In the next few days, Schwab will be sending clients a Key Information Packet in the mail that provides key dates and details about the TD Ameritrade transition to Schwab in September. Check out our short video for highlights of … Continue reading →

Congratulations to Bridget Loutzenhiser, CFP® and Ryan Suess, CFP® for being recognized as 2023 Five Star Wealth Manager Award Winners! Look for them in the July issue of Pittsburgh Magazine! Thank you both for your hard work and dedication!

People are starting to have a case of FOMO (fear of missing out). Investors are wondering if they have missed out on the market bottom. Should they put more money into stocks when they see the market moving higher? This … Continue reading →

Originally posted on April 3, 2020 We are dedicated to keeping you apprised of the current economic conditions.  We will be sending periodic communications in April to help you make some sense of the ever-changing economic climate. We believe we … Continue reading →

Originally posted on March 19, 2020 The fundamentals in the financial markets are changing on an hourly basis which makes predicting any type of outcome impossible for the short term.  The coronavirus pandemic is the biggest global event since WWII.  … Continue reading →

Originally posted on September 13, 2016 We have been exposed to a host of different issues from both candidates over the course of this presidential election. And while the media continues to highlight several stories that range from Clinton’s health … Continue reading →

Originally posted on August 11, 2016 Over the last few weeks the major indexes – S&P 500, Dow and Nasdaq – continue to break record highs. The obvious question becomes, “Are these lofty stock prices sustainable and what’s the markets’ … Continue reading →

Originally posted on June 21, 2016 In two days (June 23rd) Britons will go to the polls to decide whether their country will remain in the European Union (EU), the 28-nation supranational project that offers free trade in exchange for … Continue reading →

Investors’ end of month February and March statements sure looked a lot better than end of January’s statements. Is the current market uptick here to stay or are we in a “bear market rally”? A loose definition of a bear … Continue reading →

Kapusta Financial Group would like to extend congratulations to Katie Kapusta for successfully earning the Registered Paraplanner (RP) designation. Over the last eight months she was introduced to various modules of the financial planning field including investment planning, retirement planning, … Continue reading →