insights & events

At Bryn Mawr Trust, we provide regular updates on financial markets, economic outlook, and wealth planning through various resources.

Download our Winter Newsletter Now!

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

- Newsworthy Topics
Webinar Replay: Social Security Simplified: Smart Strategies for Retirement
Webinar

February 23, 2026
The Business Owner’s Guide to a Successful Exit (Ep. 11)
Podcast

February 17, 2026
Balancing Roth Conversions and Tax Deferral: Crafting a Smarter Retirement Strategy

February 12, 2026
- Newsworthy Topics
The Power of Purpose Trusts
Video

February 10, 2026
Purpose Trusts: A Modern Tool for Wealth Planning
Article

February 2, 2026
- Newsworthy Topics
Roth Changes for High Earners in 2026
Video

January 28, 2026
- Tax Planning
How to Reduce Tax Season Stress (Ep. 10)
Podcast

January 28, 2026
- Newsworthy Topics
Winter 2026 Newsletter
Article

January 26, 2026
- Business Planning
Shark Tank, Sustainability, and Scaling Up: The Frozen Farmer Story with Katey Evans (Ep. 9)
Podcast

January 20, 2026

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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.

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.