You often hear about what it takes to be a successful investor. For the most part, what you read is great advice, but it leaves you thinking, "well that’s interesting, but it's also common sense." However, when it comes to implementation, many people make the same mistakes over and over.

Can you really automate a high-performing investment portfolio? Here’s what we think.

The Education Improvement Tax Credit (EITC) program was enacted in Pennsylvania a few years ago to allow businesses in the Commonwealth an opportunity to redirect their state income tax dollars to tuition based schools and help those children in need of tuition assistance.

There are thousands of banks and credit unions to choose from, so how can you choose one account over another?

For our Philadelphia area clients, the 2018 Blue Cross Broad Street Run was this past weekend in the City of Brotherly Love. Let's break down a few aspects of running a race and how they relate to financial planning.