A transition or change of career is a very exciting time, but can add stress & confusion when analyzing your total compensation. We have found that compensation packages can be structured in many different ways and every company has various ways of compensating their employees.

One of our favorite moments is being able to show our clients their Net Worth Statement. Regardless of whether their Net Worth is $800,000 or $20 million, the reaction is always the same. The remarks are “I can’t believe it” or “It certainly doesn’t feel that way all the time.”

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.