Pennsylvania Trust

Wealth Management Topics


Managing Through Turbulent Times

Active Management. When I hear that phrase, two thoughts come to my mind: (1) this Read more

Creating A New Generation Of Financial Survivors

Wendell Holland is a graduate of Penn Law, founder of furniture company Beve Unlimited, and Read more

The Added Value of Wealth Managers

Some of our largest competitors—even those that offer low-cost investment options for investors partial to 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

Trust & Estate

Tax and Planning Update

Tax Payment and Filing Deadlines On 3/20/20, the U.S. Treasury Department and Internal Revenue Service Read more

Professional Wealth Management Delivered With A Personal Approach

Whether taking time to truly understand and address clients’ unique wealth chal­lenges, working to ease Read more

How Do You Own Your Assets?

No one looks forward to the process of planning how assets will pass at death. Read more

Who Should You Choose as Trustee or Executor?

We often hear of individuals having a “knee-jerk” reaction to naming a corporate trustee or Read more

How Does the New Tax Legislation Affect You?

On December 20, 2017, Congress passed comprehensive tax reform legislation (the “Act”) and the President Read more

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