Herbein + Company, Inc.

We're proud to make a difference in our local communities. On September 11, our NextGen focus group continued its support of the United Way Day of Caring at Hope Rescue Mission and Opportunity House in Reading, PA. Together, team members painted, cleaned, and helped to brighten the lives of those in need. Thank you to everyone who gave back on this meaningful day. #herbein #dayofcaring #unitedway

Herbein + Company, Inc. (Herbein) is pleased to announce the appointment of Jim Michalak, a Herbein Partner, to the newly created leadership role of Chief Operating Officer. With over 20 years at Herbein, Michalak’s deep expertise and people-first approach will be invaluable in aligning firm operations with long-term strategic goals. As COO, he will oversee the firm’s practice groups, driving efficiency, productivity, and growth firmwide. Click here to read the announcement: https://hubs.ly/Q02PSq620

Join us November 21 @ 2:00PM-3:45PM for our Year-End Tax Insights Webinar: Business Tax Edition. This session is tailored for key decision-makers, business owners, CFOs, and controllers who need to stay ahead of potential tax changes and their implications. Register below:

Herbein is pleased to welcome Cynthia Tonet-Stewart to the Herbein team as our new Director of Business Development. With over 25 years of experience, Cyndi will focus on driving growth, fostering relationships, and identifying new opportunities for our firm. Learn more about Cyndi and her impressive career here: https://hubs.ly/Q02PHLwz0 #herbein #teamherbein #drivingsuccess

As we approach the end of the year, it's crucial to stay informed about changes in the tax landscape that could affect your personal finances. Join us on November 20, 2024, 2-3:45 p.m., for valuable insights into the latest individual tax changes and offer practical strategies to optimize your tax position. You can register below:

Discover how financial guidance based on years of experience can save you money, bridge staffing gaps, and provide strategic insights for growth. Learn more about the benefits of outsourcing by visiting our website: https://hubs.ly/Q02NG2vL0. #CFOservices #OutsourcedServices #BusinessGrowth #FinancialManagement #Herbein

Hey, La Salle University, we can't wait to see you today from 5:30-8:30. Can't make it? Learn more about our open internships and opportunities here: https://hubs.ly/Q02PnDQR0 #Accounting #Internship #BeKnownForMore #LaSalle

Exciting news: On September 6, Herbein was recognized as a 2024 Top Workplace in Greater Pittsburgh. This is the first time we've received this recognition in Greater Pittsburgh, and it reflects our continued commitment to creating a positive work environment. A huge thank you to our team for making this possible – your dedication drives our success! #herbein #teamherbein #topworkplaces

Hey, Albrightians, we can't wait to see you today at Albright College from 5-8. Can't make it? Learn more about our open internships and opportunities here: https://hubs.ly/Q02PnCn_0 #Internship #Accounting #AlbrightCollege

We are pleased to share the September 2024 Market Commentary, prepared by Herbein Financial Group investment advisor Matt Kline. In this edition, Matt highlights Jerome Powell's speech at Jackson Hole, discussing how the Fed is expected to begin cutting interest rates soon, with the extent dependent on upcoming job data. He also provides a post-earnings season commentary, noting that growth stocks— especially in tech (AMZN +12.2%)—continue to outperform value stocks, though the performance gap is narrowing as inflation eases. The report concludes with a portfolio allocation recap. Read the full report for more insights on market trends and our portfolio strategies! Download the full report today: https://hubs.ly/Q02Pj-hx0 #MarketUpdate #Investing #WealthManagement #MarketCommentary