507 N. Front Street Harrisburg, PA 17101
Fiduciary Standards

Fiduciary Standards, Department of Labor, and the SEC : What Does It Mean to Me?

DOL, SEC, and Fiduciary Standards: What Does It Mean to Me? In March of this year, the (DOL) Department of…

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Senior Investment Advisor Brad Newman Board Appointment

Brad Newman Receives National Appointment with Ronald McDonald House Charities

Senior Investment Advisor Brad Newman Receives National Appointment with Ronald McDonald House Charities Harrisburg, August 6, 2018– Roof Advisory Group’s…

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Roof Advisory Group's team

Celebrating 20 Years of Building Customized Financial Futures

The Roof Advisory Group Inc. story begins with its founder, E. Jeffrey Roof. While working as an executive for several…

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Roof Advisory Group Announces New Chief Investment Officer, Dan Eye

Dan Eye Announced As New Chief Investment Officer Harrisburg, July 9, 2018 – Roof Advisory Group’s Senior Portfolio Manager, Dan…

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Charitable Giving

Charitable Giving Isn’t Just For Year-End

Although ‘Christmas in July’ is far catchier than ‘charitable giving in July,’ the theme is the same… …there’s no need…

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logging in

Schwab’s Two-factor Authentication Helps Protect Your Account

In an ongoing effort to enhance security, enrollment in Schwab’s two-factor authentication system is even easier than before.  Users can…

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investment strategies

Critical Investment Strategies For Downside Protection

Successful investment strategies are less about capturing 100% of the market’s upside and more about missing the potholes. Avoid the…

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Adrianne Smith Roof Advisory Group

Roof Advisory Group Adds to the Team

Client Administration Specialist, Adrianne Smith   Harrisburg, May 31, 2018 – Continuing its commitment to top-tier client service, Roof Advisory…

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financial planning concerns

Women Face Unique Financial Planning Challenges

Women face numerous unique financial planning concerns. The Institute for Health Metrics and Evaluation reports that women will outlive their…

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Brad Newman

Tax Changes Just Part of the Larger Conversation

Tax Cuts and Jobs Act of 2017 Impact On Financial Health With the ink still wet on the freshly signed…

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