Banking & Finance
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Firstrust Bank a Key Supporter of Philadelphia Youth Basketball as It Opens World-Class Facility in Nicetown
Kenny Holdsman, the co-founder and CEO of Philadelphia Youth Basketball, has fond memories of his first meeting with Richard Green, the Executive Chairman and Owner of Firstrust Bank, almost a decade ago. It was the summer of 2015, and Holdsman, a lawyer who was taking his talents to the nonprofit sector, had just launched PYB,…
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LINKBANK Appoints Malvern Resident Joe Keefer as Senior Banking Officer in Delaware Valley Region
LINKBANK has appointed Joe Keefer as Senior Banking Officer in the Delaware Valley region. Keefer’s broad-based banking and leadership acumen makes him the ideal individual for the role of Senior Banking Officer. He brings an abundance of knowledge to the Bank, leveraging over 40 years of senior leadership expertise in the banking and real estate…
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5 Actions to Take Ahead of 2025 Tax Law Sunset
The Tax Cuts and Jobs Act of 2017 (TCJA) brought numerous changes to the tax code, including reduced individual income tax rates, significant increases to the standard deduction, and doubling of the estate tax exemption. The legislation also has a sunset provision, meaning many of the changes are set to expire at the end of…
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WSFS Celebrates Grand Opening of 1818 WSFS Bank Place Banking Office and Wiss Fiss Lounge
WSFS Bank recently celebrated the grand opening of its banking office and the accompanying Wiss Fiss Lounge, marking another chapter in the bank’s commitment to Philadelphia. The new banking office is located at WSFS’ Philadelphia headquarters at 1818 WSFS Bank Place on Market Street. Located in the heart of Center City, the new banking office…
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Meridian Bank’s Executive Vice President of SBA Lending is a Team Player Both in and Out of the Workplace
Meridian Bank Executive Vice President Rocco Perate is a team player both in and out of the workplace. As the leader of the SBA Lending department, he coaches his team to help small businesses. With a goal to lead Meridian Bank to be the top SBA lender in the region for the fourth year in…
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Wall Street Journal: Audacy Will Likely File For Bankruptcy in Coming Weeks
Audacy is preparing to file for bankruptcy in the coming weeks as declining advertising revenue has resulted in the Philadelphia-based radio broadcaster being unable to service its nearly $2 billion debt load, writes Alexander Gladstone for The Wall Street Journal. The senior lenders with whom Audacy has reached an agreement in its bankruptcy plan will…
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Deadline Nears to Submit Nominations for Citadel Heart of Learning Awards
The Citadel Credit Union’s 23rd Annual Citadel Heart of Learning Awards program is rapidly approaching its nomination deadline of Jan. 15. This urgent call invites nominations for outstanding teachers across Bucks, Chester, Delaware, Lancaster, Montgomery, and Philadelphia counties who go above and beyond for their students at the elementary, middle, and high school levels. In addition…
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Bridging the Knowledge Gap: C&N Partners with ABA for Financial Education
As part of its dedication to community development, C&N has joined forces with the American Bankers Association (ABA) Foundation to cultivate financial literacy and empower individuals across generations. Together, their impactful partnership has already touched the lives of 1,704 individuals, planting seeds of security and harvesting hope for a brighter financial future. This spring, C&N’s passionate teammates…
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Ambler Savings Bank’s TV Ads Highlights Its Investment in Local Montgomery County Businesses
Ambler Savings Bank has been a fixture in the Ambler community since 1874, but its brand recognition elsewhere in the Philadelphia region hasn’t always been as strong as it is in its hometown, writes Jeff Blumenthal for the Philadelphia Business Journal. That’s why Carolyn Watson, the bank’s marketing director, is trying to raise brand awareness,…
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First Bank: Unleash Your Entrepreneurial Spirit
Any successful strategy should start with a plan. As we approach the beginning of another trip around the sun, we find people making resolutions for personal success in the following year. December is National Write a Business Plan Month, which presents business owners with a great opportunity to form concrete steps for supporting the success…
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Bryn Mawr Trust’s Elizabeth Wagner Helps Transform Charitable Giving into Impactful Legacies, Offers Tips to Maximize Year-End Giving
As Senior Vice President and Director of Institutional Wealth Management at Bryn Mawr Trust, Elizabeth Wagner is more than just a financial expert; she’s a visionary who helps transform charitable giving into impactful legacies. A devoted community advocate who has served in a variety of roles at many nonprofits throughout her career, in addition to…
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The Power of Flex CDs in Today’s Economy
In a world where financial stability and growth are paramount, savvy investors are constantly on the lookout for opportunities that can not only protect their hard-earned money but also offer impressive returns. One such avenue that has been gaining traction is the Flex Certificate of Deposit (CD) offered by C&N. Flexibility to Meet Your Needs C&N’s Flex…
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American Heritage Credit Union Donates Hundreds of Gifts and Essentials to Local Families This Holiday Season
American Heritage Credit Union is celebrating its annual giving initiatives through its Adopt-A-Family Program and donation drives to embody its “people helping people” philosophy this holiday season. More than $22,800 was raised throughout the year through 23 fundraising programs hosted by the Adopt-A-Family Program. These funds are used to purchase gifts and essentials for over…
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Cyber Safety Tips from Ambler Savings Bank for Holiday Shopping
By: Barbara Martindell, Network Administrator, Ambler Savings Bank Online shopping remains a popular choice and continues to evolve with layaway options and retargeting ads to increase sales. The same is true of scammers’ tactics, preying on innocent shoppers. Cyber-criminals and scammers find creative ways to steal money and personal information from even the most cautious…
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Meridian Bank Ranked Top SBA Lender in Pennsylvania
Meridian Bank has been ranked a top lender in the Small Business Administration’s Eastern Pennsylvania District. Meridian Bank placed first in dollar volume and third in the total number of SBA 7(a) loans in the most recent SBA fiscal year 2023 (10/1/2022-9/30/2023). During that period, Meridian provided $128.8 million in 7(a) lending through 138 loans,…
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WSFS CARES Foundation Provides $10,000 Grant to Minds Matter of Philadelphia
As part of its continuing series of philanthropic activities, the WSFS CARES Foundation, the charitable giving arm of WSFS Bank, has provided a $10,000 grant to Minds Matter of Philadelphia. Minds Matter is a national nonprofit dedicated to promoting higher education, with 14 chapters across the country. The Philadelphia chapter was formed in 2011 and…
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American Heritage Credit Union Kicks Off Annual Grand Illumination with Fireworks, Holiday Performances
American Heritage Credit Union — which has locations in Philadelphia, Bucks, Montgomery, Delaware, and Camden counties — recently kicked off its 16th Annual Grand Illumination at its main campus in Northeast Philadelphia. Attended by approximately 25,000 community members, the event featured free holiday performances, a fireworks display, and a grand prize drawing for a 2024…
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5 Hidden Costs of the Holiday Season
It happens every year. You think you’ve budgeted accurately for the holidays, but somehow you end up spending more — sometimes considerably so — than you intended. You might immediately think of gifts as the biggest issue, but there are hidden costs for items or services you don’t necessarily think about right up front. Come January, the…
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