Investments
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For Socially Responsible Investors, Brumbaugh Wealth Management Now Offering ESG Options
Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn’t mean you have to forgo pursuing a return on your money. Socially responsible investing may allow you to further both your own economic interests and a greater good, in whatever way you define…
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How to Make the Tax Code Work for You
By April 19, 2019, 137 million taxpayers had dutifully filed their federal income tax returns.1 And they all made decisions about deductions and credits – whether they realized it. When you take the time to learn more about how it works, you may be able to put the tax code to work for you. A good…
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NBA All-Star Kevin Durant Buys Minority Stake of Philadelphia Union
The Philadelphia Union soccer team welcomed 10-time NBA All-Star Kevin Durant as a new member of its ownership group. Durant has reportedly bought a minority stake in the group, between 1% and 5%, according to the Sports Business Journal. There’s hope that Durant’s high profile presence in the ownership group could help bring fans to Union…
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The Ivory Tower Changes Wall Street
For as long as there has been a stock market, investors have sought a reliable framework to determine the future direction of prices. Success has been elusive. But thanks to the work of three American economists, we operate today with a better understanding than prior generations of what determines an asset’s price. For their work,…
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Brumbaugh Wealth Management Presents ‘A Market Discussion with Kim’ on Thursday
Kimberly J. Brumbaugh, LUTCF, Founder and CEO of Brumbaugh Wealth Management, will present a market discussion on April 2 from 8:30-9:30 AM. Readers of VISTA Today are cordially invited to participate in the conference call as Brumbaugh discusses recent market declines, clarifying what’s happened, and shares her insights for the outlook and things to consider…
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Kim Brumbaugh to Discuss Market Status, How to Respond on Conference Call Thursday
Kim Brumbaugh, the CEO of Brumbaugh Wealth Management, will host a conference call on Thursday, April 2 at 8:30 AM to discuss the status of the market amidst the COVID-19 pandemic. Brumbaugh, who has been in the industry for more than 20 years, will share her insight into the recent market declines and clarify what…
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Coronavirus Concerns? Consider Past Health Crises and Their Effects on the Market
By Kim Brumbaugh During the last week of February 2020, the S&P 500 lost 11.49 percent — the worst week for stocks since the 2008 financial crisis — only to jump by 4.6 percent on the first Monday in March.* By all accounts, the drop was largely driven by ever-increasing fears about the potential effects…
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The Six Most-Overlooked Tax Deductions
By Kim Brumbaugh Who among us wants to pay the IRS more taxes than we have to?* While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the six most overlooked opportunities to manage your tax bill. Reinvested…
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University of Delaware’s Blue Hen Investment Club Beats the S&P 500 … Again
By Dena Hillison Despite an incredibly volatile time in the financial markets last year, the University of Delaware’s Blue Hen Investment Club (BHIC) was able to beat the S&P 500 Index for the first time in the group’s 20-year history. Then, in 2019, it did it again. At the close of 2019, the S&P 500…
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Purchase of Pennsylvania Trust Co. Aids New York Firm’s Quest for Boomer Wealth
A New York company looking for more wealthy baby boomers and their heirs has bought Pennsylvania Trust Company and its $4 billion in assets, writes Joseph N. DiStefano for The Philadelphia Inquirer. Fiduciary Trust Co. is owned by publicly-traded Franklin Resources Corp., a national investment company that has sought to diversify away from the slowing…
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Brandywine Conservancy Receives $80,000 Grant for Brandywine Creek Greenway
Chadds Ford will be one of 25 communities in the Brandywine Creek Greenway to receive park, open space and community trail work through a Pennsylvania Department of Conservation and Natural Resources grant. The $80,000 grant was received by The Brandywine Conservancy & Museum of Art for outreach and technical assistance to communities within the Brandywine…
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Smaller Asset Managers Get Crazy and Creative to Stay Competitive With the Big Boys
Smaller asset managers like Alpha Architect in Broomall are getting creative as they find ways to compete with the bigger, main stream companies like BlackRock, Vanguard and State Street Corp., writes Claire Ballentine for finance.yahoo.com. Alpha Architect manages about $420 million in assets, and is no stranger to Twitter, blog posts and podcasts to help…
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Pennsylvania’s Economy Hurt by Aging Roads, Bridges, Mass Transit, Report Says
Pennsylvania’s economic growth could be adversely affected if more attention isn’t paid to the state’s aging highways, bridges and mass transit, writes Evan Brandt for the Daily Times. An assessment report from a Pennsylvania House task force released in November shows funding is badly needed to fix our transportation infrastructure. “With today’s growing economy placing…
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Graham Partners in Newtown Square Raises $645 Million for Manufacturing Investment Fund
Newtown Square’s Graham Partners has raised $645.1 million for a new investment fund, continuing its mission to fund small and mid-size manufacturing businesses, writes Joseph N. DiStefano for The Philadelphia Inquirer. Graham invests in businesses across the United States that are seeking capital to perfect and market automation and other factory improvements. It is one…
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Visionary Tech, Internet Investor Warren “Pete” Musser Dies
Warren “Pete” Musser, the longtime Pennsylvania tech investor and former head of Radnor-based Safeguard Scientifics for nearly half a decade, died on Sunday at 92, writes Joseph N. DiStefano for The Philadelphia Inquirer. Musser passed away in a nursing facility near his Main Line home, where he was recovering from a fall he suffered a…
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See Which Delaware County Movers and Shakers Made This Year’s Power 100 List
Three movers and shakers from Delaware County have found their place on the Philadelphia area’s Power 100, writes Ryan Sharrow for the Philadelphia Business Journal. The list features individuals who have the influence, respect, skill, and effectiveness that provide them with the power to shape the look and feel of the entire Philadelphia region for…
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Architects Seeking Public Input for Development of Chester Waterfront
People had a chance to talk about what they’d like to see at the Chester waterfront as architects begin creating a masterplan, writes Colin Ainsworth for the Delco News Network. Casual dining and bars, fitness centers and housing were all suggested at a public meeting last week asking for resident input. Connecting the Riverwalk to…
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SAP Responds to Potential Cybersecurity Threats With New Cyber Defense Center
The SAP Cyber Fusion Center, an innovation hub for new cyber defense capabilities, has opened at the Newtown Square office, writes Paige Gross for technical.ly. The center will bring new security functions like analytics, defensive automation, cyber intelligence and cloud security to better assist SAP and its customers against security threats. The company will provide…
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