Posts Tagged: taxes

Have You Thought Through the Concerns Which May Require an Estate Plan?

Posted by & filed under Estate Planning, Financial Planning, Legislation and Regulation Affecting Investments.

Couples growing older together enjoy the enviable status of having a companion late into life. But in most such cases, one spouse eventually becomes widowed or a widower. It is difficult enough to deal with the loss of a spouse. It’s important to plan ahead as a couple to ensure that the surviving spouse isn’t… Read more »

Investment Risk-A Matter of Great Importance

Posted by & filed under Portfolio Management.

Are you concerned about your level of risk in your retirement plan, your son’s and daughter’s education fund and your investments and savings in your personal accounts? Have you been uncertain as events like the recent banking crises, the debt limit crises, the direction of interest rates and moves in assets values have fluctuated? Are you… Read more »

The Investment Advisor is Bullish on America and Pennsylvania

Posted by & 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 »