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Key life events can and should trigger investment changes
A Conversation With: Emilio ‘Jack’ Morrone, principal of One Financial Services
Lehigh Valley investment firm specializes in housing
A Conversation With: Don Wenner, president and CEO of DLP Capital
A Conversation With: Michael Fisher, president and CEO of Client 1st Financial
Client 1st Financial was established in 2011, has over 637 clients and manages $177M in assets. Client 1st is located in Fogelsville and serves clients in 23 states. Michael J. Fischer, president and CEO is a lifelong resident of the Lehigh Valley who has been in the financial services field for over 32 years.
Federal rule barring 401k managers from investing in sustainable companies hits sour note with Martin Guitar CEO
The CEO of guitar maker C.F. Martin & Co. is pushing back against a rule proposed by the U.S. Department of Labor that would prohibit company 401k managers from investing in so-called Environmental, Social and Governance (ESG) funds.
A Conversation With: Conor Delaney, founder and CEO of the Good Life Companies
Good Life Companies is a conglomeration of companies in the health and wealth space.
Air Products promotes exec to global sustainability position
Air Products and Chemicals of Trexlertown said it promoted Simon Moore, vice president of investor relations and corporate relations, to an expanded role where he will lead the company’s global sustainability efforts.
Stock Market program to inspire Carbon County teens
For the first time, the Pennsylvania Council on Financial Literacy is bringing its Stock Market Challenge to secondary school students in Carbon County, so that they can learn about investing and other important financial skills.
Initiative to address financial challenges women face
The Pennsylvania Department of Banking and Securities has launched an initiative to try to help women better save for retirement.
Picking a CCRC starts with good planning
As people age, one of their most pressing concerns is where they will spend their retirement years.
