Investments
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Wiser Wealth: You’re Named Executor of an Estate, Now What?
Being left in charge of someone’s estate is not something that people are usually prepared for due to how sudden the occasion can be. But it is an important responsibility and giving it some forethought now can save you aggravation later. Michael Pollock of the Wall Street Journal expands on what you should be considering.…
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Wiser Wealth: What Businesses Need to Know About Using and Accepting Cryptocurrency
What Businesses Need to Know About Using and Accepting Cryptocurrency for Payments More and more big-name companies are beginning to adopt accommodations to allow cryptocurrency holders to make purchases with them. Places like Amazon, Microsoft, Visa, and PayPal all now accept cryptocurrency but rely on services like BitPay to process it. So now other companies…
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Brumbaugh Wealth Management: Do Your Kids Know the Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but Brumbaugh Wealth Management wants to know if you’ve taught your children how to manage money? One study of households with student loan debt showed that the average amount owed was $47,671. And more than 20 percent of recipients with outstanding loans will…
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Prominent Local Wealth Advisor Will Dispel Bitcoin and Cryptocurrency Myths on Oct. 21 NoonZOOM
What is Bitcoin and cryptocurrency and how does it work? Is it backed by anything of value? What real-world usage does it have? Break through the myths and confusion of Bitcoin and gain a deeper understanding of cryptocurrencies on Thursday, Oct. 21 from 12-1 PM, when American Community Journals hosts a lunchtime NoonZOOM webinar entitled…
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Business Deals Are Up Close and Personal Again, and They’re Everywhere
With pandemic shut downs lifting, buyers and sellers of companies are furiously working deals, writes Joseph N. DiStefano for The Philadelphia Inquirer. Private company investors are cashing out old assets at record levels, raising cash for new deals. And they’re closing those deals in person. “There’s a lot of capital right now,” as well as…
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Wiser Wealth: Cryptocurrencies Aren’t Just For Individual Investors as Corporations Cautiously Test the Water
Depending on who you ask, cryptocurrency is either part of the future that will eventually be widely adopted, or it is a fad with a value too mercurial to depend on (with Bitcoin frequently fluctuating by the double digits in value during trading). Some companies want nothing to do with it, while others are now…
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Vanguard Reverses Decision to Terminate Popular Medical Benefit for Current, Retired Employees
Within a day of its announcement, Vanguard reversed its decision to terminate a popular medical benefit. Many of its current and past employees depend on the company perk to mitigate healthcare costs, writes Erin Arvedlund for The Philadelphia Inquirer. Vanguard first said the retiree medical account (RMA) benefit would be removed. But after employee feedback,…
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Wiser Wealth: 5 Reasons to Consider Investing in Cryptocurrency
Perhaps you have been curious about dabbling in some cryptocurrency investment, but all the conflicting advice about doing so has caused you to hesitate. Such matters should definitely be considered carefully with the help of an expert, but maybe hearing from a proponent could help set your mind at ease. Lyle Daly expounds on this…
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Wiser Wealth: The Biggest Tax Changes Coming in 2021
Nobody looks forward to tax season. That is why most of us just file all our important documents when they are due and then put the whole thing out of mind until it is time to do it again next year. But that method can lead to some bad surprises regarding what regulations have changed.…
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Wiser Wealth: With Tax Season on the Doorstep, Now is the Time to Consider Qualified Opportunity Funds
Financial fluctuations of late have created some major problems in some areas, and major opportunities in others. For people looking to reap a profit from stocks and properties, the year has proven fortuitous. But that inevitably leads to concern about how much could be lost to capital gains taxes. In an article for Islander News,…
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Brumbaugh Wealth Management: A Healthy Body Can Equal a Healthy Pocketbook
Many people have a clear vision of what their ideal retirement looks like. Some desire vacation homes in tropical destinations, while others plan to spend quality time with their grandchildren and family. Brumbaugh Wealth Management knows that many of these dreams will come with a price tag, but of all the activities in retirement that…
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Wiser Wealth: Want the Freedom to Invest in Hedge Funds and Startups? Become an Accredited Investor
In August of 2020 the Securities and Exchange Commission (SEC) narrowly approved a vote to expand its definition of who qualified as an accredited investor. Previously, an investor needed to be an “Accredited Investor” which is to say they needed to have $1 million in net assets, not including their primary residence, or more than…
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New CEO for Lincoln Financial as Dennis Glass Gets Ready to Step Down
Lincoln Financial Group CEO Dennis Glass is leaving next May after 15 years leading the Radnor life insurance and retirement investment company, writes Ryan Sharrow for Philadelphia Business Journal. Succeeding him is Ellen G. Cooper, 56, currently the chief investment officer and head of the company’s Enterprise Risk and Annuity Solutions group. Glass, 71, will…
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Wiser Wealth: Not an “Accredited Investor” Yet? Four Steps To Take to Earn the Designation
Despite their best efforts, many people never wind up rising higher in their income bracket and thus never achieve the “accredited investor” status. It’s easy to attribute that to expenses going up, but another reality is many people get tunnel vision on a career that isn’t getting them where they want to be. That doesn’t…
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Wiser Wealth: Outside the Box Investments Opportunities Available to Accredited Investors
The most common ways to be considered an accredited investor are to either have a net worth of more than $1 million or to have an annual income exceeding $200,000. Meeting that criteria will give you the status to make exclusive types of investments. But maybe you are still new to learning about accredited investors…
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Wiser Wealth: You May Be Savvy But Are You An “Accredited Investor”?
Whether you are new to investing or have been involved in making investments for years, the term accredited investor might be unfamiliar to you. That’s perfectly normal, as being an accredited investor is privileged and most people actually might never be eligible to become one. But maybe you are curious if you do fall into…
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Wiser Wealth: Tax Breaks, High Returns Are Why You Should Consider Oil and Gas Investments
As your income grows, it is only natural that your investment opportunities will begin to expand. There are some areas that are only going to open up to you once your value hits a certain threshold, and oil investments are one of them. You might figure you have gotten along fine with your investments so…
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Wiser Wealth: If You’re Looking for Tax Breaks on Investments, Consider Investing in Oil
When you think about where to invest your money, the first places that probably cross your mind are real estate or technology. So it might surprise you to hear that some experts are discussing the merits of investing in oil. One big selling point? The tax breaks. We’re quite far past the days of hearing…
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