A business man and a business woman, in business formalwear. They are having a discussion.

Unlocking Prosperity: The Role Financial Advisors Can Play with Business Owners

ByWSFS Contributor

Balancing personal financial goals with the demands of your business can be challenging. Still, with the expertise of a financial advisor, business owners can achieve greater financial stability and peace of mind. Here are several essential ways financial advisors can assist business owners in managing their finances. Comprehensive Financial Planning Financial advisors begin by comprehensively…

A chart tracking the rates of various currencies across the globe.

Why Investors Should Care about Currency Movements

ByWSFS Contributor

Currency fluctuations significantly impact global earnings and asset positioning, despite most investors not directly trading foreign currencies. A strong U.S. dollar negatively affects multinational companies’ international revenue, while substantial currency price fluctuations can lead to considerable volatility in certain asset classes, particularly carry trades where investors borrow in low yielding currencies to invest in higher yielding currencies. It is within these dynamics that greater attention should be focused on currencies.

An older couple sitting at the kitchen table. They are both wearing button-up blue shirts. Both are looking at a calculator, and they are revising a document with an ink pen.
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America’s Retirement Crisis: How State Plan and Employer Plan Options Aim to Secure Our Future

ByWSFS Contributor

As America’s retirement crisis looms larger than ever, with nearly half of the population fearing financial instability in their golden years, innovative state plans and employer-driven solutions are stepping in to bridge the savings gap and ensure a secure future for all.

A hand on a cell phone. The cell phone is displaying economic charts.
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2024 Mid-Year Market Outlook: What Lies Ahead

ByWSFS Contributor

The U.S. economy continues to grind, and macro-level data suggests that moderating growth ahead will not cause a near-term recession. When setting the current environment at a level compared to our expectations at the start of the year, investors witnessed more mid-cycle dynamics as risks to the downside lessened and valuations expanded. With the macro-economic environment seemingly in a constructive place, we’re reminded that complacency is not a viable investment strategy. In our mid-year update, we detail the opportunities and risks ahead.

A man and a woman, both wearing yellow shirts, are signing a document together.
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Retirement Spending – How Not to Overspend or Outlive Your Savings

ByWSFS Contributor

Saving for retirement is something many of us are encouraged to participate in throughout our working lives. In a recent Bryn Mawr Trust survey about women and retirement, 826 women (age 40+) said that their top sources of wealth are careers, followed by saving and budgeting, with 40% selecting retirement as the leading life event that impacts their financial planning.1 The rules and guidelines for how much to save and where are readily available, but there needs to be more professional guidance for when we finally reach retirement and begin spending it.