Two the Point – Freedom From the Headlines
In this episode, we examine the many different states of a healthy market, which sometimes come as a surprise to investors. Watch the full commentary from Andrew N. Davis, CFA®.
Author: ofries
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Two the Point – One Economy, Two Stories
One economy, two stories. Manufacturing is improving and the labor market remains steady, while housing and business sentiment continue to feel the strain of higher rates. For investors, the picture is mixed but still constructive. Watch the full commentary from Andrew N. Davis, CFA.
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Webinar Replay: Perspective in Uncertain Times: Our Mid-Year Economic & Market Outlook
Watch the replay of our webinar, Perspective in Uncertain Times: Our Mid-Year Economic & Market Outlook, where our investment research team discusses navigating heightened uncertainty amid evolving geopolitical tensions. Find out what these developments mean for the economy, financial markets, and your investment strategy.
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Rethinking Retirement Plans: Easier, Smarter, More Valuable (Ep. 20)
In the latest episode of The Planning Perspectives Podcast, Jackie Reeves joins Jamie Hopkins and Kate Duffy to explore why today’s plans are more accessible, easier to manage, and more valuable for businesses of all sizes.
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Blended Families and Estate Planning: Protecting Both Your Spouse and Your Children
Blended families are now a defining feature of modern life. As remarriage and later-in-life family formation become more common, many individuals find themselves balancing deep commitments to a current spouse while also feeling a lifelong responsibility to children from a prior relationship. Estate planning in this context is not just a legal exercise, it is…
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Two the Point – Too Strong to Cut, Too Hot to Celebrate
The labor market remains resilient, corporate profits remain stable, and inflation has proven sufficiently persistent to warrant a patient, measured approach. Andrew N. Davis, CFA, unpacks what the Fed’s forward guidance means for portfolios in the latest edition of Two the Point.
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2026 Mid-Year Review and Outlook: Delivering Results in a Complex Market Environment
As we move into the second half of 2026, the economic landscape continues to evolve amid shifting market dynamics, policy changes, and global uncertainty. Our mid-year outlook examines key trends shaping growth, inflation, and investment behavior across sectors. From interest rate expectations to consumer resilience, our report highlights both emerging risks and strategic opportunities. Together,…
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Roths Decoded: Timing, Taxes, and the Power of Flexibility (Ep. 19)
Roth accounts can play a powerful role in shaping when and how you pay taxes—but the right strategy depends on your income, timing, and long-term goals. With the right approach, they can help create flexibility both before and during retirement. In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy discuss how…
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What Happens When You Die Without a Will?
Estate planning is one of the most important but often overlooked steps in protecting your legacy and providing clarity for your loved ones. Without the proper documents in place, such as a will, state law dictates how your assets are distributed and who administers your estate, which may not reflect your intentions. Proactive planning can…
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Timing, Taxes, and 529 Plans
Planning in Focus is your guide to navigating the complexities of wealth management with ease. Saving for college comes with a fixed timeline, which makes early and tax-efficient planning especially important. Strategies such as 529 plans can help support your education savings within your broader financial plan.
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Fearless Growth in Hospitality: Building Without Losing Your Culture with Sydney Grims (Ep. 18)
Growth in hospitality isn’t just about expansion—it’s about making the right decisions on people, processes, and culture. In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy talk with Sydney Grims of Fearless Restaurants about how the brand has grown while staying true to its roots, supported by strong leadership and thoughtful…
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The Power of Local Banking: Trust & Community Impact (Ep. 17)
Banking is personal. Money touches nearly every major life moment, from milestones to unexpected challenges, and trusted advisors make financial planning feel more human and connected. In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy speak with Shari Kruzinski, Executive Vice President and Chief Consumer Banking Officer at WSFS Bank, about…
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Your Mortgage Should Do More: Turn Home Financing into a Wealth‑Building Strategy
For many homeowners, a mortgage is viewed as a necessary step in buying or refinancing a home. But when approached thoughtfully, it can also play a meaningful role in your broader financial strategy. At WSFS Private Banking, clients may be *eligible for discounted mortgage interest rates by establishing a new wealth management relationship. This opportunity…
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Securing the Future with Special Needs Trusts
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This video explains the role of Special Needs Trusts in planning for the future while preserving benefits and supporting lifelong care.
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Special Needs Trusts: A Strategic Guide to Protecting Your Loved One’s Future
Estate planning for a loved one with special needs requires thoughtful consideration and specialized tools to ensure long‑term financial protection and continued access to essential state and federal benefits. In the past, families often left assets to another sibling with the understanding they would manage funds on behalf of the family member. Today, there are…
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Thinking Differently with Philadelphia Union’s Jay Sugarman (Ep. 16)
What does it take to think differently—and still win? In this episode, Jamie Hopkins and Kate Duffy sit down with Jay Sugarman, Principal Owner of the Philadelphia Union and Chairman and CEO of Safehold to explore how unconventional thinking has defined his career. Jay reflects on how frequent change early in life built resilience, sharpened…
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Plan with Purpose: Rethinking Retirement Planning
Planning in Focus is your guide to navigating the complexities of wealth management with ease. In this episode, we explore why it’s never too late to plant the retirement tree—by clarifying your vision for life after work, aligning your income sources to support it, and preparing for risks so your plan can evolve as life changes.
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Scaling with Purpose (Ep. 15)
Strong businesses aren’t built on strategy alone—they’re shaped by relationships, trust, and shared experiences. In this episode of the Planning Perspectives Podcast, hosts Jamie Hopkins and Kate Duffy explore how leadership, family, and business growth intersect—and how leaders can maintain alignment and long‑term vision without losing what matters most. Jamie and Kate are joined by…
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Smart Planning for Cohabiting Couples
Planning in Focus is your guide to navigating the complexities of wealth management with ease. In this episode, we discuss why cohabitation plans are becoming essential for couples who choose to live together without marrying.
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Giving with Purpose (Ep. 14)
Giving is often seen as something reserved for the wealthy, but meaningful philanthropy is more personal and accessible than many people realize. In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy talk with Elizabeth Wagner, Senior Vice President and Director of Endowments, Foundations, and Charitable Giving at Bryn Mawr Trust, about…
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Leading Wawa’s Legacy of Growth with Chris Gheysens (Ep. 13)
What does it take to build a brand that inspires lasting loyalty while navigating decades of growth and rapid change? In this episode, Jamie Hopkins and Kate Duffy sit down with Chris Gheysens, CEO and Chairman of Wawa Inc., to explore the leadership mindset, ownership structure, and long‑term strategy behind one of the nation’s most…
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