Category: Newsletter

Why Strategic Capital Gains Deployment is Essential to Wealth Management and Financial Planning By: Amy L. Strouse, CPA Buy low and sell high is tried and true investment advice, yet sometimes it is the most difficult to follow….

Provisions of the Tax Cuts and Jobs Act, such as lower tax rates and changes to certain deductions, upend decades of conventional planning wisdom, leaving many individuals and families wondering what these changes means for them. To help…

LANCASTER, PA (September 17, 2018) – RKL Wealth Management LLC, a subsidiary of RKL LLP, is pleased to announce that Brandon K. Adams has earned the Chartered Financial Analyst (CFA®) designation. The CFA® designation is a globally recognized…

LANCASTER, PA (September 10, 2018) – RKL Wealth Management LLC (RKL WM), a subsidiary of RKL LLP, today announced the following promotions and internal transfer: Nicholas Boyer has been promoted from Chief Investment Strategist to Chief Investment Officer/Executive…