Biffen Investment

Prosperity through Timeless Values...

Welcome to our website! For 40 years, Biffen Investment Advisers has worked with residents of the southeastern Pennsylvania area through the development and implementation of intelligent, effective long-term financial strategies customized to each client's personal goals and resources. Biffen holds itself to high standards and recognizes the importance of trust and ethical behavior as part of an enduring business philosophy. A great strength of our company is that David has spent his entire career in Financial Services. He is one of only a handful of Advisers who holds a Masters Degree in Financial Planning. 

Biffen Investment Advisers has created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we want you to see the value of working with skilled professionals to pursue your financial goals. 

Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.


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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

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