Category: BMT in the News

As investors await the results of upcoming government bond auctions, Jim Barnes, Director of Fixed Income for Bryn Mawr Trust, shared his perspective on the recent record high inflows to the Federal Reserve’s reverse repurchase facility with Reuters.

Following the proposal of the American Families Plan, Jennifer Marshall, Senior Vice President and Director of Tax Services at Bryn Mawr Trust, shared strategies with GOBankingRates for getting ahead of potential tax law changes. Jennifer explained a few considerations for high-income earners concerned about a tax rate increase.

As inflationary pressures heighten, Jim Barnes, Director of Fixed Income at Bryn Mawr Trust, spoke with Reuters about how the latest Consumer Price Index reading is impacting monetary policy and U.S. Treasury Yields.

CNBC turned to Jeff Mills, Chief Investment Officer at Bryn Mawr Trust Wealth Management, for his expert analysis on the electric vehicle boom. Jeff explained that there are a number of considerations and opportunities for investing in the trend including automakers and the technology that supports electric vehicle manufacturing.

Jeff Mills, Chief Investment Officer at Bryn Mawr Trust Wealth Management, shared tips to get
children interested in investing with Kiplinger. He explained that the better children understand the
ins and outs of a company, the more likely they are to hold onto its stock throughout times of

With a recent rise in early retirees around the country, Paul Gaudio, Wealth Planning Strategist at Bryn Mawr Trust’s Princeton-based Wealth Specialty office, shared his expert insight on how to financially prepare for the shift out of the workforce on CNBC.com. Paul explained the importance of understanding your standard of living and medical costs before retiring.

Amid the tech sector’s fluctuations, Jeff Mills, Chief Investment Officer at Bryn Mawr Trust Wealth Management, joined CNBC’s Fast Money to discuss the market’s reaction to Federal Reserve sentiment, interest rates and earnings reports as well as the factors driving the rotation into fundamentals.

Following a market decline, Jeff Mills, Chief Investment Officer at Bryn Mawr Trust Wealth Management, discussed how an additional stimulus package could impact taxes in Bloomberg.

Chris Krumenacker, Senior Equity Research Analyst at Bryn Mawr Trust, joined veteran financial journalist Chuck Jaffe on the Money Life podcast to break down his investment methodology and share how he is positioning portfolios to withstand the effects of COVID-19.

GOBankingRates turned to Jennifer Marshall, Director of Tax Services at Bryn Mawr Trust, for her expert insight on the impact of recently enacted legislation on this year’s tax refunds. Jennifer broke down the key facts of various policies, including the Tax Cuts and Jobs Act, the SECURE Act, the CARES Act and more.

As technology stocks continue to underperform, Jeff Mills, Chief Investment Officer at Bryn Mawr Trust Wealth Management, discussed which sectors he believes will lead the market higher on CNBC’s “Fast Money.”

Following the recent OPEC meeting, Jeff Mills, Chief Investment Officer at Bryn Mawr Trust Wealth Management, shared his long-term perspective on the energy sector’s rally on CNBC’s “Fast Money.”