Alliance Financial

The Comfort Trap Many Investors Fall Into History shows why comfort can come at a cost.

Looking ahead to the rest of 2026…

Hear from LPL Financial’s Chief Equity Strategist, Jeff Buchbinder, as he presents the Mid‑Year Outlook during our upcoming virtual event.

📅 July 22nd | ⏰ 5:00 PM Click below to register.

2026 LPL Mid-Year Outlook with Jeff Buchbinder Drawing on LPL’s research, Jeff will share perspectives on current conditions and what they may mean moving forward.

Wishing all fathers and father figures a very Happy Father’s Day!

Today we recognize Juneteenth, a day that commemorates freedom marking the day when slavery came to an end in the United States.

In honor of Juneteenth, our offices will be closed. We will resume normal business hours on Monday, June 22.

The Hidden Risk of Playing It Too Safe See what a century of history says about cash.

Join us for a virtual seminar on July 22 at 5 PM featuring Jeff Buchbinder, Chief Equity Strategist at LPL Financial, as he presents the 2026 Mid‑Year Outlook. Click below to register or learn more.

2026 LPL Mid-Year Outlook with Jeff Buchbinder Drawing on LPL’s research, Jeff will share perspectives on current conditions and what they may mean moving forward.

June is Homeownership Month. 🏡

For many, owning a home is one of life’s biggest financial milestones. With about 65% of U.S. households owning their home, it remains a goal shared by many.

At Alliance Financial, we’re here to help plan for what’s ahead—supporting individuals and families through every stage of their financial journey.

Because every milestone starts with a plan.

🌐 www.alliancefinancialofpa.com

What a Century of Investing History Shows A simple lesson about time and discipline.

Today is a great reminder of the importance of planning for future education costs and exploring tools like 529 college savings plans to help prepare. 🎓

As the cost of education continues to rise, having a plan in place can help families stay organized and focused on their long-term goals.

To learn more about a 529 plan read our latest blog here: www.alliancefinancialofpa.com/blog/529-day-planning-future-education-costs

*Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.*

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country.

In observance of the holiday, our offices will be closed. We will resume normal business hours tomorrow, Tuesday, May 26.