Investments
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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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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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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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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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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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Wiser Wealth: Opportunity Zones Tax Benefits: Reaping the Rewards of Land Investments
If you have heard of qualified opportunity zones you have likely heard a bit of talk about the tax benefits of investing in them. Sensiba San Filippo had a post on the topic, giving a thorough explanation of what opportunity zones are and their different uses of them. But here is the interesting part for…
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Wall Street Journal: Vanguard Devises Ways to Help Remote Employees Stay Connected
In the current world of high turnover and remote work, companies like Vanguard are trying new ways to help co-workers bond and stay connected, writes Te-Ping Chen for The Wall Street Journal. Vanguard recently implemented a peer recognition program that allows co-workers to send each other e-cards to show their appreciation for above-and-beyond efforts. Working remotely…
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Wiser Wealth: Become an Active or Passive Real Estate Investor
Most people realize that there is significant money to be made in real estate. However, the high cost of getting in is also daunting to those without experience who are fearful of wasting money. Debt.com had an article on the subject, and here are the highlights of what they recommend for those looking at some…
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Wiser Wealth: The American Dream of Home Ownership Needs an Update
Fifty years ago it was legitimately possible for a single-income family to become homeowners as young adults. Here in 2022, even with two partners both bringing in a salary and no kids, owning a house is beyond the reach of many young adults. Inflation has been significant across the board, especially on real estate. But…
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Wiser Wealth: How to Invest Without Panicking Over World Events
World events always have had the possibility to impact stocks and investments, but that has been magnified given the incredibly tumultuous last two years. From the pandemic, to a heated presidential election, and now the attacks on Ukraine, it all has had severe ramifications for businesses, industries, and investments. It has left people wondering, how…
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Essential Utilities’ Aqua Pennsylvania Subsidiary Acquires Lower Makefield Township Assets
Essential Utilities Inc. announced that its Aqua Pennsylvania subsidiary has acquired the wastewater system of Lower Makefield Township, which serves approximately 11,000 customer connections in Lower Makefield, Falls, and Middletown townships and Yardley Borough for $53 million. The acquisition brings Aqua Pennsylvania’s total number of customer connections to more than 500,000. “We are proud to…
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Wiser Wealth: How to become an Angel Investor
Last year saw a record number of people become what is known as angel investors, which is where you back a startup business to help fund their venture. It is risky due to most startups failing, but if things go well, it can come with a big payoff. That might intrigue you enough to want…
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Wiser Wealth: How to Use Investing to Protect Against Inflation
Inflation is a constant of the economy, however certain conditions can cause the inflation rate to spike higher than normal. Such a sudden change can throw off your plans for the future if all of your earnings are coming from your career salary alone. People best prepared to weather the changes of inflation know that…
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Wiser Wealth: How To Stop A Family Fight Over Your Inheritance
Nobody likes thinking about losing a family member, but unfortunately it is necessary when it comes to money. A lack of a plan will inevitably lead to fighting with the other family members over who gets what. Whether you are concerned about your own legacy, or want to encourage an older relative to start considering…
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Wiser Wealth: With Bitcoin’s Value Dropping, Investors Wonder If Now Is the Time to Buy-In
When Bitcoin first appeared, most people underestimated the heights that its value would reach. Some early investors saw their assets skyrocket. But now the cryptocurrency is starting to dip, and investors are wondering if this is another ripe moment to get in. However, that is of course only a wise idea if Bitcoin is expected…
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Wiser Wealth: Is the High Risk, High Reward Nature of Being an Angel Investor Worth It?
If you are an angel investor, that means you are putting your money into a startup business. As the name suggests, the act almost feels benevolent seeing as the company has no proven track record to guarantee you will get any return. But you probably are not making this investment out of altruism. Angel investors…
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Paoli Billionaire — One of the World’s Richest People — Seeks His Successor to the Throne of SEI
After his most likely successor departed the company, SEI Investments Chairman and CEO Alfred West — a Paoli resident and one of the world’s richest people, according to Forbes — has acknowledged the Oaks-based company is searching for his replacement. Jeff Blumenthal linked into the story for the Philadelphia Business Journal. “We’re looking for a…
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Wiser Wealth: Inflation Even Has Wealthy Investors Worried About the Market
Regardless of what income bracket someone is, nobody likes dealing with inflation. In fact, recent surveys reveal that even millionaires are concerned about the rising cost of living. That is probably because 2021 saw the biggest jump in inflation rates in over thirty years, so everyone is feeling the difference now. Per MSN Money, a…
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