Investments
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Wiser Wealth: Personal Finance Lessons the World Has Learned After a Year with COVID
Besides the health concerns the pandemic has sparked, the other major source of anxiety for many this last year has been their finances. So many of us were laid off, and many industries have ground to a halt due to the need for safety precautions. It’s been a major wake up call for a lot…
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Wiser Wealth: Setting Achievable Personal Finance Goals in 6 Steps
Setting achievable personal financial goals is important, but how you set those goals is equally important, writes Roger Wohlner for thestreet.com. Some examples of financial goals include: Paying off credit card debt Creating an emergency fund Saving for retirement Saving for college Living below your means Goals can be highly focused over one to three…
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Wiser Wealth: 10 New Years Resolutions to Spend Less and Save More
Here’s a list of the top financial New Year’s resolutions to make for 2021, according to John S. Kiernan for wallethub.com. Make a Realistic Budget & Stick to It. Rank true necessities at the top. Cut from the bottom until your take-home exceeds what you plan to spend. Look for a Better Job. Remote jobs…
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Wiser Wealth: 7 Ways to Reduce Anxiety Over Holiday Overspending
It’s easy to overspend at Christmas, triggering debt anxiety when the bills come due in January, writes Lisa Walden for housebeautiful.com. So here are some tips to help you spend wisely during the holidays. 1. Set your festive budget Create a realistic budget of how much you want to spend. Include food, presents, decorations, transport,…
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Study Asks: In Philly, Better to Rent and Invest, or Buy a Home?
With housing prices about 10 percent higher than usual in the Philly Metro Area, disciplined local investors might want to bypass a home buy and think about the stock market, writes Miles Bryan for WHYY.org. A Florida Atlantic University Real Estate Initiative study found that Philadelphia-area residents will see a bigger windfall buying stocks and…
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Wiser Wealth: The DOW Hit 30,000 Last Week. What is the Dow and Why It Matters
The Dow Jones Industrial Average tells the daily story of financial markets as it tracks 30 stocks of big U.S. companies. It includes all major industry sectors except utilities, transportation and real estate, which are represented in separate indexes. The Dow began as a gauge of “smokestack” industrial and raw-materials companies but now represents a…
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Wiser Wealth: The Intimate Connection Between Love and Money
To figure out your relationship with money, look at your relationship with people. They’re probably similar, writes Kate Murphy for the Wall Street Journal. Money and love are tangled up in our subconscious. In relationships and money matters, most tilt toward the insecure, from anxiousness to avoidance. The anxious use money to be loved, appreciated,…
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Jennifer Morgan, Former SAP CEO in Newtown Square to Lead Digital Growth at Blackstone
Jennifer Morgan, the former Co-Chief Executive Officer for SAP, headquartered in Newtown Square, has joined the firm of Blackstone as its first Global Head of Portfolio Transformation and Talent. SAP is the largest provider of enterprise application software. Blackstone is one of the world’s leading investment firms. Morgan will head a team in Blackstone’s portfolio…
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Wealth Wise: Six Signs It’s Time to Sell a Stock
It’s hard to know when to sell a stock. You don’t want to sell it at a loss, but you don’t want to hold on to it for too long or your losses could get bigger. The smart move is to sell before things get really bad. Here are six signs it’s time to sell…
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How Much Retirement Savings Is Enough? Why Couples May Disagree
When couples plan for retirement, it’s often the woman who worries most about running out of savings later in life, writes Glenn Ruffenach for The Wall Street Journal. There’s a reason for that. Women worry more because they tend to live longer– about five years longer–than men. Women are more likely to live their final…
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Money-Draining Food Myths
The road to better health may sometimes involve an extra expense here and there, but you should be careful about wasting money on diet ideas with promises that are more based on myth than fact. Identified below are four diet strategies that may be ineffective and financially expensive. Vitamins and Supplements Americans spend more than…
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Matthew C. Mayer Joins Brumbaugh Wealth Management as Director of Financial Planning
Matthew C. Mayer has joined Exton-based Brumbaugh Wealth Management as Director of Financial Planning. Mayer was most recently employed as a Client Account Administrator with Vanguard Group. His career in the financial services industry began in 2012 when, upon graduating from Gettysburg College with honors, he joined Vanguard as a Client Relationship Associate. He then…
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Concerned How the Outcome of the Election Might Impact the Market? This Info Should Allay Your Fears
As we are in the final days before the election, you may be concerned about how the outcome might impact the market. We expect volatility, particularly if we do not know who wins the election and the decision is delayed as ballots are counted for what could be days after Nov. 3. We are here…
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Wiser Wealth: The 30 Biggest Money Mistakes People Make in an Economic Downturn
By David Bjorkgren Sometimes the right decisions aren’t always the most obvious, especially when coping with the stress of a recession or financial crisis, writes Justin Metz for The Wall Street Journal. Many of us haven’t faced an economic downturn in a long time and need help navigating it. Avoiding common pitfalls in the way…
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Hotels, Restaurants, Concert Facilities, Parks to Join Subaru Stadium in Chester
With the home of the Philadelphia Union, Subuaru Park, firmly in place, developers now plan to add hotels, restaurants, indoor concert and sporting facilities and expanded park and marina space to Chester’s waterfront, writes Colin Ainsworth for the Daily Times. And unlike previous West End waterfront redevelopment plans, this one is going to happen, say…
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Better Advice, Lower Costs are Compelling Reasons to Hire a ‘Retainer-Based’ Financial Advisor
It takes little to no additional work to manage a portfolio valued at $500,000 vs. one valued at $5 million, so why are investment managers charging 10 times more for the $5 million portfolio through a 1 percent assets under management (AUM) fee? That’s just one reason why the next generation of high net worth…
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Homeowners Insurance Protects One of Your Greatest Assets
For many people, the home they buy will be one of the biggest investments they will make. “Since your home is one of your greatest assets, you should make sure it is adequately protected. That’s where homeowners insurance enters the picture,” says Fred Hubler, founder and president of Creative Capital Wealth Management Group. Homeowners insurance…
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Brumbaugh Wealth Management Announces Strategic Partnership with Bala Cynwyd-Based RIA
Brumbaugh Wealth Management, an independent financial services firm based in Exton with a satellite office in Berwyn, has partnered with Carson Choice Retirement Solutions in Bala Cynwyd. Founder and president Rick Carson has been in the financial services industry for 30 years, working with both employers and employees in providing employer-sponsored retirement plans and employee…
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