After a tough 2018, US equity markets posted a strong rally in the first quarter of 2019. The S&P 500 Index (which tracks large companies in the US) gained over 13% for the quarter, largely erasing losses from late last
Last month, a brief inversion of the yield curve brought pundits out in force to prognosticate upon the possibilities of a coming recession. Concerns about Brexit, fears about the ongoing trade conflict with China, and the possibility of auto tariff
There is no question you’ve seen or heard the word Recession used in the last year or so and if history is our guide - the future will continue to bring divergent market cycles, including challenging periods such as slowing
Last Month (February), Pete Hoover, CFP®, CEO of Hoover Financial Advisors (HFA) was selected by Forbes as one of the best wealth advisors in Pennsylvania. Of the 123 PA advisors named, his ranking is 31, which places him in the
Making the decision to start a family is one of the most exciting and life-changing decisions a couple can make in their lifetime. There is so much to do and prepare before the little one arrives, such as, painting and
Retirement is made up of three components: pensions, social security and savings. You can think of retirement as a three-legged stool. However each of the three components doesn’t support an equal amount of the total. Pensions, the first leg of
Recently in a meeting with a client they asked me, “What’s the easiest way to determine what I spend?” Knowing how much you spend is not only helpful in managing your household budget and cash flow, but also in determining how
A client asked about the ways to lower taxes under the new tax rules? The Tax Cuts and Jobs Act (Tax Act) passed in December 2017 took effect on January 1, 2018 for individual taxpayers. Individual tax returns for 2018 will
A client called our office and asked why do I have to pay tax on capital gains when my investments lost value this year? The answer lies in understanding what causes a capital gain. Basically, there are two different ways to
While for some things, it seems like time flies, 2018 surely did not feel that way for many investors. Indeed, most could not wait for the year (and the pain) to be over. Gone were the days of 2017 where
Last Month (February), Pete Hoover, CFP®, CEO of Hoover Financial Advisors (HFA) was selected by Forbes as one of the best wealth advisors in Pennsylvania. Of the 123 PA advisors
Client Access
