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ask your financial advisor

Vital Question to Ask Your Financial Advisor

The financial industry is filled with jargon that can leave the consumer feeling overwhelmed and sometimes even misled. It is…

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active versus passive portfolio investing

Asset Allocation More Impactful Than the Active Versus Passive Debate

The active versus passive investing debate continues to receive attention with strong opinions on both sides. We find the discussion…

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saving for retirement guide

Savings For Retirement – Your No-Panic Guide For Those Late to the Game

Different stages of life have their unique challenges and distractions when saving for retirement. The typical issues for those most…

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What Human Advisors Do That Robo Advisors Can't

What Human Advisors Do That Robo Advisors Can’t

  There are various attractive attributes to Robo Advisors (such as nominal costs and low investment minimums) however, Robo Advisors…

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4th Quarter 2017 MarketView

 Roof Advisory Group MarketView – Closing Out a Strong 2017  MarketView Update Fourth-quarter market returns closely resembled the trend that was…

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fiduciary investment advice

Fiduciary Investment Advice Ethics DOL Ruling

The financial services industry has been turned upside-down by the passage of a Department of Labor (DOL) regulation that was…

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How does my advisor get paid

How Does My Financial Advisor Get Paid?

Let’s Talk Financial Advisor Compensation How does my financial advisor get paid – it’s become a regular topic of conversation…

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Gen X Longer Time Until Retirement Than Previous Generations

By Lenay Ruhl  Gen X Longer Time Until Retirement Than Previous Generations From Central Penn Business Journal  February 2016 When it…

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Read Roof Advisory Group MarketView 4th Quarter 2015

Divergence Roof Advisory Group MarketView Update While we did not end the year with a “Santa Claus Rally”, equity markets…

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Corporate Merger

4 Steps to Dealing with a Corporate Merger That Impacts You

Corporate merger activity has seen a notable increase in Central Pennsylvania as of late.  The activity in the banking sector…

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