Radnor News / Blog

What are the types of financial services (and where does Radnor fit in)?

September 16, 2021 // posted by: Radnor Financial Advisors

At a high level, ‘financial services’ is a pretty broad term that boils down to a variety of businesses that all have something to do with money management.  In a space full…


Child Tax Credit Advance Payments

August 17, 2021 // posted by: Radnor Financial Advisors

Recently, there were important changes made to the child tax credit that will benefit many taxpayers. As part of the American Rescue Plan Act that was enacted in March 2021: The child…


First Quarter 2021

July 21, 2021 // posted by: Radnor Financial Advisors

Click the link below to download our market commentary for Q1 2021. Our commentary outlines our firm’s view on several broad market environment themes and how we are directly positioning client portfolios. …


Exciting news about Radnor Financial Advisors

June 30, 2021 // posted by: Radnor Financial Advisors

We are pleased to share some exciting news with you!  On Friday, June 25, Radnor Financial Advisors signed an agreement to become part of CI Financial, a leading global asset and wealth…


Meet our 2021 Summer Interns!

June 17, 2021 // posted by: Radnor Financial Advisors

Radnor Financial Advisors is pleased to welcome our two Financial Planning Interns for the Summer, Jason Swartz and Max Elfenbein! Jason Swartz is from Upper Dublin, Pennsylvania and is majoring in economics…


Should cryptocurrencies be a part of portfolios?

June 8, 2021 // posted by: Radnor Financial Advisors

There is a lot of buzz about Bitcoin these days as its price rose above $60,000 in mid-April and its total market value crossed $1 trillion.  However, recently it has fallen back,…


Promotion Announcement

June 1, 2021 // posted by: Radnor Financial Advisors

Radnor Financial Advisors is pleased to announce that Kapil Patel has been promoted from Senior Portfolio Administrator to IT Operations Manager. Kapil joined Radnor in 2011 and recently celebrated his 10-year anniversary…


×
×