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For Some Retirees, Real Estate Is Right Choice for Their 401(k)
Some investors are choosing to forego Wall Street on their road to retirement and are instead putting their money in real estate as their 401(k), write Veronica Dagher and Anne Tergesen for The Wall Street Journal. Instead of relying on the stock market to secure their future, real-estate retirees prefer the steady income they receive…
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DunlapSLK Volunteers at Charity Food-Packing Event in Bucks County
In late May, 36 team members of DunlapSLK, a CPA and business advisory firm based in Chalfont, joined other local volunteers in packing meals at the Feed My Starving Children (FMSC) MobilePack event held at Delaware Valley University. FMSC is a Minnesota-based nonprofit with a mission to feed hungry children wherever the need is most…
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Church Farm School to Host 23rd Annual Golf Classic on Sept. 19 at French Creek Golf Club
Church Farm School will host its 23rd annual Golf Classic on Thursday, Sept. 19 at French Creek Golf Club in Elverson. A private boarding and day high school for boys in Exton, CFS has been making a rigorous college preparatory education financially accessible to high-achieving young men since 1918. The Golf Classic is one of…
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Should You Wait for Rates to Come Down Before Buying a Home?
If you’ve been wondering whether you should wait for mortgage rates to come down before you buy a house, you’re not alone. High rates and home prices have made many prospective buyers decide to sit out of the housing market. Over the past few years, we’ve seen mortgage rates climb from as low as three percent…
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Firstrust Bank Sponsors Southampton Days 4th of July Parade
Firstrust Bank, a family-owned financial institution with a 90-year legacy of fostering trust and stability through generations, is once again sponsoring the Southampton Days 4th of July Parade in Bucks County. Beginning at 9:30 AM, the parade will form at Jaymor Road in Southampton and proceed north on Second Streek Pike, before ending at Klingler…
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Once-Perfect Match of Private-Equity and Pension Funds Creating Expensive Problems for Investment Managers
Private-equity and pension funds were once considered a match made in heaven, but now the honeymoon period seems to be over, writes Heather Gillers for The Wall Street Journal. When companies and states in the U.S. first started handing over control of some worker retirement savings, they received a promise of high returns after 10…
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Former Governor: The Legislature Should Reject Any Attempt to Create a Different Tax Rate for So-Called ‘Skill Game’ Devices
Twenty years ago this week, I was in my second year as Governor. My team and I were in the midst of negotiating the State Budget for 2004-2005. A major part of that budget involved passage of the Gaming Act, which brought casino gaming — slot machines to be exact — to the Commonwealth. Gaming industry…
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Philadelphia Mayor Taps into Entrepreneurial Wisdom of Firstrust Bank’s Richard J. Green
Philadelphia Mayor Cherelle Parker recently launched a new business-roundtable initiative that leverages the expertise and influence of prominent local leaders in order to capture the voice of the business community and ultimately improve the ease of doing business in Philadelphia. There are nine different sector roundtables, each focused on some industry or aspect of doing…
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Haverford Systems Shares the Eight Biggest A/V Trends from InfoComm 2024
InfoComm 2024 was nothing short of a spectacular showcase of the latest and greatest in audiovisual technology. As one of the premier events in the A/V industry, InfoComm brings together innovators, experts, and enthusiasts from around the globe to explore cutting-edge technologies and trends. Haverford Systems, an A/V integrator based in Downingtown, attended this year’s…
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Like Its Banking Partner, Kieffer’s Appliances in Lansdale Captures Spirit of Family-Run Businesses
Under the stewardship of four generations of the Kieffer family, Kieffer’s Appliances in Lansdale has been serving residents of the Delaware Valley for more than a century and captures well the spirit of family-run enterprises. Sunday, June 23, was National Family Owned & Operated Business Day, a time to recognize and promote the contributions of…
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Key Questions to Consider When Crafting Your Effective Tax Strategy
With April 15 behind us, many business owners view this as a chance to set aside thinking about taxes for months. While they will pay their quarterly estimates and work with their CPA to address any notices they receive, these business owners welcome the opportunity to not think about taxes until next year’s busy season.…
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C&N Teams Raise More Than $98,000 for Local Senior Citizens
As a community-oriented financial services institution, C&N teammates raised more than $98,000 in 2023 through the bank’s Giving Back, Giving Together program to support local senior organizations. In addition to monetary donations, teammates collected 3,022 essential items and volunteered 166 hours at senior centers. C&N partnered with these organizations that support seniors, helping to ensure…
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Community Support Could Secure $200 Million for Trail Development in Greater Philadelphia
More trails to walk, run, ride, and enjoy could be coming to the Greater Philadelphia region soon, thanks to potential landmark funding from the Delaware Valley Regional Planning Commission (DVRPC). The Circuit Trails, a network of more than 411 miles of multi-use trails in the region, is eligible to receive more than $200 million in…
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ETHOS Treatment’s Cait Kish Honored with Caron Foundation Unsung Hero Award
Cait Kish of ETHOS Treatment LLC received the Unsung Hero Award from the Caron Foundation during the 22nd Annual Greater Philadelphia Community Awards Breakfast. The event is dedicated to recognizing individuals who have made significant, selfless contributions to raising awareness, promoting prevention, and delivering treatment as an alternative to the pain of addiction to alcohol…
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Nearly 1,500 WSFS Associates Volunteer Across the Region for ‘We Stand for Service Day’
Nearly 1,500 WSFS Bank associates volunteered at more than 130 community organizations across the region on June 12 as part of the bank’s second annual “We Stand for Service Day.” The company-wide day of giving back through volunteerism saw these associates band together to volunteer more than 5,000 hours and make an impact at organizations…
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The Era of Higher Savings and Bond Rates Continues; Make Moves with Your Cash Now
Americans keeping their money in savings accounts in commercial banks are losing a lot of potential earnings amidst surging returns on bonds and other savings vehicles, write Oyin Adedoyin and Ashlea Ebeling for The Wall Street Journal. Many people have already taken advantage of the era of higher savings and bond rates ushered in by…
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Firstrust Bank’s Richard Green Wins Ernst & Young’s Entrepreneur of the Year Greater Philadelphia Award
Ernst & Young has named Richard J. Green, Executive Chairman and Owner of Firstrust Bank, a winner of its esteemed Entrepreneur of the Year 2024 Greater Philadelphia Award. Green was celebrated, along with other esteemed business leaders, during a recent ceremony at Philadelphia Country Club. Green was one of 30 regional entrepreneurs selected as finalists…
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RKL Virtual Grows Outsourced Solutions with Kauffman CPA Company Merger
RKL LLP has announced a merger with Lancaster-based Kauffman CPA Company, effective July 1, that will add further expertise to RKL Virtual Management Solutions’ spectrum of outsourced accounting, financial management, human resources, and payroll services. “For over a decade, Kauffman CPA Company has built strong relationships with small and medium-sized businesses by helping them navigate the day-to-day…
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