Golf and Investing: Managing Your Emotions On and Off the Course

Month: March 2016

March 21, 2016  |  

Tax Efficient Way for Businesses to Support Deserving Students

The Educational Improvement Tax Credit (EITC) enables business owners to support over 1,200 Pennsylvania educational and not for profit organizations while receiving generous tax credits.  KEY TAKEAWAYS • Tax credits may be applied against a contributing business’s tax liability for the tax year in which the contribution is made. • Tax credits range from 75 […]


March 10, 2016  |  

Calculating Performance

Key Takeaways In what context should we consider performance? Avoid the most common mistake You can do-it-yourself to approximate performance The Role of performance The investment industry has historically focused on performance and little else, but there is so much more to client satisfaction than just a number. As we have previously written, investment performance […]