Financial Insights

2347 Huntingdon Pike Huntingdon Valley, PA 19006

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Equity REITs: Is There Room for Real Estate in Your Portfolio?

This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?

This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes

This article explains the basics of capital gains taxes when selling a home.
HOT TOPIC: The Fed Finally Cut Interest Rates

The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.