Posts By: The Investment Advisor

Live Your Life On Your Terms

Posted by & filed under Financial Educatoinal Forum.

Live Your Life On Your Terms The Investment Advisor is Putting Together a Series of Educational Events Designed to Provide You With the Information and Perspective You Need to Make Decisions About Your Financial Life. It’s About Your Dreams, Your Security, Your Future. That’s Why We Help You Navigate Today’s Complex and Turbulent World. To… Read more »

Low Fee Credit Card Processing for Physicians

Posted by & filed under Health Care Products and Services.

Low Fee Credit Card Processing for Physicians and the Health Care Industry-Less Than 1% Credit Card Transaction Fee Free Terminals and Equipment Free Access to USPAY Gateway Custom Built for Health Care Access to a Back-Office Reconciliation Tool to Confirm Accuracy of Daily Deposits For more information, click the link below and provide your contact… Read more »

The Investment Advisor Announces its Association with the ACHT

Posted by & filed under HealthCare.

The Investment Advisor is Proud to Announce its Association with the American College of Health Care Trustees The Investment Advisor is proud to announce its association with the American College of Health Care Trustees (ACHT). The ACHT is an organization dedicated to setting the bar for Transparent and Ethical Health Care Governance. The ACHT trains… Read more »

The Investment Advisor is Proud to Announce Its Association With Quantum Financial Advisors

Posted by & filed under Financial Planning, Investment Portfolio Management for Less, Portfolio Management.

he Investment Advisor is proud to announce its association with the Pittsburgh Office of Quantum Financial Advisors, a registered investment advisory firm. Andre Weisbrod, recognized as a Five Star Wealth Manager in Pittsburgh Magazine and a former 5-star fund manager, leads the Pittsburgh Office of Quantum Financial Advisors. The Investment Advisor is a registered investment… Read more »

Get Back on Track Coupon

Posted by & filed under Asset Protection, Education Planning, Estate Planning, Financial Planning, Get Back on Track, HealthCare, Portfolio Management, Retirement Planning, Retirement Plans.

Get Back on Track: Economic forecasts are calling for falling GDP, rising interest rates and inflation. Forecasts say GDP will hit 3.1% for 2018 and fall to 1.7% by 2022. The yield curve has inverted with short term interest rates rising above long term interest rates as the Federal Reserve continues to raise rates. Signalling… Read more »

2018 was a pretty dramatic year for most people.

Posted by & filed under Asset Protection, Biotechnology, Estate Planning, Financial Planning, HealthCare, Legislation and Regulation Affecting Investments, Library, Portfolio Management, Retirement Planning, Retirement Plans, Retirement Plans, Tax Advisory, The Economy, Why You Save and Invest.

2018 was a pretty dramatic year for most people. The markets soared to new heights and became extremely volatile. Bitcoin crashed. The Fed increased interest rates, the principal value of bonds fell, yields rose and inflation ticked up past the 2% mark the Fed had declared its target. The value of assets, the ability to… Read more »

The Market-How High is High?

Posted by & filed under Investment Portfolio Management for Less, Legislation and Regulation Affecting Investments, Portfolio Management, The Economy.

The Market-How High is High? Remember the Crash of 1987, the S&L and Commercial Real Estate Crises of the Early 90′s, the Bursting of the Internet Bubble in March of 2000, 9/11, the Closing of the Markets for Two Weeks, the Ensuing 2001-2003 Recession, the 2008 Financial Crises. Has a Pro Business President Who Says… Read more »

Be an Overachiever: Three Steps To Start Saving For Retirement

Posted by & filed under Retirement Planning, Retirement Plans.

Be an Overachiever: Three Steps To Start Saving For Retirement Guest Post By Nialyn Pagliari, Esq. Let’s think of people who save for retirement plans like high schoolers – you have the underachievers, the achievers, and the overachievers. First, the underachievers. These are the people who tried to steal your answers to the pre-calculus quiz… Read more »

Healthcare-FACHT

Posted by & filed under Biotechnology, HealthCare.

Re: FACHT The Investment Advisor LLC is Pleased to Announce Managing Principal Louis Wolkenstein is Now a Fellow at the American College of Healthcare Trustees. The Investment Advisor is a Registered Investment Advisory Firm serving Families, Individual, Small and Mid Sized Business, Retirement Plans, Trusts and Estates. The Firm Emphasizes the Benefits of Planinng and… Read more »