Business
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Wiser Wealth: Should Real Estate Investors Also Consider Delaware Statutory Trusts (DSTs)?
It is no secret that there is big money to be made in commercial real estate. Unfortunately, the financial barriers of getting involved will preclude most people from doing so. But that is partially why Delaware Statutory Trusts (DSTs) have been gaining more attention as a way to still be involved. For those unfamiliar, an…
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Firstrust Bank Puts Eagles Swag Up for Grabs in Promo Tied to Tonight’s Draft
Firstrust Bank is so eager for the 2022–2023 Philadelphia Eagles season that it’s stirring excitement around football’s earliest indication of its possible outcome: this week’s NFL Draft. The bank’s Top Pick Sweepstakes is a chance for fans to enter a series of bank-sponsored drawings for memorabilia that any Eagles fan would covet. Two prizes are…
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Bucks County’s Investment Income: Plenty of Wealth in This Corner of the Commonwealth
Bucks County ranks near the top in Pa. among counties where residents earn the most investment income, according to a recently released report by SmartAsset. As part of its regional evaluation of this economic driver, SmartAsset assessed three metrics from all counties in the country: Ordinary dividends Qualified dividends Net capital gains The figures were…
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Citadel Credit Union to Honor These 31 Educators Making a Better Future for Us All on May 2
Citadel Credit Union will honor 31 of the finest educators from Bucks, Chester, Delaware, Montgomery, Lancaster, and Philadelphia counties with its Citadel Heart of Learning Award on Monday, May 2 from 6-9 PM at The Mann Center in Philadelphia. The Citadel Heart of Learning Award program, now in its 21st year, started in Chester County…
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Citadel Credit Union Appoints Michael Aileo as Chief Human Resource Officer
Citadel Credit Union has appointed Michael Aileo as Chief Human Resource Officer. Bringing more than 35 years of human resource experience, Aileo joins Citadel from The PFM Group in Philadelphia, where he served as Managing Director of Human Resources. Previously, he served as the Human Resource Director at PricewaterhouseCoopers for 20-plus years. At Citadel, Aileo…
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Blue Bell Business Besties: Longtime Friends Lead High-Performing Wealth Management Team
Johanna Walters and Megan Bailey met as teenagers and quickly bonded over their shared love of horses, writes Matt Miller for Barron’s. Nearly three decades on, the best friends are leading Walters Bailey Associates in Blue Bell, which is part of Merrill Lynch Wealth Management. The 17-person firm serves around 700 clients and has $6.7…
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Firstrust Bank Huddles with Phila. Eagles for High-School Business Proposal Competition
The competitors arrived ready to battle, an apt outlook considering their surroundings. Five teams of students were at Lincoln Financial Field, home of the Phila. Eagles, unfazed by the presence of media, conferring with coaches in the pre-game lull, shaking off nerves by reviewing their business proposal content. The contest they were gearing up for…
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Just Like Buying a Home, Purchasing a Vacation Spot Is All About Timing
Vacations are a prime opportunity to ditch the phone alarms, toss aside the wristwatch, and pause all electronic reminders to enjoy some well-deserved downtime. A brief pause in clock-watching is a great refresher for the occasional respite from work and chores, but it can be a detriment to potential purchasers of a vacation home. In…
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Bucks County Leadership: David Freeman, CEO of QNB Bank in Quakertown
David Freeman, the CEO of QNB Bank, spoke with BUCKSCO Today about growing up in Columbus, Ohio; getting married right out of high school and then completing his undergraduate work as a part-time student and full-time worker; and how he entered banking in 1975. Freeman also discussed what made him fall in love with the…
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Uncle Sam’s Annual Reckoning: How Many of Us Are Getting a Tax Refund? How Many of Us Owe?
Income tax filing day 2022 has come and gone. It its wake is now a general sense of glumness for those who owed and a feeling of glee for those awaiting rebates. The number of county residents at both ends of that spectrum was revealed in a recent SmartAsset study. SmartAsset’s experts analyzed IRS data…
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Center Valley’s DeSales U Students Are Eager for Cryptocurrency Education
When preparing for a lecture on multinational accounting, a nagging feeling came over me. Part of the presentation included Venezuelan currency, and given its ongoing economic turbulence, I thought I’d better go online and check the current state of affairs. As I suspected, I found that Venezuela had launched its own central bank digital currency…
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Wiser Wealth: Cryptocurrency Explained in 466 Words (And a Link)
You have no doubt heard of Bitcoin and cryptocurrency, but may have heard wildly conflicting information about it. There are stories about people who have made fortunes off it, and there are also plenty of experts who say it’s just a fad with no long-term investment viability. So what’s the truth and how does cryptocurrency…
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Investing in a Down Market
Warren Buffett, arguably the world’s greatest investor, wrote in his 1993 annual letter to Berkshire Hathaway shareholders, “In the short-term, the stock market is a voting machine, reflecting a voter registration test that requires only money, not intelligence or emotional stability, but in the long run, it is a weighing machine.” It is hard to…
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New Penn Community Bank Messaging — ‘Start Here. Grow Here. Stay Here’ — Highlights Its Long Game
Penn Community Bank has a new, multichannel marketing campaign that highlights its position as a trusted financial partner for individuals, families, and businesses at any life stage. “No matter where a customer is on life’s journey — just starting out, well on their way, or planning for the future — Penn Community Bank is right…
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Here’s How Much Vanguard Funds Stand to Gain If Elon Musk’s Bid to Buy Twitter Is Accepted
If Elon Musk’s unsolicited offer of $43 billion to buy Twitter is accepted, funds controlled by Malvern-based Vanguard could gain more than $770 million in value, write Ryan Sharrow and Holden Wilen for the Philadelphia Business Journal. The Tesla and SpaceX CEO and the world’s richest person offered to buy the social media platform on…
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Feeling Spring Fever? Now’s a Great Time to Tap Into Your Home’s Equity
The past year has seen home values increase at a rapid pace, spurring stiff competition in the homebuying market. And while potential homebuyers continue their search amid these conditions, higher home values are proving beneficial for another group of people — homeowners with record high, tappable home equity who have no intention of moving. Increased…
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Wiser Wealth: How Much Can Your Children Save if You Teach Them to Start Now?
You are never too young to learn how to start managing your money. In fact, according to some research, you might even want your kids to start as early as five years old. Stacker looked at the research for how much of a difference saving early could make, and even just putting away a dollar…
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C&N Donates $5,000 to Habitat for Humanity of Bucks County
C&N, a leading financial services company across Pennsylvania and New York, recently donated $5,000 to Habitat for Humanity of Bucks County to support its Home Repair Program. Habitat for Humanity of Bucks County’s mission is simple: Building Communities, Empowering Families. The organization partners with qualified homebuyers and homeowners to offer affordable home ownership and home…
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