September 07, 2023
1776 Capital Management Group is a proud supporter of the research funded by Fox Chase Cancer Center's Paws for the Cause Walk and a lover of ALL the good boys and girls at the event!
September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
August 02, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.
July 06, 2023
HAPPY INDEPENDENCE DAY!
1776 Capital Management Groups hopes to brighten your Independence Day with this historical brief on the reproduction of the Declaration of Independence!
After the Declaration of Independence was adopted on July 4th, 1776, the “Committee of Five” was assigned the task of reproducing this historical document. Comprised of Thomas Jefferson, John Adams, Benjamin Franklin, Roger Sherman, and Robert R. Livingston. They sought the assistance of John Dunlap, who later became the official printer of Congress in 1778. At Dunlap’s printing shop in Philadelphia, hundreds of copies of the declaration were printed, known as the Dunlap Broadsides.
With no telephones or televisions, breaking news was shared through broadsides. These large pieces of paper were displayed in public spaces to disseminate information. On July 5th the Dunlap Broadsides were sent across the 13 colonies to local officials and Continental troop generals where they learned about the signing of the Declaration of Independence. George Washington possessed his own copy of a Dunlap Broadside, where on July 9th, General Washington read the broadside in front of his troops in New York City. The news of independence filled the streets with joy, leading to celebration and eventually the destruction of a statue of King George III in the city. Ironically, the statue was later melted down and repurposed into American ammunition.
Out of the hundreds of Dunlap Broadsides originally printed, only 26 copies have survived through the ages. Most of these precious and rare documents are safeguarded in museums and library collections, but it is fascinating to note that three copies have found their way into privately owned hands.
From everyone here at the 1776 Capital Management Group we hope you enjoy your 4th of July.
July 04, 2023
“Freedom lies in being bold.” – Robert Frost / Wishing you a safe & fun 4th of July from 1776 Capital Management Group!
July 03, 2023
What to Do Before the TCJA Provisions Sunset
The Tax Cuts and Jobs Act of 2017 is currently scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. This article provides strategies to help mitigate the potential tax risks.
May 31, 2023
School is out, that means summer internships are starting! I am thrilled to introduce you to the newest interns of 1776 Capital Management Group. Brendan Murphy and Bryce Myers are joining us this summer to explore their interests in financial and wealth management. Brendan is a rising senior at the University of Richmond where he studies Finance and plays on the nationally ranked lacrosse team. Bryce is a rising junior at the University of Pennsylvania where he studies Economics, with a concentration in Finance, and starts at tight end for the Penn Quakers football team.
As a financial advisor, I strongly believe in nurturing young talent and providing them with the invaluable hands-on experience that an internship can provide. Year after year, we hear positive feedback about our program and expect these young men to benefit from the experience as they decide what profession they wish to pursue. Brendan and Bryce already demonstrate qualities of leadership and I am confident they will make significant contributions on our team.
Throughout the summer, they will work with Kathy, Erin, and I to engage in various projects and initiatives that will expose them to the complexities of the financial world. Their fresh perspectives and ideas will undoubtedly enrich our team’s dynamics and help to serve you even better.
I encourage each of you to support and engage with our interns during their experience and help to create an environment that fosters learning and growth.
Please join me in giving a warm welcome to Brendan and Bryce!
May 29, 2023
"Home of the free, because of the brave." Happy Memorial Day from 1776 Capital Management Group!
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 09, 2023
May you be blessed with health, wealth, and happiness this Easter from 1776 Capital Management Group!
April 03, 2023
Anticipating a large tax bill?
Janney’s margin lending program may help you finance your tax bill without having to sell assets or deplete cash.
March 24, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historic high. Read more about some strategies and considerations for a tax-efficient wealth transfer and how they can play a role in your financial plan.
