Quarterly Insight
Investment Update
A periodic publication for our clients covering current market and economic conditions. The update also reviews the firm's strategic and tactical investment stance at that specific time.
Advisory News Brief
A series of articles written for our clients based upon timely issues in the financial marketplace. News briefs reveal the truth and substance behind many common topics.
In the News
- Central Penn Business Journal - Milestones March 22, 2013
- WITF Smart Talk - Diane Rehm March 15, 2013
- WITF Smart Talk - End of Year/Fiscal Cliff December 21, 2012
- Investment News - How The Best Of The Best Got There November 7, 2012
- Investment News - Top Adviser November 4, 2012
- Roof Advisory Group - Industry Leader October 24, 2012
- Roof Advisory Group - a "Top Performing Firm" October 14th, 2012
- Roof Advisory Group - Ranked Nationally September 25th, 2012
- E. Jeffrey Roof on WITF Smart Talk - A report card on the economy August 8th, 2012
- E. Jeffrey Roof Quoted in Central Penn Business Journal - PA Securities Commission Merger
July 27, 2012
- E. Jeffrey Roof on WITF 89.5 - PA Debt Downgrade Interview with Mary Wilson, Capitol Bureau Chief July 17, 2012
- Central Pennsylvania Food Bank $5,000 Donation from Roof Advisory Group Will Secure Turkeys for Holiday Meals December 13, 2011
- E. Jeffrey Roof & Bradley Newman, CFP® on WITF - 89.5 MoneyWorks
August 10, 2011
- Investment News- Roof Advisory Group, Inc. shares expertise on national industry leader panel January 12, 2011
- Central Pennsylvania Food Bank $4,500 Donation from Roof Advisory Group Will Secure Turkeys for Holiday Meals December 13, 2010
- Top Wealth Managers - Roof Advisory Group, Inc. Ranked Nationally by Wealth Manager Magazine September 8, 2010
- National RIA Ranking - Roof Advisory Group Among Top Ranked RIA’s Nationwide July 29, 2010
- Central Pennsylvania Food Bank $4,000 Donation from Roof Advisory Group Will Secure Turkeys for Holiday Meals December 11, 2009
- Top Wealth Managers - Roof Advisory Group Receives National Rankings for Client Asset Size and Overall Asset Growth in Two Nationwide Magazine September 30, 2009
- National RIA Ranking - Roof Advisory Group, Inc., headquartered in Harrisburg, PA, has gained national ranking in Financial Advisor magazine’s fourth annual RIA. September 30, 2009
- Roof Advisory Group Again Listed Nationally as a Top Performer by Wealth Manager Magazin October 13, 2008
- Roof Advisory Group Achieves National Listing in Financial Advisor Magazine August 27, 2008
- E.Jeffrey Roof on WITF-89.5 FM Action by the Government for the Financial Crisis September 19, 2008
- E. Jeffrey Roof on WITF - TV Smart Talk May 1, 2008
- E. Jeffrey Roof on WITF - TV Smart Talk March 28, 2008
- Roof Named One of Reuters Top Advisers March 28, 2008
- E. Jeffrey Roof on WITF - TV Smart Talk January 24, 2008
- Roof Advisory Group, Inc. Gains National Ranking of Wealth Manager November 7, 2007
A select listing of published articles containing quotes from and references to Roof Advisory Group. These articles cover a wide variety of topics and demonstrate the firm’s broad based expertise.
Published Articles
Articles written by Roof Advisory Group as guest columnist for a variety of local publications.
Business 2 Business
Central Penn Business Journal
- May 2008 - Women Face Unusual Challenges When They Prepare for Retirement
- July 2006 - You Control Your Investment Destiny…
- August 2005 - It's Time to Establish Goals & Put Your Financial House in Order
- December 2004 - Take the End of Year to Improve Portfolios and Reduce Taxes
- September 2004 - 401(k) Accounts Have Unknowns
- April 2004 - Retirement Planning Requires Safe Strategy
- June 2003 - Family Businesses Have More Challenges
Harrisburg Magazine
Patriot News
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QUARTERLY INSIGHT
