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Locality: Sewickley, Pennsylvania

Phone: +1 724-719-6600



Address: 1605 Carmody Court, Suite 101 15143 Sewickley, PA, US

Website: www.ConfluenceFP.com

Likes: 148

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Charles Kolias 18.03.2021

Just as a marathon runner needs disciplined training and proper nutrition to be successful on race day, the equity market needs several factors in place to continue its run to new record highs. Learn more from Larry Adam @LarryAdamRJ: https://go.rjf.com/2BlcjjH .

Charles Kolias 27.02.2021

According to the Social Security Administration, on average, retired workers currently collect $1,479 a month in Social Security payments, or roughly $17,748 a year. The 1.6% COLA will add about $24 a month to those payments, or $288 for the year. https://go.rjf.com/326IS0i .

Charles Kolias 11.02.2021

Saturday the 12th is National Chess Day. With that in mind CIO Larry Adam @LarryAdamRJ discusses the "moves" global policy makers will need to make to negotiate a trade deal: https://go.rjf.com/35og71g .

Charles Kolias 05.02.2021

Are you being deliberate and strategic with your cash? How should shifting interest rates or a volatile stock market impact your strategy? Cash Solutions Manager Kristine Zambito weighs in. https://go.rjf.com/2mZantr .

Charles Kolias 03.02.2021

Check out the latest Weekly Investment Strategy from Raymond James Chief Investment Officer Larry Adam @LarryAdamRJ. Click to read more: https://go.rjf.com/2Om0FNe .

Charles Kolias 21.01.2021

Check out what Raymond James Chief Investment Officer Larry Adam @LarryAdamRJ has to say on the fiftieth anniversary of the release of ‘Abbey Road', central banks across the globe cutting interest rates, and the US economy. https://go.rjf.com/2ncZdBh .

Charles Kolias 09.01.2021

With this week bringing new record highs to both the Dow and S&P 500, a question we often get is why, of the two, do we reference the S&P 500 in our equity analysis? Learn what CIO Larry Adam @LarryAdamRJ has to say: https://go.rjf.com/32RfSt8 .

Charles Kolias 08.01.2021

Whether your goals are big or small, here are some considerations to get your started in your planning process: https://go.rjf.com/2mBef3v .

Charles Kolias 01.01.2021

In the world of medical care, health savings accounts (HSAs) are often misunderstood. Here are 10 HSA myths debunked: https://go.rjf.com/2QlhNoY .

Charles Kolias 25.12.2020

From your credit score to your cholesterol, here are some numbers you should know as well as you know you bank PIN: https://go.rjf.com/2Nw2N3Y .

Charles Kolias 21.12.2020

The holidays are a great time to gather with family and talk legacy plans. Here are some guidelines to open up the dialogue with your family: https://go.rjf.com/2pwq5h9 .

Charles Kolias 04.12.2020

Don't forget to set your clocks back this weekend and check out the latest Weekly Investment Strategy for a timely market update from Raymond James CIO Larry Adam @LarryAdamRJ. Read here: https://go.rjf.com/2pzKKk9 .

Charles Kolias 01.12.2020

Read these tips before making any important decisions regarding Social Security benefits: https://go.rjf.com/2qz5Cbq .

Charles Kolias 15.11.2020

Do you have questions about Medicare? Learn more about navigating through the Medicare enrollment process here: https://go.rjf.com/2BkZwh9 .