
Welcome to The ADVISORS LLC, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
To learn more about pursuing your financial goals or the management of your assets, call us today at (724) 733-7333. We believe it is our job to simplify the financial information available to our clients and provide them with exceptional service and all the options that will best meet their specific needs.
Newsletters
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Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Savings Accumulation
Estimate the future value of your current savings.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.