Magellan Financial Advisors

Asset & Wealth Management in Allentown, Pa

The life you imagine is built on the decisions you make today.

 610-437-5650

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Family & Finance Resources

5 Financial Moves for the Post COVID-19 World

Dec 30 2020

Think back to January 1, 2020. The economy was booming and markets were approaching record highs. Then, the Coronavirus pandemic happened. Many lost their jobs, benefits - or worse. Even if you and your partner have maintained employment and stuck to your investment plans, there are still lessons to …  Read More

Categorized: Family & Finances
Tagged: 401(k), Beneficiaries, Emergency Fund, estate planning, income streams, insurance, Liability, retirement planning

5 Characteristics to Look for in an Investment Planner

Dec 02 2020

Regardless of the size of your investments or the complexity of your financial goals, you need to make sure your assets are being handled effectively. To do so, you need to work with the right investment planner. When searching for the right one, you may want to consider these 5 …  Read More

Categorized: Family & Finances, Investing
Tagged: asset management, financial advisor, Investing, Investment Planning, wealth management

Tips To Grow Your Wealth: How the Rich Become Rich

Aug 20 2020

There are very few people who are born into wealth. Even less have a unique skill that allows them to make extraordinary money during their career (like hitting a baseball or being a phenomenal singer). For most people, however, building wealth is about doing the things that need to be done over the …  Read More

Categorized: Family & Finances
Tagged: 401k plan, financial advisor, financial services, growing wealth, how to become rich, investment advice, investment planner, investment strategies, Tactical Asset Allocation, wealth management

Retirement Planning Tips to Prepare for the Unexpected

Jul 15 2020

One challenge of retirement planning is trying to predict events that could happen many decades in the future. Your lifestyle, work ethic, and prudent habits may offer you a lot of control over your health, income, and savings; however, they don't give you any guarantees. Even if they did, you …  Read More

Categorized: Family & Finances, Living in Retirement, Retirement Planning
Tagged: Guide to Retirement, income streams, retirement budget, retirement health, retirement income, retirement planning, Saving for Retirement, Social Security, unplanned retirement

What Is Your Risk Tolerance If the Market Turns Down?

Dec 31 2019

Recently, the markets seem to just keep going up in value. As of late December, the S&P 500 is up over 25% in 2019 (1) as equity markets enjoy their best year since 2013 (2). But, don’t let this give you false optimism about the future. With every investment: you must be prepared for some kind …  Read More

Categorized: Family & Finances, Retirement Planning
Tagged: Asset Allocation, diversification, Investment Management, long-term investing, rebalancing, risk tolerance, short-term investing, Stock Market

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Recent Posts

  • Monthly Stock Market Review – January 2021
  • Stock Market Outlook 2021
  • 5 Financial Moves for the Post COVID-19 World
  • Monthly Stock Market Review – November 2020

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Contact Magellan Financial Advisors

MAGELLAN FINANCIAL, INC.

1605 N Cedar Crest Blvd #111
Allentown, PA 18104 USA

 610-437-5650

Toll Free:  1-888-437-5650
Fax:  610-437-5654
Email:  Rob.Cahill@WFAFiNet.com
Click Here for Directions

Financial Services

  •  Investment Planning
  •   Investment Management
  •   Business Owners
  •   Retirement Planning Services
  •   401(K) Retirement Plans
  •   Socially Responsible Investing

Client Resources

  •   Educational Resources
  •   Family & Finances
  •   Business Financial Services
  •   Stock Market Review
  •   Retirement Planning
  • Life Insurance
Investments in Securities and Insurance Products:
Not Insured by FDIC or any Federal Government Agency
May Lose Value
Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affliates of Wells Fargo & Company. WellsTrade brokerage accounts are offered through WFCS.

This information is intended for use only by residents of AZ, CA, CO, CT, DC, DE, FL, IL, IN, KY, MA, MD, NC, NJ, NM, NY, OH, PA SC, UT, VA, VT, WA, WI. Securities related services by Magellan Financial, Inc., may not be provided to individuals residing in any state not listed above. Insurance-related services may be provided by Robert I. Cahill, CFP, Managing Partner, only to individuals residing in: AZ, CO, FL, MA, NJ, NY, PA, SC, VA.

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  •  Home
  • Services
    • Investment Planning
      • Wells Fargo Advisors’ Envision® Process
      • Investment Planning Process
      • Life Insurance Services
      • Estate Planning Strategies
      • Impact Investing
    • Investment Management
    • College Savings Plans
      • College Savings Basics: How & When To Save
    • Business Financial Services
    • Retirement Planning Services
      • Retirement Is For Living
      • Social Security & Medicare Benefits
  • Impact Investing
  • Team
  • Become A Client
  • Work At Magellan
  • Blog
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