Brumbaug﻿h Wealth Management Archives

Brumbaugh Wealth Management

Exton, Investments

For Socially Responsible Investors, Brumbaugh Wealth Management Now Offering ESG Options

June 30, 2020

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…
Exton, Investments

How to Make the Tax Code Work for You

June 11, 2020

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…
Exton, Investments

The Ivory Tower Changes Wall Street

May 8, 2020

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…
Exton, Investments

Brumbaugh Wealth Management Presents ‘A Market Discussion with Kim’ on Thursday

March 31, 2020

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…
Investments

Kim Brumbaugh to Discuss Market Status, How to Respond on Conference Call Thursday

March 27, 2020

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…
Investments

Coronavirus Concerns? Consider Past Health Crises and Their Effects on the Market

March 13, 2020

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…
Exton, Investments

The Six Most-Overlooked Tax Deductions

February 21, 2020

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…
Exton, Investments

Brumbaugh Wealth Management Acquires Local Investment Advisory Practice

January 9, 2019

Brumbaugh Wealth Management, a strategy-driven firm based in Exton that designs comprehensive and flexible financial solutions for clients that help meet the needs of today…
Exton, Investments

From CHESCO: Forbes, CEO Report Recognize Exton-Based Brumbaugh Wealth Management

March 6, 2018

For Kim Brumbaugh, the key to success is people – the people she employs and the people whose finances she helps to manage. “It starts…