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In the News

News, articles, media mentions, and press releases featuring Braun-Bostich & Associates


Authority Magazine - Medium

May 1, 2022
5 Things To Look For When Hiring a Financial Planner or Financial Advisor  Tyler Gallagher
COO/CCO Cassandra Kirby is interviewed and profiled in Authority Magazine, discussing five things that people should look for when hiring a financial advisor.

NextAdvisor by TIME

April 14, 2022
P/E Ratios Help Advanced Investors Accurately Value Their Stocks, But You Probably Don’t Need to Worry About Them. Here’s What to Look for Instead – Harlan Vaughn
CEO Amy Braun-Bostich discusses what price-earnings ratios are, as well as other metrics that can help guide you when investing in individual stocks.

Yahoo! Finance

April 6, 2022
How To Manage Student Loan Debt as Costs Rise Due to Inflation – Gabrielle Olya
COO/CCO Cassandra Kirby discusses how to manage student loan debt in the wake of inflation, including looking for ways to reduce nonessential costs, reviewing your fixed spending items to determine if there is any room for reduction in these categories, and more.

GOBankingRates

April 5, 2022
Why Doing Taxes on Your Own Doesn’t Always Save Money – Heather Taylor
COO/CCO  Cassandra Kirby shares why doing your own taxes doesn't always save you money and discusses some of the benefits you may receive when you choose to work with a tax professional.

NextAdvisor by TIME

March 23, 2022
Making Extra Payments on Your Mortgage? Experts Say You May Want to Do This Instead – Jon Reed
COO/CCO Cassandra Kirby discusses the circumstances of when it's beneficial to make extra payments on your mortgage vs. when it may make more sense to invest that money or pay off other debt instead.

Yahoo! Finance

March 15, 2022
Amy Braun-Bostich Named to Forbes' 2022 Top Women Wealth Advisors Best-In-State List
BBA put out a news release detailing CEO Amy Braun-Bostich's recent ranking in Forbes as a Top Women Wealth Advisor, as well as the educational resources that she and COO/CCO Cassandra Kirby contributed to for the American College of Physicians.

American College of Physicians

February 10, 2022
The Role of Insurance in Mapping your Financial Wellbeing
CEO Amy Braun-Bostich and COO/CCO Cassandra Kirby participated in an ACP Member Insurance Program webinar, where they discussed the role of insurance in financial planning and wellbeing.

Forbes

February 5, 2022
America's Top Women Wealth Advisors Best-In-State List 2022
CEO Amy Braun-Bostich is featured as one of Pennsylvania's Top Women Wealth Advisors for 2022.

MSN

February 2, 2022
A Guide to Self-Directed IRAs – Rachel Hartman
COO/CCO Cassandra Kirby discusses the benefits and risks of managing a self-directed IRA.

Business Insider

December 15, 2021
How the saver's credit can reduce your tax bill by up to $1,000 if you saved for retirement – Tiffany Verbeck
COO/CCO Cassandra Kirby discusses what the saver's credit is and how it can help reduce your tax bill.

The New York Times

November 19, 2021
How to Beat Retirement’s Nemesis: Inflation – John Wasik
CEO  Amy Braun-Bostich discusses how people in retirement or approaching it should take extra care to protect their savings because of inflation, including watching their spending, having an aggressive savings plan, paying down debt, contributing to an HSA, and more.

MoneyGeek

November 13, 2021
How Credit Cards Work
Associate Financial Planner Tammy Pompei is featured in "The Ultimate Guide to Using Credit Cards for First-Time Users", where she discusses myths about credit cards and tips for using and paying them off.

NextAdvisor by TIME

November 12, 2021
Robo-Advisors Can Simplify Your Investments. Here’s How to Decide If It Makes Sense For You – Dori Zinn
COO/CCO Cassandra Kirby explains how robo-advisors work, and who they may be a good fit for.

American College of Physicians

October 18, 2021
2021 ACP Physicians’ Financial Preparedness Report
CEO Amy Braun-Bostich and COO/CCO Cassandra Kirby reviewed the findings from the ACP Physicians' Financial Preparedness Report and provided financial advice for ACP member physicians in different financial situations.

