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…
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…
Financial Planning: Helping You See the Big Picture
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…
Changing Jobs? Know Your 401(k) Options
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…
Tax Benefits of Home Ownership
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…
Buying a Home
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…
Establishing a Budget
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…
Financial Basics for Millennials
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…
In The Knick of Time! Your 2021 Tax Time Reminders
March 28, 2022 | Lena Rizkallah, JD, CRPC® It’s everyone’s favorite time of year! No, it’s not the Cherry Blossom Festival nor is it ComiCon or National Donut Day. It’s tax season! Many people have…
Markets Swoon as Expected
February 24, 2022 – Stock market valuations have swooned yet again today with investors taking some risk off of the table in a broad-based sell-off that has seen some stock market indices plunge nearly 2%…
Hairy Therapy
January 21, 2022 | Lena Rizkallah, JD, CRPC® I am your typical New Yorker. I know how to hail a taxi without getting side-swiped. On escalators, I stand on the right and walk on the…
Inflation Is Like The Tooth Fairy, No Really
April 6, 2021 | Anthony Conte, MSFS, CEPA, CFP
Get Out Your Confetti, Here’s Some Good Economic News
Mar 16, 2021 | Anthony Conte, MSFS, CEPA, CFP Looking for some good news relating to the economy? CWA’s managing partner, Tony Conte shares why you should be optimistic about the markets.