced volatility and long-term return expectations.
1Q 2024 market summary
Market CommentaryApril 9, 2024
A recap of March 2024 market activity, covering major index highs, Federal Reserve rate expectations, and housing market trends.
2023 2nd Quarter Market Commentary
Market CommentaryJuly 17, 2023
A summary of second quarter 2023 market conditions, covering inflation trends, economic growth, Federal Reserve policy, and the debt ceiling resolution.