News, Insights, & Events - Bryn Mawr Trust Wealth Management

Insights & Events

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

Spring Newsletter Now Available!

Stay informed this spring! Click the link below to read our newsletter and explore:

Newsletter Feature

Economic and Market Outlook: Adjusting to Another New Normal
Social Security Changes in 2025: What You Need to Know
Understanding Interest Rates and How They Affect Deposits, Lending, and Mortgages
Women & Wealth: The Duality of Money

READ THE NEWSLETTER

Upcoming Webinar —

Join us for an empowering webinar led by renowned family and divorce law attorney Jacqueline G. Segal.

Join us for a webinar.

click here to rsvp

- Trust & Estate Planning
WEBINAR REPLAY: Opening Up About Money with Your Family: When and How to Initiate the Talk
Webinar

April 23, 2025
WEBINAR REPLAY: Steady Your Financial Plan in an Uncertain Market
Webinar

April 16, 2025
WEBINAR REPLAY: Navigating Market Volatility
Webinar

April 9, 2025
- Tax Planning
WEBINAR: Getting Ahead of the Tax Season: Deadlines, Maximizing Deductions & New Policies
Webinar

February 21, 2025
WEBINAR: 2025 Economic & Market Outlook: Strategic Insights in an Evolving Landscape
Webinar

January 24, 2025
WEBINAR: Year-End Tax Strategies
Webinar

December 13, 2024
- Charity/Philanthropy
WEBINAR: How to Maximize the Impact of Your Charitable Giving
Webinar

November 22, 2024
- Newsworthy Topics
WEBINAR: Planning for Healthcare Needs Before Retirement
Webinar

October 29, 2024
- Newsworthy Topics
WEBINAR: How the Upcoming Election Could Affect Your Investments
Webinar

September 25, 2024

BEGIN YOUR JOURNEY

Disclosures

© 2025 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.WSFS Wealth Management, LLC d/b/a Powdermill Financial Solutions, LLC. Powdermill Financial Solutions, LLC is a subsidiary of WSFS Financial Corporation.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 Capital Management, LLC (“BMCM”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMCM’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 Capital Management (BMCM), in writing, if there are any changes in a client’s personal/financial situation or investment objectives for the purpose of BMT or BMCM 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 BMCM 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.