Magellan Financial Advisors

Asset & Wealth Management in Allentown, Pa

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

 610-437-5650

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Monthly Stock Market Review – December 2017

Jan 16 2018

December capped off a very interesting and in many ways unexpected 2017. Us large cap equity indices continued the year-long trend of hitting all-time highs as global indexes continued their rapid ascent. U.S> small cap was negative while midcaps were slightly positive. The Bloomberg Aggregate …  Read More

Categorized: Financial Market Outlook, Investing
Tagged: bond market, Commodities, Currencies, Stock Market, us stocks

Living in Retirement Blog Series

Jan 10 2018

Although it is often seen as the end of one’s working career, retiring can be tough. Several questions, worries, and fears often arise before and during the retirement process. For those planning, the common concerns and questions revolve around establishing a time frame (how long one needs to work) …  Read More

Categorized: Family & Finances, Living in Retirement, Retirement Planning
Tagged: financial advisor, living in retirement, retirement advice, Retirement advisor, retirement help, retirement planning

Monthly Stock Market Review – November 2017

Dec 13 2017

November was another good month for investors. The equity markets were up again this month as the major domestic and global indices we follow ended positive. The bond market ended slightly negative while the CRB Commodity Index continued to trend higher after a hard start to the year. The US dollar, …  Read More

Categorized: Financial Market Outlook, Investing
Tagged: bond market, Commodities, Currencies, Stock Market, us stocks

Why Experienced Investment Planning is Something to be Thankful For

Nov 22 2017

During the Thanksgiving season, many people identify various aspects of their life for which they are thankful for. Many reflect on their health, job, family & loved ones, and several other things. In addition to those, we’d like to take a moment to focus on why experienced investment planning …  Read More

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

5 Characteristics to Look for in an Investment Planner

Nov 20 2017

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

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Recent Posts

  • Monthly Stock Market Review – March 2018
  • Reviewing Your Current Finances and Health Before Retirement
  • Monthly Stock Market Review – February 2018
  • Defining Your Retirement Lifestyle

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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, GA, IL, IN, KY, MA, MD, MN, MZ, 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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Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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  •  Home
  • Services
    • Investment Planning
      • Wells Fargo Advisors’ Envision® Process
      • Investment Planning Process
      • College Savings Plans
        • Saving For College: How & When To Save
      • Estate Planning Strategies
      • Life Insurance Services
      • Impact Investing
    • Investment Management
      • Tactical Asset Allocation
      • Tactical Equity Portfolio
    • Business Financial Services
    • Retirement Planning Services
      • Social Security & Medicare Benefits
  • Impact Investing
  • Team
  • Become A Client
  • Work At Magellan
  • Blog
  • 401k
  • Contact