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Brittany N. Cox

Brittany Cox is a Registered Investment Advisor who works for Nestlerode & Loy, Inc., State College. She serves clients in Centre County and all of Pennsylvania as a fiduciary, fee-based advisor. She is a graduate of the Pennsylvania State University with a BA in business with a focus on financial services. Brittany enjoys working with clients for retirement and college planning. Brittany can be reached at [email protected]

Articles by Brittany N. Cox

The Year-End Financial Wrap-Up
Column
The Year-End Financial Wrap-Up
4 days ago - StateCollege.com - Brittany N. Cox
This time of year involves a lot of wrapping. We are wrapping gifts, wrapping up the year, and even wrapping up a decade. With holiday spending in full swing and tax season on its way, you’ll want to include a financial wrap-up, too. Doing this before the end of the year gives you the chance to ma [Read More]
Black Friday Finances
Column
Black Friday Finances
5 weeks ago - StateCollege.com - Brittany N. Cox
From a financial perspective, holiday shopping accounts for more than a quarter of annual U.S. retail sales so it’s easy to see why businesses like to get the season started so soon. Walmart started its sales on October 25, the earliest they ever have. [Read More]
Cybersecurity for Your Finances
Column
Cybersecurity for Your Finances
9 weeks ago - StateCollege.com - Brittany N. Cox
It’s not uncommon to see a news headline about a data breach at a large company that has the information of nearly every one of us. [Read More]
A Portfolio for All Seasons
Column
A Portfolio for All Seasons
13 weeks ago - StateCollege.com - Brittany N. Cox
Your investment portfolio should be prepared for all seasons. Different sectors of the market perform better than others at different times. Even though they cannot be differentiated by season, it still makes sense to have them coexist in your portfolio to capitalize on opportunities when they arise [Read More]
What Is the Inverted Yield Curve, and What Does It Mean for the Economy?
Column
What Is the Inverted Yield Curve, and What Does It Mean for the Economy?
17 weeks ago - StateCollege.com - Brittany N. Cox
There have been some turned heads this week about the inverted yield curve. Some of you may be asking what is an inverted yield curve? It is a phenomenon in the bond market in which longer-term interest rates fall below shorter-term interest rates and has historically been a warning sign that a rece [Read More]
The Effects of Inflation
Column
The Effects of Inflation
21 weeks ago - StateCollege.com - Brittany N. Cox
It’s hard to read the news in the morning and not see a reference to inflation lately, so I feel it is worthwhile to talk about what inflation is and what it means for us. [Read More]
What Are the Core Values of the Companies You Invest In?
Column
What Are the Core Values of the Companies You Invest In?
25 weeks ago - StateCollege.com - Brittany N. Cox
Do you know the core values and beliefs of the companies you invest in? You may have heard of responsible investing as it becomes more popular for investors. There are a few philosophies about responsible investing, but the most common one is ESG investing. [Read More]
Changing Jobs? Don’t Forget About Your Retirement Plan
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Changing Jobs? Don’t Forget About Your Retirement Plan
29 weeks ago - StateCollege.com - Brittany N. Cox
With job changes becoming more frequent, it’s important to know what you should do with your employer retirement plan when you change employers. Of course, there are different options to choose from. [Read More]
What Going Public Means for Businesses and Investors
Column
What Going Public Means for Businesses and Investors
33 weeks ago - StateCollege.com - Brittany N. Cox
With the recent launches of Zoom, Pinterest and Lyft, there has been a lot of news about stock IPOs. An initial public offering, or IPO, of a stock is a company’s first sale of stock to the public. Before there is an IPO, a company is considered private. [Read More]
Don’t Bet on the Lottery to Fund Your Retirement
Column
Don’t Bet on the Lottery to Fund Your Retirement
37 weeks ago - StateCollege.com - Brittany N. Cox
More than half of all U.S. adults collectively will spend approximately $50 billion each year in hopes of getting rich. Many of us look at the lottery as just one of those leisurely things we do in hopes to win a few extra dollars. But, for some folks, who often don’t have much discretionary incom [Read More]
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