As We Stand for Service Day finishes its fourth year, the contribution WSFS Associates make to the community continues to grow. The company held its annual We Stand for Service Day on Thursday, Oct. 1 where nearly 1,600 Associates volunteered across more than 170 different service projects in five states and 12 counties. “Volunteering in…
The days of typo-filled texts and emails have turned into phishing attempts written with flawless grammar, tailored to your job title. As artificial intelligence continues to evolve, it means every business and client needs to keep their guard up to fight these sophisticated fraudsters. While AI has transformed many everyday tasks, it’s also changed how…
For many first-time homebuyers, purchasing a place of your own represents an exciting milestone. It can also feel overwhelming, especially as elevated home prices, mortgage rates, and limited inventory continue to challenge affordability in many markets. Fortunately, many of the most common homebuying mistakes are preventable with the right preparation and guidance. While every buyer’s…
DE.CO, a one-of-a-kind dining destination, offers something for every palate and every occasion. With six dining concepts under one roof in the historic DuPont Building in downtown Wilmington, Delaware, The Bardea Restaurant Group operates as the team behind the dining experience. Bardea took over management of DE.CO in 2025 and leaned on a local partner…
Growth and impact are central to WSFS Bank’s culture, and Parker Dunson’s journey is a clear example of both. Starting as a season teller in 2023, moving into a Product Management Internship in 2025, and now serving as a Management Trainee in the Consumer Bank, Dunson has experienced WSFS from multiple perspectives. Three years and…
Securing a commercial loan for your business can often be a pivotal step toward growth, but the process can be cumbersome, even for the most seasoned business owners. Before taking the steps to apply, understanding what is required before, during, and after the process can set you up for success. Before You Apply: Building a…
Sadie: To start off, tell me about yourself and what sparked your interest in finance.Ryan: My name is Ryan Ferreira, and I’m a finance major at West Chester University. This summer I am a Consumer Banking Strategy intern on the Finance and Analytics team, and have had an incredibly positive experience. Outside of the office,…
Over the past several years, homeowners have quietly built one of the most valuable financial assets available: home equity. Fueled by strong home price appreciation during and after the pandemic, U.S. homeowners are now sitting on nearly $35 trillion in equity, a record high. At the same time, borrowing costs have shifted meaningfully, leaving those…
Whether your teen has landed their first summer job, is saving up for college, or another big purchase, these formative years serve as a great time to build a strong financial foundation. Today’s tech-savvy teens have more tools and resources at their fingertips than ever before. Yet, research consistently shows parents are still the primary…
Consumers aren’t just spending less; they’re spending differently. WSFS Bank’s 2026 Money Trends Survey reveals a meaningful shift in how households are approaching their finances. Consumers are becoming more intentional about where their money goes, making careful tradeoffs, reevaluating priorities, and looking for ways to create greater financial flexibility. Yet even with these changes, many…
This summer, Sadie Herr joined WSFS as a Corporate Communications Intern, bringing her connection to Philadelphia full circle. Growing up just ten blocks from the Bank Place office, she always saw WSFS as a fixture of the city. Returning home to intern with the company has given her a new perspective on an organization she…
For private banking intern Nate Hemman, WSFS’ community approach made a strong first impression. With a background in service at Villanova University, he was excited to join an organization that reflects many of the same values. “I was attracted to WSFS’ focus on helping others,” Hemman explains. “You can tell it’s not just about generating…
For Dan and Erica Horn, the decision to open Peak Fitness Training was the perfect combination—decades of managing people and operations, a family with a background in health, and a local community ready for a new kind of fitness home. Located in Harbeson, Delaware, Horn is committed to “dotting the ‘i’s’ and crossing the ‘t’s’…
As you save for a down payment on a house, a new car, or the wedding of your dreams, you reach a point when your goal is within reach. You’ve worked hard to build your savings, and now you face an important decision: where should you keep this money while you wait for the big…
Planning a summer getaway is exciting, whether it’s a beach escape or a long-awaited vacation abroad. But amid the excitement, it’s easy to overlook the warning signs scammers use to target your money and personal information. With eye-catching travel deals on social media and the rise of AI, scams are becoming more convincing and harder…
The Flourtown Swim Club, a beloved summer destination, brings the Springfield Township community together for recreation, friendship, and family tradition for over 65 years. With three heated pools, a large waterslide, a summer camp, swim team, and pickleball, basketball, and tennis courts, the club offers something for everyone. “It’s very community-oriented, fun loving—this is the…
If you’ve gone out for a bite to eat on the Main Line, you’ve likely experienced the taste of Fearless Restaurants. Expanding from six to 14 locations in less than a decade, Sydney Grims has turned her family business into a distinct dining experience. As a fourth-generation restaurateur, Grims says the business has created a…
Just like every business is unique, so is the need from a banking partner. The right fit often depends on size, stage of growth, and what you’re trying to accomplish. As economic conditions remain unpredictable, take stock of whether your banking relationship is set up to support you now and where you want to go….
