Blog

Fundamental and technical analysis are two different means for evaluating investments. In this video, Doug and Sarah discuss the difference between the two and how we at Charney Investment Group research investments.

Many clients get in touch with us this time of year to inquire about tax forms that they might need. In this video, Freddy walks through the different tax documents related to your accounts with us. Listed below are a few of the forms...

Freddy tackles this question and some considerations to be mindful of when thinking of taking an early retirement.

Wondering what the GameStop story is all about? Doug and Sarah explain the concept of short selling stock and how Redditors targeted GameStop, a highly shorted stock.

In this video, Doug and Sarah take a look at the new Administration's plans and discuss how we can use knowledge of those initiatives to tailor our investment strategy.

Doug and Sarah discuss historical patterns in the market and what they suggest about 2021.

Ever wondered what people mean when they talk about Index Funds? What is the difference between active versus passive investing? Doug and Sarah explain in this video.

The Bullish Percent is a concept that helps us determine when market prices are high or low and when we should become more defensive or aggressive in our approach to investing. Please watch this brief video to learn more.

Wondering about what a required minimum distribution is and how it impacts you? Watch as Freddy and Sarah explain how they work and when you must take them.

Doug and Sarah discuss six areas of innovation, such as genomics and super computing, that may be good investments.

Be sure to watch this video for a look back at 2020 and what Doug sees in the year ahead.

Freddy explains how capital gains work within mutual funds.

Doug and Sarah discuss a few strategies and tax concerns to be mindful of before the end of the year.

Leaving your job? Wondering whether to rollover your old retirement plan into an IRA? In this video, Doug and Freddy discuss the pros and cons of moving your retirement plan to an IRA and working with a financial advisor.

What is a donor advised fund? Is starting one a good idea? Watch as Doug and Sarah take a look at this vehicle for making charitable gifts.

Should you raid your retirement funds or take on debt? In this video, Doug and Freddy offer advice on how to fund big one time purchases when you're facing this choice.

Freddy shares a summary of the tax plan put forward by Biden and Harris

How to Protect Yourself from Investment Scams

Douglas Charney

Wednesday, October 21, 2020

As American consumers feel the pinch of a tight economy, many are looking for faster ways to make money and save for retirement. Unfortunately, such a mindset opens the door for investment scams, which are currently on the rise in...

How to Save for Your Child's College Education

Douglas Charney

Wednesday, October 14, 2020

By Douglas Charney Have you started saving for your child’s college education? If not, you might want to start thinking about it because, according to the College Board, it costs an average of $46,000 for four years’...

Seven Strategies to Prevent Identity Theft

Douglas Charney

Wednesday, October 7, 2020

Identity theft is America’s fastest growing crime. According to Javelin Strategy and Research, a firm dedicated to researching financial service topics, in 2016 nearly 15.4 million people were the victims of identity theft,...

Managing Your Retirement Rollover

Douglas Charney

Wednesday, September 30, 2020

Change is commonplace in the volatile American economy. When a major life change requires you to rethink your retirement plans, you need to consider numerous factors, including portfolio distribution methods, tax options and rollover...

Keep the Glitter in Gold and Silver Investments

Douglas Charney

Wednesday, September 23, 2020

Gold has always been well sought-after. European explorers sailed to uncharted territories and fought wars in search of the precious metal, and people risked their lives to travel across the North American continent for a chance to get...

Quit Playing the Lottery and Increase Your Chances of a Secure Retirement

Douglas Charney

Wednesday, September 16, 2020

If you’re like most Americans, you probably dream of getting rich quickly by plunking down a few dollars a week, week after week, on lottery tickets. In fact, so many people want a chance to win millions that, according to 14G...

The Benefits of Closed-End Mutual Funds

Douglas Charney

Wednesday, September 9, 2020

If you’re actively saving for your retirement, chances are you may have a few mutual funds working for you. And most likely, they’re the typical open-end mutual funds, as these are the ones which are advertised and,...

Why You Should or Should Not Invest Overseas

Douglas Charney

Wednesday, September 2, 2020

Are you interested in more portfolio diversification than is available in the United States stock market? Or do you find the vast range of opportunities available in international equity markets enticing? Like many savvy investors who...

How to Protect Yourself From Scams During the COVID19 Crisis

Douglas Charney

Wednesday, August 26, 2020

As the global COVID19 pandemic continues, people worldwide are faced with very different, difficult and challenging times. Businesses and restaurants are closed in most towns and cities with only grocery stores and businesses such as...

Don't Let an Unwatched 401(k) Get Away from You

Douglas Charney

Wednesday, August 19, 2020

You have likely been in this familiar situation: you finally qualify for your company’s 401(k) plan. You meet with the company-appointed 401(k) plan administrator, decide how much of your paycheck to contribute, and select your...

Nominated for the ballot in early 2020, Charney Investment Group has just been announced as Reader's Choice in the investment category of Harrisburg Magazine's annual "Simply the Best Readers' Poll."As central Pennsylvania's premier...

Charney Investment Group is pleased to announce the addition of its newest team member, Sarah White, to the firm. Sarah joins Charney Investment Group as the Director of Client Experience, helping to develop customized financial...

With votes cast, the Harrisburg Magazine recently released the winners of its Simply the Best poll for 2019. Among those chosen was Doug Charney of Charney Investment Group, winning Simply the Best Stockbroker. The Simply the Best poll...

The tour, presented by Charney Investment Group and Faulkner Honda of Harrisburg, PA, supported fundraising efforts to help prostate and bladder cancer research labs at Johns Hopkins Medicine. On June 21, 2019, six cyclists departed on...

Charney Investment Group received the honor of attending Prospera Financial's 25th Top Producers Conference at the Ritz-Carlton, Kapalua, held June 19-June 23 on the island of Maui in Hawaii. Prospera, a strategic partner and...

Doug Charney of Charney Investment Group was presented the award of Chapter Honoree at the Beta Gamma Sigma ceremony held Friday, April 5, 2019. The event took place on the Penn State Harrisburg campus in the Morgan Gallery Library....

HARRISBURG, PA, April 02, 2019 /24-7PressRelease/ -- Doug Charney of Charney Investment Group was named a Chapter Honoree of Beta Gamma Sigma for 2018-2019. The award is presented to persons who have achieved distinction in business,...

“If the current inflation rate is only 1.6%, why does my grocery bill seem like it’s 10% higher than last year?”Many of us ask ourselves that question, and it illustrates the importance of understanding how the...