News and Insights

  • Two the Point — A Silver Lining

    Two the Point — A Silver Lining

    In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets. This week we delve into 2023 Q4 earnings and highlight the robust nature of the current market landscape.

    Read More

  • Two the Point — Resilient Growth and Emerging Opportunities

    Two the Point — Resilient Growth and Emerging Opportunities

    In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets. This week we explore the latest economic trends and investment opportunities.

    Read More

  • Two the Point — Breaking New Ground: The S&P 500 Hits New Highs

    Two the Point — Breaking New Ground: The S&P 500 Hits New Highs

    In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets. This week we discuss the S&P 500.

    Read More

  • Winter 2024 Newsletter – Your Connection to Financial Planning and Advice

    Winter 2024 Newsletter – Your Connection to Financial Planning and Advice

    In this edition, we highlight our 2024 Economic and Market Outlook, share five steps for a smooth transition of financial responsibilities, review changes to 2024 Taxes that may help 2023 tax planning, and what the New Social Security Cost of Living Rate and the Medicare Part B Premiums Increase Mean to You, and more. 

    Read More

  • Two the Point — Consumer Pulse: Deciphering the Heartbeat of the U.S. Economy

    Two the Point — Consumer Pulse: Deciphering the Heartbeat of the U.S. Economy

    In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets. This week we discuss the resilience of the U.S. consumer.

    Read More

  • Two the Point — Mastering the 2024 Economic and Market Challenges

    Two the Point — Mastering the 2024 Economic and Market Challenges

    In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets. This week we discuss our 2024 Economic and Market Outlook.

    Read More

  • Two the Point — Investing Beyond Politics: A Timeless Strategy for Prosperity

    Two the Point — Investing Beyond Politics: A Timeless Strategy for Prosperity

    In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets. This week we discuss how political biases can inhibit investment strategies.

    Read More

  • 5 Actions to Take Ahead of 2025 Tax Law Sunset

    5 Actions to Take Ahead of 2025 Tax Law Sunset

    By Garrett Spangler, J.D., LL.M., Wealth Strategist, Bryn Mawr Capital Management The Tax Cuts and Jobs Act of 2017 (“TCJA”) brought numerous changes to the tax code including reduced individual income tax rates, significant increases to the standard deduction, and doubling of the estate tax exemption. The legislation also has a sunset provision, meaning many…

    Read More

  • 4 Year-End Planning Strategies for Qualified Charitable Distributions

    4 Year-End Planning Strategies for Qualified Charitable Distributions

    The end of the year is a notoriously busy time, known anecdotally to both bring great joy and great stress as individuals across the country coordinate family time, work, travel, and last-minute income and tax planning strategies – all before the clock strikes midnight on December 31, ringing in the new year.

    Read More

  • 5 Steps for a Smooth Transition of Financial Responsibilities

    5 Steps for a Smooth Transition of Financial Responsibilities

    The day may come when we can no longer manage our finances. Elder financial exploitation has been on the rise as people are living longer and increasingly likely to encounter some level of cognitive decline while remaining physically able-bodied. There are several steps you can take to make any necessary transition a smooth one when…

    Read More

WSFS Bank is committed to digital accessibility.