Legend Financial Advisors Pittsburgh

"No one fund family has all the best types of funds," said Lou Stanasolovich, president of Legend Financial Advisors in Pittsburgh. "One fund family might be good with domestic equities but lousy with bonds and international funds.".

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"A good example is gold," says James Holtzman, a shareholder at Legend Financial Advisors in Pittsburgh. "That would make sense for a top-down investor. But what if you’re looking at a gold mining stock and the company is being run into.

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NEW YORK, March 12 (Reuters) – As part of the retirement planning process, financial advisers often help married couples. an adviser with Pittsburgh-based Legend Financial Advisors Inc, which has $350 million in assets under.

a wealth adviser at Legend Financial Advisors in Pittsburgh. "If they don’t see a way of doing both they have to say no, as hard as that may be." If parents can afford to help, outline a plan. Some parents may agree to cover student loan.

They will work with the bank’s public finance business to cover the significant financial advisor and issuer community across. master’s in business administration from the University of Pittsburgh and a bachelor’s degree in economics.

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2. Advisors who use mutual funds for exposure Lou Stanasolovich, of Legend Financial Advisors in Pittsburgh, PA was the most articulate spokesperson for a large minority of the people who responded to my request. He offered three.

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The rescue plan could also help the overall housing market, said Jim Holtzman, an adviser at Legend Financial Advisors Inc. of Pittsburgh, which has $340 million in assets. "Going forward, it could help people looking for mortgages, and.

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Legend Financial Advisors, Inc. provides Wealth Advisory Services including Financial Planning and Investment Management strategies to affluent and wealthy individuals.

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But rather than opening a 529 yourself, do your adult child a favor by simply contributing to an account that he opens for your grandchild, suggests James Holtzman of Legend Financial Advisors in Pittsburgh. That’s because any money.

Louis P. Stanasolovich, CFP ®, is founder, CCO, CEO and President of Legend Financial Advisors, Inc. ® (Legend) and EmergingWealth Investment Management, Inc.

Diane Pearson, wealth adviser at Legend Financial Advisors in Pittsburgh, works with a client who is determined to leave his son $5 million–which is all the money he currently has. Instead of buying a house on the beach, as he had.

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Stanasolovich, president of Legend Financial Advisors in Pittsburgh. “They generate positive or nearly positive returns when the stock market is negative but won’t necessarily do well when the market is up.” These types of funds are.

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“You aren’t escaping market risk, so you have to be careful,” says Jim Holtzman, a shareholder at Legend Financial Advisors in Pittsburgh. “We worry more about total return, and dividends are a part of that.” Peters recommends.

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Clients frequently ask Louis P. Stanasolovich, president of Pittsburgh’s Legend Financial Advisors Inc., why his firm didn’t hold onto a particular share or fund longer to fully enjoy the gains. "I tell them we avoid risk first, go for returns.

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Here are 3 things you must do before paying extra on your loan: 1. Pay off high-interest credit card debt. With the average variable credit card interest rate around.

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