Celebrating Our Partnership with Cornerstone Private Wealth

Alex enjoyed connecting with the team at Cornerstone Private Wealth last Tuesday. We’re grateful for the opportunity to work alongside such a knowledgeable team and always enjoy seeing the great work they’re doing to educate and serve their clients. Also, they have an insightful podcast covering market trends, investments, economic factors, and more – be sure …

Cooking, Connection, and Community for a Cause

Our team had a wonderful time at ‘Cooking for a Cause,’ hosted by The Chamber of Commerce for Greater Montgomery County! Velma and Marcia enjoyed connecting with our local business community while sampling delicious recipes. Pictured: Marcia with Christy Holland, Nicole Axler, and Kim Nguyen of the Chamber. Thank you to the Chamber for organizing …

Celebrating 25 Years of Harleysville Bank in Lansdale

Congratulations to the Harleysville Bank team on celebrating 25 years in Lansdale! Assistant Vice President and Lansdale Branch Manager Sandy Todt has been a trusted partner and friend of the firm for many years, and we were thrilled to celebrate this milestone with her. Wishing the team continued success! View on LinkedIn

Celebrating Willows Park Preserve: Nonprofit of the Year

On June 18, we were thrilled to celebrate Willows Park Preserve as they received the Nonprofit of the Year award from The Main Line Chamber of Commerce. Their work to restore and preserve the Willows Mansion is deeply community-driven, and it’s been a privilege to support their mission. Congratulations to Will Nord and the entire …

Increase in Standard Mileage Rate to 76 Cents: 2026 Mid-Year Adjustment

Due to rising fuel prices, the IRS made a recent mid-year adjustment to the reimbursable standard mileage rate, effective July 1, 2026. The new rate for business mileage is 76.0 cents per mile, up from 72.5 cents per mile.  The old rate of 72.5¢ covers the period 01/01/26 to 06/30/26. The new rate of 76.0¢ …