WSFS Contributor, Author at Bryn Mawr Trust Wealth Management

Resilient data vs week fundamentals

Market Volatility | Two the Point

Two the Point — Resilient Data vs Weak Fundamentals

ByWSFS Contributor April 25, 2025April 25, 2025

In our weekly video series we highlight important observations regarding the economy and the financial market.

What is a living trust?

Trust & Estate Planning

What is a Living Trust, and Why Do You Need One?

ByWSFS Contributor April 24, 2025April 24, 2025

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…

Volatility: The Price of Admission for Long-Term Investing

Market Volatility | Two the Point

Two the Point — Volatility: The Price of Admission for Long-Term Investing

ByWSFS Contributor April 18, 2025April 18, 2025

In our weekly video series we highlight important observations regarding the economy and the financial market.

Macro Signals Amid Market Volatility

Market Volatility | Two the Point

Two the Point — Macro Signals Amid Market Volatility

ByWSFS Contributor April 11, 2025April 11, 2025

In our weekly video series we highlight important observations regarding the economy and the financial market.

Building a Legacy: Essential Steps for Intergenerational Wealth Management

Newsworthy Topics | Trust & Estate Planning

Building a Legacy: Essential Steps for Intergenerational Wealth Management

ByWSFS Contributor April 11, 2025April 11, 2025

The largest wealth transfer in history is happening right now. Baby Boomers—who control an estimated $84 trillion in assets…

Disclosures

© 2025 WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank.Private Banking is a division of WSFS Bank.
Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust.Bryn Mawr Trust is a division of WSFS Bank.WSFS Wealth Management, LLC d/b/a Powdermill Financial Solutions, LLC. Powdermill Financial Solutions, LLC is a subsidiary of WSFS Financial Corporation.Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation.Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates.Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor.Investment advisory services are also offered through Bryn Mawr Capital Management, LLC (“BMCM”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMCM’s Registration as an investment advisor does not imply a certain level of skill or training.

Bryn Mawr Trust does not provide legal, tax or accounting advice but those services may be provided by affiliates or subsidiaries of Bryn Mawr Trust.

It remains a client’s responsibility to advise Bryn Mawr Trust (BMT) and Bryn Mawr Capital Management (BMCM), in writing, if there are any changes in a client’s personal/financial situation or investment objectives for the purpose of BMT or BMCM reviewing, evaluating, and/or revising its previous recommendations and/or services, or if a client would like to impose, add, or modify any reasonable restrictions to BMT or BMCM services.

All opinions expressed by the Associate(s) on television, radio, internet, or any other medium are merely opinions. You should not treat any opinion expressed as an inducement to make a particular investment or follow a particular strategy. Opinions expressed are based upon information that the Associate(s) considered reliable at the time spoken, but there is no guarantee of completeness or accuracy, and it should not be relied upon as such. The opinions do not represent the opinions of WSFS Financial Corporation or its subsidiaries. The Associate(s) and the listed entities have no duty to update or correct any information that was provided. Past performance is not indicative of future results, and as such, neither the Associate(s) nor any of the above-listed entities guarantee any specific outcome, performance, or profit. Before acting on any information from the Associate(s), consider suitability for your personal financial situation and seek the advice of your own financial professional.

Any third-party trademarks, and products or services related thereto, mentioned are for discussion purposes only. Third-party trademarks mentioned are not commercially related to, or affiliated in any way with, Bryn Mawr Trust products or services. Third-party trademarks mentioned are also not endorsed by Bryn Mawr Trust in any way. Bryn Mawr Trust may have agreements in place with third-party trademark owners that would render this trademark disclaimer not relevant.

INVESTMENTS: NOT A DEPOSIT. NOT FDIC – INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.