Business
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Vanguard’s First-Ever Acquisition ‘an Important Equalizer’
By agreeing to buy Just Invest, a wealth management technology provider based in Oakland, Calif., Vanguard has made the first acquisition in its 46-year history, writes Jeff Blumenthal for the Philadelphia Business Journal. Financial terms of the deal remain undisclosed. The company expects a fourth-quarter close of the sale. In a press release, Vanguard highlighted…
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Penn Community Bank Continues Branch Revitalization Initiative with Bristol Renovation
Penn Community Bank, the largest mutual bank headquartered in eastern Pennsylvania, continues to reinvest in its branch network by fully renovating its Bristol branch. Located on Mill Street in the heart of Bristol Borough, the branch is the next bank facility to undergo revitalization work as part of a networkwide initiative. “Bristol has been an…
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William Penn Bank’s New EVP Is Known for ‘Insatiable Need to Improve Her Little Corner of the World’
William Penn Bank, Bristol, has a new Executive Vice President and Chief Retail Officer, Jeannine Cimino. The role brings her from New Jersey’s Berkshire Bank to this side of the Delaware. “I am excited to be joining the William Penn team and look forward to continuing to build the William Penn brand. This opportunity allows…
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Bucks County’s Newest Millionaires — Perhaps Understandably — Prefer to Remain Anonymous
At the request of the five winners of the May 21 Mega Millions lottery, the only public knowledge about the lucky ticket purchasers is this: They bought what became a very valuable slip of paper at a Levittown 7-11. The winners have stepped forward through a trust, eager to claim their prize but hold onto…
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Wiser Wealth: How to Use Investment Real Estate to Prepare for Your Retirement
There are a lot of common steps people take to plan for their retirement. You probably already know to put aside money in stocks, bonds, and funds to have for down the road. However, one strategy that you might not be familiar with is utilizing investment properties to build your finances over time. Dwight Kay…
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Wiser Wealth: Savvy Investors Are Now Making Bitcoin and Cryptocurrencies Part of Their Retirement Plan
If you haven’t been paying much attention to cryptocurrencies, that might change by the time you are thinking about your retirement plans. Or at least, certain financial groups certainly seem to think so, as they are now unveiling new services specifically catering to utilizing cryptocurrency for your retirement funds, such as “CryptoIRA” and “BitcoinIRA.” Anne…
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FBI Investigators: Pennsylvania’s Legend of Buried Civil War Treasure May Well Be a Tale of Fool’s Gold
An alleged cache of Civil War gold buried somewhere in Pennsylvania may lead to a serious case of gold fever. But its location remains unknown, even after an FBI search, writes Jason Nark for The Philadelphia Inquirer. In March 2018, the Philadelphia FBI spent several days digging for gold in Dents Run, located in Elk…
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Help Fund Local Nonprofits with Penn Community Bank Social Media Contest
Penn Community Bank, the largest mutual bank in eastern Pennsylvania, is pleased to announce “Click for a Cause,” a social media and online community giving contest that invites the public to vote for nonprofits to receive donations from the bank. Three nonprofits will participate in the contest: Bucks County SPCA, Livengrin Foundation, and NOVA (Network…
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Local Business Leaders Join C&N in Fight Against Hunger
C&N is recognizing local businesses for their support of its Giving Back, Giving Together (GBGT) program, which aids food banks located near C&N’s headquarters in Wellsboro. Each year, through its GBGT program, C&N partners with local organizations to support different causes. Recently, GBGT turned its focus to fighting hunger. Millions of people now face financial…
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Wiser Wealth: With Taxes on Capital Gains Expected to Increase What Should You Do to Prepare?
With it looking likely that the government will be increasing taxes on capital gains, it has quite a few people questioning what they should do to get the most out of their investments. Would it be better to sell off those investments now rather than wait and have to pay significantly more in taxes? Some…
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As the Top SBA Lender in Eastern PA, Meridian Bank Grows the Economic Vitality of the Markets It Serves
Meridian Bank has been recognized as the leading SBA lender in eastern Pennsylvania by total dollars lent, having dispersed $28.18 million in SBA 7a loans through the first half of the SBA fiscal year (Oct. 1, 2020 through May 31, 2021). The U.S. Small Business Administration’s Eastern Pennsylvania District Office recently released the list of…
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Bucks County Is Supplying a Resource That Every Small Business Can Use: Start-up Funding
Bucks County is offering a tangible leg-up to startup businesses. Best of all, the only requirement for being considered for it is to ask, as noted in a recent item in Bucks Local News. Under its Bucks Built program, the county is offering five $25,000 investments in fledgling businesses. The capital injections are funded by the county itself.…
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Bucks County Leadership: Blair Rush, Southeast Region President at C&N
Blair Rush, Southeast Region President at C&N, spoke with BUCKSCO Today about spending his entire life in Bucks County; his memories playing baseball and how the sport helped him become a leader; how being diagnosed with diabetes as a teenager changed his life; and beginning his banking career right out of high school and then…
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Wiser Wealth: How Individual Investors and Underserved Communities Can Help Each Other
While corporations typically have more resources to help with a project, there is truth in the common adages about individuals being able to be the change they want to see. That holds true in the case of communities in need finding some of their help can come from any one person. And for individuals who…
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Credit Union Union: Warminster’s Viriva Merges with American Heritage
The joining of Viriva Community Credit Union with American Heritage Credit Union nests the nearly century old Warminster institution solidly within a larger counterpart, reports Jeff Blumenthal of the Philadelphia Business Journal. Viriva brings to the partnership about $83 million in assets, $33 million in loans, three branches, 8,100 members, and 25 employees. American Heritage, of Northeast Philadelphia, is the third largest credit union in the region…
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C&N’s New Chief Info Officer to Accelerate Bank’s Digital Transformation, While Retaining Focus on Relationships
Alexander Balagour has been named C&N’s Executive Vice President and Chief Information Officer. As CIO, Balagour will focus on identifying and executing technology initiatives that will accelerate the digital transformation of the organization, while retaining its strong commitment to a relationship-focused business model. He joins C&N with more than 20 years of experience as an…
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TruMark Financial Credit Union Rewards High School Seniors for Being Money Management Savvy
Answer: TruMark Financial Credit Union’s 2021 Financial Jeopardy Competition. Question: What annual event, held virtually this year, put $11,000 in scholarship funds into the pockets of area students heading to college? Eight local students participated in the Jeopardy-style game show organized and hosted by TruMark Financial. The initiative, aimed at instilling financial literacy in high…
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Wiser Wealth: Using Opportunity Zone Funds To Revitalize Distressed Communities While Minimizing Capital Gains and Estate Taxes
As proposed changes begin to come down the pipeline for how capital gains taxes and estate taxes are handled, it has many wondering what they can do to mitigate what they will be paying. As explained by Matthew Erskine of Forbes, some of the ideas being considered by the government could wind up claiming up…
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