Investments
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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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After Departure of His Most Likely Successor, CEO Al West Acknowledges Oaks-based SEI is Searching for His Replacement
After his most likely successor departed the company, SEI Investments Chairman and CEO Al West, of Paoli, has acknowledged the Oaks-based company is searching for his replacement, writes Jeff Blumenthal for the Philadelphia Business Journal. “We’re looking for a strong CEO,” said West during the company’s fourth-quarter earnings call. Before he left in December, Steve…
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Wall Street Journal: Tax Effect of Malvern’s Vanguard Fund Change With an “Enormous Tax Bill”
Owing to a change that Vanguard made to its institutional Target Retirement funds, many of its smaller investors got unexpectedly saddled with huge tax bills, writes Jason Zweig for The Wall Street Journal. Vanguard offers target-date funds: bundles of stocks, bonds, and cash that become more conservative as investors near retirement. These funds are specifically…
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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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See Which Montgomery County Town is Among Ten Most Tax-Friendly Places for Retirees in Pennsylvania
One Montgomery County location is among the ten most tax-friendly places for retirees in Pennsylvania, according to a recently released report by SmartAsset. To find the most tax-friendly places for retirees in the Keystone State, SmartAsset analyzed how the tax policies in each city would impact a retiree with an annual income of $50,000. The…
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Despite Potential Stock Price Drop, King of Prussia Mall’s Simon Property Group Represents Great Investment Opportunity
While Simon Property Group, owner of King of Prussia Mall and Philadelphia Premium Outlets, could be approaching its stock price near-term low, this could also provide investors with a great opportunity to buy a quality asset at a discount, writes Zvi Bar for Seeking Alpha. Simon is the nation’s largest domestic retail REIT that focuses…
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Wiser Wealth: 5 Immediate Precautions to Ward Off Inflation’s Impact
Nobody is enthusiastic about inflation, but people typically feel like there is nothing they can do about it except grit their teeth and deal with it. Unfortunately, for some purchases, that may very well be true. However, some expenditures are worse than others right now. According to some of the financial experts Fortune talked with,…
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Wiser Wealth: Proactive Investments Options as a Hedge Against Inflation
2021 marked a steep year for climbing inflation, causing many to reevaluate what to do to safeguard their financial future. Some are hopeful the current inflation rates will simply settle back down to what they were, but it never hurts to be proactive with your plans in case the current rates are here to stay.…
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Bryn Mawr-based Spouting Rock Asset Management Buys Majority Stake in Old Hill Partners
Spouting Rock Asset Management, headquartered in Bryn Mawr, has acquired a majority stake in Connecticut-based Old Hill Partners, an alternative asset manager that focuses on asset-based lending transactions with small and midsize businesses, for an undisclosed amount, writes Jeff Blumenthal for the Philadelphia Business Journal. The asset management firm has $3 billion in assets under…
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Wiser Wealth: Four Ideas to Protect Your Cash From Inflation
We have seen a lot of dramatic financial shifts since the pandemic started, including the highest increase in inflation in over three decades just back in October. That is why the founder of the largest hedge fund in the world, Ray Dalio of Bridgewater Associates, is saying that leaving your cash just sitting around is…
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Wiser Wealth: 8 Investment Challenges and Opportunities for 2022
The start of the pandemic was a highly unpredictable time for investors, with so many businesses either going into lockdown precautions or being so heavily impacted that they went bankrupt. This sent a lot of normally stable investments into a flux that nobody was used to. However, two years out from the pandemic, analysts have…
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Financial Advisory Group to Acquire Harleysville’s Asset Planning Services for Merck Employees
Wescott Financial Advisory Group, with offices in Fort Washington, is planning to acquire wealth management firm Asset Planning Services in Harleysville, which primarily serves current and retired Merck and other pharmaceutical executives, along with their families, writes Jeff Blumenthal for the Philadelphia Business Journal. With $800 million in assets under management, APS will bring Wescott’s…
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Wiser Wealth: As New Years Approaches, Some Opportunity Zone Benefits Are Poised to Expire
In recent years, more people have been turning to opportunity zone funds to invest in due to the variety of appealing tax breaks they offer. However, very soon, one of those tax breaks is going to be disappearing, and it is causing a rush of new investors clamoring to get involved before they miss out.…
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Wiser Wealth: Post-Covid, Emotion Could Play a Stronger Role in Commercial Real Estate Investment
In many business dealings, the sage advice given is to check your emotions at the door and focus on the financial aspect. That may be logical, but humans are not robots. The way something makes us feel can be what finally tips the scale one way or another on a decision. The commercial real estate…
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Watching ‘Real Housewives’ Helped Conshohocken’s Venture Capitalists Bring Super Bowl Champion into Fold
Conshohocken-based SeventySix Capital can thank The Real Housewives reality show for getting the chance to add the three-time Super Bowl champion James Develin into its team, writes Ryan Mulligan for the Philadelphia Business Journal. Develin said it was his disinterest in the popular show that led him to his new career as a venture capitalist.…
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Learn ‘How to Invest Like the Big Dogs’ from Renowned Wealth Advisor on Dec. 7 NoonZOOM
What are the top strategies for growing wealth that accredited investors should consider? What kind of tax deductions are available on specific oil and gas investments? What advantages and returns do Opportunity Zone investments offer? On Tuesday, Dec. 7, MONTCO Today will host a NoonZOOM — entitled “How to Invest Like the Big Dogs” —…
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Wiser Wealth: What You Need to Know About Preferred Stock
If you are happy with a company then you might be considering buying some shares of their stock even if you don’t know much about investing. However, there are different types of stock and the kind you buy can have very different outcomes on your investment. If you are new to learning the differences between…
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Wiser Wealth: Tax Advantages of Investing in Qualified Opportunity Zones
Everyone knows it is smart to invest, but plenty of people are unaware of the best options available to them for getting the maximum payoff. The one thing all investors dread is when they eventually have to pay the taxes on their investments, but you might be surprised to know there is one option that…
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