• Investing in a Down Market

    Investing in a Down Market

    Warren Buffett, arguably the world’s greatest investor who knew about investing, wrote in his 1993 annual letter to Berkshire Hathaway shareholders, “In the short-term, the stock market is a voting machine, reflecting a voter-registration test that requires only money, not intelligence or emotional stability, but in the long run, it is a weighing machine.” It…

  • Here’s How Much Vanguard Funds Stand to Gain if Elon Musk’s Bid to Buy Twitter Is Accepted

    Here’s How Much Vanguard Funds Stand to Gain if Elon Musk’s Bid to Buy Twitter Is Accepted

    If Elon Musk’s unsolicited offer of $43 billion to buy Twitter is accepted, funds controlled by Malvern-based Vanguard could gain more than $770 million in value, write Ryan Sharrow and Holden Wilen for the Philadelphia Business Journal.  The Tesla and SpaceX CEO and the world’s richest person offered to buy the social media platform on…

  • Federal Donuts to See Massive Expansion Thanks to Radnor Investment Firm

    Federal Donuts to See Massive Expansion Thanks to Radnor Investment Firm

    Federal Donuts, popular for its donuts and fried chicken, is expanding across the Mid-Atlantic, thanks to Radnor-based equity investment firm NewSpring, writes Jason Sheehan for Philadelphia Magazine. Federal has 11 locations now in Philadelphia and at the Wynnewood Whole Foods store.  That would expand to up to 150 locations throughout the Mid-Atlantic region. Federal Donuts…

  • Wiser Wealth: How Much Can Your Children Save if You Teach Them to Start Now?

    Wiser Wealth: How Much Can Your Children Save if You Teach Them to Start Now?

    You are never too young to learn how to start managing your money. In fact, according to some research, you might even want your kids to start as early as five years old. Stacker looked at the research for how much of a difference saving early could make, and even just putting away a dollar…

  • Wiser Wealth: Opportunity Zones Tax Benefits: Reaping the Rewards of Land Investments

    Wiser Wealth: Opportunity Zones Tax Benefits: Reaping the Rewards of Land Investments

    If you have heard of qualified opportunity zones you have likely heard a bit of talk about the tax benefits of investing in them. Sensiba San Filippo had a post on the topic, giving a thorough explanation of what opportunity zones are and their different uses of them. But here is the interesting part for…

  • Wiser Wealth: Become an Active or Passive Real Estate Investor

    Wiser Wealth: Become an Active or Passive Real Estate Investor

    Most people realize that there is significant money to be made in real estate. However, the high cost of getting in is also daunting to those without experience who are fearful of wasting money. Debt.com had an article on the subject, and here are the highlights of what they recommend for those looking at some…

  • Springfield Malls’ PREIT Releases KPMG as Auditor After 2 Decades

    Springfield Malls’ PREIT Releases KPMG as Auditor After 2 Decades

    PREIT has dismissed their auditor KPMG, and has brought on a new accounting firm, says the Securities and Exchange Commission. Natalie Kostelni reports the latest PREIT news for the Philadelphia Business Journal. The new PREIT auditor is BDO USA LLP a part of BDO International, a global accounting network headquartered in Chicago. PREIT terminated its…

  • Wiser Wealth: The American Dream of Home Ownership Needs an Update

    Wiser Wealth: The American Dream of Home Ownership Needs an Update

    Fifty years ago it was legitimately possible for a single-income family to own a home as young adults. Here in 2022, even with two partners both bringing in a salary and no kids, owning a house is beyond the reach of many young adults. Inflation has been significant across the board, especially on real estate.…

  • Wiser Wealth: How to Invest Without Panicking Over World Events

    Wiser Wealth: How to Invest Without Panicking Over World Events

    World events always have had the possibility to impact stocks and investments, but that has been magnified given the incredibly tumultuous last two years. From the pandemic, to a heated presidential election, and now the attacks on Ukraine, it all has had severe ramifications for businesses, industries, and investments. It has left people wondering, how…

