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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Stock Market Outlook 2021

Jan 28 2021

“Today's headlines and history's judgment are rarely the same.”  – Condoleezza Rice (Former US Secretary of State) "Life and investing are long ball games." - Sir John Templeton   2020 in Review - A Year Like No Other What a strange year of twists and turns. We aren’t just speaking as …  Read More

Categorized: Financial Market Outlook, Investing
Tagged: Bond Market Commentary, financial markets, Stock Market, stock market com

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

Monthly Stock Market Review – November 2020

Dec 16 2020

“The one fact pertaining to all conditions is that they will change." – Charles Dow   November turned out to be one heck of a year … errrr, MONTH!!! … for investors. If you take a look at the returns listed below those are not typos you see, but the real monthly returns for the equity …  Read More

Categorized: Financial Market Outlook, Investing, Socially Responsible Investing
Tagged: Bond Market Commentary, Stock Market, Stock Market Commentary

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

Monthly Stock Market Review – October 2020

Nov 16 2020

"Life and investing are long ball games." - Sir John Templeton “The world has a funny way of not coming to an end.” – James Grant   Every year we get to October and we are never really sure what’s going to happen with the stock market. See, this is the one month that historically has …  Read More

Categorized: Investing
Tagged: bond market, Stock Market, Stock Market Commentary

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Recent Posts

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  • 6 Mistakes Small Business Owners Make With Their Finances
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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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  • Contact