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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Monthly Stock Market Review – February 2023

Apr 04 2023

“A stumbling block to the pessimist is a stepping stone to the optimist.” - Elenore RooseveltAfter a fabulous January, the stock market indexes we follow pulled back last month. Overall, the losses were manageable and not unexpected, all things considered. The worst of the damage was in the Emerging …  Read More

Categorized: Investing

Monthly Stock Market Review – January 2023

Apr 04 2023

"You must learn that the market is a discounting mechanism and that stocks sell on future and not current fundamentals." – Stan WeinsteinAfter a terrible year for investors, January returns were robust across the board. All of the major stock market indexes we follow were up at least 7% (with the …  Read More

Categorized: Investing

Stock Market Outlook 2023

Apr 04 2023

The average return for the US stock market since 1926 is 10%. The bond market has returned 5% per year over the same time. Those are great statistics, which are also kinda meaningless to us as investors. Can you name one person who’s been invested since 1926? Neither can we. During the past almost …  Read More

Categorized: Investing

How to Decide Between A Traditional 401(k) and Roth 401(k)?

Nov 29 2022

We increasingly work with younger clients who are offered both a traditional 401(k) and a Roth 401(k) by their employers. They know that investing in either plan is a smart way to lay the foundation for their retirement yet they still often ask “what is the real difference between the two options?” …  Read More

Categorized: Investing
Tagged: 401(k), 401k Retirement Plan, Early Retirement, Roth 401(k)

Why Your Tax Advisor and Financial Advisor Should Work Together

Mar 26 2022

Personal finance is a subject many of us don’t spend much time thinking about. We might have an accountant who prepares our yearly tax returns and a financial advisor who guides us with our investments. An attorney may assist with issues such as a home purchase and setting up a basic will. Later in …  Read More

Categorized: Investing
Tagged: CPA, financial advisor, Investment Strategy, Tax Advisor, Tax Planning

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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, 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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MENU
  •  Home
  • Services
    • Our Financial Services
    • Wealth Planning
    • 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
    • Retirement Planning Services
      • Retirement Is For Living
      • 401k Retirement Plans
      • Social Security & Medicare Benefits
    • Business Financial Services
  • Team
    • Our Team
    • Whom We Serve
    • Get Started Now
    • The Client Relationship
  • Work At Magellan
  • Knowledge Center
    • Blog
    • Market Reviews
    • Education
    • Helpful Resources
  • Contact