Business
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Why Alternative Strategies Represent A New Frontier In Investing
The world of investing has come a long way since the days of buying and holding stocks and bonds. With the advent of technology and the globalization of markets, investors have more choices than ever. Once reserved for the ultra-wealthy, alternative investment strategies are becoming increasingly accessible to retail investors. In this article, we’ll explore…
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Pros and Cons of Investing in REITs vs. Direct Real Estate
While the housing market has been volatile and uncertain over the last three years, real estate is still a valuable part of an investor’s portfolio, writes Jeremy Pagan for the Morning Star. Each investor should ideally allocate anywhere between five and 20 percent of their portfolio to real estate. REITs are a very popular investment…
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How Anyone Can Start Building Wealth Through Real Estate
While there are some risks associated with investing in real estate, the many benefits make this something any investor should consider doing, writes GeekWire. Benefits of Investing in Real Estate When you buy or hold real estate or decide to invest in a property’s equity through a REIT, you may earn cash flow. If you…
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After 20-Plus Years at the Helm, Citadel Credit Union CEO Announces Retirement
Jeff March, Citadel Credit Union’s longtime President and CEO, will retire by the end of the year, after his successor is selected. This announcement was first shared via an internal memo to all Citadel employees. March began working at Citadel 40 years ago in 1983 and has been in his current leadership role since 2001.…
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Citadel Credit Union Enjoys Significant Growth After Assets Increased 20 Percent Last Year
In 2022, Citadel Credit Union’s assets increased a record-breaking 20.1 percent from $4.6 billion to $5.6 billion. During the year, Citadel continued to have strong deposit growth at 15.7 percent over 2021. Not only was 2022 a significant growth year for Citadel, it was also named a Best-in-State Credit Union by Forbes. As recently as…
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C&N Promotes Tom Howley to Vice President and Commercial Lending Relationship Manager II
C&N announces that Thomas Howley has been promoted to Vice President and Commercial Lending Relationship Manager II, based in Doylestown. Howley has been with C&N since 2020, joining through the Covenant Bank acquisition. In his role as Commercial Lending Relationship Manager, Howley demonstrated a commitment to: He was instrumental in guiding his clients and prospects…
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Wells Fargo Announces Closure of Washington Crossing Branch Location
Wells Fargo is closing two more branches in the region, including one in Bucks County, as its customers continue to shift more toward banking using their phones and computers, writes Jeff Ward for WFMZ 69 News. “Wells Fargo has made the difficult decision to close the Washington Crossing branch (Bucks County) and West Lawn branch…
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How Firstrust Bank’s Time-Tested Experience Warded Off High-Profile Industry Woe
The Silicon Valley Bank failure has caused a banking industry uptick in diligence, as reported by Joseph N. DiStefano in The Philadelphia Inquirer. At Firstrust Bank, Conshohocken, the increased oversight comes atop its vast experience. Early in the industry unsteadiness, Firstrust accented high-quality consumer and home mortgage loans, related Tim Abell, president. That action precipitated…
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Barron’s: Bitcoin Surged in 2023, But Is It Due for a Pause?
Bitcoin is on fire once again, having rallied 80 percent this year and spurring calls for a new crypto bull market, writes Jack Denton for Barron’s. However if you are considering investing in crypto, there are several things you need to consider. There is logic to the rise of the most popular cryptocurrency, which has…
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Trevose-Based Drug Manufacturer Delisted from the New York Stock Exchange
A drug manufacturing company from Bucks County recently found itself delisted from the New York Stock Exchange. John George wrote about the delisting for the Philadelphia Business Journal. Generic drug manufacturer Lannett Company, Inc., headquartered at 1150 Northbrook Drive, Suite 155 in Trevose, found themselves taken off of the exchange. This was due to them…
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America’s Biggest Bank Might Be Opening a New Branch in Bucks County. Read to Learn Where
A major bank is discussing plans to open a new location in Bucks County, allowing more commerce and financial deals in the area. Jeff Ward wrote about the new bank for WFMZ 69 News. JPMorgan Chase is considering opening a new branch in Morrisville. The proposed location would be at the southwest corner of West…
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Dunlap SLK Provides Tax-Wise Tactics to Save for College
If you’re a parent or grandparent with college-bound children, you may want to save to fund future education costs. Here are several approaches to take maximum advantage of the tax-favored ways to save that may be available to you. Savings Bonds Series EE U.S. Savings Bonds offer two tax-saving opportunities when used to finance college…
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CEO of Chester Springs-Based Creative Capital Wealth Management Group Now a Contributor to Forbes.com
Fred Hubler — the founder and CEO of Creative Capital Wealth Management Group, an independent wealth management firm based in Chester Springs — is now a regular online contributor to Forbes.com. Hubler will provide the platform’s readers with exclusive insights and commentary on emerging trends in alternative investments and other timely finance and investment topics.…
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C&N Wealth Management Joins Institution Services Platform of LPL Financial
C&N Wealth Management has joined LPL Financial’s Institution Services platform. C&N’s leaders reported having served approximately $475 million in brokerage, advisory, and retirement plan assets. They were previously affiliated with Cetera Financial Group. C&N opened its first location in Wellsboro, Pa., during the height of the American Civil War. Since 1864, the company has expanded…
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Bucks County Resident Wins Over $244,000 Through Online Lottery Game
A Bucks County resident has won big after playing an online lottery game and finding themselves the victor of a big prize. A Middletown resident was awarded an online prize worth $224,264.15 after playing on the online game PA Big Cash Multiplier, organized by the Pennsylvania Lottery. “PA Big Cash Multiplier is a connect-style internet instant game with one progressive…
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If You Have $200K to Invest, Becoming a Millionaire Is Within Reach
If you have $200,000 to invest, then the dream of becoming a millionaire is well within your reach, writes Andrew Lisa for Yahoo!Finance. Money experts recommend everything from financing fintech startups and investing in SPACs to real estate and equity investing. In the end, any success or failure depends fully on you. “People need to…
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Penn Community Bank Adds Three New Local Leaders to Its Board of Directors
Penn Community Bank welcomed Becky Bradley, Ram Mohan, and Robert W. Pritchard to its board of directors. “We are pleased to welcome Becky, Ram, and Rob to Penn Community Bank’s board,” said Bill Larkin, Chair of the Penn Community Bank Board of Directors. “Each brings a wealth of professional and community experience, and will immediately make…
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Bucks County Leadership: Jared Utz, Regional President, Mid Penn Bank
Jared Utz, Regional President, Southeastern Region of Mid Penn Bank, spoke to BUCKSCO Today about growing up in Philadelphia, near Fairmount Park. He was also drawn to sports, competing in cross country and tennis as well as teaching tennis as a high schooler. Utz also worked for his father’s consumer finance company from a very…
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