Financial Insights

2347 Huntingdon Pike Huntingdon Valley, PA 19006

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Can Your Personality Influence Your Portfolio? New Research Points to Yes

The findings of two recent academic studies may offer insight into how investors can make more fruitful financial decisions.
Consumer Sentiment: Do Americans See Brighter Days Ahead?

Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
Making the Most of Your Credit Card

Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy

This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Savings Accumulation

Estimate the future value of your current savings.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Car Affordability

How much can you afford to pay for a car?