Pennsylvania Trust

Wealth Management Topics

Investing


The Added Value of Wealth Managers

As we celebrate our 30th year in business, we reflect not only on what we have accomplished Read more

Brexit Briefing

No, it is not a new breakfast menu item. Rather it is a term used Read more

A Volatile January Explained

Stocks surged on Friday, with the S&P 500 rising 2.5% to end the week and Read more

Explaining the Fed

On December 16th, the Federal Reserve raised interest rates for the first time since 2006. Read more

A Time for Caution

The following commentary represents the views of the Multi-Cap Value Strategy Team. The first three Read more

Is a Down January So Bad?

The following commentary represents the views of the Growth Strategy Team. The S&P 500 declined 3.1% Read more

Trust & Estate


The Importance of Valuation in Estate Planning for Art

What is the value of a piece of art? Statements of value are often based Read more

Is Your Trust Portable? Part 2

The legal issue of “portability” (changing the corporate trustee of a trust, either by resignation Read more

New Tax-Saving Provision for the Charitable-Minded

On December 18, 2015, President Obama signed the Protecting Americans from Tax Hikes (PATH) legislation, Read more

New Year, New Resolutions

I read an article this week which stated that New Year’s resolutions to get in Read more

A Framework for Gift and Estate Planning

The gift and estate planning process can be overwhelming for a number of reasons.  We Read more

5 Common Estate Planning Mistakes

Many people view the estate planning process in the same way they view a trip Read more