The Costly Blindspot Business Owners Ignore
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss the costly blindspot business owners ignore.
Author: WSFS Contributor
The Importance of Updating Your Estate Planning Documents
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…
Should You Invest in Alternatives?
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss alternative investments.
WEBINAR REPLAY: Unpacking ‘One Big Beautiful Bill’ and Your Finances
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…
The Mega-Donor Mindset: Strategies to Maximize Your Philanthropic Impact
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…
Bryn Mawr Trust’s Internship Experience Pushes Jordan Walter Pelzer Out of Comfort Zone
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….
3D Investing: 2025 Mid-Year Economic and Market Outlook
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…
How to Navigate The New Reality of Retirement
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.
Why Understanding Target Date Funds Matters More Than Ever
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…
Two the Point — The Soft Side of Hard Data
In our weekly video series we highlight important observations regarding the economy and the financial market.
Smart Foreign Exchange Strategies for Summer Travel: Maximize value and minimize stress with these tips before you take off
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,…
Two the Point — Where Does The Fed Go From Here?
In our weekly video series we highlight important observations regarding the economy and the financial market.
WEBINAR REPLAY: 2025 Mid-Year Economic & Market Outlook: Risks and Opportunities Ahead
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…
Four Documents Every Adult Needs
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.
Building Resilience: 2025 Mid-Year Economic and Market Outlook
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…
Trusts – an Essential Resource for Family Financial Planning
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…
Two the Point — Tariff Truce, Steady Data and a Shifting Narrative
In our weekly video series we highlight important observations regarding the economy and the financial market.
Two the Point — Still Standing, But Showing Signs of Strain
In our weekly video series we highlight important observations regarding the economy and the financial market.
Building Generational Wealth: How To Avoid the “Shirtsleeves to Shirtsleeves” Phenomenon
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.
Two the Point — Resilience Remains Despite a Cooling Economy
In our weekly video series we highlight important observations regarding the economy and the financial market.
Partner with a Private Banker for Your IOLTA Needs
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…
Unlocking Your Home’s Hidden Potential: How a HELOC Can Help You Move Beyond ‘Golden Handcuffs’ and Transform Your Living Space
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,…
Two the Point — Resilient Data vs Weak Fundamentals
In our weekly video series we highlight important observations regarding the economy and the financial market.
What is a Living Trust, and Why Do You Need One?
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…
Two the Point — Volatility: The Price of Admission for Long-Term Investing
In our weekly video series we highlight important observations regarding the economy and the financial market.
Two the Point — Macro Signals Amid Market Volatility
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
The largest wealth transfer in history is happening right now. Baby Boomers—who control an estimated $84 trillion in assets…
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