Tag: Bryn Mawr Trust

In a world where technology drives our daily lives, it is no surprise that we have increasingly placed more value on our digital identities and…

According to a new survey from Bryn Mawr Trust, Americans have little awareness about the importance of digital estate planning, despite placing a high monetary…

In the digital age, our lives and businesses are intricately woven into the fabric of the online world. From financial transactions to client communications, much…

Rodger Levenson, Chairman, President, and CEO of WSFS Bank, spoke with BUCKSCO Today about growing up in Broomall, where he loved riding bikes and playing…

Reverse mortgages are gaining traction as a viable financial strategy for retirees seeking to enhance their cash flow and maintain their lifestyle in their golden…

Women are at the forefront of securing their financial futures, showcasing resilience, strategic planning, and an unwavering commitment to financial literacy. In an era where…

To illustrate how long WSFS Bank has been serving the Greater Philadelphia and Delaware region, when the bank was chartered in 1832, electricity wouldn’t…

As the Head of Macroeconomic Research at Bryn Mawr Trust, Andrew Davis takes pride in being responsible for the company’s macroeconomic views.

His wisdom…

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…

As Senior Vice President and Director of Institutional Wealth Management at Bryn Mawr Trust, Elizabeth Wagner is more than just a financial expert; she’s…

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…

Named after its section in the Internal Revenue Service code, 401(k)’s and other employer-sponsored retirement plans, such as 403(b)’s and…

Personalized service and a keen understanding of client needs are what set private bankers apart from their competition.

WSFS Bank shines in the world of…

Interest rates have been on the rise since early last year when the Federal Reserve began raising the federal funds rate that now sits at…

Wealth management has traditionally seen males take leading roles, a fact that makes WSFS Bank and its Bryn Mawr Trust division somewhat of a unicorn…

In December 2022, Congress passed the $1.7 trillion Consolidated Appropriations Act to avert a shutdown and fund the federal government for fiscal year 2023…

Before the year comes to a close, there are some things you should review and consider with your overall financial plan. This past year has…

With the end of the year on the horizon, now is the time to make sure you’re still on track for achieving your financial…