A Conversation with Brad Griswold of Corbenic Partners
The Managing Partner of Corbenic Partners, Brad Griswold, discusses the start and the growth of the firm over the...
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How To Use Muni Bonds For Tax-Loss Harvesting
Tax-loss harvesting in municipal bond portfolios can allow investors to offset tax liabilities stemming from capital gains in other...
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Advice may be timeless, but advisers are not
Advisor, William Velekei discusses the importance of a succession plan within your professional team.
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Donor dip? Local giving steady under new tax law
January 25, 2019 • Melinda Rizzo As tax season cranks up, nonprofits across the region are assessing the impact...
Continue Reading Build Savings Habits that Last for the New Year and Beyond
Dec 31, 2018 • William Velekei The new year is here, and at this time we often reflect on...
Continue Reading The best way to win these clients? Eat a cheeseburger
October 22 2018 • Brad Griswold I have been eating McDonald’s cheeseburgers since I was four years old. I...
Continue Reading McDonald’s Franchisees: Niche Clients “by Accident and All of a Sudden”
May 11, 2018 • Michael Thrasher More than a third of assets managed by Corbenic Partners comes from owners...
Continue Reading William Velekei Receives 2017 Young Leaders Award
October 1, 2017 We are pleased to announce William Velekei CPA, CFP®, received the 2017 Pennsylvania Institute of Certified...
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