Magellan Financial Inc., in partnership with the Junior League of the Lehigh Valley, is excited to invite you to our upcoming community shredding
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Stock Market Commentary– August 2025
“The real key to making in stocks is not to get scared out of them” – Peter Lynch July was a relatively uneventful month for the US stock market,
Refocus Your Wealth, Part IV: Investment Planning Builds the Confidence to Flourish
Wealth isn’t just about money. It’s about building a life full of meaning, freedom, and joy. Throughout our Refocus Your Wealth series, we’ve
Refocus Your Wealth, Part III: Goal Setting to Design Your Wealth
In the first post of our Refocus Your Wealth series, we redefined Wealth as something more expansive than money: a life of flourishing. In the second,
Financial Habits to Master in the Early Accumulation Phase
Most people don’t think of themselves as “wealth builders” in their 20s and 30s, but that’s precisely what this phase is. The early accumulation phase
Buying a Home in a 55+ Community: What You Need to Know
My wife and I are in the process of downsizing. Moving on from the home we raised our children in has been an emotionally challenging process.