Understanding Today's Financial Environment
We're Carpenter Capital Advisors, a financial organization in Johnstown, Pennsylvania. We at Carpenter Capital Advisors understand that individuals face unique challenges as they prepare for retirement.We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Here are five facts about Social Security that are important to keep in mind.
The federal government requires deceased individuals to file a final income tax return.
A collection of tips from professional travelers.
At what point can you call a personal vehicle commercial?
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Making the most of surprises is a great reason to work with us.
You’ve made investments your whole life. Work with us to help make the most of them.
With alternative investments, it’s critical to sort through the complexity.