Investments
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Wiser Wealth: 5 Immediate Precautions to Ward Off Inflation’s Impact
Nobody is enthusiastic about inflation, but people typically feel like there is nothing they can do about it except grit their teeth and deal with it. Unfortunately, for some purchases, that may very well be true. However, some expenditures are worse than others right now. According to some of the financial experts Fortune talked with,…
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Wiser Wealth: Proactive Investments Options as a Hedge Against Inflation
2021 marked a steep year for climbing inflation, causing many to reevaluate what to do to safeguard their financial future. Some are hopeful the current inflation rates will simply settle back down to what they were, but it never hurts to be proactive with your plans in case the current rates are here to stay.…
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These Delaware County Stocks Are Among Best Performing in Region for 2021
Last year was good for publicly traded companies in the Philadelphia region, with 60 percent of them recording stock price gains in 2021. Here are the best-performing stocks, writes Ryan Mulligan for the Philadelphia Business Journal. The Philadelphia Business Journal looked at 118 publicly traded companies in the area to determine which ones were the…
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Wiser Wealth: Four Ideas to Protect Your Cash From Inflation
We have seen a lot of dramatic financial shifts since the pandemic started, including the highest increase in inflation in over three decades just back in October. That is why the founder of the largest hedge fund in the world, Ray Dalio of Bridgewater Associates, is saying that leaving your cash just sitting around is…
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Radnor Firm NewSpring Leads Funding Round for Music Distribution Company
Radnor private equity firm NewSpring Growth is leading the way to help fund a Tampa, Florida music distribution firm, writes Lauren Coffey for the Tampa Bay Business Journal as reprinted in the Philadelphia Business Journal. Symphonic Distribution provides distribution services for musicians to companies like Apple Music and Spotify. NewSpring led $37 million Series B…
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Wiser Wealth: 8 Investment Challenges and Opportunities for 2022
The start of the pandemic was a highly unpredictable time for investors, with so many businesses either going into lockdown precautions or being so heavily impacted that they went bankrupt. This sent a lot of normally stable investments into a flux that nobody was used to. However, two years out from the pandemic, analysts have…
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Brumbaugh Wealth Management: Crowdfunding Gains Momentum as Capital for the 21st Century
One of the earliest examples of crowdfunding occurred in 1884 when funds ran short for building the Statue of Liberty’s pedestal. The publisher Joseph Pulitzer used his newspaper to appeal to Americans to donate the money needed to complete the pedestal’s construction. Over $100,000 in six months was raised from more than 125,000 people.¹ But…
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Wiser Wealth: As New Years Approaches, Some Opportunity Zone Benefits Are Poised to Expire
In recent years, more people have been turning to opportunity zone funds to invest in due to the variety of appealing tax breaks they offer. However, very soon, one of those qualified opportunity zone tax breaks is going to be disappearing, and it is causing a rush of new investors clamoring to get involved before…
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Brumbaugh Wealth Management Offers 2021 Year-End Tax Tips
Here are some things to consider from Brumbaugh Wealth Management as you weigh potential tax moves between now and the end of the year: 1. Defer income to next year Consider opportunities to defer income to 2022, particularly if you think you may be in a lower tax bracket then. For example, you may be…
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Wiser Wealth: Post-Covid, Emotion Could Play a Stronger Role in Commercial Real Estate Investment
In many business dealings, the sage advice given is to check your emotions at the door and focus on the financial aspect. That may be logical, but humans are not robots. The way something makes us feel can be what finally tips the scale one way or another on a decision. The commercial real estate…
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Learn ‘How to Invest Like the Big Dogs’ from Renowned Wealth Advisor on Dec. 7 NoonZOOM
What are the top strategies for growing wealth that accredited investors should consider? What kind of tax deductions are available on specific oil and gas investments? What advantages and returns do Opportunity Zone investments offer? On Tuesday, Dec. 7, DELCO Today will host a NoonZOOM — entitled “How to Invest Like the Big Dogs” —…
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Wiser Wealth: What You Need to Know About Preferred Stock
If you are happy with a company then you might be considering buying some shares of their stock even if you don’t know much about investing. However, there are different types of stock and the kind you buy can have very different outcomes on your investment. If you are new to learning the differences between…
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Wiser Wealth: Tax Advantages of Investing in Qualified Opportunity Zones
Everyone knows it is smart to invest, but plenty of people are unaware of the best options available to them for getting the maximum payoff. The one thing all investors dread is when they eventually have to pay the taxes on their investments, but you might be surprised to know there is one option that…
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Wiser Wealth: Current Rates are Making Private Credits Funds Appealing for Investors
Money can change hands very quickly with certain investment types, making many investors prefer the ability to enter and leave commitments with ease. However, private credit funds are finally offering enough value to make people look past the long-term commitments that come attached. Bloomberg shares more on the topic, elucidating how investments such as Blackstone…
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Newtown Square’s Graham Partners Offers Business Internship to Professional Soccer Players, Coaches
Graham Partners, a Newtown Square-based private equity firm, has created a six-week internship for 10 professional soccer players and coaches who volunteer with the SWAG soccer program, writes John George for Philadelphia Business Journal. The SWAG program is a free inner-city Philadelphia soccer program that helps vulnerable youth get passionate about soccer. Created in 2018,…
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Wiser Wealth: While Other Markets Struggle, the Art Market is Booming
You might assume that during times of widespread financial hardship leisurely enjoyments would be some of the first to be neglected. While that might have been true for restaurants and movie theaters, it is not at all true about the art world. According to the Wall Street Journal, the market for art is doing unbelievably…
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Wiser Wealth: WSJ – President’s Plan for Taxing the Rich Impacts Nation’s Highest Earners
When Donald Trump was president, he was heavily criticized for how little he paid in taxes. Trump, and fellow highly wealthy public figures, claimed they were merely savvy in utilizing tax loopholes. However, President Biden believes it is time for the rich to pay up. Proponents of tax breaks for the rich believe it contributes…







































