Professional Money Management

08/24/2026

Today is our fearless leader's birthday!
🎉Happy Birthday Dan!🎉

Thank you Dan for your guidance, your mentorship, and the example you set for all of us every day. We’re grateful for everything you do for our clients and for our team.

From all of us at PMM, we wish you a very Happy Birthday and a fantastic year ahead! 🎂🎉

08/18/2026

After a lot of hard work, studying, and dedication, we are excited to announce that Brandon passed the Certified Financial Planning (CFP®) exam! We couldn’t be more proud of him and everything he put into reaching this goal.

Brandon’s accomplishment means we now have three CFP® professionals on our team, which we think is pretty remarkable.

Congratulations, Brandon! You've earned this, and we can't wait to see what comes next!🎉🎉🎉

08/13/2026

What a great few days at the LPL conference! We loved getting the chance to connect with other advisors, hear from some incredible speakers, and learn so much from the sessions throughout the week.

There’s always something new to take away from these conferences, and we’re grateful for all of the people who shared their knowledge and experiences with us. We’re heading home with some great ideas and fresh perspectives!

08/11/2026

We’re honored to be named the Chamber Champion for August! Since moving our office to Greensburg last September, we’ve loved being part of the Chamber community. We’re so grateful for all the support, connections, and encouragement they’ve given us along the way! Thank you to the Chamber for this awesome recognition.

Now accepting challengers… 🥊
Or, if you’d rather talk about your financial future, we’re pretty good at that too.

08/11/2026

Finding the rhythm in finance! 💃 Success isn't just about the numbers; it's about the people you ride the waves with. Tag your favorite investing partner!

08/06/2026

We are honored to have been voted Best of Westmoreland County Gold in Financial Planning for the 4th consecutive year!

To every client, family member, friend, and supporter who took the time to vote for us, thank you. Your trust, loyalty, and confidence in our team mean more than words can express.

It is a privilege to help our clients navigate one of life's most important journeys, planning for and living through retirement. We are grateful for the opportunity to build lasting relationships and to be a trusted partner every step of the way.

Thank you for your continued support and for allowing us to do what we love. We look forward to serving you for many years to come and helping even more families achieve a confident retirement.

Here's to another year of working together! 💙

07/30/2026

Artificial intelligence remains one of the most important investment themes in the market today. While much of the attention is focused on new tools and applications, the bigger story may be the infrastructure being built behind the...

07/30/2026

No two clients are the same. Nor are their portfolios.

The strategies that serve someone building wealth at 55 look very different from those preparing for retirement at 65. That's why it's critical to take a multi-layered approach that allows us to use a mix of strategies to pursue your goals.

What mix works best for you?

07/22/2026

Online scams are becoming more sophisticated, and new technology is helping criminal networks operate at a larger scale. An AP investigation found that scam operations have used artificial intelligence, cloud services, internet infrastructure, satellite connections, and social platforms to target people around the world. Some scams now involve automated messages, real-time translation, fake identities, and carefully scripted conversations designed to build trust quickly. The financial damage can be devastating. The Federal Trade Commission estimated that scams cost Americans nearly $200 billion in losses in 2024.

For consumers, the warning signs still matter: pressure to act quickly, requests to keep conversations secret, sudden talk of money or investments, and relationships that move unusually fast. As scams become more advanced, skepticism can be a form of protection. Slowing down, verifying details, and talking with someone trusted before sending money can make a meaningful difference.

Source:

Technology from American companies is being used to power a revolution in the scam industry, playing a key role in the industrialization and globalization of fraud in ways that have not been clear until now, an AP/“FRONTLINE” investigation has found.