A man and a woman, both with short white hair, are consulting over documents with a younger male banker.
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A Comprehensive Guide to Trust Asset Management

ByWSFS Contributor

Trust asset management requires a multifaceted approach to managing the day-to-day running of a portfolio that encompasses, among other things, strategic asset allocation, fiduciary responsibilities, risk management and a keen understanding of tax implications. Trustees must navigate a complex landscape to fulfill their obligations, optimize financial outcomes, and align investments with the trust’s goals and beneficiaries’ needs.

Two the Point
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Two the Point — The U.S. Economy’s Strong Performance and Market Potential

ByWSFS Contributor

In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.

This week we review the robust performance of the U.S. economy with a look at the labor markets.

A man and a woman looking at papers. The man has short white hair and he is wearing a blue sweater, and the woman has long dark hair and a pinstriped button-up shirt.
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5 Actions to Take Ahead of 2025 Tax Law Sunset

ByWSFS Contributor

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 of the changes are set to expire at the end of 2025.

A woman using a laptop computer. She has long, curly brown hair, and she is wearing wireframe glasses with a polka dot dress.

Shaping Women’s Futures Through Strategic Planning and Empowerment

ByWSFS Contributor

The complex landscape of life’s major events—career changes, marriage, childbirth, divorce, and the loss of a loved one—should prompt women to reevaluate and amend their wills, trusts, and overarching financial plans. These milestones are not merely checkpoints; they represent critical junctures where thoughtful, reimagined planning is paramount.

A man and a woman walking along the shoreline. They are both wearing white clothing and holding hands. The image is overlaid with a blue mezzotint pattern reminiscent of the texture of dollar bills.
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WEBINAR: Retirement Planning – Change Your Thinking to Better Prepare 

ByWSFS Contributor

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.