Investments
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Wiser Wealth: 7 Ways to Reduce Anxiety Over Holiday Overspending
It’s easy to overspend at Christmas, triggering debt anxiety when the bills come due in January, writes Lisa Walden for housebeautiful.com. So here are some tips to help you spend wisely during the holidays. 1. Set your festive budget Create a realistic budget of how much you want to spend. Include food, presents, decorations, transport,…
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Wiser Wealth: The DOW Hit 30,000 Last Week. What is the Dow and Why It Matters
The Dow Jones Industrial Average tells the daily story of financial markets as it tracks 30 stocks of big U.S. companies. It includes all major industry sectors except utilities, transportation and real estate, which are represented in separate indexes. The Dow began as a gauge of “smokestack” industrial and raw-materials companies but now represents a…
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Wiser Wealth: The Intimate Connection Between Love and Money
To figure out your relationship with money, look at your relationship with people. They’re probably similar, writes Kate Murphy for the Wall Street Journal. Money and love are tangled up in our subconscious. In relationships and money matters, most tilt toward the insecure, from anxiousness to avoidance. The anxious use money to be loved, appreciated,…
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Wealth Wise: Six Signs It’s Time to Sell a Stock
It’s hard to know when to sell a stock. You don’t want to sell it at a loss, but you don’t want to hold on to it for too long or your losses could get bigger. The smart move is to sell before things get really bad. Here are six signs it’s time to sell…
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Wiser Wealth Wednesday: Eight Reasons to Check Your Credit Score Frequently
Your credit score affects so many parts of your life—personal finances, where you work and play, even how much money you save on interest, insurance premiums, cell phone plans, etc. It’s important to keep track of your score on a regular basis so you can build it up when necessary, make sure it’s in a…
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Bloomberg: Bala Cynwyd Quantitative Trading Firm Taking $100M Election Bets
Susquehanna International Group, the Bala Cynwyd quantitative trading firm that owns a 15-percent share of video-sharing social networking giant TikTok, is trying to pique hedge funds’ interest in placing large bets in political-prediction markets, writes Annie Massa for Bloomberg. While Susquehanna is currently a major player in the options and exchange-traded fund market, its founders…
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Wiser Wealth Wednesday: The 30 Biggest Money Mistakes People Make in an Economic Downturn
Sometimes the right decisions aren’t always the most obvious, especially when coping with the stress of a recession or financial crisis, writes Justin Metz for The Wall Street Journal. Many of us haven’t faced an economic downturn in a long time and need help navigating it. Avoiding common pitfalls in the way we save, invest,…
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Better Advice, Lower Costs are Compelling Reasons For High Net Worth Investors to Hire a Retainer-Based Financial Advisor
It takes little to no additional work to manage a portfolio valued at $500,000 vs. one valued at $5 million, so why are investment managers charging 10 times more for the $5 million portfolio through a 1 percent assets under management (AUM) fee? That’s just one reason why the next generation of high net worth…
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Wall Street Journal: CEO of Phoenixville’s CCWMG Believes Now’s the Time to Consider Alternative Investments
Fred Hubler Jr., the President and Chief Wealth Strategist of Phoenixville-based Creative Capital Wealth Management Group, is among the growing number of advisers who believe that now is a good time to consider alternative investments, writes Cheryl Winokur Munk for The Wall Street Journal. Two main reasons are being cited by financial advisors who view…
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Homeowners Insurance Protects One of Your Greatest Assets
For many people, the home they buy will be one of the biggest investments they will make. “Since your home is one of your greatest assets, you should make sure it is adequately protected. That’s where homeowners insurance enters the picture,” says Fred Hubler, founder and president of Creative Capital Wealth Management Group. Homeowners insurance…
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Certified Financial Planner Aaron Stern Joins Creative Capital Wealth Management Group
Aaron Stern, a Certified Financial Planner, has joined Phoenixville-based Creative Capital Wealth Management Group. Stern boasts more than 25 years of experience in the financial sector. Having worked for Vanguard for more than 20 years, he is ready to share his expertise and be a part of the evolution of CCWMG’s Milestone Clarification Process, retainer-based…
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Simon Property Group Might Walk Away from Montgomery Mall if $100M Loan Defaults
A $100 million loan backed by the Montgomery Mall could be facing default and may result in its owner, Simon Property Group, relinquishing the property, writes Natalie Kostelni for the Philadelphia Business Journal. The North Wales mall has suffered several setbacks recently, the biggest of which was Sears vacating 169,550 square feet at the property.…
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Wall Street Journal: Ransomware Attack against SEI Investments’ Vendor Compromises Investors’ Data
A ransomware attack against a vendor of Oaks-based SEI Investments resulted in a data breach of investors in about 100 of the fund administrator’s clients, write Dylan Tokar, James Rundle, and Juliet Chung for The Wall Street Journal. The attack found a way into the corporate systems of M.J. Brunner, a service provider that developed…
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CCWMG Offers Free Second Opinion Service to Ensure Your Financial Strategy Is on the Right Track
Has your investment strategy been designed to adapt over time to the changes in your life? Does your current asset allocation fit each of your goals and multiple risk tolerance levels? Are you set up to provide for your heirs the way you want to? Does your current plan account for both long-term income and…
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Phoenixville’s CCWMG, a Leader in Retainer-Based Planning, Joins Arkadios Capital
Phoenixville-based Creative Capital Wealth Management Group is moving its assets under advisement to Arkadios Capital, an Atlanta-based hybrid wealth management platform. Previously with Triad Advisors, CCWMG is led by Fred Huber Jr. The independent financial planning and wealth management firm uses a proprietary Milestone Clarification Process (MCP) to meet the needs of high net worth…
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Phoenixville-Based Investment Advisor Finds Success by Riding the Industry’s ‘Wave of the Future’
Fred Hubler is not only a practitioner and advocate of the retainer-based pricing model – which is an increasingly popular alternative to the Assets Under Management (AUM) model that is commonplace in the advisor industry – but a teacher of it as well, writes Erick Bergquist for WealthManagement.com. Hubler, the President and Chief Wealth Strategist…
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Coronavirus Concerns? Consider Past Health Crises
Putting current market volatility into historical perspective can help investors stay the course during turbulent times. By Kim Brumbaugh During the last week of February 2020, the S&P 500 lost 11.49% — the worst week for stocks since the 2008 financial crisis — only to jump by 4.6% on the first Monday in March.1 By…
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The Six Most-Overlooked Tax Deductions
By Kim Brumbaugh Who among us wants to pay the IRS more taxes than we have to?* While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the six most overlooked opportunities to manage your tax bill. Reinvested…
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