Thrive Insider

October 14, 2021
Amy Braun-Bostich, Founding Partner, CEO, and Private Wealth Advisor at Braun-Bostich & Associates
CEO Amy Braun-Bostich is profiled, discussing her backstory and how Braun-Bostich & Associates was launched, as well as tips for other entrepreneurs who are just starting to launch their business.

Business Insider

September 28, 2021
403(b) vs. 401(k): What's the difference? – Robin Kavanagh
COO/CCO Cassandra Kirby discusses the differences between 403(b)s and 401(k)s, including how some employers will permit loans on 401(k) plan balances.

TheStreet

September 28, 2021
Braun-Bostich & Associates Launches New Podcast, Shares Survey Results From NEXA Insights
Braun-Bostich & Associates officially announces the launch of their new podcast, Intentional Wealth, and shares their stellar survey results from NEXA Insights.

The Associated Press

September 28, 2021
Braun-Bostich & Associates Launches New Podcast, Shares Survey Results From NEXA Insights
Braun-Bostich & Associates officially announces the launch of their new podcast, Intentional Wealth, and shares their stellar survey results from NEXA Insights.

Morningstar

September 23, 2021
Digital Realities - Communication Strategies Panel for the Social/Digital Hub at the 2021 Morningstar Conference
Director of Business Development Steve Conroy speaks on a panel on digital communications strategies for the Social/Digital Hub at the virtual Morningstar Conference.

U.S. News & World Report

September 20, 2021
How Advisors Are Adjusting as COVID-19 Wears On – Kate Stalter
COO/CCO Cassandra Kirby discusses how BBA has embraced a hybrid-model office, as well as other adjustments they've made to the way they do business as the pandemic wears on. 

Thrive Global

August 27, 2021
Stay focused on the future and the path forward – Charlie Katz
CEO Amy Braun-Bostich is profiled, discussing motivation and inspiration, maintaining focus, communication strategies, overcoming challenges, leading a team, and more.

GOBankingRates

August 19, 2021
How To Embrace Your New Reality When Moving to a Lower-Paying Job – Gabrielle Olya
COO/CCO  Cassandra Kirby discusses how to save money and reduce necessary expenses if you have to move to a lower-paying job.

Authority Magazine - Medium

August 13, 2021
Five Things You Need To Be A Highly Effective Leader During Turbulent Times – Charlie Katz
CEO Amy Braun-Bostich discusses five things that leaders need to consider to be highly effective during turbulent times as a part of Authority Magazine's "CEOs Speak" interview series.

U.S. News & World Report

July 20, 2021
What Is a Balance Sheet? – Matt Whittaker
COO/CCO Cassandra Kirby discusses what a balance sheet is and how it can help to assess a company's overall health.

Rolling Stone

July 17, 2021
Wealth Management: Do You Need A Wealth Manager? – Barbara Friedberg
CEO Amy Braun-Bostich explains the types of people, as well as complex financial issues, that would benefit from hiring a wealth manager.

Yahoo! Finance

July 17, 2021
Wealth Management: Do You Need A Wealth Manager? – Barbara Friedberg
CEO Amy Braun-Bostich is featured in an article discussing what wealth management is and how it works, qualifications and credentials, fees, who should use a wealth manager, and more.

WealthManagement.com

July 2, 2021
How Advisors Charge for Planning – Anne Field
CEO Amy Braun-Bostich discusses how she started experimenting with new approaches to charging separately for financial planning and investment management services.

Synchrony Bank Money Matters Blog

June 17, 2021
Could You Save 1% More Than Last Year? – Chris Warren
COO/CCO Cassandra Kirby discusses reasons why even moderate savings increases, such as 1%, can rapidly increase the total amount of money saved over a long period of time.

U.S. News & World Report

May 26, 2021
What Is a Plus-Up Payment, and Will You Get One? – Geoff Williams
COO/CCO Cassandra Kirby discusses what a plus-up stimulus payment is and who qualifies for one.

Wild Web Women

May 19, 2021
Interview with Amy Braun-Bostich, Founding Partner & CEO of Braun-Bostich & Associates
CEO Amy Braun-Bostich is profiled and shares details about her workspace, typical workday, and personal activities outside of the office.

U.S. News & World Report

May 12, 2021
A Guide to Self-Directed IRAs – Rachel Hartman
COO/CCO Cassandra Kirby discusses the benefits and risks of managing a self-directed IRA.

