Washington is once again in a government shutdown. Investors may be asking, does this really matter for the economy and markets? History provides a valuable perspective. What History Shows Shutdowns occur when Congress fails to pass appropriation bills or a temporary funding extension. When that happens, federal agencies close, hundreds of thousands of workers are…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss tax-smart retirement planning.
Commercial real estate (CRE) has long been one of the most attractive avenues for building and preserving wealth. For investors, developers, and business owners, financing is often the key that unlocks opportunities in this space. While traditional banks and public lenders remain common sources of capital, many sophisticated clients turn to private banks for a…
Retirement isn’t just about money; it’s about how you spend your time, maintain relationships, and create a meaningful life. In this episode, Jamie Hopkins and Kate Duffy welcome Christine Benz, Morningstar’s Director of Personal Finance, to explore how retirement planning is shifting from purely financial to a more holistic approach. Christine shares insights from her…
Join our experts for a step-by-step guide to estate planning. We’ll cover fundamental documents every adult should have, explore how major life changes trigger updates to your plan, and review recent estate tax changes with the “One Big Beautiful Bill.” Whether you’re just starting your estate planning journey or need to update existing documents, this…
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss the costly blindspot business owners ignore.
Consistently updating your estate planning documents is essential to ensure your wishes are accurately reflected and legally enforceable as your life circumstances change. Consider these top eight life situations or events that highlight the importance of regular updates. 1. Life Changes Major life events often require updates to your estate plan. These include: If your documents…
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss alternative investments.
The political landscape is shifting, and with it comes a sweeping set of proposed tax changes known as the “One Big Beautiful Bill” that could have meaningful impacts on how families build wealth, pass it on, and plan for the future. Our financial planning experts recently broke down what’s on the table, how it may…
While we don’t all have billions of dollars to give away, the mindset and strategies of billionaire philanthropists like Melinda French Gates and MacKenzie Scott can be adopted to make anyone more impactful, intentional, and fulfilled in their giving. Giving requires having the right mindset and a thoughtfully integrated approach. Here are a few things…
Integrity is a critical trait for any financial planner, but at Bryn Mawr Trust, it’s non-negotiable for everyone, including interns. That experience has been central to Jordan Walter Pelzer’s experience as a Wealth Management Intern with the company. Coming into the summer, Pelzer’s goal was to discover the type of leader he wanted to become….
As Americans celebrated Independence Day, Congress passed President Trump’s sweeping “The One, Big, Beautiful” bill, and the U.S. simultaneously executed a successful strike on Iran’s nuclear infrastructure. Equity markets have responded with exuberance, rallying sharply on renewed optimism. This surge follows a volatile first half of 2025, marked by the shock emergence of DeepSeek AI…
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to navigate the new reality of retirement.
Most employees in 401(k) retirement plans are not professional investors, and they don’t need to be. However, in a retirement system that increasingly places responsibility on individuals to make informed investment decisions, having a basic understanding of your available options is essential to achieving long-term financial security. One of the most common and impactful tools…
In our weekly video series we highlight important observations regarding the economy and the financial market.
As summer travel season approaches, many of our clients are making plans to explore destinations across Europe, Asia, and beyond. Whether your itinerary includes sun-soaked beaches, historic cities, or family adventures abroad, it’s important to think ahead when managing foreign currency needs. Smart foreign exchange (FX) strategies can help you avoid unnecessary fees, reduce risk,…
In our weekly video series we highlight important observations regarding the economy and the financial market.
The first half of 2025 has seen shifting political landscapes and global uncertainties, making it more important than ever to stay informed. Watch the replay of our Mid-Year Economic & Market Outlook to get clarity on what these changes mean for your financial plan and understand the economic and market trends that could shape the…
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss the four key pillars of an estate plan.
The first half of 2025 will be remembered for two defining events: the onset of reciprocal tariffs, marking an American trade war with the world, and Chinese AI developer DeepSeek’s revelation that shattered the myth of American AI supremacy. Amidst the fierce rivalry between America and China, these occurrences exposed the opposing forces of de-globalization…
As families accumulate wealth, trusts offer protection, growth, and efficient transfer from an individual (or grantor) to beneficiaries. While previously thought to be reserved for the ultra-wealthy, trusts are an excellent financial planning resource and are gaining popularity among the broader public. Today, we review how trusts may help families prepare for a multitude of…
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to avoid the “shirtsleeves to shirtsleeves” phenomenon.
In our weekly video series we highlight important observations regarding the economy and the financial market.
An Interest on Lawyers’ Trust Account (IOLTA) is a type of trust account used by attorneys to hold client funds that are either too small in amount or held for too short a period to generate interest for the individual client. Instead of the interest benefiting the client, the interest is pooled and directed toward…
If you’re among the millions of Americans, like my wife and I, who purchased or refinanced their homes during the early years of the pandemic, you were likely fortunate enough to secure a mortgage rate between 2.5% and 4%. Mortgage rates reached an all-time low in January of 2021, but have since more than doubled,…
In our weekly video series we highlight important observations regarding the economy and the financial market.
People often ask whether they need a living trust for their estate plan. The answer depends upon your goals for managing your assets during your lifetime and how you would like to transfer them after your passing. Here are some key points to consider when determining whether a living trust is right for you. What…
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
The largest wealth transfer in history is happening right now. Baby Boomers—who control an estimated $84 trillion in assets…
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