Banking & Finance
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Protect Your Computer From Tech Support Scams
In a tech support scam, fraudsters pose as representatives from well-known tech companies like Microsoft, Apple, or antivirus software providers. They use scare tactics, claiming your computer is infected with a virus or has other critical errors. They may contact you through unsolicited phone calls, pop-up ads on your computer, or even fake emails. The…
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Citadel Credit Union CEO Bill Brown Drives Expansion, Lending Growth, and Entry into Philadelphia
In just under two years at the helm, CEO Bill Brown has set Citadel Credit Union on a course of rapid transformation, writes Jeff Blumenthal for the Philadelphia Business Journal. Since stepping into the role in October 2023, the Exton-based credit union has doubled its commercial lending team, launched a push into Philadelphia, and prioritized…
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5 Ways the One Big Beautiful Bill Act Could Help Your Small Business
Effective July 4, 2025, the One Big Beautiful Bill Act introduced sweeping tax reforms that offered major advantages for small businesses, particularly those in manufacturing or in high cost of goods sold (COGS) sectors. While the new legislation has received mixed reviews from Americans and political analysts, it does include important tax benefits for small business growth…
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12 Data Security Musts for Small Businesses
Whether you’re a solo entrepreneur or manage a global team, data security should be a top priority. Massive data breaches that impact millions of consumers at once tend to capture the headlines, but smaller enterprises are increasingly at risk. A 2021 study by the Atlas VPN research team found that 31 percent of small businesses…
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Valerie Cain Joins C&N as Vice President, Regional Retail Business Development Officer
With deep roots in relationship banking and a career marked by leadership and growth, Valerie Cain has stepped into a new role as Vice President and Regional Retail Business Development Officer at C&N. Bringing more than 25 years of experience in the banking industry, Cain will focus on expanding C&N’s presence in Bucks County and…
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6 Ways Remote Deposit Helps Businesses Work Smarter
Local businesses are always on the lookout for ways to work more efficiently. Especially if it will also help them to cut costs or protect against potential losses. If your payment processing is still being done manually, this area of your business could be one of the best places to streamline your day-to-day operations. And…
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TruMark Financial Credit Union Earns 2025 Certification as a Great Place to Work
TruMark Financial Credit Union has been certified as a 2025 Great Place to Work. The prestigious award is based entirely on what current employees say about their experience working at TruMark Financial. This year, 76 percent of employees said it’s a great place to work — 19 points higher than the average U.S. company. Great…
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Your Tools to Protect Against Bank Account Fraud
It’s easy to brush off scams, especially when you think it’ll never happen to you. However, according to the Federal Trade Commission, Americans lost $2.95 billion to scams in 2024. And the majority of those losses came from impersonation scams. Criminals are finding sophisticated ways to con you out of your money, especially if they…
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Bala Cynwyd-Based Susquehanna International Group Settles TikTok Lawsuit by Former Contractors
Bala Cynwyd-based Susquehanna International Group has settled a lawsuit from former contractors who claimed they were entitled to part of the firm’s sizable TikTok stake, writes Jesse Bunch for The Philadelphia Inquirer. The agreement was announced on Monday by lawyers for Susquehanna International Group and the plaintiffs, Peter Tan and Zhang Hao, in the Montgomery…
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Citadel Launches Homebuyer Assistance Program to Expand Access in Underserved Philly Neighborhoods
Citadel Credit Union has launched its Home Help Program, a new initiative aimed at increasing access to home ownership in eligible communities across Philadelphia. The program provides up to $18,000 in down payment and closing cost assistance for eligible homebuyers. During its soft launch this summer, the program awarded $134,000 in grants, supporting $1.6 million in home financing as part of $6 million investment in community…
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Vanguard Expands as New CEO Recommits to Bogle Principles and Explores AI Innovation
Malvern-based Vanguard Group has continued to grow under its first external CEO, Salim Ramji, who has recommitted the firm to the low-fee principles championed by its late founder, Jack Bogle, while exploring AI-driven innovation, writes Joseph N. DiStefano for The Philadelphia Inquirer. Vanguard has added over $1 trillion in customer assets since he took over,…
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Carson Group Expands to Doylestown With New Carson Wealth Acquisition
The Carson Wealth location in Doylestown has been fully acquired by Carson Group, a wealth advisory firm with more than $45 billion in assets under management, reports the Carson Group on Yahoo! Finance. The Doylestown team manages approximately $353 million in assets and is led by Managing Partner and Wealth Advisor Mick Edwards, CIMA, CRPC.…
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Caring for Aging Parents and Estate Planning: What the Children Need to Know
As parents age, adult children often find themselves in the dual role of caregiver and financial planner — a balancing act that can be emotionally and financially taxing. This dynamic, frequently referred to as the “sandwich generation,” describes those who support their children while caring for aging parents. One crucial yet often overlooked aspect of…
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Hobbies Could Help You Move Toward Financial Freedom
What if your favorite hobby could also provide you with real income? Whether you’re looking to grow your savings, pay down debt, or set aside extra cash for a vacation, here are a few hobbies that could help you move toward financial freedom. Photography Photography is an exciting skill that can become a source of…
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Shrewd Savings: How to Avoid Losing Money to Inflation
In normal economic conditions, inflation tends to increase prices gradually as consumer demand for goods grows. But today’s economic conditions aren’t normal. Higher inflation is triggered when external forces limit or alter supply of goods, which is exactly what happened in recent years due to social, political, and economic instability across the globe. As prices…
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Montgomery County Leadership: Allan Matyger, Executive Vice President and Chief Information Officer, WSFS Bank
Allan Matyger, Executive Vice President and Chief Information Officer at WSFS Bank, spoke with MONTCO Today about growing up in Newark, Del., learning leadership as the eldest of four brothers, and working nights and weekends at WSFS Bank while earning his computer science degree. Matyger has worked with the organization in one capacity or another…
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Penn Community Bank Steps into the Ring with Joe Hand Boxing and Bucks County Sheriff’s Office PAL to Launch Youth Boxing Program
Penn Community Bank and the Penn Community Bank Foundation have made a $5,000 contribution to launch a new youth boxing program in partnership with the Joe Hand Boxing Gym and the Bucks County Sheriff’s Office Police Athletic League (PAL). This innovative program provides a safe, structured, and positive environment for local youth, fostering discipline, confidence,…
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FS Investments to Relocate Headquarters, Changes Name As Part of Rebrand
FS Investments has undergone significant growth in recent years, and that growth is leading to a company relocation and subsequent rebrand, writes Jeff Blumenthal for the Philadelphia Business Journal. The company is scheduled to officially relocate from the Philadelphia Navy Yard to a larger space at the Schuylkill Yards in University City. In addition, FS…
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