Posts Tagged: SEP

Retirement Savings Changes You Should Know About for 2023-24

Posted July 19th, 2023 by The Investment Advisor & filed under Investment Portfolio Management for Less, Legislation and Regulation Affecting Investments, Retirement Planning, Retirement Plans, Tax Advisory.

Retirement Enhancement (Secure) 2.0 Act introduces provisions that will affect retirement savings plans, including individual retirement accounts and workplace 401(k)s. The Secure 2.0 Act was passed this past December to build off the Secure Act of 2019. Some changes will take effect this year, with more provisions coming into effect between 2024 and 2027. The… Read more »

The Investment Advisor is Bullish on America and Pennsylvania

Posted June 9th, 2023 by The Investment Advisor & filed under Asset Protection, Education Planning, Estate Planning, Financial Planning, Investment Portfolio Management for Less, Legislation and Regulation Affecting Investments, Retirement Planning, Retirement Plans, Tax Advisory.

The investment philosophy of The Investment Advisor is based on American History and a long term view of the resilience of the American Economy. In short, we believe in you. The Investment Advisor thinks it is important to understand the impact economic restructuring and the 4th Industrial Revolution have on investing and its implications for… Read more »

Receive Important and Useful Investment Information

(Click Here)

Business Partner Opportunity

(Learn More)

Also Serving Pennsylvania Suburban Communities of: Clarks Summit, Moscow, West Pittston, Harveys Lake, Kingston, Bala Cynwyd, Lower Merion, Merion, Wynnewood, Ardmore, Bryn Mawr, Gladwyne, Haverford, Radnor, Villanova, Wayne, Penn Valley, Rosemont, Berwyn, Devon, Mt Lebanon, Upper St Clair, Fox Chapel, Sewickley, Cranberry, Wexford, Ligonier, Peters Township, McMurray, Monroeville

Also Serving Pennsylvania Cities of: Aliquippa, Altoona, Arnold, Beaver Falls, Bethlehem, Bradford, Butler, Carbondale, Chester, Clairton, Coatesville, Connellsville Corry, DuBois, Easton, Farrell, Franklin, Greensburg, Hazleton, Hermitage, Jeannette, Johnstown, Lancaster, Latrobe, Lebanon, Lock Haven, Lower Burrell, McKeesport, Meadville, Monessen, Monongahela, Nanticoke, New Castle, New Kensington, Oil City, Parker, Pittston, Pottsville, Reading, St. Marys, Shamokin, Sharon, Sunbury, Titusville, Uniontown, Warren, Washington, Williamsport, York

Also Serving Pennsylvania Counties of: Adams County, Allegheny County, Armstrong County, Beaver County, Bedford County, Berks County, Blair County, Bradford County, Bucks County, Butler County, Cambria County, Cameron County, Carbon County, Centre County, Chester County, Clarion County, Clearfield County, Clinton County, Columbia County, Crawford County, Cumberland County, Dauphin County, Delaware County, Elk County, Erie County, Fayette County, Forest County, Franklin County, Fulton County, Greene County, Huntingdon County, Indiana County, Jefferson County, Juniata County, Lackawanna County, Lancaster County, Lawrence County, Lebanon County, Lehigh County, Luzerne County, Lycoming County, McKean County, Mercer County, Mifflin County, Monroe County, Montgomery County, Montour County, Northampton County, Northumberland County, Perry County, Philadelphia County, Pike County, Potter County, Schuylkill County, Snyder County, Somerset County, Sullivan County, Susquehanna County, Tioga County, Union County, Venango County, Warren County, Washington County, Wayne County, Westmoreland County, Wyoming County, York County

Also Serving Pennsylvania Geographies of: Eastern Pennsylvania, Northeastern Pennsylvania, Southeastern Pennsylvania, Central Pennsylvania, South Central Pennsylvania, North Central Pennsylvania, Western Pennsylvania, South Western Pennsylvania, North Western Pennsylvania

Terms of Blog Use

The Investment Advisor is a Registered Investment Advisory Firm Exclusively Serving Investors in the State of Pennsylvania. This Blog has Been Created as a Forum for Individuals, Small and Mid-sized Companies Residing in and Doing Business in Pennsylvania. The Investment Advisor Believes the Collective Experience of Pennsylvanians and the Free Flow of Information Will Help This Blog Fulfill its Purpose Which is:

