Explore insights that could affect your financial future.

News & Awards

Taylor, Mallette and Taranto Earn Principal Status

HBKS® Wealth Advisors (HBKS®) announced today that Brittany Taylor, Brian Mallette and Tom Taranto have been named Principals in their respective offices. The announcement was made by CEO and Managing Principal...

News & Awards

HBKS® Wealth Advisors Among Top 100 in Assets Under Management

July 18, 2018 – HBKS® Wealth Advisors (HBKS®) is one of the nation’s top 100 registered investment advisors (RIAs) as measured by assets under management. With more than $3.5 billion under...

News & Awards

HBKS Named to 2018 Financial Times 300 Top Registered Investment Advisers

June 28, 2018 – HBKS® Wealth Advisors (HBKS) is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list...

News & Awards

HBKS Wealth Advisors Ranked Among Largest by Accounting Today

June 10, 2018 — In its recently released 2018 survey, the June 10,2018 edition of Accounting Today magazine ranks HBKS® 11th in amount of assets under management (AUM) among CPA firm's...

News & Awards

HBKS Wealth Advisors acquires stake in K·Coe Wealth Management LLC.

April 26, 2018 — HBKS® Wealth Advisors(HBKS) acquires a minority stake in K·Coe Isom LLP’s subsidiary K·Coe Wealth Management LLC. “Our firms have a great deal in common, from our regard for...

News & Awards

Locust Capital Management Merges with HBKS Wealth Advisors

Philadelphia - October 9, 2017 — HBKS® Wealth Advisors(HBKS) announced today it has completed a merger agreement with Locust Capital Management. Under the agreement, the Philadelphia-based wealth management firm will operate...

News & Awards

HBKS Wealth Advisors Named a Top 300 RIA by Financial Times

Financial Times included HBKS® Wealth Advisors in its fourth annual listing of an “elite group” of advisors.

News & Awards

Financial Times Ranks HBKS Among Top U.S. RIAs

June 22, 2017 — For the fourth consecutive year, HBKS® Wealth Advisors(HBKS) has been named to the Financial Times 300 Top Registered Investment Advisors (RIA).

News & Awards

HBKS Wealth Advisors Ranked Among Largest by Accounting Today

August 18, 2017 — Erie, Penn.... In its recently released 2017 survey, the June 1,2017 edition of Accounting Today magazine ranks HBKS 15th in amount of assets under management (AUM) among...

News & Awards

HBKS Wealth Advisors’ Managing Principal/Chief Executive Officer Christopher M. Allegretti & Chief Operations Officer Scott Cross were recently interviewed by Charles Schwab

HBKS® Wealth Advisors’ Managing Principal/Chief Executive Officer Christopher M. Allegretti and Chief Operations Officer Scott Cross were recently interviewed by Charles Schwab as contributors to their white paper entitled Forward Momentum:...

News & Awards

HBKS Wealth Advisors Named a 100 Fastest Growing RIA Firm Over Ten Years by Forbes Magazine

Forbes magazine showcases the wealth management firms by growth in assets over the past ten years with a majority of the firms accruing more than $1 billion in assets.

News & Awards

HBKS Wealth Advisors Announces Promotion of Firm Leaders

Erie, PA - HBKS® Wealth Advisors announced today the promotions of two of its key leaders. Senior Financial Advisors Steven Rinn, CFP, of the firm’s Erie, Penn., office, and David Darwish,...

News & Awards

HBKS Wealth Advisors voted Southwest Florida’s “best” financial advisory firm in a readers’ choice poll conducted by Gulfshore Business magazine

Fort Myers, Fla. - HBKS® Wealth Advisors was voted Southwest Florida’s “best” financial advisory firm in a readers’ choice poll conducted by Gulfshore Business magazine. The firm was honored for its...

News & Awards

HBKS Wealth Advisors Ranked Among Largest by Accounting Today

July 12, 2016 - In its recently released 2016 survey, the June 2016 edition of Accounting Today magazine ranks HBKS® Wealth Advisors 14th in amount of assets under management (AUM) among...

News & Awards

HBKS Wealth Advisors Named a Top RIA by Financial Advisor Magazine

HBKS® Wealth Advisors ranked 102 in the $1 billion and over asset category.

