Broker Check

Blog

Monday, January 29, 2024

In a remarkable intersection of finance and education, our esteemed Financial Advisor, Adam Sherman, has recently been selected as an Adjunct Professor in the Finance Department at Florida Atlantic University. This prestigious...

Tuesday, December 5, 2023

Our very own, Ben Feld, who coaches Drexel University's golf team, has achieved an amazing accomplishment with his team for winning every event in their Fall schedule, which currently ranks them inside the Top 100 in the...

Monday, December 12, 2022

The economic and financial impact of COVID-19 was the theme of the year for 2022. For the first time in decades, the country – and central bank – had to address inflation pressures. Possible rewording: rising interest rates...

Tuesday, March 22, 2022

Tuesday, March 8, 2022

Adam was recognized as a Top Security Professional in 2021 by Forbes. This honor would not be possible without our dedicated team and incredible clients!The Forbes rankings of America’s Top Financial Security Professionals,...

Show All

Thursday, December 16, 2021

The life insurance marketplace continued a strong rebound following the seismic impact of COVID-19 from the previous year.However, it was not without some challenges. With Democrats prevailing to claim Congress and the White House, tax...

Tuesday, December 7, 2021

Check out PCG in our latest news article! Featured in the "Power Players" section of the Boca Raton Observer:View Article

Tuesday, November 23, 2021

Originally published in the Fall 2021 Philadelphia Estate Planning Newsletter A key technique of great writing is that when you don’t have anything specific to say, make a list. As we come to the close of 2021, here are...

Monday, September 13, 2021

I have written several times in the past – either as a feature topic or a subset of broader planning and product discussions – about the changes in the Long Term Care (LTC) insurance (LTCi) marketplace. Catalyzed by the...

Monday, May 24, 2021

I often find myself jealous of my colleagues that focus on the asset management part of the business. While their proposal and analysis work are no doubt difficult and require great care and skill, the transition from the design phase...

Tuesday, May 4, 2021

A short time ago, in Jenkintown, PA Post-issue service is the most critical aspect of the life insurance policy process. The work to design, underwrite and implement coverage happens over a relatively short period of time....

Friday, April 23, 2021

In my past article published in the Winter 2019 Philadelphia Estate Planning Council Newsletter “Term Insurance, Beyond the Pricing”, I explored the various reasons why selecting term insurance is more than commodity...