Investments
-
If You Are Planning Your Retirement, You Need RMD Game Plan
People who are planning for their retirement need to develop a game plan for required minimum distributions, or RMDs, if they want to maximize the amount of savings they keep in their pockets, writes Glenn Ruffenach for The Wall Street Journal. RMDs are annual withdrawals that people in their early 70s are required to take…
-
2017 Investment Analyst: ‘Wawa a Small-Scale Cult in Philadelphia Area’
Even in a conversation about one of investors’ favorite convenience store chains, Wawa steals the show. Prompted by disappointing third-quarter profits from Midwest C-store franchise Casey’s General Stores, Bill Barker of Motley Fool Funds quickly steered the show to Wawa, the “Casey’s General of the Mid-Atlantic,” during a Market Foolery episode by Chris Hill on Madison.com.…
-
Wall Street Journal: As Netflix Works to Ban Password Sharing, This Area Resident Is Indifferent
The Golden Age of Netflix is coming to an end. The streaming giant’s profits are taking a hit as it struggles for subscribers. As 2023 approaches, the company is going to make the unpopular route of confronting password sharing. Netflix is hinting at launching a higher-paid tier for people who want to continue to share, write Sarah…
-
NYSE Suspends Shares of PREIT, Springfield Mall Owner
Pennsylvania Real Estate Investment Trust, the owner of the Springfield Mall, Plymouth Meeting Mall, and Willow Grove Park Mall, is being booted off the New York Stock Exchange as PREIT shares trade at $2.40 a share, writes Rich Bockmann for The Real Deal. On Thursday, the exchange announced it would suspend trading of the PREIT…
-
1 Delaware County University Saw Endowments Come Out Ahead, Others, Not So Much
College and university endowments took a ride with the capital market slumps felt in 2022, though in Delaware County, one university came out ahead, writes Ryan Mulligan for Philadelphia Business Journal. Villanova brought in $77.7 million in gifts this fiscal year, compared to $44.4 million the previous year, boosting its endowment. It saw a 3.8…
-
Year-End Tax Planning Checklist: Steps to Maximize Your Financial Plan
Before the year comes to a close, there are some things you should review and consider with your overall financial plan. This past year has brought challenges such as inflation and a weak market performance, and with rising interest rates and new legislation now may be the best time to make adjustments before 2022 ends. …
-
CCWMG’s Fred Hubler Shares Stock Market Expertise During Financial News Appearance
Fred Hubler Jr., the President and founder of Creative Capital Wealth Management Group in Chester Springs, was recently featured on a network to share his expertise on the stock market. Hubler noted on Ameritrade Network about the coming of a new regime of greater macro and market volatility. In addition to this appearance, he has…
-
Learn How Your 2022 Year-End Bonus Will Be Taxed
Fortunate workers who are slated to receive their year-end bonus often find themselves surprised when the amount they receive is much less than what they originally thought it would be, writes Kelley R. Taylor for the Kiplinger. The difference in the amounts is due to federal tax withholding and bonus tax rates. While bonuses are…
-
Renowned Meridian Bank CEO Chris Annas Featured in Online Investment Guide
Meridian Bank CEO Chris Annas, who has been a prominent leader and positive force in Chester County for years, was recently featured in Capital Analytics: Invest Philadelphia magazine. The annual business guide covers metro areas through data, in-depth analysis, and interviews with local business and political leaders like Annas. Labeled in the article as a…
-
Some 401(k) Plans Starting to Offer Option of Putting Retirement Money Into Cryptocurrency
While many employers and regulators remain cautious, some 401(k) plans are starting to offer the option of putting retirement money into cryptocurrency, writes Anne Tergesen for The Wall Street Journal. Around 24,500 401(k) plans administered by Fidelity Investments began offering bitcoin in their investment menus this fall. Employees can put up to 20 percent of…
-
Get Tips on Year-End Financial Planning from Bryn Mawr Trust’s Planning and Advice Team at Today’s NoonZOOM
With the end of the year on the horizon, now is the time to make sure you’re still on track for achieving your financial goals. What market trends should you watch for right now and what steps you can take in the closing weeks to optimize your portfolio and charitable contributions, reduce taxes and ensure…
-
Learn Why Young, Affluent Investors Should Not Be Pulling Away from Stocks
Young, affluent Americans are pulling away from stocks and choosing alternative investments, but many certified financial planners believe that doing so is a mistake, writes Ryan Ermey for CNBC’s Make It. According to a recent survey from Bank of America Private Bank, Americans ages 21 to 42 with a minimum of $3 million in investable…
-
You Can Earn Nearly 7 Percent Interest with I Bonds; Here Is What You Need to Know About Them
I Bonds, a type of savings bonds, are still an attractive choice for numerous investors, writes Veronica Dagher for The Wall Street Journal. Starting on November 1, these inflation-adjusted U.S. savings bonds will earn an annual rate of 6.89 percent for six months. Previously, when bought before October 28, I Bonds earned an annual rate…
-
Should You Diversify Your Portfolio With Alternative Investments
It has been a tumultuous year for the stock market. People relying on traditional investments have experienced startling changes in their portfolios and been left hoping that they will rebound from some major losses. However, others have lost some trust in the typical methods and instead become interested in alternative investments. The financial magazine Barron’s…
-
10 Hints to Make the Most of Your Year-end Planning
It is never wise to become too complacent with not keeping an eye on your finances. You might assume everything is fine, but some of your long-term investments could be going off track without you even realizing it. The investment bank J.P. Morgan shared some of their expertise on what a good planning routine looks…
-
There’s No Such Thing As A Normal Recession
With how out of whack the current economy is, many are speculating that we may soon be once again entering a recession (if we are not in one already). Situations like this often have people wanting to look to the past to learn what to expect. However, according to Fred Hubler on BCTV.org, it can…
-
Despite Losing 60% of its Value this Year, Experts Say Bitcoin Could Rebound Big in 2023
Per the financial magazine Barron’s, Bitcoin is having a really rough year. To be exact, 2022 has been the worst year for the cryptocurrency since 2010, the year after it was first created. This year saw its value plummet by almost 60%. This has many saying that the bottom has finally fallen out on cryptocurrency…
-
Villanova Alum, Finance Guru Wants to Make Wealth Management More Accessible
Mical Jeanlys-White had a decade worth of experience as an executive at JPMorgan Chase & Co when she founded WealthMore. It’s a startup that is meant to give financial advice to people who usually don’t have access to it. Jeanlys-White’s parents immigrated to the U.S. form Haiti and is first-generation American. She says WealthMore is meant…
Founding Partners
Advertisement
Affiliate Partners
Chamber Partners