News & Awards

Financial Times Ranks HBKS Among Top U.S. RIAs.

HBKS® Wealth Advisors was pleased to be included in Financial Times 2016 Top 300 Registered Investment Advisers for the third consecutive year.

News & Awards

HBKS Wealth Advisors Named a Top 300 RIA by Financial Times

Financial Times included HBKS® Wealth Advisors in its third annual listing of an “elite group” of advisors.

News & Awards

HBKS Wealth Advisors Completes Merger Agreement with Comprehensive Wealth Solutions

Fredonia, New York - HBKS® Wealth Advisors announced today it has completed a merger agreement with Comprehensive Wealth Solutions (CWS). Under the agreement, the Fredonia, New York-based wealth management firm began...

News & Awards

HBKS Wealth Advisors Announces the Signing of a Definitive Merger Agreement with Global Wealth Consultants

Naples, Florida - HBKS® Wealth Advisors announced today the signing of a definitive merger agreement under which Global Wealth Consultants (GWC) of Naples, Fla., will join its multidisciplinary financial services firm.

News & Awards

HBKS Wealth Advisors Principal and Senior Financial Advisor Stephen Schramm featured in Treasure Coast Newspaper

HBKS® Wealth Advisors takes a holistic view of working with each individual client. This distinguishes the firm, which has offices in Stuart and other Florida locations as well as in Ohio...

News & Awards

HBKS Wealth Advisors Principal and Senior Financial Advisor Dean Piccirillo featured on GoErie.com

Erie native Piccirillo finds success in Florida.

News & Awards

HBKS’s Director of Asset Management, Brian Sommers, CFA, quoted in The Wall Street Journal

Brian Sommers, CFA - Director of Asset Management for HBKS® Wealth Advisors was quoted in The Wall Street Journal about the rise and fall of liquid-alternative funds.

News & Awards

HBKS Wealth Advisors Announces “People of the Year” Finalist

HBKS® Wealth Advisors is proud to announce that Dean Piccirillo, CFP®, CRPS®, AIFA® has been named one of three finalists for Southwest Florida’s News-Press “People of the Year” award. The program...

Fiduciary

Financial Planning

The Responsible Advisor

In 2016 the Department of Labor (DOL) adopted new standards designed to expand ERISA fiduciary obligations to all financial advisors who work with clients in connection with any retirement-related account. They...

Financial Planning

Back to School Season Reminds Us…

Having spent several years as a high school economics teacher and being the son of two educators, I know first hand that "back to school" season can bring about a variety...

Football Defense

Financial Planning

Defense Wins Championships

"Defense wins championships" is a common phrase used in the sports world. While high-powered offenses are "flashy" and can certainly carry teams to success, oftentimes the teams with the most...

Financial Planning

Pay Down or Save Up?

You have extra cash. Should you use it to pay down debt or build up your retirement savings?

Mom and daughter

Financial Planning

Women and Finance: Even When There’s Too Much Else to Do

In many families, one individual is typically the financial manager, that is, the person who makes sure the bills are paid, savings and retirement plans are funded, who meets with the...

Diverging road splitting into two

Financial Planning

Saving for Retirement or College: Pick One

Good for you if you’re able to put enough money aside to cover your retirement and your kids’ college educations. But if not, remember the flight attendant’s advice before take-off: put...

Financial Planning

Residency and Your Finances

The first years of practice after completing medical school can be wrought with financial peril and stress. Newly christened physicians who have borrowed money to attend medical school emerge with huge...

Financial Planning

Financial Planning Focus: Physicians – Part 2

Most doctors don’t start earning a living wage until their 30s. Four years of undergrad, four years of medical school, three-to-five years of residency – that’s more than a decade of...

Financial Planning

Financial Planning Focus: Physicians – Part 3

You’ve set your financial foundation during the first five years after residency. Now that your loans are paid off, you are saving adequately for retirement and you are properly insured, you...

Financial Planning

Come Partner with Me NOW

This one’s for you, Mr. and Mrs. Early Thirties – you who are ascending the corporate ladder, or leaving the corporate life to pursue your entrepreneurial dreams, or deep into your...

