Category: BMT in the News

What you should do now in preparation for tax law changes

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.

7 steps to teach kids how to invest

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

The pandemic drove these Americans into early retirement. What to know before making the leap

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 Paul explained the importance of understanding your standard of living and medical costs before retiring.

The great tech tug-o-war

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.

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