Wealth Insights

Proposed Social Security Changes: The Top 5 Things You Need To Know

The 2020 election is approaching with many important issues at the forefront of each candidate’s campaign. But there are other issues not as widely discussed yet equally important – one being Social Security reform. It is common knowledge the Social Security trust fund runs a deficit each year and any changes to the Social Security funding or payment structure would impact many.  Here are the top 5 things you need to know about the proposed Social Security changes: 

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What Will Happen In November?

2020 will go down in history as one of the most interesting years we have faced in some time. Our society has endured, and still battling, a global pandemic, experienced an extremely volatile financial market, and now we are on the threshold of one of the most politicized Presidential elections. To top it off, we are seeing signals that this election will not go quietly into the night.

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The 2020 U.S. Presidential Election And Investment Decision Making: What Should I Do With My Investment Allocation?
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Waldron Private Wealth Named One of Pittsburgh’s Top Workplaces in 2020

 Waldron Private Wealth, an independent wealth management firm located just outside Pittsburgh, was recently named one of the region’s best small businesses of 2020 by the Pittsburgh Post-Gazette’s Top Workplaces program. Waldron was ranked third out of 58 companies in the Small Business category, which is designated for companies employing between 50 and 149 people.

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How Waldron Private Wealth is Maintaining Culture and Office Morale While Working from Home

At Waldron Private Wealth, we have four “culture pillars” that we pride ourselves on and use as guideposts to develop our intra-company mindset:

  1. We Are A Team
  2. We Are All Entrepreneurs
  3. Driven To Make A Difference
  4. Mission First
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Time Waits for No One so Don’t Pass Me By

While the title may take you back to the classic rock era and create a sense of nostalgia and fond memories of how things used to be, the reality is that life as we know it has changed. Yes, we said it. Each day, we see and feel the effects the current pandemic has on our lives. Things we never before had to think about are our new normal. We now ask ourselves, “Did I remember my mask to wear to the grocery store?” or “Did I review my child’s lesson plan before they attend class via Zoom?” One thing that is certain: 2020 is a year that most of us did not expect.

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What to do during the COVID-19 quarantine?

We understand that your inbox, news and social media have been flooded with information about the COVID-19 pandemic, the stock market, political posts and countless other topics. We first and foremost hope that you and your families are safe during these unprecedented times. We also hope that you are finding ways to keep yourselves occupied during this pandemic.

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2020 Tax Deadline Changed

As the turmoil and negative sentiment surrounding the COVID-19 pandemic continue to bombard your inboxes and TV screens, we wanted to take a moment to highlight an important change to 2020’s tax deadline that will more than likely impact many of you.

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What to do with your money during the coronavirus crisis

The news headlines over the past weeks have been riddled with two serious threats to the health and wellbeing of people across the U.S. The first and obvious threat is the novel coronavirus (COVID-19) outbreak. The less obvious danger, lurking beneath the surface, despite its daily limelight, is the stock market, which entered bear market territory for the first time in 11 years.

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COVID-19: Weekly Market Update 3/17/2020

We wanted to pass along an update on the quickly changing news over the weekend and the implications to financial markets/economy.  It is important to recognize that the current market and economic conditions are event driven vs. technical driven as we saw in 2008.  The plumbing in the financial markets continues to be fully functioning at this time.

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