Myers Capital Management

Refocusing Your Future

Refocusing Your Future

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Cash Management

Part of managing wealth is having smart solutions to your banking needs that can be integrated with your investments and overall financial planning.  For your benefit and convenience we are able to offer wealth clients a variety of helpful banking solutions…

FDIC Insured Cash Advantage Checking Account with competitive interest rates which includes a debit card, as well as free online banking and bill pay.  This account is linked to your securities account* for overdraft protection or if you just want to to access your investments for that important purchase in a simple and easy way.  There is worldwide ATM access with no fees.

Cash Advantage Credit Line with competitive interest rates that use your securities account as collateral.  This enables you to borrow against the value of securities in your account* while keeping your portfolio  intact (without creating any potential tax consequences of selling securities).  Funds can be accessed by check or through transfer to your Cash Advantage checking account.  There are no application fees  nor annual or monthly fees.

 

 

 

 

*Cash Advantage checking and credit lines cannot be linked to qualified retirement accounts such as IRAs

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Schedule Introductory Meeting

The Myers Cap Post

  • Monthly Inflation Lower, Annual Inflation Higher in May
  • Jobs Created In May, Unemployment Holds Steady
  • Climbing the Wall of Worry
  • Retirement Planning and Life Expectancy
  • Shifting Trade Winds
  • May Consumer Confidence Nears All Time Low… What Does This Mean For Stocks?
  • Inflation Lowest Since 2021
  • Fed Keeps Rates The Same
  • Stay the Course
  • History of Bull & Bear Markets
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Location & Office Hours

(215) 657-0300

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WARRANTIES & DISCLAIMERS :
There are no warranties implied.
Myers Capital Management, Inc. (“MCMI”) is a registered investment adviser located in Abington, PA. MCMI’s website is limited to disseminating general information about its advisory services and access to additional investment-related information, publications, and links. Accordingly, the publication of MCMI’s website on the Internet should not be construed by any consumer or prospective client as MCMI’s general solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation. We do not collect personally identifiable information about you when you visit our website unless you voluntarily provide it by sending us an email or other electronic communication(s). If you choose to share with us personal information, we will retain it in our electronic communications archive. Any subsequent, direct communication by MCMI with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. MCMI does not take any responsibility, representations, or warranties regarding the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, including website links. All such information is provided solely for convenience, guidance, and informational purposes only, and all users should be guided accordingly. Investments involve risk and, unless otherwise stated, are not guaranteed. This website and information are not intended to provide investment, tax, or legal advice and no warranties are implied. Before implementing any strategy, consult with a qualified financial adviser and/or tax professional. Insurance products and services are offered and sold through Myers Capital Management, Inc., and individually licensed and appointed insurance agents. For information about MCMI, please refer to the SEC’s investment adviser public information website at www.adviserinfo.sec.gov or upon written request from Myers Capital Management, Inc. No product or service is offered or will be sold in any jurisdiction in which such offer or solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. This web site is intended to be made available only to individuals in the United States, and the information on the web site is only for such persons. • Copyright Myers Capital Management, Inc.
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