What is Going to Happen with Covid?

The Covid pandemic is affecting us in so many ways. Should we plan vacations? How about big weddings? When will this all end? I have been following this issue since we first learned about it. I cannot say that all my predictions have come true. The vaccine came out a...

Treating our clients the way we would want to be treated

A lightbulb went off in my head today. Yes, a light bulb went off in my head today.  I have been licensed to sell securities for 37 years, served as a member of the PA Bar for 45 years and became a CERTIFIED FINANCIAL PLANNER™ certificant 33 years ago.  I wish to...

November 4, 2021

As I write this message, there are a significant number of negative items that are confronting our economy. The labor force participation is at a low point causing an unusual display of “help wanted” signs across the country. Restaurants going out of business is...