Signs You’re Doing Things Right
We’ve all heard the stories about angry customers. A man so angry about the quality of his car that he sneaks into the dealership overnight and leaves a lemon on […]
Advisors
In Two Minds About AI
by Nicholas HamnerInvestment Advisor [email protected] When I was a kid, every year my school would participate in Invent America. Kids would sketch out new inventions for a chance to win
I Bonds: Time to Hold or Cash Out?
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] It seems like 4th of July was just a few weeks ago and now we are heading into Labor Day
Rob Explains the OBBBA’s Perks for Grandkids
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] A few weeks ago, I wrote about the “Die with Zero” concept—a mindset that encourages people to enjoy their wealth
Rob Talks About Dying With Zero
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] We have lived by “Rules of Thumb” our whole lives. I remember my parents saying to me at a young
Looking For Loose Change?
by Nicholas A. Hamner, Esq.Investment Advisor [email protected] Ever since a certain presidential candidate ran a successful campaign on the words “Change” and “Hope”, there sure seems to be a lot
Who’s Across The Table
By Nicholas HamnerInvestment Advisor Representative & Director of [email protected] If you know anything about the Barnes Museum in Center City, you know that Dr. Barnes was very particular about how