Business
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Founder and CEO of Creative Capital Wealth Management Group Offers Top Alt Strategies for a Recession
As we all settle into 2024, there is increasing buzz around a possible recession and the potential for the FED to lower interest rates. CNN reports, “Former Federal Reserve Chairman Alan Greenspan believes a U.S. recession is the ‘most likely outcome’ of the Fed’s aggressive rate hike regime meant to curb inflation. He joins a growing chorus of…
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Finance Life Events with Your Home’s Equity
If you’ve been paying your mortgage for a while, you’ve probably built up some equity in your home. Home values statewide have increased 27 percent in the past 5 years according to data from multiple listing services. You may have heard of a home equity line of credit or loan, but you might not understand why…
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2024 Outlook for Alternative Investments Foresees Challenges That Will Create Opportunities
Many of the issues that impact traditional investments also affect alternative investments, but among some of the challenges lie opportunities, write Stephen Dover and Tony Davidow for Franklin Templeton. Private Credit Last year provided both economic headwinds and private-credit tailwinds. Headwinds included rising rates, high inflation, a slowing economy, and tighter lending conditions. The tailwinds…
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Penn Community Bank Launches New Campaign Focusing on ‘Thriving Communities’
Penn Community Bank, the largest mutual bank in eastern Pennsylvania, is launching a new, multi-channel marketing campaign highlighting its role in supporting thriving communities throughout the region. “At Penn Community Bank, we believe that supporting thriving communities starts with building deep and meaningful relationships with our customers,” said Bernard Tynes, Chief Experience & Impact Officer. “That’s…
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Family-Owned Firstrust Bank Celebrates 90 Years of Fostering Trust and Stability Through Generations
The story of Firstrust Bank represents the essence of the American Dream. Founded in the throes of the Great Depression, the bank’s fascinating narrative is one of entrepreneurial risk-taking, resilience in the face of adversity, continual adaptation and growth, community service, and family legacy. Samuel A. Green, a Hungarian immigrant who arrived in the United…
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Is Tax-Exempt Financing Right for Your Nonprofit?
Nonprofit organizations are not immune to the current financial challenges. An often-underutilized tool to help with these challenges is tax-exempt financing. Whether your organization is a health system, residential healthcare or senior housing facility, or another nonprofit organization outside of the healthcare space, there are options to explore that should fit your needs. Bank held…
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Safeguarding Your Golden Years: Financial Tips for Seniors and Caregivers
February is Senior Independence Month, a time to celebrate the autonomy and well-being of older adults, and financial security plays a crucial role in maintaining independence and peace of mind. Whether you’re a senior navigating your own finances or a caregiver supporting a loved one, here are some key tips to keep in mind: 1.…
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Creative Capital Wealth Management’s CEO to Speak at Blue Vault Bowman Alts Summit and Learn & Grow Investment Summit
Frederick Hubler, Creative Capital Wealth Management’s CEO and Chief Investment Officer, will participate in speaking engagements throughout the year to help others learn about the value and growth of the alternative investments industry. To kick off the month of March, Hubler will speak at the Learn & Grow Investment Summit 2024. The first event will…
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Labor of Love: Veterinarian Couple Shares What It’s Like Working Together and How Firstrust Bank Financed Their Dreams
When Dr. Nick Pope met his future wife, Dr. Elizabeth Pope, they were both students at the Oklahoma State University College of Veterinary Medicine and traveling down the same career path. Despite their passion for animals and shared dreams of becoming veterinarians, however, it was never their intention to one day work together. “We had…
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Bryn Mawr Trust’s Andrew Davis Connects the Macroeconomic Dots to Provide His Outlook for 2024
As the Head of Macroeconomic Research at Bryn Mawr Trust, Andrew Davis takes pride in being responsible for the company’s macroeconomic views. His wisdom in portfolio analysis, economic indicators, and options strategies — gained from a career that includes work at SEI Investments, Moody’s Analytics, and the U.S. Bureau of Labor Statistics — enables him…
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Firstrust Bank Expands Q2 Partnership to Strengthen Customer Engagement and Deposit Growth
Firstrust Bank has selected Q2 ClickSWITCH — a software-as-a-service (SaaS) solution for account switching — to help grow deposits, increase engagement, and provide its customers with a modernized digital account opening experience. The expanded partnership between Q2 and Firstrust, which began in 2019 when Firstrust deployed Q2’s digital banking platform to power its online and…
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So How’s Jason Kelce Doing Financially? Not Too Bad, Actually
It’s no surprise that when you talk about Philadelphia Eagles center Jason Kelce’s finances, you’re looking at some pretty big numbers. The premiere NFL superstar has proven himself to be adept both on the field and out in public, writes Anjum Ash for First Sportz. Jason Kelce boasts a net worth in 2024 of…
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Get off The 1031 Merry-Go-Round
A 1031 exchange allows investors to sell a real estate property and exchange it for another property if the conditions are met. A 1031 exchange permits the owner to defer capital gains. For the last sixteen-plus years, investors have had the option of selling their property and going into a passive ownership role with a…
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Chase Bank Plans to Open 40 New Branches, Create Hundreds of New Jobs in Philadelphia
To reach its goal of reaching 100 local branches by 2027, Chase Bank is planning to almost double its retail employee headcount and open more than 40 new branches in the Philadelphia market over the next three years, writes Jeff Blumenthal for the Philadelphia Business Journal. Chase entered the Philadelphia retail banking market in 2019,…
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Warrington-based Windtree Therapeutics Explores Strategic Options to Boost Shareholder Value
Warrington-based Windtree Therapeutics is currently exploring strategic alternatives to enhance shareholder value, including the possibility of acquisitions or being acquired, writes John George for the Philadelphia Business Journal. The company has enlisted the services of Ladenburg Thalmann & Co. Inc. to assess its options. Despite a challenging financial landscape, Windtree has taken significant steps…
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Bucks County Leadership: John Fessick, Market Executive for Pennsylvania and Delaware, Wells Fargo
From his office in Conshohocken, John Fessick, Market Executive for Pennsylvania and Delaware at Wells Fargo, spoke to BUCKSCO Today about growing up in Stroudsburg as the oldest of four brothers. As a teenager, he explored a variety of different interests – sports, student government, music, Eagle Scout, and working nights at a hotel –…
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WSFS CARES Foundation Provided $2.7 Million in Charitable Grants and Contributions in 2023
The WSFS CARES Foundation, the charitable giving arm of WSFS Bank, provided grants and donations totaling more than $2.7 million to more than 390 community organizations located across Delaware, New Jersey, and Pennsylvania in 2023. WSFS also made a $2.0 million contribution to the WSFS CARES Foundation in 2023 to support future investments in its…
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Luxury Homes Now Getting Bigger, More Expensive Closets. Here’s What They’re Costing
Luxury homes are now getting bigger and more expensive closets as homeowners look to display their extensive fashion collections in more personalized and opulent spaces, writes Sarah Paynter for The Wall Street Journal. Closets are also serving as entertainment spaces with newly added seating areas and champagne bars. Many are holding closet-reveal parties once the…
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