Categories
Community

Daymian Vajda joins Albion team

Albion Financial Group is delighted to announce that Daymian Vajda has joined the firm as our newest Associate Wealth Advisor. He is working closely with Senior Wealth Advisor Devin Pope and his team. Daymian recently graduated from Westminster College with a Bachelor of Science degree in Finance. Historically speaking, Daymian is the sixth Westminster alumnus […]

Categories
News

Patrick Lundergan achieves CFP® Designation

Albion Financial Group is proud to announce and celebrate the firm’s newest Certified Financial Planner®. Financial Planners are engaged in the detailed aspects of the financial advising relationship. Their efforts make it possible for our clients to seamlessly envision and plan for a variety of prospective scenarios. Their contribution to the team is essential as […]

Categories
Learn

FAQ: Bitcoin 101

For those trying to better understand bitcoin and cryptocurrencies, here’s our understanding on a handful of frequently asked questions

Categories
Services

2021 Planning Guide: What You Need to Know

A quick reference for tax rates, savings and retirement contributions, college savings strategies, as well as Social Security and Medicare information.

Categories
Uncategorized

White Paper: Understanding the Nuances in Investment Performance

Measuring investment performance is an art, not a science. For many this notion can prompt an uncomfortable response as it repudiates what should be entirely impartial statistical information. The reality however is that there are many subjective conditions that dictate the numerical output of such analyses. Therefore, it is important to have a thorough conversation […]

Categories
Services

Understanding Employee Stock Options

You’ve worked hard for your employer for several years and been rewarded with options on the company stock. Now stock options make up a large share of your wealth and you’re thinking it’s time to pay more attention. But what are these options worth and how should they be handled? As employers have grown more […]

Categories
Learn

White Paper: Dollar-Weighted Versus Time-Weighted Returns – Should You Care?

If you invest and reinvest in a stock over time, what’s the best way to measure your overall return when you eventually cash out?