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MarketView

MarketView 1st Quarter 2019 Impressive Rebound

MarketView 1st Quarter 2019  Impressive Rebound Market Update After closing 2018 with the worst quarterly decline in seven years and…

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Roof Advisory Group Board Appointments

Roof Advisory Group, Inc.’s staff continues supporting its community by joining local nonprofits through board appointments. Senior Investment Advisor &…

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avoid paying taxes

Avoid Paying Taxes on Gains

Avoid Paying Taxes on Gains Do you, like many investors, have investment holdings that you’ve retained simply to avoid paying…

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Investor Beware

Investor Beware

Investor Beware This article was originally posted on Susquehanna Style.  Written by: Bradley R. Newman, CFP® Senior Investment Advisor & Director of…

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marketview 4th quarter

MarketView 4th Quarter 2018 – A Brutal Quarter

 While the third quarter ended with the S&P 500 Index near a record high, the fourth quarter brought about…

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Financial Resolutions 2019

New Year’s Financial Resolutions

New Year’s Financial Resolutions Roof Advisory Group wants investors to start thinking about their financial resolutions for the New Year.…

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Financial Advisors

Roof Advisory Group Cautions Investors About Salespersons Claiming to be Trusted Financial Advisors

Roof Advisory Group Cautions Investors About Salespersons Claiming to be Trusted Financial Advisors Seminars, Articles, and other Instructional Materials Will…

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Before You Ring In the New Year, Remember These Tip and Deadlines

With the end of 2018 rapidly approaching, Roof Advisory Group would like to share some year-end financial deadlines and helpful…

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New ‘Personal Value’ Graph on Schwab Alliance

New ‘Personal Value’ Graph on Schwab Alliance Some of you may have noticed the ‘Personal Value’ graph that now appears…

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Unscrambling Financial Jargon: The True Meaning Behind Financial Advisors’ Vocabulary

Unscrambling Financial Jargon: The True Meaning Behind Financial Advisors’ Vocabulary Jargon is typically thought of to increase the efficiency and…

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