Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
May 9, 2026
May 9, 2026 – Markets rise for 5th straight week – Oil prices begin to drop – Gene shares the challenge facing advisors who have clients pass away – If you want to keep the family house in the family . . .
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Gene and Alyssa answered questions and explored important topics:
- He wants to know the difference between Buffered ETFs and Structured Notes?
- She asks what are the differences between PoD and ToD with bank accounts?
- He asks how it is possible that MtM has clients in 30 states?
- She asks how the Trump Accounts work for babies?
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.


