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WEBINAR: Tax Cuts and Jobs Act: Preparing for Every Scenario
The Tax Cuts and Jobs Act (TCJA) sunset is planned for December 31, 2025. While it may seem far off, it’s wise for individuals and businesses to prepare now for potential implications. Join our expert team as we review the complexities of the TCJA provision and discuss ways to stay resilient in the face of…
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WEBINAR: Retirement Planning – Change Your Thinking to Better Prepare
Having a sound financial plan for retirement is paramount, but additional preparation for this important milestone in your life is also wise. Emotional, social, and income source considerations are just as crucial as your financial plans.
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Two the Point — Global Trends and 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 robust dynamics of global growth in 2024, highlighting key economic indicators and opportunities for investors.
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Two the Point — Deciphering Inflation for Investment 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 delve into the nuanced terrain of the latest economic data, offering a perspective on inflation trends and their implications for the investment landscape.
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Tax Preparation vs. Tax Planning – Understanding the Difference is Crucial
It’s tax preparation season. While gathering documents, statements, and receipts is important, the real value is in having a plan. Learn from our experts on how to minimize the taxes you are paying now and plan for years ahead.
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Two the Point — Analyzing Recent Market Trends and Signals for a Strong 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 highlight the close relationship between the stock and bond markets and their influence on our economic outlook.
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Two the Point — Unique Investing Opportunities Revealed
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 contrasting narratives of the leading economic indicators and coincident economic indicators.
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Two the Point — The January Consumer Price Index Report
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 January Consumer Price Index report, highlighting its subtle complexities and the implications for future Federal Reserve actions.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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…
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Two the Point — Steady As She Grows: Navigating the Economic Upswing of the 2023 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 navigating the economic upswing of the 2023 economy.
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Dividend Divergence: Yielding Insights From 2023’s Market Waves
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets. This week we highlight the intriguing dynamics of dividend stock performance within the S&P 500.
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Changes to 2024 Taxes May Help 2023 Tax Planning
By Lisa M. Borrelli, Senior Wealth Specialist, Bryn Mawr Capital Management, a subsidiary of WSFS Financial Corporation Thinking back to 2022, it was difficult to consume financial media without seeing market volatility and inflation. Throughout 2023, rising interest rates and cooling inflation[1] have dominated the headlines. A benefit for taxpayers looking at 2023 year-end and…
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Two the Point — Seasonal Market Insights: Unwrapping the Santa Claus Rally
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets. This week we discern the underlying factors shaping investor sentiment.
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Two the Point — Holiday Resilience: Navigating Consumer Spending Dynamics
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 intricacies of holiday spending.
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Two the Point — Inflation Update: The Fed’s Dilemma
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 intricate landscape of inflation.
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Two the Point — Charting Economic Waters: Fed’s Decision and Jobs Data Analysis
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 nuances of last week’s Federal Reserve Open Market Committee meeting.
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Two the Point — Unlocking Opportunities: Q3 Earnings Trends for Informed Investing
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 key takeaways from Q3 earnings.
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![Resources — 2023-2024 Year-End Tax Planning Guide [PDF]](https://www.bmt.com/wp-content/uploads/2023/05/BMCMHeader.png)
Resources — 2023-2024 Year-End Tax Planning Guide [PDF]
The best tax planning strategies will evolve as your situation changes, whether due to life events, economic developments, or new tax laws. Download our Annual Tax Planning Guide to help keep you informed about current tax and legal regulations.
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Resources — 2023 Year-End Planning Checklist [PDF]
The Year-End Planning Checklist is intended to be used in tandem with the Bryn Mawr Capital Management Tax Guide to assist clients with year-end tax planning. Download our Year-End Tax Planning Checklist to help keep you informed and on track about current tax and legal regulations.
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Two the Point — Navigating an Evolving Economic Landscape
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 the impending surge in Q3 GDP.
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Two the Point — Navigating Economic Crossroads: Insights for Astute Investors
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets. This week we’ll do an in-depth analysis of current economic intricacies.
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Two the Point — Navigating Q3 Earnings: Unveiling Market Insights
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets. This week we talk about the landscape of the Q3 earnings season.
