Uncategorized

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. …

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…

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 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…

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 – 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…

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…

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…

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…

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…

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…

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…

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag…

If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. What will I be entitled to? If you…

In tax lingo, your principal residence is the place where you legally reside. It’s typically the place where you spend most of your time, but several other factors are also relevant in determining your principal…

There’s no doubt about it–owning a home is an exciting prospect. After all, you’ve always dreamed of having a place that you could truly call your own. But buying a home can be stressful, especially…

Do you ever wonder where your money goes each month? Does it seem like you’re never able to get ahead? If so, you may want to establish a budget to help you keep track of…

With age comes responsibility, so if you’re a young adult in your 20s or 30s, chances are you’ve been introduced to the realities of adulthood. While you’re excited by all the opportunities life has to…