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The Last Generation to Retire

The Last Generation to Retire

The Last Generation to Retire Text by Rebecca Hanlon Harrisburg Magazine November 2015 One of the solutions to addressing the…

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target dated funds

Target-Dated Funds Missing The Target?

You can’t argue that 2015 has been a bit frustrating for investors, especially those who are nervous about an impending…

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Jeffrey Roof smooth sailing

Roof Advisory Group President Takes to the Open Seas

BY JENNIFER A. FITCH | Contributing writer www.CPBJ.com   Jeffrey Roof started sailing as a teenager on Lake Pinchot in…

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Roof Advisory In the News

Roof Advisory Group making room for new employees as assets grow

BY JASON SCOTT jasons@cpbj.com Eight of Central Pennsylvania’s top 10 registered investment advisers last year grew assets under management by…

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Manage My Portfolio

Why Manage My Portfolio?

Why Manage My Portfolio? Why should my portfolio be actively managed? It all boils down to one reason – the…

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10% returns

Not All 10% Returns are Created Equal

It’s often said that “life’s a journey, not a destination,” and the same is true with managing an investment portfolio.…

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business succession planning

How Should a Business Owner Prepare for Income In Retirement?

How Should a Business Owner Prepare for Income In Retirement? Business owners have a multitude of potential retirement scenarios ranging…

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Can I Improve on my Retirement Plan?

Can I Improve on my Retirement Plan?

Can I Improve on my Retirement Plan? As you prepare for the inevitable barrage of articles associated with planning for…

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in-service distribution

Can An In-Service Distribution Improve Your Retirement Plan?

Let’s take a look at an in-service distribution … …an underutilized strategy for enhancing the management of your retirement plan…

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Retirement Plan

Improve Your Retirement Plan

Can You Improve Your Retirement Plan? As you prepare for the inevitable barrage of articles associated with planning for the…

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