Category Archives: Uncategorized

Brandywine Oak Hosts Market Update Call with Mike Trudel and Greg Cavallo from Blackrock

We want to thank our many clients and guests who joined us yesterday for an incredible market update discussion with industry expert’s @Mike Trudel and @Greg Cavallo from Blackrock!  We found their insights to be educational, enlightening, and entertaining.  We believe it is so important to provide our clients the best and most-timely information available. […]

Think Twice Before Delaying Your Mortgage Payments

Think twice before delaying your mortgage payments!  While many people are currently facing financial hardships, mortgage forbearance (delaying mortgage payments) can have costly consequences.  Remember that debt forbearance is not debt forgiveness.  Some lenders may work with you to restructure the terms of the loan or add delayed payments to the end of the loan, […]

Alison Brooks Forbes Top Women Wealth Advisors 2020

Congratulations to our Co-Founder and Chief Operating Officer (COO) Alison Brooks for being recognized by Forbes Top Women Wealth Advisors 2020 ranking #28 in the state of Pennsylvania!  Alison is humbled and honored to be nationally recognized for the first time by Forbes.    Alison could not have done this without the support of her amazing partners CEO […]