Fall 2025 Newsletter

Bryn Mawr Trust Contributor

October 29, 2025

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Our Fall Newsletter is Now Available! Inside, you’ll find:

Fall Economic and Market Outlook
Making Healthcare a Retirement Planning Priority
Exploring Alternative Investments
Life Insurance Planning
Strategies to Maximize Your Philanthropic Impact
When to Update Estate Planning Documents

Download the newsletter in PDF form here.

Bryn Mawr Trust Contributor

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Recent Articles

Newsworthy Topics

Building Futures Beyond Sports: A Conversation with Kenny Holdsman (Ep. 25)

On this week’s episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy welcome Kenny Holdsman, co-founder, president, and…
Two the Point

Two the Point – Delayed Demand, Durable Fundamentals

There’s an important difference between demand disappearing and demand simply being delayed. And right now, we’re seeing more evidence of…
Newsworthy Topics, Trust & Estate Planning

Family Limited Partnerships: A Practical Strategy for Family Wealth Planning

Bryn Mawr Trust Advisors explain how a Family Limited Partnership (FLP) can help families manage assets, transfer wealth to future…

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Building Futures Beyond Sports: A Conversation with Kenny Holdsman (Ep. 25)

On this week’s episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy welcome Kenny Holdsman, co-founder, president, and CEO of Philadelphia Youth Basketball, for a conversation…
Family Limited Partnerships: A Practical Strategy for Family Wealth Planning

Bryn Mawr Trust Advisors explain how a Family Limited Partnership (FLP) can help families manage assets, transfer wealth to future generations, and maintain control as part of a…

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Bryn Mawr Trust | A WSFS Company Your Journey. Our Commitment.

Built on a foundation of trust, Bryn Mawr Trust has been helping individuals, families, and nonprofits achieve their financial goals for more than 130 years.

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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.

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Fall 2025 Newsletter

Begin your journey

Have questions?

Recent Articles

Building Futures Beyond Sports: A Conversation with Kenny Holdsman (Ep. 25)

Two the Point – Delayed Demand, Durable Fundamentals

Family Limited Partnerships: A Practical Strategy for Family Wealth Planning

Recent Insights

Disclosures