Category: BMT in the News

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.”

As U.S. Treasury yields come down from a one-year high, Jim Barnes, Director of Fixed Income for Bryn Mawr Trust, explained the market’s reaction to the Federal Reserve’s indication to allow potential short-term inflation.

Reuters turned to Jim Barnes, Director of Fixed Income at Bryn Mawr Trust, for his take on how U.S. Federal Reserve Chairman Jerome Powell’s upcoming remarks could impact the rising U.S. Treasury yields.

On CNBC’s “Fast Money,” Jeff Mills, Chief Investment Officer at Bryn Mawr Trust Wealth Management, explained why retail sales and pickup in the service economy could create stimulus-driven growth.

With fiscal stimulus proposals up in the air, Jim Barnes, Director of Fixed Income for Bryn Mawr Trust, explained how relief package expectations are impacting U.S. Treasury yields in Reuters.

Dennis B. LeVasseur, Senior Vice President and Sales Manager at BMT Insurance Advisors, broke down the ins and outs of fiduciary liability insurance as well as how it differs from an ERISA bond in U.S. News & World Report.