Newsworthy Topics, Security & Risk Management

How Age, Life Stages and Circumstances Play a Role in Your Risk Tolerance

Matthew Thornton, CFA®

Bryn Mawr Trust

May 22, 2024

< 1 min read

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Planning Perspectives is your guide to navigating the complexities of wealth management with ease.

This week we discuss how age, life stages and circumstances play a role in your risk tolerance.

Matthew Thornton, CFA®

Bryn Mawr Trust

Matt Thornton is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2022.

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Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. The Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s registration as an investment advisor does not imply a certain level of skill or training.

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How Age, Life Stages and Circumstances Play a Role in Your Risk Tolerance

Begin your journey

Have questions?

Recent Articles

Two the Point – When Good News Isn’t Good Enough

Beyond the Documents: Estate Planning with Garrett Spangler, JD, LLM (Ep. 23)

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Disclosures