All photographs courtesy of Nasdaq, Inc. As WSFS Chairman, President, and CEO Rodger Levenson rang the Nasdaq Closing Bell to celebrate 40 years as a publicly traded company, the moment honored not only a financial milestone but the people who helped get the company to where it is today. “A company is only as strong…
For many business owners, exiting a company is one of the most significant financial and personal decisions they will ever make. Yet it is often approached without a clear understanding of the full range of options available. Building a working knowledge of different exit strategies can help owners align decisions with financial goals, legacy priorities,…
Step inside The Willows Golf Lounge and you’ll be welcomed into a space with every inch carefully thought out. From the avid golfer to someone just starting out, owner and founder, Mike Nickels, has a goal in mind for people who first step into his Malvern, PA business. “This is a place where every golfer…
Running a small business has never been easy—and today’s environment is testing even the most resilient owners. New economic pressures are adding complexity to everyday decisions, from managing costs to planning for growth. In fact, WSFS Bank’s latest Small Business Survey shows that one in three businesses across the Greater Philadelphia and Delaware Valley has…
Protecting your bottom line is critical for any business owner, but inside your invoices there could be a risk to your profit that’s staring right at you. The culprit? Your own currency, the U.S. dollar. In today’s global economy, most U.S. companies conducting business internationally pay their foreign suppliers in U.S. dollars. Despite seeming simpler…
It’s easy to fall into financial routines, from contributing to your retirement plan each paycheck to paying for a monthly streaming service. But not all habits are created equal. While some help build a secure future, others can quietly undermine your long-term goals. The good news is that recognizing these patterns is the first step…
The realization that you’ve been scammed can be unsettling. Whether it’s a fraudulent charge on your account, a deceptive email caused you to share your personal data, or a sophisticated scheme targeting your business accounts, navigating the next steps can feel overwhelming. Scammers are skilled at creating a sense of urgency to prevent you from…
While the first quarter of 2026 saw major headlines focused on geopolitical tensions and market volatility, understanding how that directly impacts you as a small business owner can be confusing. Behind the headlines, the underlying data suggests we’re entering a period of normalization rather than decline, where growth continues, but at a more measured pace….
The change in weather offers an opportunity to not only declutter your physical environment, but also your finances. Just like going through a closet full of old clothes, financial cleaning serves as an opportunity to organize your accounts, reassess your goals, and remove what’s no longer meant for this season of life. In the long…
Between running daily operations, managing cash flow, and planning for growth, it is easy to push retirement planning down the priority list. Yet the decisions you make today about retirement benefits affect more than your future—they influence employee confidence, retention, and long-term business stability. Research consistently shows that employees who have access to retirement plans…
For any business, no matter the size, cash flow is the lifeblood of operations. While profitability is a key indicator of success, it doesn’t tell the full story. The gap between reported profit and available cash often determines if a business can meet its short-term obligations, reinvest in new opportunities, and withstand economic shifts. To…
The thrill of securing tickets to a sold-out concert or championship game can quickly turn to disappointment when you realize those tickets are fraudulent. A government report shows that fraudsters are becoming more sophisticated, creating convincing counterfeit tickets and deceptive websites to trick even the most careful buyers. On top of the disappointment, financial losses…
Navigating a tax bill can be stressful but falling victim to a scammer while you’re trying to resolve it is even worse. Fraudsters can target individuals with outstanding tax debts, using the situation to steal money and personal information. The IRS offers several legitimate options to help you manage your tax payments, from payment plans…
Your credit score can open doors, or close them, playing a significant role in some of life’s biggest moments, especially buying a home. Your score reflects how you manage debt over time and is viewed as a measure of financial reliability. A higher score often translates to better rates for credit cards, mortgages, and loans,…
As the spring homebuying season approaches, activity across the housing market typically begins to accelerate. More homes come on the market, more buyers reenter the search, and competition often increases alongside inventory. For buyers, spring can bring opportunity, but it also tends to reward those who are prepared well before listings peak. While seasonal patterns…
