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…
-
WEBINAR REPLAY: Opening Up About Money with Your Family: When and How to Initiate the Talk
In this webinar, we discuss when and how to open up about money with your family.
-
Do You Need a Financial Advisor?
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.
-
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.
-
WEBINAR REPLAY: Steady Your Financial Plan in an Uncertain Market
In this webinar, we discuss understanding tariffs, trade tensions, and how to stay calm amid uncertainty.
-
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…
-
WEBINAR REPLAY: Navigating Market Volatility
In this webinar, we discuss understanding tariffs, trade tensions, and how to stay calm amid uncertainty.
-
Your Guide to Navigating Market Fluctuations
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to navigate market fluctuations.
-
The Importance of Staying Calm During Market Volatility
Despite the short-term volatility in the market, it’s important to remain optimistic about the long-term outlook.
-
Navigating Market Volatility: Strategic Insights Amid Rising Trade Tensions
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…
-
Two the Point — Tariffs, Tensions, and a Resilient Core
In our weekly video series we highlight important observations regarding the economy and the financial market.
-
The Importance of Placing Properties in an LLC for Estate Purposes
Estate planning is one of the most thoughtful decisions property owners can make when placing real estate assets in a Limited Liability Company (LLC). Many people think estate planning is just about writing a will, but it involves much more—especially if you own valuable property. Using an LLC for real estate can provide legal protection,…
-
Two the Point — March Malaise or Spring Setup?
In our weekly video series we highlight important observations regarding the economy and the financial market.
-
How Interest Rate Changes Affect Your Finances
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.
-
Two the Point — Caution in the Air: What’s Next?
In our weekly video series we highlight important observations regarding the economy and the financial market.
-
The Difference Financial Planning Can Make
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…
-
Two the Point — Markets Wobble, Cracks Remain Shallow
In our weekly video series we highlight important observations regarding the economy and the financial market.
-
Understanding Interest Rates in the U.S. and How They Affect Deposits, Lending, and Mortgages
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…
-
Introduction to Digital Asset Investments
Since the emergence of Bitcoin in 2009, digital assets have gained popularity at an exponential rate. Digital assets encompass a wide range of electronically created and stored items that hold value, including cryptocurrencies, tokens, and digital collectibles (Smith, 2025). At the core is blockchain technology, which utilizes encryption techniques to ensure the authenticity of digital…
-
What Roger Federer Can Teach You About Winning in the Market
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: Breaking Barriers and Redefining Success
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.
-
Women & Wealth: The Duality of Money
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.
-
Two the Point — Market Shifts & Short-Term Shakes: Navigating Uncertainty with Perspective
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
-
Two the Point — Confidence Drops, Markets Hold: A Soft Landing or Just Soft Talk?
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
-
Cybersecurity and Hygiene
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss cyber-security tips to protect your finances.
-
WEBINAR: Getting Ahead of the Tax Season: Deadlines, Maximizing Deductions & New Policies
Watch the replay of our exclusive webinar designed to equip you with the knowledge and strategies needed to successfully navigate tax season.
-
Two the Point — Market Crossroads: Mixed Signals, Steady Outlook
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
-
Two the Point — Earnings Power Fueling Market Momentum
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss earnings power fueling market momentum.
-
Turbulence Ahead: Stay Informed and Prepared in Tax Planning
Now is the time to prepare for the potential volatility ahead in 2025 tax planning. With massive tax increases scheduled for year-end, this may be the most consequential year for tax legislation since the 2017 Tax Cuts and Jobs Act (TCJA). As the TCJA sunsets, increases to marginal tax brackets, decreases to gift and estate…
-
Tax Season Prep: What Your CPA Needs to Know
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss tips to align your financial and tax plans.
-
A “New” Litigation Target in Healthcare
Presented by The Retirement Plan Services Team,Bryn Mawr Trust Advisors, Office: 833.499.9737 Plan sponsors have long been on notice that they have a responsibility to ensure that the services provided to their retirement plan – and the fees paid for those services – are reasonable. Fee disclosure regulations under Section 408(b)(2), finalized in 2012, were…
-
Two the Point — Tariffs, Trade Wars, and Market Resilience
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss tariffs, trade wars, and market resilience.
-
Steps To Take in The Face of Federal Loans and Grants Uncertainty
The nonprofit sector found itself in unprecedented territory on January 27, 2025, when the Office of Management and Budget issued a memo announcing a pause on all federal grants and loans. Many nonprofit organizations rely on federal funding to support their missions, provide lifesaving aid and resources to their communities, and bolster their operations. Though…
-
Advisory Solutions: Transforming Offerings with Integrated Solutions
According to DeVoe and Company, 2024 saw the highest number of transactions in the RIA space (269), with Q4 recording the most reported deals ever (78) in a single quarter.1 Even Robinhood’s recent acquisition of TradePMR signals the strategic positioning among advisory firms. This massive migration to the independent RIA model, many of whom are transitioning from traditional, full-service models, signals significant advisory trends shaping wealth management solutions’ current and future state.
-
Two the Point — AI Disruption and Market Resilience
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss AI Disruption and Market Resilience.
-
How To Protect Your Digital Assets
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss how to protect your digital assets.
-
WEBINAR: 2025 Economic & Market Outlook: Strategic Insights in an Evolving Landscape
Join the Bryn Mawr Trust senior leadership team and watch our exclusive 2025 Economic & Market Outlook. You will gain a comprehensive understanding of the economic landscape and market trends that will shape the year ahead, from overarching macroeconomic trends to market-specific dynamics. Our expert analysis serves as valuable guidance in making strategic investment decisions…
-
Two the Point — Strong Finish, Soft Start?
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss a potential soft landing in 2025.
-
Two the Point — 2025: The Soft Landing Saga
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss a soft landing in 2025.
-
Three Financial Resolutions for 2025
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss three financial resolutions for 2025.
