Professional Money Management

Professional Money Management Together Through Retirement

Professional Money Management is a full service financial services firm committed to building enduring partnerships with our clients by strengthening their investment programs through a dynamic and customized integrated investment process, sound governance framework, and personalized service.

Today, we honor Juneteenth and reflect on its significance as a celebration of freedom, resilience, and progress.In obse...
06/19/2026

Today, we honor Juneteenth and reflect on its significance as a celebration of freedom, resilience, and progress.
In observance of the holiday, our office will be closed today, June 19. We will resume normal business hours on Monday, June 22.

Wishing you a meaningful and reflective day!

Business owners face important financial decisions every day. We were pleased to share actionable strategies and insight...
06/16/2026

Business owners face important financial decisions every day. We were pleased to share actionable strategies and insights during this month's Professional Pathways session.

Thank you to the Chamber for creating opportunities that foster learning, professional growth, and stronger businesses throughout our community.

Money is one of the top sources of tension in relationships, but experts say even strong couples can stumble if they avo...
06/09/2026

Money is one of the top sources of tension in relationships, but experts say even strong couples can stumble if they avoid key conversations.

After studying more than 60 couples, money expert Heather Boneparth found that the happiest partners share five habits:

They adapt when circumstances change, rather than sticking to outdated money routines.
They don’t dwell on financial regrets or let shame define their decisions.
They avoid holding past mistakes over each other’s heads.
They focus on shared priorities instead of constant comparison.
They stay honest about spending and goals, building trust through transparency.

The takeaway? Communication matters as much as cash flow. Open conversations can help partners align values and expectations — and reduce unnecessary stress around money.

Source:

"You can love each other deeply and still allow money to erode your relationship if you're talking about the wrong issues, or not talking at all," writes money expert Heather Boneparth.

A new season marks its own point on the calendar, and the year is already halfway through. Schedules shift, big decision...
05/29/2026

A new season marks its own point on the calendar, and the year is already halfway through. Schedules shift, big decisions surface, and what felt settled back in January sometimes looks different in a new light.

Some things deserve a closer look. Let's sit down and talk through where things stand.

Markets don’t love uncertainty, but uncertainty is nothing new.With a new era beginning at the Federal Reserve, headline...
05/21/2026

Markets don’t love uncertainty, but uncertainty is nothing new.
With a new era beginning at the Federal Reserve, headlines will continue to focus on interest rates, inflation, and what policy changes could mean for the economy. While transitions at the Fed often create short-term volatility, history reminds us that markets have consistently navigated periods of change, recessions, geopolitical tension, and financial crises over time.
One of the most important reminders for investors right now is this: discipline matters more than predictions.
Since Paul Volcker became Fed Chair in 1979, the S&P 500 has weathered multiple crises and still produced substantial long-term growth. As your financial advisors, our role during periods like this isn’t to react emotionally to every headline. Our role is to provide perspective, maintain discipline, and keep financial plans aligned with long-term goals.
Volatility may create noise, but patience and planning have historically rewarded investors who stay focused on the bigger picture.

This week, Advisors Dan and Jacob are on the road visiting clients in Cleveland!One of the best parts of what we do is g...
05/20/2026

This week, Advisors Dan and Jacob are on the road visiting clients in Cleveland!

One of the best parts of what we do is getting the chance to spend time with the people and families we serve. We truly value the relationships we’ve built and appreciate the continued trust our clients place in our team.

We always enjoy our time in Cleveland, from catching up with clients to enjoying everything the city has to offer. 🏙️

Have you ever heard of the bucket strategy? With this approach, you segment your retirement expenses into three buckets,...
05/19/2026

Have you ever heard of the bucket strategy? With this approach, you segment your retirement expenses into three buckets, attempting to match income sources to essential expenses.

05/18/2026

With all that is going on in the world currently, it can be difficult to know what information actually matters. One thing we value most as a firm is having honest conversations with our clients. Not just about investing, but about confidence, goals, and peace of mind.

What financial topic would you like to better understand right now?

💰Retirement
📊Investing
🏡Interest Rates
📉Market Volatility
📝Financial Planning Basics

Share your thoughts in the comments, your feedback helps shape the conversations we share here!

Breaking news can create short-term noise, but successful investing is built on the long-term game. Stay focused on your...
05/11/2026

Breaking news can create short-term noise, but successful investing is built on the long-term game. Stay focused on your goals, trust your plan, and don’t let headlines distract you from the bigger picture.

Happy Mother’s Day to the women who balance it all. 💐Your dedication, sacrifice, and love inspire us every day. Thank yo...
05/10/2026

Happy Mother’s Day to the women who balance it all. 💐

Your dedication, sacrifice, and love inspire us every day. Thank you for all that you do for your families.

From all of us at PMM, we wish you a wonderful Mother’s Day! 🌸💐🤍

Address

133 Donohoe Road, Suite 201
Mount Pleasant, PA
15601

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Alerts

Be the first to know and let us send you an email when Professional Money Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share