Choosing a Retirement Plan that Fits Your Business
If you have yet to develop a retirement plan for your business, or if you’re not sure the plan you’ve chosen is the right one, here are some things to consider. How much can my…
Strategies for Managing Student Loan Debt
If college were a party, then student loans are the hangover. Unfortunately, the “hair of the dog” won’t cure this headache, but here are some ideas for managing your student loan debt. The programs listed…
Year-End Charitable Gifting and You
Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to both you…
College Student Cheat Sheet
College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with…
Financial Digests That Make You Look Like You Know What You’re Talking About
February 1, 2023 | Lena Rizkallah, JD, CRPC® I’m not a morning person. Especially in the winter, it’s unlikely that I wake before the alarm and jump out of bed ready for a 10-mile run. …
Understanding the Past, Predicting the Future
January 30, 2023 | Anthony Conte, MSFS, CEPA, CFP® There are indicators that we can simply ignore, the blinking LED clock on the microwave from the last power outage, and others that we would do…
Retirement Planning Myths
January 3, 2023 | Anthony Conte, MSFS, CEPA, CFP® Each years’ end gives all of us working stiffs a little push toward considering what it might be like to not ever work again. Yes, of…
Planning for Marriage
Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you’ll want to take a look at how marriage will…
An End To Burnout?
December 5, 2022 | Anthony Conte, MSFS, CEPA, CFP® While employee burnout may have fueled much of The Great Resignation, it just left many employers feeling burned. Pandemic pressures led to the worst of the…
Money & Wellbeing Podcast
Money – having it, not having it, managing it – can be a source of chronic stress, and chronic stress. Lena Rizkallah, financial advisor and recovering lawyer, joins Courtney Edwards, Alchemy Behavioral Health Coaching, to…
Your Magical Season
August 24, 2022 | Anthony Conte, MSFS, CEPA, CFP® Living in northern climes, and I do consider Central Pennsylvania “northern”, has convinced me that magical seasons of the year exist so that we have something…
Scott Wray Joins Conte Wealth Advisors, LLC as a Financial Advisor in Fort Wayne, Indiana
Active vs. Passive Impact Investing
July 20, 2022 | Christian Stearns, CFP® The Start Normally, when we speak about active and passive investing, we are comparing two highly debated investment strategies. Active investing usually employs a portfolio or money manager…
Millennial Finance Guide: Achieving Financial Independence
June 24, 2022 | Andrew Wallace Financial independence (FI): This term is often thrown around in the personal finance world but what does it mean? It is a term used to describe when someone has…
The Most Romantic Cheeseburger
June 17, 2022 | Lena Rizkallah, JD, CRPC® As a child of immigrants, I tried so hard to fit into the “American way,” and in the 80’s, nothing was more American than a maybe not…
Inflation Numbers Cause S&P 500 to Enter Bear Market
CWA Managing Partner, Tony Conte, speaks with Matt Klinedinst of FOX43 to discuss the current bear market and inflation. Watch at the video and read the article here. Securities offered through Registered Representatives of Cambridge…
As Stocks Plunge, Financial Advisors Say Not to Panic
CWA Managing Partner, Tony Conte, speaks with Daniel Hamburg of ABC27 to discuss the current bear market and why you shouldn’t panic. Watch at the video above and click here to read the article. Securities…
Frank Conte, Founding Partner of Conte Wealth Advisors, Celebrates 50 Years in the Industry
Harrisburg, PA (June 10, 2022) – April 7, 2022, was a day of great significance for Conte Wealth Advisors, LLC (CWA)’s founding partner, Frank A. Conte, CLU, ChFC, as it marked his 50-year anniversary in…