Who are HENRYs? High earners not rich yet. Usually young in their career with wealth aspirations that don’t receive attention from traditional financial advisors due to the lack of accumulated wealth.

With tech and startup companies expanding rapidly into the Pittsburgh region, equity compensation packages (stock options) are one way that these companies are attracting and retaining talent to help build and grow without draining their operating accounts.

Learn how my experience with early tech employees has influenced my recommendations on when to sell and pay higher taxes.

Millennials and Gen Xers face unique financial challenges. Seeking unbiased fiduciary financial advice is essential for these generations.

Follow these 5 tips on how to merge your finances as a newlywed couple

While savings is one of the best financial disciplines to have, saving with the wrong purpose, or in the wrong account, can negate the benefits. Having a transition fund will be your savior in the case of unexpected career breaks.

An article for those who have the FOMO surrounding the Cryptomania of 2021.

I wrote this to convince myself that it is ok to earn 6-8% annually in a diversified portfolio. You will find a "Freakonomics" approach to my why behind this craze and a quick reference to the history that surrounds the Tulipmania bubble that swept through Holland in the 1600s.

Until recently, the idea of getting your investment advice from social media, let alone from a forum like Reddit, probably seemed ridiculous. Trusting strangers to help you get “in” on the latest stock market fad is the antithesis of a sound investing strategy.

Tax gain harvesting is exactly the opposite of tax loss harvesting. Instead of selling an investment to capture a loss, you are selling to capture a gain. You might be asking yourself, who in their right mind would want to capture a gain and pay tax?

What is a backdoor Roth IRA? Below we’re breaking down what you need to know about this retirement savings strategy.

The COVID-19 pandemic has caused housing prices to skyrocket in 2020. With the uncertainty that has surrounded us for almost a year now, homeowners are hanging tight in their homes for the most part.

How much do elections impact the stock market and portfolio returns? Should elections even matter to long-term investors in the first place?

After talking with many small business owners over the last few days, I wanted to break down the CARES Act and detail what funding was available to most business owners that have less than 500 employees.