Financial Planning

Getting Organized

Most consumers are under-informed about the need for financial planning. The industry is partly to blame. Big banks and wire-houses would have you believe opening up an online account or visiting...

Financial Planning

Financial Planning Focus: Physicians – Part 1

Doctors face more financial challenges than one might think. To start, most do not start earning a living wage until their 30s. Four years of undergrad, four years of medical school,...

Financial Planning

Financial Planning: Embrace the Target

As a lifelong Chicago Cubs fan, 2016 is a year that I will remember forever. Last year’s title run started with a speech by Joe Maddon, the team’s manager, on the...

Financial Planning

Strategies for Managing Family Wealth

Wealth complicates matters. Wealthy families have not only more varied investments, but a wider range of goals, and maybe most importantly, greater exposure to financial risk. So financial advice to wealthy...

Financial Planning

Financial Planning vs. Investment Management

As election night 2016 came to its surprising end, investors were understandably confused. Some panicked using the earliest foreign exchanges to open to dump stocks. Prognosticators had predicted a precipitous fall...

Financial Planning

Using the Tax Return to Increase Income

As a financial advisor, I find the tax return one of the most revealing and useful tools for helping my clients. It will always be among one of the first items...

Financial Planning

Your 30s: Successfully Spreading Yourself Out

It has been said that 30 is the new 20 as young people today are delaying adulthood by not checking off the traditional “adult” mile-markers: getting married, having children, buying a...

Financial Planning

Planning Concerns of Divorcing Couples

With some preparation and planning, you can take charge of your financial well-being during the difficult divorce process.

Financial Planning

Independence, Expertise and Service: Keys to Serving the Discerning Investor

Industry studies reveal a growing preference by discerning investors for fee-based advisors over commission-based brokers. For more than a decade, firms operating under the independent registered investment advisory (RIA) model have...

Financial Planning

Moral Hazard

The term “moral hazard” dates back to the 17th century and was widely used by insurance companies. The term was more recently used when economist Paul Krugman described moral hazard as...

Financial Planning

Will I Be Okay?

The goals for saving and investing are many and varied: a comfortable retirement, educating children or grandchildren, passing wealth along to a next generation, all the above and others. Investors might...

Stock market volatility

Market Commentary

The Recent Volatility in Stock Markets Could Indicate That Stock Market Leadership is Shifting

After reaching new highs in September of this year, stock markets in the United States and abroad have been falling. Stock prices deteriorated more rapidly on Wednesday and Thursday before stabilizing...

Market Commentary

Keeping Up with the Indices

How do you judge the performance of your investments? Many investors like to compare the movement in their portfolios with the S&P 500 or the Dow. Some people feel like they...

Market Commentary

Commentary on the U.S. Economy, Q2: Resist the Urge to React to Hypothetical Rhetoric

Global stock markets remained volatile in the second quarter despite solid corporate profits, as investors began to focus on slower growth in many parts of the world.

Market Commentary

Trade Tensions Spook Investors

Stock markets tumbled late last week, with most market observers attributing it to President Trump’s announcements of a number of tariffs on goods imported into the United States. News headlines quoted...

Market Commentary

Investor Anxiety Returns to Roil Stock Markets

On Monday the MSCI All Country World Index (ACWI), a measure of global stock markets, was down 3 percent, after dropping 3.4 percent last week. Last night and early Tuesday morning...

Market Commentary

Market Risks are Growing

Global stock markets turned in another solid performance in 2017, driven by continued improvement in economic growth. In the United States, the S&P 500 Index was up 21.8 percent, including dividends....

Market Commentary

Global Stock Markets Continue to Climb in Second Quarter 2017

During the past nine years many central banks around the world have been supplying monetary stimulus in order to lift global economic growth. These expansionary policies have enabled...

Market Commentary

HBKS Wealth Advisors Named a Top RIA by Financial Advisor Magazine

HBKS® Wealth Advisors’ ranked 100 in the $1 billion and over asset category.

Market Commentary

Uncertain Political Environment Weighing on Global Stocks

Stocks continued to surge for most of the first quarter of 2017 before treading water in March. While there is no shortage of political uncertainty around the world, during the first...