Winter 2026 Newsletter

Bryn Mawr Trust Contributor

January 26, 2026

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Our winter newsletter offers timely insights to help you plan for the year ahead:

Ten Investment Themes Shaping 2026
The Role of AI in Financial Planning
Smart Strategies for Bonus Season
The Importance of Goals-Based Investing
Social Security: Key Changes and What’s Ahead
The Link Between Cash Flow and Tax Strategies

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© 2026 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.

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Winter 2026 Newsletter

Begin your journey

Have questions?

Recent Articles

Shark Tank, Sustainability, and Scaling Up: The Frozen Farmer Story with Katey Evans (Ep. 9)

Webinar Replay: 2026 Economic & Market Outlook

The Human Edge: What AI Can’t Replicate in Planning

Recent Insights

Disclosures