Financial literacy starts at home. From teaching young children about delayed gratification to coaching teens on saving and investing, parents play a vital role in shaping money-smart kids. Matthew Thornton, CFA breaks down practical tips for every age in this week’s Planning in Focus. Planning in Focus is your guide to navigating the complexities of wealth…
Internships are an exciting opportunity to learn more about an industry, role, and company. For Colton Steele, that opportunity led to a full-time job and exciting career prospects. While earning dual degrees in finance and economics from La Salle University, Steele joined Bryn Mawr Trust as a Corporate Trust Intern in 2024, where hands-on learning…
Social Security Takes Center Stage, Again Social Security remains one of the most important and widely discussed topics in retirement planning, especially with a growing wave of retirees and recent developments surrounding the Old-Age, Survivors, & Disability Insurance Program under the One Big Beautiful Bill Act.1 As conversations about benefits, claiming strategies, and the sustainability…
Planning in Focus is your guide to navigating the complexities of wealth management with ease.
Planning in Focus is your guide to navigating the complexities of wealth management with ease. From rebalancing portfolios after strong market years to updating beneficiary designations and watching for capital gains, Matt Thornton outlines how to make sure your strategy is aligned with your goals.
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss the backdoor Roth IRA strategy and how to navigate income limits while building tax-diversified retirement savings.
When it comes to wealth management, success isn’t just about beating market benchmarks.
When it comes to wealth management, success isn’t just about beating market benchmarks.
Our experts unpacked a step-by-step guide to getting ahead of the upcoming tax season. We covered critical year-end actions, essential filing requirements, and strategic timing decisions that can significantly impact your tax liability. Whether you’re a pre-retiree, business owner, or managing family finances, this session provided actionable insights to help you stay ahead of key…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss social security.
October is National Retirement Security Month—a great reminder to pause and check in on your financial security. Retirement planning is more than just numbers; it is about preparing for your life’s unexpected turns, protecting your loved ones and giving yourself the confidence to make choices that align with your values. Research shows individuals who plan…
As you accumulate wealth over a lifetime, complexity follows. Early in your career, financial planning may have consisted of budgeting, cash flow, building an emergency fund, and getting proper insurance in place. You may even engage an advisor for investing, an attorney to draft wills, or a Certified Public Accountant (CPA) to do your taxes….
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.
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…
Hosts Jamie Hopkins and Kate Duffy share their journeys, first money memories, and the life lessons behind financial planning. From gravel shovels to fog machines, ballroom dancing to estate planning, they reveal how personal experiences shape the way we view money and life choices. Their candid reflections highlight the emotional and behavioral aspects of financial…
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.
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…
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss college savings accounts.
The passage of the “One Big Beautiful Bill Act” (H.R. 1) has many excited for extensions from the 2017 Tax Cuts and Jobs Act legislation. Others are feeling disheartened by the significant cuts made to important programs like Medicaid and SNAP. Regardless of your personal viewpoint, from a planning standpoint, it’s important to understand what…
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….
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.
Retirement is more than just saving—it’s about knowing how to turn those savings into steady, lasting income. In this webinar, we explored how sources like IRAs, 401(k)s, and Social Security can work together to fund your lifestyle. We also discussed how to estimate your monthly and annual income needs while planning for healthcare and other…
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss target date funds.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss generational fiscal responsibility.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss estate planning.
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,…
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.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss the differences between wills and trusts.
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.
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,…
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to determine if you need a financial advisor.
In this webinar, we discuss understanding tariffs, trade tensions, and how to stay calm amid uncertainty.
The largest wealth transfer in history is happening right now. Baby Boomers—who control an estimated $84 trillion in assets…
In this webinar, we discuss understanding tariffs, trade tensions, and how to stay calm amid uncertainty.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to navigate market fluctuations.
Despite the short-term volatility in the market, it’s important to remain optimistic about the long-term outlook.
The announcement of blanket tariffs on all foreign goods coming to the U.S. resulted in a sharp market selloff yesterday. Indications for today show no reprieve, as China, the world’s second-largest economy, is imposing its tariffs on U.S. goods. While historically, similar sparks have ignited a global trade war, immense uncertainty remains. Further retaliatory announcements…
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss how interest rate changes affect your finances.
Financial planning can have many definitions. It can relate to your business, your finances, or your family in general. This exercise provides a road map of where you have been financially, where you are, and where you want to go. I am often asked how frequently I should partake in this exercise, and my answer…
Interest rates play a pivotal role in the U.S. economy, influencing everything from consumer spending to business investments. These rates determined mainly by the Federal Reserve (“the Fed”), directly affect the cost of borrowing and the returns on savings. For individuals and businesses, understanding how interest rates rise and fall—and the ripple effects these changes…
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss what Roger Federer can teach you about winning in the market.
Women entrepreneurs are transforming economies worldwide, driving innovation, and overcoming systemic barriers to success. In 2024, women-owned businesses accounted for 39% of all businesses in the U.S., employing 12.2 million workers and generating $2.7 trillion in revenue1. Despite these achievements, women entrepreneurs continue to face challenges in accessing capital, securing industry representation, and gaining visibility.
According to McKinsey, the great wealth transfer is upon us and American women stand to control approximately $30 trillion by 2030.1 This shift in wealth presents opportunities and challenges for female investors and financial decision-makers, and understanding our biases, emotions, and financial behavior about money will help us manage our wealth and teach the next generation the importance of financial responsibility.
© 2025 Bryn Mawr Trust
© 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. The 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 Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’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 Trust Advisors (BMTA), in writing, if there are any changes in a client’s personal/financial situation or investment objectives for the purpose of BMT or BMTA 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 BMTA 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.
This communication is provided by Bryn Mawr Capital Management (“BMCM” or “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in this report is derived from sources that BMCM believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
Bryn Mawr Capital Management, LLC. is an SEC registered investment adviser and a subsidiary of WSFS Financial Corporation. Registration as an investment adviser does not imply a certain level of skill or training.
INVESTMENTS: NOT A DEPOSIT. NOT FDIC – INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.
