Business
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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…
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Bucks County Leadership: Denise Lindsay, Executive Vice President and Chief Financial Officer, Meridian Bank
Denise Lindsay, Executive Vice President and Chief Financial Officer at Meridian Bank, spoke with VISTA Today about growing up in Carmel, N.Y., her love of sports and her close-knit Italian family that gathered for Sunday dinner every week. Lindsay also discussed her first job at a bank as a teenager and how Villanova University’s internship…
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Firstrust Evaluators of Credit Risk Undertake Risky Venture for Charity: Climbing Mount Kilimanjaro
Post-Thanksgiving, Firstrust Bank professionals are getting back to work after a long weekend. Two, however, are still away from their desks. And they’re about to get farther, as they depart today for a fundraising trek up Mount Kilimanjaro in Tanzania, Africa. The intrepid adventurers are Michael Dinda, executive vice president and commercial banking division manager,…
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Wealth Management Exec at WSFS Bank Subsidiary Offers Tips to Ensure You Have a Solid Plan for Financial Success
Even the most ardent savers question whether they are doing enough to achieve financial success. Regardless of where you are on the spectrum of planning and saving for your financial future, now is a great time to focus on your finances. According to Garrett Spangler, the Director of Wealth Planning at West Capital Management, a…
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Thankful for Teachers? Nominate a Local Teacher for the Citadel Heart of Learning Award
Now through Jan. 15, Citadel Credit Union is accepting nominations for its prestigious teaching excellence award, the Citadel Heart of Learning Award. If you know a teacher who goes above and beyond the call of duty and truly makes a difference in the lives of students, please submit a nomination. Nominate a few ways: Citadel Credit…
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A Big Tax Write-Off for Small Business: What Is IRS Section 179?
Today’s economy is creating challenges for many small businesses. Many things seem to be changing quickly. But one important thing has not changed: Section 179 of the IRS Tax Code. When small businesses use financing to reinvest in their business by purchasing certain categories of equipment or software, they can take advantage of a powerful…
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You Can Earn Nearly 7 Percent Interest with I Bonds; Here Is What You Need to Know About Them
I 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 of 9.62 percent. Learning more…
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Applying for Financial Aid What You Need to Know
By Joe Alaimo After discussing the options with your parents or guardian about how you plan to pay for college, you may determine that financial aid is the way to go. As a 32-year financial aid professional, I have some tips to help you navigate the complex process. BEFORE YOU APPLY FOR FINANCIAL AID Talk…
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C&N Donates $20,000 Through EITC Contributions to YMCA of Bucks and Hunterdon Counties
C&N recently donated $20,000 to YMCA of Bucks and Hunterdon Counties under the Educational Improvement Tax Credit Program (EITC). YMCA of Bucks and Hunterdon Counties is a charitable, nonprofit organization committed to strengthening its communities through membership and programs that foster youth development, healthy living and social responsibility for all. This donation will be used…
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Jackpot-Winning Lottery Ticket Sold at Small Tobacco Shop in Levittown
A major lottery ticket was sold at a Bucks County establishment, with the winner and the seller making out very well in the end. Dino Ciliberti wrote about the winning ticket for the Levittown Patch. A Pennsylvania Lottery Match 6 Lotto ticket that won the jackpot of $590,000 in the Saturday, November 12, drawing, was…
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Penn Community Bank Helps Community College Apprentices MAP Out Their Professional Futures
Penn Community Bank has contributed $25,000 to Montgomery County Community College (MCCC) in support of its Workforce Development Division’s new MontcoWorks Apprenticeship Program (MAP). MAP is an earn-while-you-learn program that offers MCCC students the opportunity to gain in-demand workforce skills and college credits at no cost. Apprentice-students train alongside experienced professionals, receiving mentorship and guidance…
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Hear! Hear! for ‘Start Here. Grow Here. Stay Here’: Penn Community Bank Wins Brand Campaign Award
Penn Community Bank has been selected by Business Intelligence Group (Beverly, N.J.) as a recipient of its Public Relations and Marketing Excellence – External Campaign of the Year award. The bank’s Marketing Department earned the praise from the panel of business executives for its Start Here. Grow Here. Stay Here. campaign and its Day of…
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Having Gained a Toehold in the Lehigh Valley Market, Penn Community Bank Adds Staff to Secure It
Penn Community Bank is continuing its Lehigh Valley market entry with the addition of a new team of bankers and lenders with deep connections to the region. Marcus Pereria Allentown Branch Manager With nearly 20 years of banking experience, Pereria joins Penn Community Bank with deep personal and professional roots in the Lehigh Valley. An…
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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…
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Doylestown Financial Advisor Acquired by Illinois-Based Wealth Management Firm
In a major business deal, a Bucks County financial advisor was recently acquired by a major wealth management firm from out of the state. Savant Wealth Management, based out of Illinois, has acquired SFG Investment Advisors, a Doylestown-based RIA firm specializing in working with senior-level executives at publicly traded companies. The Bucks County business has six…
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Penn Community Bank Realigns to Maximize Effectiveness in a Post-Pandemic, Transitioning Economy
A Penn Community Bank organizational realignment — comprising several recent promotions — will help the institution operate cross-functionally and synchronously. Its leaders see these two characteristics as vital to serving the needs of a post-pandemic, transitioning economy. The internal shifts, taking effect Jan. 1, 2023, are: The promotion of Randy Stradling from Senior Credit Officer…
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Famed Activist Investor Sets His Eye on Yardley Food, Beverage Manufacturer
A well-known investor has been working with a Bucks County company, which saw major improvements to its revenue thereafter. Harold Brubaker wrote bath the investor for The Philadelphia Inquirer. Crown Holdings, a Yardley-based manufacturer of food and beverage cans, saw its shares jump sharply after it was reported that activist investor Carl Icahn had accumulated…
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Penn Community Bank Contributes $15,000 to Habitat for Humanity of Montgomery and Delaware Counties
Penn Community Bank has contributed $15,000 to Habitat for Humanity of Montgomery and Delaware Counties (Habitat MontDelCo). The donation aligns with its home-ownership programs: Home Buying, Almost Home Financial Empowerment, and Neighborhood Revitalization programs. Home Buying The Home Buying Program serves residents earning 30–80 percent of the median income with significant housing needs. Habitat MontDelCo…
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