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James Moyer

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Wealth Management
James Moyer | 7.8.2021

Given the Proposed Changes in President Joe Biden’s Tax Plan, Could A Non-Qualified Annuity Make Sense?

Better understand Non-Qualified Annuities including the associated costs and how proposed tax law changes affect annuities.

Wealth Management
James Moyer, Jason Staley | 3.2.2021

Bitcoin, Bitcoin, Read All About It

Learn more about bitcoin, what it is and why everyone is excited about it.

Wealth Management
James Moyer | 1.28.2021

Many Flavors of Life Insurance: Which is Right for You?

Better understand deciding between the many life insurance options and answer the question of "How much insurance do I need?"

Wealth Management
James Moyer | 12.9.2020

Sign Me Up for Insurance

Learn about basic risk management strategies and the need for life insurance and property and casualty insurance. Pittsburgh

Tax, Wealth Management
James Moyer | 10.21.2020

Financial Boot Camp Series: Focus on What You Can Control to Increase After-Tax Performance

Learn how you can better control your portfolio's by increasing after-tax performance and the steps needed to increase your investment performance.

Professional Services, Tax Reform, Wealth Management
James Moyer | 5.31.2018

Time to Revisit that Roth Conversion?

Thanks to the recently enacted Tax Cuts and Jobs Act, now could be the best time to convert your traditional IRA into a Roth IRA. Roths have been in the

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