Achieve a Higher Understanding

The connection between your life and your wealth can be complex, which is why we spend the time to simplify concepts and break down trends and terms so you gain more insight into your financial picture. With this education, we hope to provide you with a detailed glimpse into how you can effectively utilize your wealth to your advantage so every decision gets you closer to where you want to be.

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How Philadelphia Businesses are Preparing for the DNC, Protests

July 26, 2016

Based on what was experienced at the 2008 Democratic National Convention, Philadelphia expects 50,000 visitors, jam-packed hotels and many political protests during this year’s DNC. Major events like the Olympics or a national political convention like this promise heightened excitement for the host city—from increased visitation to guaranteed media attention. However, uncertainty arises when considering the economic impacts of the convention from its start on Monday to its end on Thursday.

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How to Retire Like the Rich (Even if You’re Not)

June 9, 2016

Imagine retiring to a high-rise apartment where a doorman greets you and a concierge arranges for tickets to the latest show along with complimentary transportation. Or perhaps you’d rather spend your retirement enjoying European river cruises or golfing at the best courses in the country.

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Op/Ed: Mixed Messages From Federal Reserve Chair in Philadelphia

June 6, 2016

On June 6, Federal Reserve Chair Janet Yellen gave a speech to the Worlds Affairs Council of Philadelphia about the status of the national economy. During the luncheon, Yellen and I were seated at the same table. Not only did I have the pleasure of dining with her, but I also spoke directly with her.

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What’s Next for the Online Education Revolution

June 3, 2016

Touted repeatedly by parents and educators alike, the “traditional college experience” is something every warm-blooded American should have a chance to encounter. 8 a.m. classes, jam-packed lecture halls and communal bathrooms are all included in this classic adventure—the pros and cons making for an unforgettable time. But with the steady rise of online education, is this quintessential process losing its luster, turning what was once a tradition into passé?

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Getting Over “Cold Feet” Before Retirement

May 27, 2016

The retirement process is unnerving to most—it’s a major shift in daily living and is what you’ve worked towards your entire career. The stress involved may lead to a severe case of cold feet, so how do you break through that mental barrier preventing you from taking the plunge?

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The State of Small Business: Pennsylvania

May 26, 2016

As part of our yearlong project “The State of Small Business,” Business News Daily plans to report on the small business environment in every state in America. In this installment, we asked a few of Pennsylvania’s roughly 1 million small business owners about the challenges and opportunities of operating in their state. Here’s what they had to say.

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Retirement Planning for Singles Can Be Extra Tough

May 25, 2016

The number of married Americans has been declining steadily in recent decades — a trend that’s been described as one of the largest unnamed societal shifts of the last 60 years. While the driving forces behind this trend are complex, one thing’s for sure: It matters for your retirement.

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3 Simple Ideas For A Successful Retirement Strategy

May 19, 2016

The process of retiring is a major life event that affects everyone differently—there is no lone path to follow in order to be satisfied with your new retirement lifestyle. For many, this milestone will evoke a mixture of emotions that fall somewhere between anticipation and trepidation.

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The Plan That Could End Your 401(k) As You Know It

April 29, 2016

There is a new retirement proposal in the mix that could potentially turn our current nationwide system on its head. If this proposal gains momentum, it could mean huge implications for the future of the retirement system. Hamilton “Tony” James, president of private equity giant Blackstone Group, and liberal leaning economist Teresa Ghilarducci have recently proposed a new plan for retirement savings, and it completely abandons the current 401(k) layout that has affected the lives of millions of Americans across the country.

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The Wall Between Presidential Candidates & Small Business

March 31, 2016

I recently attended a luncheon at The Union League of Philadelphia as part of The Committee To Unleash Prosperity featuring hosts Dr. Arthur Laffer, Steve Forbes, Larry Kudlow and Steve Moore. Among the bipartisan audience was Pennsylvania’s Republican leader Bob Asher and George Norcross, Democratic Party leader in New Jersey.

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