Traditions Blog
Your guide for better financial decisions.
Tap into the Equity in Your Home
As we bid farewell to a sizzling hot summer in Southcentral Pennsylvania and welcome the clear, blue skies of fall, our attention turns from lounging poolside to taking action. Important projects such as scheduling home improvements, purchasing a new …
September 20, 2018
Seven Ways to Use Your Tax Refund
According to the Internal Revenue Service (IRS), more than 70 percent of the nation's taxpayers received a tax refund averaging nearly $3,000 in 2017 and will get a similar - or even larger amount - in future years because of the Tax Cuts and Jobs …
February 28, 2018
Tax Scammers May Target You: Here’s What To Do
Tax season is a critical time to become better acquainted with the latest tax-related scams that have impacted thousands of individuals in recent years. Below are two ways tax scammers might target you and what you can do about it. Tax Identity …
January 31, 2018
Do I Have My Estate Planning Documents In Order?
Have you ever thought about your estate plan? We think about and plan many things in life such as when and where to go on vacation, how to save for retirement, when to buy a house, when to get married, when to start a family, but do we think about …
December 31, 2017
Cautious Optimism
I have used the phrase "cautious optimism" many times during my career; I have used it several times in the last eighteen months. For investors, cautious optimism could be described as being risk-aware (notice that I did not use risk-averse). 2018 …
December 31, 2017
A Volatile Start to 2018
2017 was a remarkable year in the markets for many reasons, beyond the calendar year returns we experienced. One of the most interesting facets of 2017 was the low levels of volatility, as measured by the Cboe Volatility Index®, better known as the …
December 31, 2017