Apr 14, 2022
April 2022 Market Commentary
In The News
By Chris Duerr, CFA® CFP® A significant increase in volatility and a commensurate decline in market visibility characterized the first quarter of 2022. Stock and […]
Nov 17, 2021
Meet Our Team Member: Kathy Saksa
In The News
By Kathy Saksa My parents gave me (and my five siblings) the best example of hard work, dedication, and perseverance—values that became ingrained into my […]
Oct 12, 2021
Breast Cancer Awareness Month: A Cause Worth Advocating For
In The News
By Ahmie Baum We often become compassionate about a mission when an experience touches our personal lives. While some know, many here may not; I […]
Oct 12, 2021
Meet Our Team Member: Kendra Kasznel Reilly
In The News
By Kendra Reilly, CFP®, CIMA®, CEPA® I learned the value of a dollar and the importance of being a good steward of your financial resources […]
Sep 20, 2021
Introducing Troy, Our Newest Team Member
In The News
By Troy Martin We’re pleased to announce that our Interchange Capital Partners team is growing! As we serve more clients and offer customized, comprehensive services, […]
Sep 10, 2021
Meet Our Team Member: Chris Duerr
In The News
By Chris Duerr, CFA® CFP® I grew up in a family of medical professionals. As a kid, I remember my dad’s pager going off at […]
Aug 12, 2021
How Advisors Can Help Clients Give New Life to Family Businesses
In The News
Barron’s Magazine speaks with Ahmie and Brian Baum about how advisors can help clients give new life to family businesses by improving collaboration and articulating […]
Jun 29, 2021
It’s Interchange Capital Partners’ First Anniversary!
In The News
By Ahmie Baum What a year it’s been! One year ago (in the midst of a pandemic, no less), we opened the doors of Interchange […]
May 17, 2021
Meet Our Team Member: Brian Baum
In The News
By Brian Baum, CFP® Sometimes life doesn’t go as planned, like not getting your dream internship with the Pittsburgh Penguins! But that just means other […]
Apr 16, 2021
Meet Our Team Member: Ahmie Baum
In The News
I was raised in a home where helping people was a foundational element of my upbringing. Helping people was my parents’ job (as they both […]