Business
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Vanguard Launches ‘Expert Insights,’ Equipping Advisors with AI-Powered Portfolio Analysis Expertise
Vanguard launched Expert Insights, an AI-enabled portfolio analysis tool designed to help financial advisors deliver clear, confident investment guidance at scale. Expert Insights empowers advisors with instant, intuitive, deeply personalized portfolio insights, transforming complex data into actionable, client-ready guidance aligned with Vanguard’s trusted methodology. Vanguard’s annual portfolio analysis engagements with advisors have approximately quadrupled over…
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See How Chester County Ranks Locally In Best & Worst Budgeters Study
Chester County ranks highest in the Philadelphia region in a new study of the best and worst budgeters in the United States, writes Adam McCann for WalletHub. WalletHub study’s evaluated counties based on Savings & Financial Assets and Debt & Delinquencies, measuring factors like the percentage of underbanked households, asset poverty, bankruptcy, and foreclosure rates to rank the best and worst…
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Mid Penn Bank Hires Michael Fox as Commercial Loan Officer
Michael Fox has joined Mid Penn Bank as Vice President and Commercial Loan Officer. Based in the bank’s Blue Bell office, Fox will support commercial clients throughout the Greater Philadelphia market with their financing needs and will report to Jared Utz, First Senior Vice President and Regional President. Fox brings more than 40 years of…
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Bucks County Residents Rank Among the Better Budgeters in the Country
A recent analysis of over 2,800 counties across the country compared the budgeting habits of residents, ranking counties from best to worst, and Bucks County placed toward the top, reports Adam McCann for WalletHub. Budgeting helps individuals manage their income, ensuring major expenses are covered while allocating money for debt payments, emergency funds, and savings. To determine the strongest budgeting habits, WalletHub analyzed…
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Citadel Wealth Management’s Impact, Vision Honored by Bank Insurance & Securities Association
Citadel Wealth Management has received the 2026 BISA Impact & Vision Innovator Award from the Bank Insurance & Securities Association, which recognizes organizations that advance financial services through innovation, leadership, and forward-thinking solutions. The national honor highlights Citadel Wealth Management’s continued momentum as a client-focused, growth-oriented wealth management business. The recognition follows the team’s ongoing…
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Montgomery County Bank Officially Acquired by Quakertown’s QNB Bank
Quakertown-based QNB Bank has officially completed its acquisition of Montgomery County’s Victory Bank, writes Amy Unger for WFMZ 69 News. The all-stock deal was first announced last September for $40.97 million. Victory Bank will now serve as a division of QNB Bank until Victory’s systems are converted to QNB in mid-June. Victory Bank offices and branches will then reopen…
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Ambler’s New Ridge Hall Was Built on Vision — and C&N’s Willingness to Bet on the Unconventional
A once-aging industrial warehouse in Ambler with decades of wear and an uncertain future was recently reimagined as a community gathering place in the likeness of Philadelphia’s famed Reading Terminal Market. A 12,500-square-foot property that houses multiple food and drink vendors and a second-floor event venue, Ridge Hall is now a year-round destination that’s bringing…
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Mid Penn Bank Hires Andrew McGinnis as Commercial Loan Officer
Andrew McGinnis has joined Mid Penn Bank as Vice President and Commercial Loan Officer. Based in the bank’s Newtown office, McGinnis will focus on building and managing commercial lending relationships across the Greater Philadelphia market and will report to Kevin Petzold, First Vice President and Commercial Loan Manager. McGinnis brings extensive experience in commercial lending…
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Firstrust Bank, Eagles Award Next Generation of High School Entrepreneurs in Pitch Competition
Five teams of students from four high schools in the Greater Philadelphia region recently competed in a business pitch challenge hosted by Firstrust Bank and the Philadelphia Eagles. The competition marked the culmination of the Entrepreneurs Game Plan powered by the Science of Sport, a digital learning platform used by more than 40 teachers in…
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Visualizing Retirement: A New Way to Plan for Life After Work
Retirement planning has long been framed around numbers. Savings targets, withdrawal rates, and portfolio allocations tend to dominate the conversation. While essential, these elements leave out something equally important: how people understand and connect with their plan. That gap inspired Your Retirement Sketchbook: 125 Retirement Planning Lessons from Financial Experts, a new book that takes…
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What Is a Portfolio, Anyway?
When you hear the word “portfolio,” you may picture complicated charts, confusing terms, and lots of numbers. You’re not alone. Investing terms can sound complex, but the basics are often simpler than they seem. At C&N, we believe that understanding investing basics shouldn’t require a finance degree. Let’s break down the key concepts of an…
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Penn Community Bank Expands Leadership Role for Charles Field to Drive Strategic Growth
Penn Community Bank recently shared an evolution in its executive leadership structure designed to strengthen alignment between strategy, operations, and financial performance as the organization continues to grow. Effective Mar. 27, Charles Field will serve as the bank’s President and Chief Financial Officer. In this expanded role, Field will continue to serve as Chief Financial…
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How a Healthcare Entrepreneur in Bucks County Built Her Business with Financial Support from C&N
When Dr. Leah Garlan launched her career as a chiropractor at just 23 years old, her ambitions were grounded in something simple: start small, build steadily, and stay focused on patient care. She began in a modest home office, treating patients while quietly laying the foundation for what would become a multi-location healthcare operation spanning…
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Bucks County Leadership: Alex Balagour, EVP and Chief Information Officer, C&N | Banking, Lending, Wealth Management
Alex Balagour, EVP and Chief Information Officer at C&N, spoke with BUCKSCO Today about his globe-hopping childhood as the son of an economist and an electrical engineer from what was then Soviet Ukraine. Balagour immigrated to the U.S. with his parents when he was 16 and spent his youth exploring the offerings of his local…
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Firstrust Bank, Eagles Celebrate the Power of Local Businesses at Brotherly Shove Business Spotlight Event
More than 100 businesses were recently celebrated by Firstrust Bank, the Official Bank of the Philadelphia Eagles, and the Eagles through the Brotherly Shove Business Spotlight, a program focused on supporting and promoting businesses across the Greater Philadelphia area. The celebration took place at the Firstrust Bank Club at the Eagles Stadium, bringing together local…
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Firstrust Bank’s SuperBonus Rewards Employees for Shared Success, Builds a Culture That Spans Generations
At many companies, a bonus is a line item on a paycheck. At Firstrust Bank, it has long represented something much larger: a shared milestone tied to the collective efforts of employees across the organization. This year, that philosophy is once again taking center stage. Firstrust Bank, the largest family-owned bank in the Greater Philadelphia…
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Saint Rocco’s Treats: A Recipe for Success Goes from Small Batch to Big Impact
Saint Rocco’s Treats began in a home kitchen, where two brothers turned a passion for creating high-quality treats for their pup into a growing local brand. What started as small batch recipes and a shared dream quickly evolved into a thriving manufacturing operation with a mission to deliver better food and a bigger impact for…
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Dimes Issued by U.S. Mint In Philadelphia in 1982 Could Be Worth Thousands
A series of dimes bearing the face of Franklin Roosevelt but missing a mint mark released in 1982 by the U.S. Mint in Philadelphia could be worth thousands of dollars each, writes Robert Higgs for cleveland.com. These so-called No-P Dimes miss a small P that should have been shown to the right of the date.…
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