  • Diane Howell Brings Array of Experience in Client Service to Fast-Growing Brumbaugh Wealth Management

    Diane Howell Brings Array of Experience in Client Service to Fast-Growing Brumbaugh Wealth Management

    Brumbaugh Wealth Management, a strategy-driven firm based in Exton that creates comprehensive and flexible financial solutions that help pursue the needs of today while laying the foundation for tomorrow, has added administrative assistant Diane Howell to its fast-growing team. A detailed-oriented and creative professional, Howell will assist with client service requests, business processing, and general…

  • Wiser Wealth: How to become an Angel Investor

    Wiser Wealth: How to become an Angel Investor

    Last year saw a record number of people become what is known as angel investors, which is where you back a startup business to help fund their venture. It is risky due to most startups failing, but if things go well, it can come with a big payoff. That might intrigue you enough to want…

  • Springfield Malls’ PREIT Faces Investor Challenge

    Springfield Malls’ PREIT Faces Investor Challenge

    Pennsylvania Real Estate Investment Trust (PREIT), the owner of Plymouth Meeting Mall and Willow Grove Mall, faces another challenge as it continues to struggle to get its share price above $1, writes Natalie Kostelni for the Philadelphia Business Journal. Cygnus Capital, an Atlanta-based owner of PREIT’s outstanding preferred shares, put the Philadelphia-based owner of the…

  • Wiser Wealth: How to Use Investing to Protect Against Inflation

    Wiser Wealth: How to Use Investing to Protect Against Inflation

    Inflation is a constant of the economy, however certain conditions can cause the inflation rate to spike higher than normal. Such a sudden change can throw off your plans for the future if all of your earnings are coming from your career salary alone. People best prepared to weather the changes of inflation know that…

  • Wiser Wealth: How To Stop A Family Fight Over Your Inheritance

    Wiser Wealth: How To Stop A Family Fight Over Your Inheritance

    Nobody likes thinking about losing a family member, but unfortunately, it is necessary when it comes to money. A lack of a plan will inevitably lead to fighting with the other family members over who gets what in the inheritance. Whether you are concerned about your own legacy, or want to encourage an older relative…

  • Wiser Wealth: With Bitcoin’s Value Dropping, Investors Wonder if Now is the Time to Buy-In

    Wiser Wealth: With Bitcoin’s Value Dropping, Investors Wonder if Now is the Time to Buy-In

    When Bitcoin first appeared, most people underestimated the heights that its value would reach. Some early investors saw their assets skyrocket. But now the cryptocurrency is starting to dip, and investors are wondering if this is another ripe moment to get in. However, that is of course only a wise idea if Bitcoin is expected…

  • Wiser Wealth: Is the High Risk, High Reward Nature of Being an Angel Investor Worth It?

    Wiser Wealth: Is the High Risk, High Reward Nature of Being an Angel Investor Worth It?

    If you are an angel investor, that means you are putting your money into a startup business. As the name suggests, the act almost feels benevolent seeing as the company has no proven track record to guarantee you will get any return. But you probably are not making this investment out of altruism. Angel investors…

  • Wiser Wealth: Inflation Even Has Wealthy Investors Worried About the Market

    Wiser Wealth: Inflation Even Has Wealthy Investors Worried About the Market

    Regardless of what income bracket someone is, nobody likes dealing with inflation. In fact, recent surveys reveal that even millionaires are concerned about the rising cost of living. That is probably because 2021 saw the biggest jump in inflation rates in over thirty years, so everyone is feeling the difference now. Per MSN Money, a…

  • Smart Gun From Radnor Start-Up LodeStar Only Fires for Authorized Users

    Smart Gun From Radnor Start-Up LodeStar Only Fires for Authorized Users

    LodeStar, a Radnor start-up, is using smartphone technology to make guns safe, reports Christie Ileto for 6abc. Safety technology personalizes the gun, allowing it to be fired only by a verified user. The 9mm gun checks the fingerprint of the user and requires a code to be entered on the weapon’s keypad before it can…