COVID vs. Capitalism

Lewisburg, PA – COVID crisis! Is it the end of life as we known it? Is there really going to be a ”new normal” moving forward? My guess would be a resounding NO! I’m occasionally accused of being too optimistic, some might say Pollyanna. I submit to you that it’s easy to be optimistic when […]

Corona Virus and Modern Financial Industry

State College, PA – They say that imitation is the sincerest form of flattery. As I look back at 20 years in the business, I see a fingerprint on the national scale that was created by a small group of independent advisers. This group of advisers decided they wanted to educate the public about the […]

Do-It-Yourself Investing

State College, PA – It seems in the last few years, there has been a strong push in the financial arena encouraging people to “Do-It-Yourself”. The idea that with technology and the availability of information, people can have access to low broker trade arrangements to set up their portfolios and allow a computer to automatically […]