In the News & Media Activity

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

Fiduciary Voices

April 12, 2024
Mastering Your Financial Foundations with Cassandra Kirby: Fiduciary Voices #FinLit Series – Marie Swift
COO/CCO Cassandra Kirby is interviewed for Fiduciary Voices' #FinLit Series for Financial Literacy Month, sharing valuable insights to help individuals navigate their financial journey with confidence, and delving into the concept of the Three S's: Safety, Savings, and Spending.

Yahoo! Finance

March 26, 2024
Amy Braun-Bostich Named to Forbes’ 2024 Best-In-State List of Top Women Wealth Advisors
In this news release published in Yahoo! Finance, Braun-Bostich & Associates announced that CEO Amy Braun-Bostich was named to Forbes' 2024 Top Women Wealth Advisors Best-in-State list, and also shares details about new educational content we've recently released for taxpayers and travelers on our blog and podcast.

Forbes

February 8, 2024
America's Top Women Wealth Advisors Best-In-State List 2024
CEO Amy Braun-Bostich is featured as one of America's Top Women Wealth Advisors for 2024 by Forbes and Shook Research, coming in at #27 in the state of Pennsylvania.

U.S. News & World Report

January 23, 2024
5 Best Vanguard Money Market Funds – Marc Guberti
CEO Amy Braun-Bostich discusses money market funds and how they aren't only for aspiring retirees: "Money market funds are a good place to store cash for short-term income needs (less than a year). They provide liquidity and higher rates than bank money markets."

CNET Money

August 18, 2023
Are Short-Term CDs Worth the Hype? Experts Say This Savings Option Is Even Better Right Now – Liliana Hall
CEO Amy Braun-Bostich discusses the pros and cons of short-term CDs vs. high-yield savings accounts, pointing out that even if short-term CD rates surpass HYSA rates, you likely won’t see huge gains in interest unless you’re depositing a large sum of money.

U.S. News & World Report

July 12, 2023
Bonds vs. Stocks: Differences in Risk and Reward – Marc Guberti
CEO Amy Braun-Bostich discusses the differences in risk and reward between stocks and bonds, sharing key differences, thoughts on valuations, dividends, interest rates, and more.

AdvisorHub

June 26, 2023
AdvisorHub's 200 Fast Growing Advisors To Watch
Braun-Bostich & Associates was named one of AdvisorHub's 200 Fast Growing Advisors to Watch for 2023, due to winning new clients, increasing assets, and boosting production.

The Associated Press

June 1, 2023
Amy Braun-Bostich Named to Forbes’ 2023 Top Women Wealth Advisors Best-in-State List, Plus Releases Educational Resources
Braun-Bostich & Associates announced that CEO Amy Braun-Bostich was named to Forbes' 2023 Top Women Wealth Advisors Best-in-State list, as well as the release of four comprehensive checklists geared toward different client demographics that we specialize in serving.

Wealth Solutions Report

April 25, 2023
Recession Is Coming – How To Guide Clients Through Layoffs – Julius Buchanan
CEO Amy Braun-Bostich gives advice on how to guide clients through potential layoffs, including widening the conversation to give the client positive perspectives to consider, reframing the layoff as a temporary event that can be navigated, and more.

USA Today

March 23, 2023
What is a money market fund? – Tony Dong
COO/CCO Cassandra Kirby discusses what money market funds are, how they work, different types, risks, and more. She cautions that money market funds are not risk-free investments: "During periods of severe market stress, a money market fund could ‘break the buck,’ meaning that its NAV per share temporarily falls below $1."

FMG Insights Blog

February 27, 2023
10 Female-Led Financial Advisor Websites to Inspire Your Next Redesign – Blair Kelly
The Braun-Bostich & Associates website is featured in FMG Suite's list of top-tier websites by female-led financial advisory firms, highlighting the clean yet unique design, the services and solutions we offer, and the community involvement on our BBA Cares page.

Forbes

February 2, 2023
America's Top Women Wealth Advisors Best-In-State List 2023
CEO Amy Braun-Bostich is featured as one of America's Top Women Wealth Advisors for 2023 by Forbes and Shook Research, coming in at #26 in the state of Pennsylvania.

GOBankingRates

December 29, 2022
There’s Still Time To Claim the Saver’s Credit on Your 2022 Tax Return – David Nadelle
COO/CCO Cassandra Kirby shares some of the benefits of claiming the Retirement Savings Contributions Credit.

Yahoo! Finance

December 3, 2022
Braun-Bostich & Associates to Participate in Mon Valley Leathernecks 2022 Toys for Tots Drive
BBA put out a news release detailing their involvement with the Mon Valley Leatherneck Association's 2022 Toys for Tots Drive, in partnership with the United Mine Workers of America Local 1197 and the Cokeburg Volunteer Fire Department. In addition, BBA announced that they were a winner of the Ascension Award at the InvestmentNews 2022 Women to Watch Awards, honoring outstanding women in the financial advice industry.

Business Insider

November 18, 2022
Schwab and Fidelity advertise 'stock slices' to investors. What does that mean? – Rickie Houston
COO/CCO Cassandra Kirby discusses what stock slices and fractional shares are, how they work, who should use them, and how they compare to buying full shares.

InvestmentNews

November 15, 2022
InvestmentNews Women to Watch - Ascension Award Winners – Joanne Cleaver
Braun-Bostich & Associates was honored as an Ascension Award Winner at the 2022 InvestmentNews Women to Watch Awards, which recognizes the straightforward achievement of women comprising at least 50% of a firm’s C-suite. This merits recognition because it is so rare and because it is so powerful.

The New York Times

October 21, 2022
Working While Getting Social Security: What to Know – John Wasik
COO/CCO Cassandra Kirby shares tips for collecting social security benefits while still working, including how to avoid problems, how to suspend benefits, and how to time everything properly.

Barron's

October 4, 2022
For Financial Pros, Working With Family Members Isn’t Easy – Cheryl Winokur Munk
CEO Amy Braun-Bostich shares some of the difficulties that can come from working with family members.

Business Insider

September 27, 2022
How to buy Tesla stock: A step-by-step guide – Rickie Houston
COO/CCO Cassandra Kirby discusses how investors can invest in Tesla, including establishing a brokerage account, doing due diligence, working with an advisor, investing directly in the stock vs. an index fund, how much to invest in a single stock, and more.

NAPFA Mindset Mastery Podcast

August 1, 2022
Rising Stars: Three Fiduciary Planners Speak Up on Career Paths, Role Models and Mentorship – Marie Swift
COO/CCO Cassandra Kirby is featured on the Mindset Mastery podcast by the National Association of Personal Financial Advisors, discussing her career path and mentorship she's received at Braun-Bostich & Associates.

Sound Dollar

July 5, 2022
Average 401(k) Balance by Age – Devon Delfino
COO/CCO Cassandra Kirby discusses everything you need to know about 401(k)s, including what they are, contributions and matching, enrollment, ideal savings goals, factors to consider when figuring out how much money you need to retire, and more.

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 by Forbes and Shook Research.

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

Synchrony Bank's Money Matters Blog

September 23, 2021
Are You Ready to Move Out on Your Own Again? – Chris Warren
COO/CCO Cassandra Kirby discusses when it is time for young people to move out on their own after the COVID-19 pandemic, including the different financial factors that can influence the decision.

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.

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.

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.

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.

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.

Media Inquiries & Press Kits