by : Taste Local Eats
​August 21, 2023

We don’t like shopping local. 
Nope, we don’t.
There’s a lot of hype about shopping local, and we don’t like it. 
The truth is, we absolutely, 100% LOVE it.

During the pandemic, a spotlight shone brightly on small and local businesses. We truly felt the pain of our neighbors, friends, and family who owned all these establishments, but our communities rallied behind them in impressive ways. It was inspiring to watch, and literally, it helped launch Taste Local Eats.

Now that the pandemic is in our rearview mirror (thank goodness!), it seems like we have slowly slipped back to shopping with the “big” guys (and gals). We get it…. it’s sometimes easier (and cheaper), and we are all being a bit more frugal these days.

At Taste Local Eats, we are trying to keep the emphasis on shopping with small, family-owned, and local businesses. We continually aim to find products from the “little guy” who is trying to make a difference for their own families and local communities.

We support hyper-local businesses in our own local community (Kennett Square, PA), and are also continually searching a little further away, focusing on the Mid-Atlantic region for the ideal products for you.

We know you have choices, but our goal is to offer you that unique, memorable experience that identifies you as a Small Business Champion. (We even mention this on a postcard in every gift so the recipient knows you are shopping local, and supporting small businesses.)
​
We love you, our Champions, for recognizing your impact, and we love all the small businesses with whom we partner to supply the products in our gift boxes. Thank you from the bottom of our hearts for loving (and not liking) the small business community!

INVESTING MY MONEY | READ TIME: 3 MINUTES
By John Ventura | Published: June 2023

Working with a private banker can offer a wide range of benefits, particularly for individuals with significant financial assets or complex financial needs. Private banking provides personalized, comprehensive services that can help you effectively manage your wealth.

1. Personalized Financial Solutions: Private bankers take the time to understand your financial situation, goals, and risk appetite. They provide customized solutions tailored to your unique circumstances. Whether you're looking for investment management, deposit or credit solutions, tax planning, estate planning, or other financial services, private bankers can develop strategies that align with your objectives.
2. Expert Guidance and Knowledge: Private bankers are experienced professionals with an in depth understanding of financial markets, investments, and various wealth management strategies. They stay up to date with market trends, regulatory changes, lending options, deposit solutions and investment opportunities. Their expertise allows them to offer valuable guidance and advice, helping you make informed decisions about your finances.
3. Holistic Approach: Private bankers take a comprehensive approach to assisting you with the managing your wealth. They consider all aspects of your financial life, including investments, taxes, estate planning, risk management, and more. By taking a holistic view, private bankers ensure that all areas of your financial well-being are addressed, enabling you to achieve your long-term goals.
4. Networking and Connections: Private bankers have extensive networks of professionals, including lawyers, accountants, and estate planners. They can leverage these connections to provide you with a broader range of services and resources that can help you manage your wealth more effectively. For example, if you require legal advice or need assistance with estate planning, your private banker can refer you to trusted professionals within their network.
5. Convenience and Time Savings: Private bankers can handle various services on your behalf, saving you time and effort. They can assist with day-to-day banking needs, and administrative tasks, allowing you to focus on other priorities in your life. With a private banker managing your financial affairs, you can enjoy convenience and peace of mind knowing that your finances are in capable hands.
6. Risk Management: Private bankers can help you assess and manage various risks associated with your overall financial situation. They have an in depth understanding of risk tolerance, asset allocation, and diversification strategies.
7. Regular Monitoring and Reviews: Private bankers actively monitor your portfolio and financial goals. They provide regular updates and performance reviews, keeping you informed about the progress of your investments.
8. Financial Education and Empowerment: Private bankers can provide valuable financial education and empower you to make informed decisions about your money. They can help you understand complex financial concepts, investment options, and potential risks. Through this education, you can enhance your financial literacy and become a more active participant in managing your wealth.
9. Enhanced Privacy and Confidentiality: Private banking services often come with heightened privacy and confidentiality measures. Private bankers understand the importance of maintaining the confidentiality of their clients' financial information. They have robust security protocols in place to protect your data and ensure that your financial affairs remain private.
10. It's important to note that private banking services are typically tailored for high-net-worth individuals, and the specific benefits and offerings may vary between institutions. When choosing a private banker or institution, it's advisable to research and select a private banker or institution that aligns with your financial goals and needs and the type of service you come to expect.
    

About the Author – John Ventura
John Ventura is a Senior Vice President and Senior Private Banking Relationship Manager. Ventura has more than 15 years of experience in private banking, including assisting clients with financial planning, portfolio management, asset allocation, trust administration and estate settlement, hedge funds, private equity and real estate, risk mitigation, and complex tax and legal issues. John can be reached at jventura@wsfsbank.com.

Products and services are provided through WSFS Financial Corporation and its various affiliates and subsidiaries.

WSFS Bank and its affiliates, subsidiaries and vendors do not provide legal, tax or accounting advice. Please consult your legal, tax or accounting advisors to determine how this information may apply to your own situation. INVESTMENTS: NOT A DEPOSIT. NOT FDIC - INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.

NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.