Our 2026-2027 Bryn Mawr Trust Year-End Tax Planning Guide highlights key tax law changes, planning considerations, and strategies for individuals, families, business owners, and investors to consider before year-end deadlines arrive.
Investing requires conviction, but also the willingness to reassess. Here’s what we’re monitoring across the economy and markets.
What does it take to navigate success, setbacks, and career transitions at the highest level? Jamie Hopkins and Kate Duffy sit down with former Phillies General Manager Rubén Amaro Jr. for a conversation about family, leadership, resilience, and the lessons that shape a lasting legacy.
Strong growth is important, but how companies fund that growth matters, too. Here’s what investors are watching now.
The headlines say stocks are soaring. The full story may be more complicated. Watch the latest Two the Point.
A strong economy doesn’t guarantee strong investment opportunities. Watch for key insights on navigating today’s market.
Tax planning starts long before filing season. Discover key year-end tax strategies, retirement contribution opportunities, charitable giving tips, and other financial moves before December 31.
In this episode, Kate Duffy sits down with Sheila Gibson, Senior Wealth Advisor at Bryn Mawr Trust, to discuss the role of special needs trusts and guardianships in protecting beneficiaries while preserving eligibility for important public benefits.
Are higher rates slowing the economy or simply bringing it back to normal? Hear Andrew Davis’ perspective.
In this episode of Planning Perspectives, Jamie Hopkins and Kate Duffy sit down with Chris Bailey, Founder, President, and CEO of Bailey Brand Consulting, to discuss the principles behind building a business that endures.
Discover how a comprehensive plan with your financial advisor serves as your personal GPS for life, helping you navigate retirement, tax strategies, investment decisions, estate planning, and unexpected life events with confidence and clarity.
Higher rates are creating bigger differences between market winners and losers. Watch Andrew Davis explain why selectivity matters more than ever.
Higher rates. Higher expectations. A higher hurdle for investors. Watch Andrew Davis break it down.
In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy explore how emotions, experiences, and deeply held beliefs influence the way we spend, save, and invest.
There are plenty of examples of families who have built spectacular brands over multiple generations and who still control their business today.
Strong jobs. Solid earnings. Higher rates. Here’s why selectivity matters more in today’s market.
Thinking about a second home? Before you sign at settlement, make sure you’ve considered two key factors: liquidity and your long-term plan. Watch for insights to help guide this major financial decision.
Strong earnings are no longer concentrated in just a few areas of the market. See why a broader investment landscape may be emerging.
In this episode of Planning Perspectives, Jamie Hopkins and Kate Duffy explore why retirement is about more than savings.
Stocks are near record highs, but the headline only tells part of the story.
Market swings don’t always mean economic trouble. Here’s what investors should know.
In business and life, summer presents an opportunity to review your goals and ensure that you remain on track. As part of a regular discipline, it will help protect against unexpected surprises at year end, when time and flexibility are limited. A meaningful mid-year review goes beyond comparing results to a budget. It should answer three…
Sadie: To start, can you tell me a little about yourself?Justin: I’m Justin Vasquez, a rising senior at Penn State University pursuing dual degrees inFinance and Accounting, with a minor in International Business. Outside of the classroom,I’m involved with the Penn State Wealth Management Association and serve as the AlumniRelations Chair for my fraternity, Sigma…
For Katherine Nguyen, a rising junior at George Washington University, a summer at BrynMawr Trust (BMT) offered the opportunity to explore a new area of finance while gaininghands-on experience in a collaborative environment. This summer, Nguyen is interning with the Retirement Plan team in the Berwyn office, closeto her hometown. Drawn to WSFS for its…
Internships play a key role in a young professional’s journey, and for Nick Idrovo, interning at Bryn Mawr Trust (BMT) is helping him move closer toward his long-term goals. Entering the summer eager to learn and grow, he will return to Wake Forest University for his junior year with new skills and a deeper understanding…
Strong earnings don’t always lead to higher stock prices. This earnings season is highlighting an important reality: expectations matter just as much as fundamentals. Dive deeper into this week’s market trends with Andrew N. Davis, CFA.
In this episode of The Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy are joined by Garrett Spangler, JD, LLM, Senior Wealth Strategist at Bryn Mawr Trust Advisors, to discuss the importance of family conversations, beneficiary designations, legacy letters, digital asset planning, and keeping estate plans up to date as life changes.
Mid-year relocations create complex tax challenges for high-income families. Learn from Bryn Mawr Trust on how to manage equity compensation, establish domicile, and avoid multi-state tax exposure.
June inflation data showed continued progress, the Fed has greater flexibility to remain patient, and early earnings from major banks reflected strength across businesses and consumers. Watch the full commentary from Andrew N. Davis, CFA to learn more.
In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy welcome back Andrew Davis, CFA, Head of Investment Strategy at Bryn Mawr Trust Advisors, to discuss the trends shaping the economy and markets in 2026.
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.
Discover how to give strategically by aligning your philanthropy with your key values, setting a budget, and focusing your impact where it matters most.
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®.
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.
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.
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.
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…
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.
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,…
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…
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…
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.
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…
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…
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…
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.
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…
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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