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Education & Insights

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Unconventional Investment Wisdom

To make investing seem easier, a number of “rules of thumb” have evolved over the years. Such rules have a basis in experience, but they tend to oversimplify the dynamics and challenges of sound portfolio management. Here are some examples.
5 Advantages of Semi-Retirement

Whether you want more financial freedom or a renewed sense of purpose, working a part-time job during retirement offers benefits everyone can appreciate.
How to Thrive in the 3 Phases of Financial Life

Whether we know it or not, we all go through three phases in our financial life: accumulation, preservation, and distribution. Learning about these phases can help you plan for retirement and protect your assets.
How a 20 year old can save $1 million by age 65

If you want a happy retirement, aiming to save $1 million dollars for it is a good start.
WesBanco Wellness

Combatting the Effects of Clutter on Health and Wealth

According to a recent survey, 60% of Americans have been late to work or school because of misplaced car keys or other items, and Baby Boomers are only half as likely to lose things than Millennials. Based on these statistics, you can see where you fall on the disorganization scale.
Home Renovation Returns: Maximize ROI on Home Improvement Projects

Updating old features, increasing the square footage, and improving functionality can boost your home’s appraised value.
First-Time Homebuyer Tips

Making the change from renter to homeowner is an exciting time, but it’s also a little overwhelming. Check out our guide for the best tips on prepping your budget, getting pre-qualified and how to choose the right mortgage and lender.
Pros & Cons of Adjustable-Rate Mortgages

You’ll want to weigh your options carefully and choose the type of mortgage that makes the most sense for your individual situation.
Housing Budget Breakdown: How Much to Spend

This quick video shares two key rules to consider before you start the mortgage process: 1. How much of your income should go towards a mortgage, and 2. How to break down your budget to qualify for a mortgage.
Everything You Need to Know About Shopping for Insurance

What do you need to know about shopping for insurance? Get the facts here.
Current Home Loan Rates in 2023 | The Neighborhood Minute March 2023

Current home loan rates have fluctuated once again with recent fed changes. Is it time to explore adjustable-rate mortgages?
What’s Better – 'Buy Now Pay Later' or Credit Cards?

Are Buy Now Pay Later services (BNPLs) better than simply using your credit card? Let’s take a look.