Malvern Bank will be closed Monday, October 10 in observance of Columbus Day.

Malvern Bank's "Money Matters"

Money Matters: Back to School - for Investors?

August 19, 2022

Hello,

As the plethora of store displays and advertising materials make abundantly clear, it’s back-to-school shopping time. Although many are still happily in the throes of summer vacation, parents of school-age children can’t help but think about the upcoming school year.

But, whether you have school-age children or not, you shouldn’t think that “back to school” doesn’t apply to you too. Whatever stage of life you’re in, the end of August should prompt some self-reflection on the state of your own education, investment-related or otherwise. This could involve learning more about various economic indicators, or it could be identifying and filling in any gaps in your knowledge that could be limiting your ability to take advantage of potential opportunities.

I hope the articles included in this newsletter help you in this process of continual learning.

Whatever your investment/financial education or situation, Malvern Bank is here to help you make the best possible decisions for you and your family while giving you the tools to keep on learning. “Back-to-school” time also is a great time to review your long-term financial strategies. Call Sally Lawson, Malvern’s Senior Investment Officer. She has years of experience helping clients reach their financial goals – and she can help you too. Call her at 610.695.3651 or email her at SLawson@MyMalvernBank.com. If something’s on your mind, don’t hesitate to reach out so we can discuss it. Let’s Start the Conversation!

Have a great last couple of weeks of summer!

Sincerely,

Anthony C. Weagley
President & CEO
Malvern Bank, National Association
Beyond Your Expectations ™
Office : 610.644.9400

Malvern Bank Promotion

Return to Money Matters


The 60/40 Strategy Will Beat Inflation Eventually, Survey Shows

Bloomberg: Aug. 15, 2022

Survey of investors says sticking with the traditional investment mix should work, even as it’s...

Read More

The 12 Best Finance Books

Investopedia: Aug. 15, 2022

Build your expertise in personal finance, investing, and decision-making psychology with these...

Read More

Why Downtown Won’t Die

Bloomberg: Aug. 17, 2022

As the office recedes in importance, central business districts are transforming into spaces to...

Read More

How To Get Started Investing With Your Stimulus Check

Forbes: Aug. 17, 2022

More than 15 states are issuing new stimulus checks and/or tax rebates to help offset soaring...

Read More

The Tricky Math of Retiring Into a Downturn

The New York Times: Aug. 12, 2022

Market declines during the first five years of retirement can have a significant effect on a...

Read More

Keeping it wild: how mules help preserve the last untamed places in the US

The Guardian: Aug. 17, 2022

If it’s got gears, it’s not allowed in Montana’s Bob Marshall Wilderness. But a humble creature...

Read More