Allegheny Financial Group

07/16/2026

Markets can change quickly, and the first half of 2026 was a good reminder that no single group of companies leads forever. For investors, that reinforces the value of staying diversified, disciplined, and focused on long-term goals—not short-term headlines. Learn more in AFG's 2Q2026 Capital Market Review by Joe Clark, CFA.

https://alleghenyfinancial.com/capital-market-review-second-quarter-2026/

Key Takeaways Stock markets started the first half of the year at a strong pace. While investors continue to debate trade policy, elections, geopolitical risks, and interest rates, corporate America has largely continued to execute. Earnings growth has remained strong, and businesses continue to inv...

07/07/2026

Congratulations to Jessica Lattanzio of the Haynes Kuhn Group for passing the Securities Industry Essentials (SIE) exam!

07/03/2026

Allegheny Financial Group will be closed on Friday, July 3rd, in observance of Independence Day.

07/02/2026

Congratulations to Sara Lucke for her promotion to Compliance & Billing Manager for AFG’s corporate office.

06/21/2026

Happy Father's Day from Allegheny Financial Group!

06/19/2026

Allegheny Financial Group is closed on Friday, June 19th in observance of Juneteenth.

06/16/2026

You may have noticed recent headlines about “Trump accounts,” which officially launch on July 4, 2026. But what exactly are they?

AFG's Ariel Watson, CFP®, provides a breakdown of what they are, who is eligible, how they work, and what they could mean for savers.

https://alleghenyfinancial.com/trump-accounts-explained-eligibility-contributions-taxes-and-how-they-work/

In 2025, federal legislation created “Trump Accounts”, a new type of tax-advantaged individual retirement account for children under age 18. Established under Internal Revenue Code Section 530A, these accounts are intended to help families begin investing early for a child’s long-term financia...

06/11/2026

If a company is successful, its stock should be too… right?

Not necessarily.

Dan Caumo, CFA, shares why the relationship between company performance and stock returns isn’t always aligned—and what investors should keep in mind.

Read more:
https://alleghenyfinancial.com/why-good-companies-dont-always-make-good-stocks/

Most people assume good companies produce good stock returns. Over long periods, that often proves true. However, over shorter periods, and even sometimes lasting years, strong businesses can underperformwhile other areas of the market surge ahead. Recent markets can provide a useful example. A hand...

05/25/2026

Allegheny Financial Group offices are closed on Monday, May 25th.

05/21/2026

Congratulations to Bob Smith from our corporate office on his promotion to Senior Advisor Services Representative!