• info@ATAFinancial.com
  • (610) 433-3866 Fax: (610) 433-0498
  • 1044 3rd St., Whitehall, PA 18052
  • Scroll to bottom of page for tax season hours.
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18 Apr

What Should I Do with My Tax Refund?

  • By Thrive Media
  • / Tax, Wealth
  • /Tags: 529 Plan, advisers, assets, ATA Financial, brokerage, IRA, Lehigh Valley, refunds, Roth IRA, stocks, tax, taxes, withholding

Receiving a tax refund is exciting as long as you don't dwell on the fact that it was your money to begin with! Jill Schlesinger of "Jill on Money" shares tips on reducing your withholding if possible and using your tax refund wisely.

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stock market wall street
11 Nov

Robust Stock Rallies Tend to Follow Bearish Consumer Sentiment

  • By Jeff Tintle
  • / Blog, Business, Corporate, Wealth
  • /Tags: consumer sentiment, investments, S&P 500, stock investments, stock market, stocks

Strong equity returns typically emerge after consumer confidence slumps.

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16 May

Our View of Current Market Conditions

  • By Jeff Tintle
  • / Blog, Wealth
  • /Tags: current conditions, market, market conditions, market decline, portfolio, recovery, stocks, wealth

In light of recent geopolitical developments in Ukraine and their effects on the market, you may be concerned about your investments. Rest assured that we are in tune with market conditions and don’t let our emotions lead to poor decisions.

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  • 1044 3rd St., Whitehall, PA 18052
  • (610) 433-3866
  • info@ATAFinancial.com
  • (610) 433-0498

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TAX SEASON HOURS
JANUARY 25–APRIL 15
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April 15
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April 16 Closed

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