Yahoo! Finance

May 12, 2021
A Guide to Self-Directed IRAs – Rachel Hartman
COO/CCO Cassandra Kirby explains the type of investor that should manage a self-directed IRA.

Agility Newsroom

April 21, 2021
Financial Planners Offer Spring 2021 Story Ideas
CEO Amy Braun-Bostich provides thoughts on spring cleaning household finances and budgets as a part of different story ideas for journalists.

Barron's

April 10, 2021
More Retirement Savers May Be Able to Claim a $1,000 Tax Credit This Year – Gail MarksJarvis
COO/CCO Cassandra Kirby discusses how retirement savers whose income took a hit during the pandemic may be able to take advantage of the saver's credit.

MarketWatch

April 10, 2021
More Retirement Savers May Be Able to Claim a $1,000 Tax Credit This Year – Gail MarksJarvis
COO/CCO  Cassandra Kirby discusses how retirees who are still working may be positioned to bolster their retirement savings with the Saver’s Credit.

MarketWatch

March 30, 2021
Women Investors: Now is the time to rewrite your financial future – Tiffany Lam-Balfour
CEO  Amy Braun-Bostich discusses how women can get engaged in their finances and invest in their future.

NerdWallet

March 23, 2021
How Women Investors Can Rewrite Their Financial Futures – Tiffany Lam-Balfour
CEO  Amy Braun-Bostich highlights potential financial strategies that women can use to prepare for a secure retirement.

Yahoo! Finance

March 23, 2021
How Women Investors Can Rewrite Their Financial Futures – Tiffany Lam-Balfour
CEO  Amy Braun-Bostich discusses how women can mitigate retirement income shortages.

GOBankingRates

March 18, 2021
The Financial Impacts of COVID-19 That We Weren’t Expecting – Gabrielle Olya
CEO  Amy Braun-Bostich speaks about unexpected financial impacts of the COVID-19 pandemic.

Yahoo! Finance

March 18, 2021
The Financial Impacts of COVID-19 That We Weren’t Expecting – Gabrielle Olya
CEO  Amy Braun-Bostich discusses hot items that consumers were clamoring to buy during the coronavirus pandemic.

GOBankingRates

March 17, 2021
What Americans’ Savings Look Like 1 Year Into the Pandemic – Gabrielle Olya
CEO  Amy Braun-Bostich discusses what Americans' savings look like a year into the pandemic, where surprisingly Americans have actually been able to save more.

Yahoo! Finance

March 17, 2021
What Americans’ Savings Look Like 1 Year Into the Pandemic – Gabrielle Olya
CEO  Amy Braun-Bostich speaks on Americans' spending and savings habits during the COVID-19 pandemic.

PR Newswire

February 19, 2020
Twenty Over Ten Launches Lead Pilot
Director of Business Development Steve Conroy discusses using Twenty Over Ten's Lead Pilot platform for content marketing.

Observer Reporter

September 9, 2018
Honor Society: Amy Braun-Bostich
CEO Amy Braun-Bostich was noted in the newspaper's Honor Society section and recognized for earning the Five Star Wealth Manager Award for the fifth consecutive year.

BBA Press Release

July 10, 2018
A Five Star Professional - Five Years Running! Amy Braun-Bostich Recognized for Quality Service to Clients
CEO Amy Braun-Bostich was recognized again in 2017 for the 5th consecutive year as a Five Star Professional, recognizing a select group of Pittsburgh-area wealth managers who provide quality services to their clients.

Pittsburgh Post-Gazette

May 14, 2018
People on the move: 5/14/2018 – Natalie Hill
Braun-Bostich & Associates is noted for becoming an independent Registered Investment Advisory firm and moving office locations.

Pittsburgh Business Times

March 26, 2018
Rising interest rates pose future concerns – Patty Tascarella
CEO Amy Braun-Bostich discusses how rising interest rates help regional banks in a good way.

BBA Press Release

December 20, 2017
Esteemed Wealth Advisory Firm Makes Its Move: New Headquarters Enhance Client Experience
In December 2017, Braun-Bostich & Associates, Inc. (BBA) moved to Canonsburg, PA expanding its workplace footprint.


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