Many times, the word “mentorship” is reduced to a casual coffee chat or sporadic advice from someone more senior. But true professional development, the kind that fundamentally alters the trajectory of a career and the culture of an organization, requires structure, vulnerability, and, most importantly, time. It’s a balance that WSFS Bank’s Dr. Michelle Burroughs,…
With tax season underway, many business owners are gathering documents, reviewing financial records, and working toward filing their returns. While these tasks are essential, tax season should serve a broader purpose than simply checking a box. When approached thoughtfully, it becomes an opportunity to step back, assess your business’s financial position, and plan more intentionally…
Reflecting on your financial goals often leads to considering one of life’s most significant assets: your home. Whether you are a first-time buyer entering the market, a current homeowner planning a move, or looking to optimize your property’s value, understanding the lending landscape is the first step toward making an informed decision. While market conditions…
Welcoming a new baby is one of life’s most exciting milestones. It’s a time filled with joy and anticipation, but it also brings significant change, including financial adjustments. While it’s natural to feel a mix of emotions, a little planning can help ease financial worries and provide peace of mind. By getting organized ahead of…
As you collect your W-2 forms, 1099 forms, and other tax documents, the last thing you want to worry about is being scammed. The losses can be steep with one survey finding 10% of tax scams costs people more than $10,000. Filing taxes can be a confusing process, which is why many turn to a…
The path to becoming a business owner is rarely a straight line and for Dr. Tricia Beatty, co-founder of Beatty Harris Sports Medicine, it wasn’t on her radar. As a board-certified sports medicine physician, her focus was solely on her patients’ medical care until she was furloughed during the pandemic. “I started seeing patients on…
Small business loans can be instrumental in achieving your business goals. For new entrepreneurs, a loan can help cover essential startup costs like equipment, inventory, and working capital to get your business off the ground. For established owners, it can provide the capital needed to purchase real estate, open new locations, or expand into new…
This time of year is perfect for a fresh start and building new habits. While many focus on organizing their homes or setting financial goals, it’s also a good time to address your digital footprint. Every online action, from social media posts to online shopping, leaves a trail of data. Over time, this digital “clutter”…
The holidays are a time of generosity and joy, but once the decorations are packed away, the arrival of credit card statements and Buy Now, Pay Later (BNPL) alerts can bring a different kind of feeling. The rise of convenient online shopping options and BNPL services makes it easier than ever to overspend. While these…
Taking inventory of your business’ financial health is important throughout the year. But as we usher in a new year, this season offers both a time of reflection and forward thinking for future success. A comprehensive financial picture is especially important given recent changes to the tax code. Key Areas for Your Financial Checkup A…
If managing your finances is at the top of your list for 2026, you’re not alone. Some of the most common include saving more, spending less, and doing more with what you have. The beginning of the year offers a great opportunity to reevaluate where your money goes and what you want to achieve with…
As Millennials and Generation Z become a larger share of the nation’s workforce and future homebuyers, their preferences and financial realities are reshaping the mortgage landscape. These generations continue to view homeownership as an important long-term goal, yet they are navigating a very different housing market than buyers from previous generations. Economic constraints, evolving lifestyle…
As you begin to plan your budget for the new year, it’s important to stay alert for scammers and avoid costly oversight. In 2024 alone, the FBI reported that people lost more than $16 billion to internet scams. Each year as scammers continue to evolve their tactics by using new technologies to make their schemes…
Becoming a homeowner is a major milestone—one that often brings pride and excitement, but also a long list of new responsibilities. After helping many first-time buyers reach this milestone, we’ve also seen the questions that come later, once the dust settles, and the reality of year-two expenses comes into focus. Even the most diligent budgeters…
If you are planning to move within the next year, it’s never too early to unpack your financial picture. Whether you are staying in town or moving across the country, costs can add up faster than you might expect. With rising prices on everything from transportation to supplies, having a clear financial strategy is essential…
