Investments
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3 Ways to Maximize the $10,000 You Can Buy in Series I Bonds
Series I Bonds soared in popularity last year due to their enticing inflation-adjusted rate that peaked at 9.62 percent, writes Beth Pinsker for Market Watch. Since individuals are limited to purchasing a maximum of $10,000 per year, those who hit that number had to wait for the new year to buy more. Now, the question…
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Six Ways Wealthy Individuals Earn Passive Income
Earning passive income is not just a privilege of high-net-worth individuals, writes Analytics Insight. Most of us already have some wealth that can be utilized to generate a passive income and make the money work in our favor. Cloud Mining Unlike traditional mining, cloud mining does not require the use of specialized equipment or extensive…
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5 Sensible Steps to Protect Your Money in a Year That Promises More Economic Chaos
With the highest inflation in decades, a bear stock market, and fears of recession, the New Year promises to bring more economic chaos, write Imani Moise, Joe Pinsker, Ashlea Ebeling, Veronica Dagher, and Anne Tergesen for The Wall Street Journal. Luckily, there are some simple steps you can take to protect your money and prepare…
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If You Are Planning Your Retirement, You Need RMD Game Plan
People who are planning for their retirement need to develop a game plan for required minimum distributions, or RMDs, if they want to maximize the amount of savings they keep in their pockets, writes Glenn Ruffenach for The Wall Street Journal. RMDs are annual withdrawals that people in their early 70s are required to take…
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NYSE Suspends Trading in PREIT Shares, Starts Stock Delisting Process
Pennsylvania Real Estate Investment Trust, the owner of Plymouth Meeting Mall and Willow Grove Park Mall, is being booted off the New York Stock Exchange, writes Rich Bockmann for The Real Deal. On Thursday, the exchange announced it would suspend trading of the struggling mall operator’s shares immediately and begin the process of delisting its…
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Year-End Tax Planning Checklist: Steps to Maximize Your Financial Plan
Before the year comes to a close, there are some things you should review and consider with your overall financial plan. This past year has brought challenges such as inflation and a weak market performance, and with rising interest rates and new legislation now may be the best time to make adjustments before 2022 ends. …
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CCWMG’s Fred Hubler Shares Stock Market Expertise During Financial News Appearance
Fred Hubler Jr., the President and founder of Creative Capital Wealth Management Group in Chester Springs, was recently featured on a network to share his expertise on the stock market. Hubler noted on Ameritrade Network about the coming of a new regime of greater macro and market volatility. In addition to this appearance, he has…
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Learn How Your 2022 Year-End Bonus Will Be Taxed
Fortunate workers who are slated to receive their year-end bonus often find themselves surprised when the amount they receive is much less than what they originally thought it would be, writes Kelley R. Taylor for the Kiplinger. The difference in the amounts is due to federal tax withholding and bonus tax rates. While bonuses are…
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Renowned Meridian Bank CEO Chris Annas Featured in Online Investment Guide
Meridian Bank CEO Chris Annas, who has been a prominent leader and positive force in Chester County for years, was recently featured in Capital Analytics: Invest Philadelphia magazine. The annual business guide covers metro areas through data, in-depth analysis, and interviews with local business and political leaders like Annas. Labeled in the article as a…
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Some 401(k) Plans Starting to Offer Option of Putting Retirement Money Into Cryptocurrency
While many employers and regulators remain cautious, some 401(k) plans are starting to offer the option of putting retirement money into cryptocurrency, writes Anne Tergesen for The Wall Street Journal. Around 24,500 401(k) plans administered by Fidelity Investments began offering bitcoin in their investment menus this fall. Employees can put up to 20 percent of…
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Get Tips on Year-End Financial Planning from Bryn Mawr Trust’s Planning and Advice Team at Today’s NoonZOOM
With the end of the year on the horizon, now is the time to make sure you’re still on track for achieving your financial goals. What market trends should you watch for right now and steps you can take in the closing weeks to optimize your portfolio and charitable contributions, reduce taxes, and ensure all…
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Bucks County Ranked Among the Top Areas in the State With the Most Incoming Investments
Bucks County recently made a list of the top areas in the state for incoming investments, as well as other important financial transactions. Staff reporters at SmartAsset wrote about the listing and financial implications. The county made the website’s top 10 areas in the state of Pennsylvania in regards to several economic and financial aspects.…
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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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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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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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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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10 Hints to Make the Most of Your Year-end Planning
It is never wise to become too complacent with not keeping an eye on your finances. You might assume everything is fine, but some of your long-term investments could be going off track without you even realizing. The investment bank J.P. Morgan shared some of their expertise for what a good yearly routine looks like…
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There’s No Such Thing As A Normal Recession
With how out of whack the current economy is, many are speculating that we may soon be once again entering a recession (if we are not in one already). Situations like this often have people wanting to look to the past to learn what to expect. However, according to Fred Hubler on BCTV.org, it can…
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