Charles O. Posnecker, IV CFA, CFP®, CTFA®, AEP®, CAP®
Charles O. Posnecker, IV CFA, CFP®, CTFA®, AEP®, CAP® is a Senior Wealth Advisor at Bryn Mawr Capital Management, having joined the firm in 2017 after working twelve years in trust administration. Chuck helps individuals, trusts, and institutions achieve their goals by providing guidance on investing, portfolio management, and financial planning. Chuck is a Chartered Financial Analyst®, Certified Financial Planner™, Certified Trust and Fiduciary Advisor, Accredited Estate Planner®, and Chartered Advisor in Philanthropy®.
Read Articles by Charles O. Posnecker, IV CFA, CFP®, CTFA®, AEP®, CAP®
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Investing after Retirement: Tips for Spending After Retiring
There are countless articles about saving, investing, and budgeting for retirement, otherwise known as asset accumulation, because a few general…
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Where Should Retirees Put Their Retirement Money?
When it comes to investments and retirement, retirees are in a precarious position. You have accumulated a retirement nest egg,…
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Is it Good to Invest During a Time of Inflation?
Inflation has been front and center in the news this past year. Anyone that has tried to purchase a used…
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Stay On Track by Setting Small, Short-Term Financial Goals
It’s been hard to ignore some of the massive returns seen in the financial markets over the past few years.…
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Mega Backdoor Roth – How it Works and How it Could Benefit You
When it comes to saving for retirement, many of us are already familiar with the primary investment savings vehicles offered…
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Six Ways to Protect your 401(k) During a Stock Market Crash
A stock market crash is simply a sharp downturn in prices that can happen swiftly and often with no notice.…
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Ways to Prepare for Receiving an Inheritance
An estimated $60 trillion is expected to be transferred from baby boomers to their heirs in the coming years. The…
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Ways to Prepare for Wealth Transfer to the Next Generation
An estimated $60 trillion is expected to be transferred from baby boomers to their heirs in the coming years. Accordingly,…
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Five Financial Moves to Consider Before the End of the Year
Annual financial check-ups are as important as annual physicals at your doctor’s office. Life gets busy and it is easy…
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