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Tag: Kim Brumbaugh

Investments

How to Make the Tax Code Work for You

June 11, 2020

By April 19, 2019, 137 million taxpayers had dutifully filed their federal income tax returns.1 And they all made decisions about deductions and credits…

Investments

The Ivory Tower Changes Wall Street

May 8, 2020

For as long as there has been a stock market, investors have sought a reliable framework to determine the future direction of prices. Success has…

Exton

Brumbaugh Wealth Management Teams Up with Local Caterer to Provide Lunch to Healthcare Workers

April 28, 2020

If there’s one thing that will long be remembered once the COVID-19 pandemic is a thing of the past, it’s the way…

Kim BrumbaughInvestments

Kim Brumbaugh to Discuss Market Status, How to Respond on Conference Call Thursday

March 27, 2020

Kim Brumbaugh, the CEO of Brumbaugh Wealth Management, will host a conference call on Thursday, April 2 at 8:30 AM to discuss the status…

Exton

Coronavirus Concerns? Consider Past Health Crises and Their Effects on the Market

March 13, 2020

By Kim Brumbaugh

During the last week of February 2020, the S&P 500 lost 11.49 percent — the worst week for stocks since…

Investments

You've Allocated Your Assets; You Just May Not Realize It Yet

February 13, 2020

By Kim Brumbaugh

If you live in or have visited a big city, you’ve probably run into street vendors – people who sell everything from…

Kim BrumbaughInvestments

Financial Success Is the Outcome of a Journey That Starts with Education

February 3, 2020

By Kim Brumbaugh

Imagine driving a car without a basic understanding of the rules of the road or even how to operate it. Scary thought…

Kim BrumbaughInvestments

SECURE Act Represents Most Sweeping Set of Changes to Retirement Legislation in Years

January 23, 2020

By Kim Brumbaugh

The $1.4 trillion spending package enacted on Dec. 20 included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which…

Nonprofit

Sweet Jane’s Wish Foundation One of Nine Beneficiaries of This Weekend’s Whitford Classic

September 17, 2019

Sweet Jane’s Wish Foundation is a relatively new nonprofit that was created to honor the memory of Downingtown native Jane Gerlach Booge, an active…

Nonprofit

Annual Whitford Classic Connects People Who Care with Causes That Matter

August 30, 2019

The roots of Whitford Country Club in Exton were planted in generosity.

In 1955, a gentleman named Al Ostheimer gifted 168 acres to “share the…

Investments

Brumbaugh Wealth Management: Trade War with China Could Have Long-Term Economic Consequences

June 12, 2019

By Kim Brumbaugh

On May 13, escalating trade tensions between the United States and China sparked a worldwide stock sell-off that wiped out more…

Banking & Finance

Brumbaugh Wealth Management in Exton Offers 10 Year-End Tax Tips for 2018

November 3, 2018

By Kim Brumbaugh

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year:

Set aside…

Investments

Forbes, CEO Report Recognize Exton-Based Brumbaugh Wealth Management

March 11, 2018

For Kim Brumbaugh, the key to success is people – the people she employs and the people whose finances she helps to manage.

“It starts with…

Commerce

Exton’s Brumbaugh Wealth Management Finds New Office Space to Accommodate Growth

December 10, 2017

By Chris Cooper

Brumbaugh Wealth Management in Exton is looking to the future with new, contemporary office space, additional staff, and an outreach to the…

BrumbaughCommerce

Exton’s Brumbaugh Wealth Management Unveils New Website

October 13, 2017

Brumbaugh Wealth Management, a financial services firm based in Exton that serves clients coast to coast, has unveiled a new website.

Brumbaugh Wealth Management is…

Culture

Benchmark Twilight Cycling Classic Brings Pedal Parity to Pro Cycling

June 27, 2017

The Greater West Chester Chamber of Commerce, organizer of the Benchmark Twilight Cycling Classic, has announced that equal prize money will be awarded for this…

Uncategorized

Chester County Chamber Welcomes Philadelphia Mayor Jim Kenney

April 11, 2017

Honoring a tradition that goes back to Mayor Ed Rendell, Philadelphia Mayor Jim Kenney accepted an invitation from the Chester County Chamber to address its…

Commerce

Chester County's Generosity on Display at United Way's Live United in Music Fundraiser

January 18, 2017

Regarding last Thursday’s fundraiser for the United Way of Chester County at the Penn Oaks Golf Club in West Chester, the evening and venue…

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