Phone: 412-261-5966 | Toll Free: 800-722-1143 | Fax: 412-261-3353
Phone: 412-261-5966 | Toll Free: 800-722-1143 | Fax: 412-261-3353

Financial Planning News in Pittsburgh

Why the Bond Market Losing in Early 2022 Is Actually Good News

March 31, 2022 | Bob Hapanowicz

The Opportunity to Capture Higher Yields Offsets Unrealized Losses for the Vast Majority of Bond Investors It is fair to say it’s been some time since investors have been faced with a rising interest rate environment. The corresponding volatility we’ve…

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ADV Offer Letter

March 18, 2022 | Bob Hapanowicz

As we are early in 2022 it’s a good time to reflect on the guiding principles which govern our investment advice philosophy. H&A’s overall basis of investment advice is goal-focused and planning-driven, your vision, goals and objectives provide the…

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How to Know If You Should Do a Roth Conversion

December 6, 2019 | Bobby Hapanowicz

Depending on the type of Individual Retirement Accounts (IRA) you have in your portfolio, you may need to look at the potential of a Roth IRA Conversion as part of your financial retirement plan. So, why should you consider a Roth IRA Conversion?

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More Assets Mean More Wealth Management

December 4, 2019 | Bernard Carter

Being a good steward of your existing wealth requires diligence and foresight. It requires you to consider your current and future needs, as well as those of your spouse, your children, and any other family members or individuals who rely on you…

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