A hand on a cell phone. The cell phone is displaying economic charts.
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2024 Mid-Year Market Outlook: What Lies Ahead

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The U.S. economy continues to grind, and macro-level data suggests that moderating growth ahead will not cause a near-term recession. When setting the current environment at a level compared to our expectations at the start of the year, investors witnessed more mid-cycle dynamics as risks to the downside lessened and valuations expanded. With the macro-economic environment seemingly in a constructive place, we’re reminded that complacency is not a viable investment strategy. In our mid-year update, we detail the opportunities and risks ahead.

A man and a woman, both wearing yellow shirts, are signing a document together.
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Retirement Spending – How Not to Overspend or Outlive Your Savings

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Saving for retirement is something many of us are encouraged to participate in throughout our working lives. In a recent Bryn Mawr Trust survey about women and retirement, 826 women (age 40+) said that their top sources of wealth are careers, followed by saving and budgeting, with 40% selecting retirement as the leading life event that impacts their financial planning.1 The rules and guidelines for how much to save and where are readily available, but there needs to be more professional guidance for when we finally reach retirement and begin spending it.

Three generations (grandparents, parents, and grandchildren) of a family are gathered around a piece of paper. The image is overlaid with a blue mezzotint pattern reminiscent of the texture of dollar bills.
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WEBINAR: Securing Your Legacy: The Importance of Establishing and Updating an Estate Plan  

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Watch our replay on why having an estate plan is vitally important.  Watch to ensure your assets are distributed according to your wishes by providing your loved ones with invaluable peace of mind.  In this webinar, we outline the benefits of establishing and regularly updating a plan to secure your legacy.

An older couple, both wearing green sweaters, are meeting with a banker.
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The Importance of Aligning Your Investment Strategy with Your Estate Plan

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When it comes to managing your wealth for the future, having a sound investment strategy is paramount. However, equally important is ensuring that your estate plan is closely aligned with these investment choices. The synergy between how you manage your assets today and how you plan to pass them on to beneficiaries can significantly impact your financial legacy and security.