fbpx

Banking & Finance

A Conversation With: Dennis Morton of Morton Brown Family Wealth

As a financial adviser, Dennis Morton has integrated his academic background in history and finance with his professional background as an Army officer and entrepreneur. Along with his partner, Katie Brown, they have drawn on our decades of combined experience and designed Morton Brown Family Wealth to advise families, including business owners, on their unique ...

Read More »

A Conversation With: Jennifer Landis of Baum, Smith & Clemens

Baum, Smith & Clemens was founded in 1973 as a four-person firm and has grown to a staff of more than 30 professionals in Harleysville.  The firm recently celebrated its 45th anniversary.  Over the years, it has become more specialized in the areas of tax, attest and business consulting services. In addition to traditional services ...

Read More »

Disruption is coming to GAAP-based financial statements

The Financial Accounting Standards Board (FASB) is implementing two new major standards that will affect every for-profit entity issuing financial statements using Generally Accepted Accounting Principles. They are the new revenue recognition standard and the new lease standard.   The transition to using these new standards has been a long time coming.  For non-public entities, ...

Read More »

A Conversation With: Robert Hackenberg of Northeast Financial Group Inc.

Robert Hackenberg is the founder and co-principal of Northeast Financial Group Inc. with his business partner Josh Laychock. They serve clientele nationwide from three offices in Pennsylvania including South Whitehall and Wyomissing with their main office located in Tannersville. NEFG, Inc. is a SEC Registered Investment Advisory Firm providing advice and management to high net ...

Read More »