Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
February 7, 2026
February 7, 2026 – Dow Index Soars over 50,000 for the first time – Nasdaq and S&P 500 up sharply! – Bitcoin rallies significantly and still is down more than 50% from its recent peak – What do these results mean to you and your investment portfolio?
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Gene and Alyssa answered questions and explored important topics:
- She asks if she needs an attorney to make changes to her will?
- He asks if a neighbor living at the poverty line could benefit from filing an income tax return?
- She inherited her grandmother’s estate and her brother’s ex wants some cash. Should she?
- He says his wife isn’t good with money. Should his life insurance go to his niece?
- She asks for clarification on the mechanics of a trust paying out portions at ages 25, 30, and 35?
Free Second Opinion Meetings
- Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
- Meet with our Social Security partner to plan the best S/S strategy for you
- Meet with our estate planning attorney partner to review your estate plans – if you have any
- Meet with our insurance partner to review your life or long term care coverages
- Discover how to have your 401(k) professionally managed without leaving your company plan
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email ([email protected]) to schedule your time with us.


