Banking & Finance
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Most Delaware County Colleges Saw Endowment Growth in 2023
Endowment growth in 2023 from colleges and universities in the Greater Philadelphia Area rebounded for the most part after losing ground the year before, writes Ryan Mulligan for Philadelphia Business Journal. In Delaware County, endowment growth in 2023 was seen at Villanova University and Haverford College. Swarthmore College was down slightly by .03 percent. College…
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Deadline Nears to Submit Nominations for Citadel Heart of Learning Awards
The Citadel Credit Union’s 23rd Annual Citadel Heart of Learning Awards program is rapidly approaching its nomination deadline of Jan. 15. This urgent call invites nominations for outstanding teachers across Bucks, Chester, Delaware, Lancaster, Montgomery, and Philadelphia counties who go above and beyond for their students at the elementary, middle, and high school levels. In addition…
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Bridging the Knowledge Gap: C&N Partners with ABA for Financial Education
As part of its dedication to community development, C&N has joined forces with the American Bankers Association (ABA) Foundation to cultivate financial literacy and empower individuals across generations. Together, their impactful partnership has already touched the lives of 1,704 individuals, planting seeds of security and harvesting hope for a brighter financial future. This spring, C&N’s passionate teammates…
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First Bank: Unleash Your Entrepreneurial Spirit
Any successful strategy should start with a plan. As we approach the beginning of another trip around the sun, we find people making resolutions for personal success in the following year. December is National Write a Business Plan Month, which presents business owners with a great opportunity to form concrete steps for supporting the success…
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Advisors Can Help Navigate the Financial Terrain of Blended Families
In the complex landscape of modern families, financial and estate planning can get weighed down, especially for blended families, writes Cheryl Winokur Munk for Barrons. Amy Jucoski, head of legacy and wealth planning at Callan Family Office in Radnor, emphasizes the importance of early and open discussions about finances in blended families. “It’s crucial to…
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Bryn Mawr Trust’s Elizabeth Wagner Helps Transform Charitable Giving into Impactful Legacies, Offers Tips to Maximize Year-End Giving
As Senior Vice President and Director of Institutional Wealth Management at Bryn Mawr Trust, Elizabeth Wagner is more than just a financial expert; she’s a visionary who helps transform charitable giving into impactful legacies. A devoted community advocate who has served in a variety of roles at many nonprofits throughout her career, in addition to…
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The Power of Flex CDs in Today’s Economy
In a world where financial stability and growth are paramount, savvy investors are constantly on the lookout for opportunities that can not only protect their hard-earned money but also offer impressive returns. One such avenue that has been gaining traction is the Flex Certificate of Deposit (CD) offered by C&N. Flexibility to Meet Your Needs C&N’s Flex…
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American Heritage Credit Union Donates Hundreds of Gifts and Essentials to Local Families This Holiday Season
American Heritage Credit Union is celebrating its annual giving initiatives through its Adopt-A-Family Program and donation drives to embody its “people helping people” philosophy this holiday season. More than $22,800 was raised throughout the year through 23 fundraising programs hosted by the Adopt-A-Family Program. These funds are used to purchase gifts and essentials for over…
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American Heritage Credit Union Kicks Off Annual Grand Illumination with Fireworks, Holiday Performances
American Heritage Credit Union — which has locations in Philadelphia, Bucks, Montgomery, Delaware, and Camden counties — recently kicked off its 16th Annual Grand Illumination at its main campus in Northeast Philadelphia. Attended by approximately 25,000 community members, the event featured free holiday performances, a fireworks display, and a grand prize drawing for a 2024…
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Meridian Bank Ranked Top SBA Lender in Pennsylvania
Meridian Bank has been ranked a top lender in the Small Business Administration’s Eastern Pennsylvania District. Meridian Bank placed first in dollar volume and third in the total number of SBA 7(a) loans in the most recent SBA fiscal year 2023 (10/1/2022-9/30/2023). During that period, Meridian provided $128.8 million in 7(a) lending through 138 loans,…
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WSFS CARES Foundation Provides $10,000 Grant to Minds Matter of Philadelphia
As part of its continuing series of philanthropic activities, the WSFS CARES Foundation, the charitable giving arm of WSFS Bank, has provided a $10,000 grant to Minds Matter of Philadelphia. Minds Matter is a national nonprofit dedicated to promoting higher education, with 14 chapters across the country. The Philadelphia chapter was formed in 2011 and…
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5 Hidden Costs of the Holiday Season
It happens every year. You think you’ve budgeted accurately for the holidays, but somehow you end up spending more — sometimes considerably so — than you intended. You might immediately think of gifts as the biggest issue, but there are hidden costs for items or services you don’t necessarily think about right up front. Come January, the…
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Nomination Period Opens for 23rd Annual Citadel Heart of Learning Awards
Citadel Credit Union has opened the nomination period for its annual Citadel Heart of Learning Awards program. Nominations will be accepted through Jan. 15, 2024. The program honors local teachers throughout Bucks, Chester, Delaware, Lancaster, Montgomery, and Philadelphia counties who go above and beyond for their students at the elementary, middle, and high school levels. Posters will…
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WSFS Bank Offers Tips for How Small Businesses Can Better Manage Their Expenses
Small business owners face a number of challenges, the most daunting of which is often expense management. Making accurate and informed financial decisions is critical to the success of any business, but more so for small businesses poised for growth. It is imperative for small business owners to learn effective methods for tracking expenses. A…
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S&T Bank Launches $25,000 In Scholarships with Pittsburgh Penguins Foundation
S&T Bank, in partnership with the Pittsburgh Penguins Foundation, has launched the Mike Lange Scholarship program for 2024. The new scholarships honor long-time broadcaster Mike Lange, to support students pursuing a degree in communications, marketing, business or a related major, who also demonstrate a commitment to community involvement. The scholarships are open to students currently…
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Barsz Gowie Amon & Fultz (BGA&F) is Committed to Helping Clients Achieve Financial Freedom
When he was a junior studying accounting at West Chester University, William (Bill) Gowie Jr. was looking for an internship to support his future career path. He met Eugene Steger, who at the time was working with another accountant at an office in Malvern. Gowie landed an internship with the accounting firm and upon finishing…
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Unlock Your Financial Freedom This Holiday Season with a Home Equity Line of Credit from Firstrust Bank
As the holiday season approaches, many homeowners find themselves grappling with the dilemma of managing expenses and planning for future home renovations. With property values on the rise, leveraging your home’s increased equity can be a savvy financial strategy. Firstrust Bank’s Home Equity Line of Credit (HELOC) offers a flexible and cost-effective solution. Why Choose…
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Firstrust Bank Hosts Exclusive Event for Eagles Checking Customers at Lincoln Financial Field
Firstrust Bank, The Official Bank of the Philadelphia Eagles, recently hosted an exclusive event for its Eagles checking account customers, offering them a unique, behind-the-scenes experience at iconic Lincoln Financial Field. Each customer could bring up to three guests, who were given lunch and a rare opportunity to tour the stadium’s hallowed grounds. The highlight…
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