Gabriel Shannon, Karr Barth Associates

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Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
11/03/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
10/29/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

Do global and international mutual funds complement or conflict with each other?
10/27/2026

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Whether you realize it or not, you’ve allocated your assets.
10/22/2026

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequences to their future financial security.

An ILIT could play a role in your estate strategy.
10/20/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Learn the ins and outs of 529 plans before you or your student heads to college.
10/15/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and non...
10/13/2026

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and none of them may reflect yours.

Different inflation indexes may tell different stories. Here's what that could mean for you.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Your credit score may impact what you pay for auto and home insurance.
10/08/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
10/06/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Address

1 Belmont Avenue
Philadelphia, PA
19004

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+16106604369

Website

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