Flashback time! In December 1984, “Do they Know It’s Christmas? (Feed the World)” was released to raise money for famine relief in...

Dear Clients & Friends, It’s time for our monthly Market Risk update. Before we get to the content, I wanted to briefly update everyone...

Dear Clients & Friends, This weekend we discuss a topic totally unrelated to finance and investments, but a topic I find to be...

Dear Clients and Friends, Last year, one of our most popular weekend readings was a list of excellent holiday gifting ideas adding a...

Dear Clients and Friends, I am extremely proud to announce that for the eighth time, Crescendo Business Services and Philadelphia...

Dear Clients & Friends, I received a pleasantly surprising email from a colleague of mine a few days ago. I hadn't realized that press...

Dear Clients & Friends, Its time again for our monthly market risk update, for which we turn to our good friend Brad McMillan, author of...

Dear Clients & Friends, This weekend’s reading will be brief because several of our staff and I are attending a conference in San Diego....

Dear Clients & Friends, For this weekend’s reading, we would like to share an article written by the founder of Philadelphia’s own La...

Dear Clients and Friends, For this weekend’s reading, I wanted to discuss very briefly the current market conditions, most notably the...

Dear Clients & Friends, The past few weeks have been unusually turbulent. North Korea has tested what is reportedly a hydrogen bomb and...

Dear Clients & Friends, It’s time for our monthly update on prevailing economic and investment market related risks. In most months we...

Dear Clients & Friends, For this weekend, we share with you another radio broadcast from 610AM Radio here in Philadelphia. During this...

Dear Clients and Friends, This weekend’s reading is short and sweet, but it answers a very common question and hopefully resolves a...

Dear Clients & Friends, This Weekend’s Reading is likely to be the most important of this calendar year. Below, I will formally outline...

April 30, 2017 Trump Tax Plan: Less than Half a Page Long and Very Short on Details Dear Clients & Friends, Our assessment of Trump’s tax...

Dear Clients and Friends, Though we usually do not have time to craft many creative weekend essays during the depths of tax season, we...

Trump’s world: to Trade or Not to Trade Dear Clients and Friends, As we alluded to last week, today we write about President Trump’s...

A very important new law has been implemented by the Department of Labor which provides new guidance and rules for investment advisors...

“We choose to hope as an act of defiance in the face of violence and horrific abuse.” Dear Clients and Friends, This weekend, I’d like to...