To Promote an Understanding of the Current Market Cycle in Which We Finds Ourselves.
Help Understand How the State of the Economy Impacts Investing.
Help Understand the Impact of Important Economic, Legislative and Regulatory Events with Respect to Investments and Investing.
Discuss Strategies and Tactics in Managing Investment Portfolios in This Environment Including: Portfolio Development, Construction, Management and Maintenance.
Understand The Value of Financial Planning.
Identify How the Use of Vehicles and Entities in Financial Planning Add Value to Investment Portfolio's With Respect to: Retirement Planning, Retirement Plans, Education Planning, Estate Planning, Wealth Management and Asset Protection.

The Investment Advisor Will Not Accept Posts Containing the Following:

Individual Security Recommendations Involving Stocks, Bonds, Mutual Funds, Options, Commodities, Money Markets, CD's or Any Security Which Can be Construed as a Recommendation to an Investor. This Type of Information is Reserved for Individual Client Consultations.
Recommendations Involving Financial Planning Strategies, Vehicles or Entities Involving Retirement Planning, Retirement Plans, Education Planning, Estate Planning, Wealth Management and Asset Protection Which can be Construed as a Recommendation to a Specific Individual or Organization. Information and Descriptions About the Use of Financial Planning Strategies Involving Vehicles and Entities of Such Strategies and the Benefits Which May Accrue From the Use of Such Planning are Acceptable.
Comments Relating to Day Trading and Active Trading of Any Security. The Investment Advisor is not a Firm Which Advises or Recommends Day Trading or Active Trading.
Comments Relating to Investment in Penny Stocks.
Comments Relating to Securities that are not Considered Investment Grade.
Comments That Can be Considered as Providing Accounting Advice. General Tax Principles as They Affect Investments and Financial Planning are acceptable.
Comments That Can be Considered as Providing Legal Advice. General Legal principles as they Affect Investments and Financial Planning are Acceptable.
Only Publicly Available Information May Be Posted.
No Comments which Disparage, Slander or Libel Any Party.

The Investment Advisor Will Accept Article Submissions for Topics Relevant to the Blog. Articles Will be Posted Once Reviewed. If You Wish to Submit an Article Please Contact or E-mail The Investment Advisor. Posts to this Blog Will Be Reviewed and a Determination Made as to Posting within 72 Hours of Submission.

The Investment Advisor does not endorse the views of those individuals, companies, organizations or any third party that chooses to post to this blog. The information and opinions contained in the posts made by such individuals, companies, organizations or third parties are solely those of the party posting to this blog. The articles and posts to this blog made by The Investment Advisor are solely the views and opinions of The Investment Advisor. While The Investment Advisor believes the information posted to this blog by either The Investment Advisor or any third party to be correct, The Investment Advisor does not guarantee the accuracy of such information.

This Scope of This of this Blog is Limited to Providing Information and Strategies for You to Consider. Information is Analytical Only. In No Way Should the Information in This Blog be Construed as Providing Investment, Financial Planning, Legal or Accounting Recommendations. Should You Wish to Incorporate Any of the Information Presented in This Blog Into Your Investment and Planning Strategy The Investment Advisor Suggests You Contact The Investment Advisor, Your Financial or Investment Advisor, Your Attorney and/or Accountant.

The Investment Advisor is a registered investment advisor in the state of Pennsylvania. Pennsylvania is the only state in which The Investment Advisor is registered to conduct business. Therefore, only residents of the state or Pennsylvania may consider this web site as an offer to conduct business. If you are a resident of a state other than Pennsylvania you may view this web site for informational purposes only. If you are a resident or business that does not reside in Pennsylvania this web site is not an offer or solicitation to conduct business in any state other than in Pennsylvania.

Shareholders Service Group and Pershing are not affiliated with The Investment Advisor. They are third party vendors who act as financial intermediaries on behalf of The Investment Advisor and its clients.

Call Toll Free:

877-414-9021

Categories

Please Read Our Terms of Use of This Blog

Posts Tagged: SEP

Retirement Savings Changes You Should Know About for 2023-24

The Investment Advisor is Bullish on America and Pennsylvania

Receive Important and Useful Investment Information

Business Partner Opportunity