Sylvan Capital Advisors

07/16/2023

We are shouting from the mountain tops, Happy 27 Year Anniversary to our Jim Davis! We are thankful you are part of our team!

07/15/2023

Happy Birthday to our Leah Wilhelm! We hope that it is as special as you are!

07/14/2023

Ongoing volatility can feel unsettling – even for the most experienced investors. As you continue to stay the course with your personalized financial plan, we can partner and help you make informed decisions.

07/13/2023

Protecting their lifestyle means making sure yours is protected. That means having a plan in case an unexpected illness or injury prevents you from earning an income. Let’s talk about getting a plan in place.

07/12/2023

We have some new faces at Sylvan Capital Advisors, and we feel like it is a great time to get to know some of the people who work with us and help make Sylvan who we are.

Let's get to know a little bit more about Jenn Scheetz:
1. Jenn grew up in Philadelphia, PA and is the youngest of six children.
2. She loves reading, being a plant mama, watching movies, drawing, and spending time with her family.
3. Jenn loves ALL kinds of music.

07/11/2023

While the first half of 2023 has been marked with ups and downs, the markets and economy have remained notably resilient. Ameriprise Financial experts reflect on these developments and share their insights on what investors can look for in the second half.

07/10/2023

If starting a family is one of your goals, understanding the costs can make shaping your financial plan easier. From birth to graduation, we can help you prepare for child-related expenses.

As a parent-to-be, how do you prepare financially for a new baby? Review these tips to learn about new child expenses and how you can start preparing now.

07/10/2023

For most of us, financial freedom doesn’t happen overnight – it takes dedication, perseverance and a long-range view. What financial milestones are you working toward?

07/08/2023

Happy 4 year anniversary Jay Rhoads! We are so thankful to have you as part of our team!

07/07/2023

The Supreme Court recently issued a ruling against the administration’s plan for federal student loan forgiveness, which would have cancelled debt for millions of borrowers. If paying off student loans is a priority for you or someone in your family, consider these strategies.

Plus, how to strategically balance student loan repayment with other financial priorities.

07/07/2023

Congratulations to our Lon Jury! He was recognized as a “Fast Growing Advisor to Watch” by AdvisorHub, a publication covering the wealth management industry. AdvisorHub recognizes elite financial advisors who are growing their practices by acquiring new clients and deepening their relationships with existing ones.

Lon was chosen based on his growth, the quality of practice, and character. The publication evaluated advisor nominations according to their assets under management, number of client relationships and acquisitions, years of experience, professional designations, community involvement, and the makeup of his team, among other criteria.

07/06/2023

Millennials: Do you find yourself managing competing demands for your time, money and focus? Marcy Keckler, Ameriprise Financial Senior Vice President of Financial Advice Strategy & Marketing, offers these tips for staying on top of it all.

Six in 10 Millennials feel good financially, but they could benefit from additional planning, especially when it comes to weathering economic hiccups and taxes in retirement.