I am the Head of Private Wealth Management at Bryn Mawr Trust and the CEO Bryn Mawr Trust's RIA. I am also a Finance Professor of Practice at Creighton University Heider College of Business and President of FinServ Foundation. I am a WSJ Best Selling Author of the book, Find Your
Key Investor Lessons From The New Department Of Labor Fiduciary Rule
The new DOL rule expands the definition of investment advice under ERISA. It is designed to provide additional protections to investor retirement accounts.
Study Uncovers Opportunities For Using Housing Wealth In Retirement
For many Americans, their home will represent not only their largest asset in retirement but also their largest expense.
New Study Highlights How Women Can Control Their Financial Well-Being
In today's shifting landscape, finances are front and center in many American households. New research shows the shifting dynamics surrounding money and women.
Ditch Your Financial Goals In 2024, Focus On Aspirations And Habits
When we focus on the why behind our goals, we are more likely to accomplish them. Shift your focus in 2024 from goals to the big picture and your why behind the goals.
SECURE 2.0 Act Creates New Ways To Fund Emergency Savings
So many Americans run into unexpected health care situations, natural disasters, or other unforeseeable tragedies that also become financial tragedies.