Key Wealth Matters
127 episodes - English - Latest episode: 1 day ago - ★★★★★ - 9 ratingsKey Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments.
Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions.
To submit potential topics or questions to our experts, contact us via email at [email protected].
For more information, articles, or other insights related to wealth management, visit key.com/ourinsights.
The Key Wealth Institute is comprised of financial professionals representing Key entities including Key Private Bank, KeyBank Institutional Advisors, and Key Investment Services. Any opinions, projections, or recommendations contained herein are subject to change without notice and are not intended as individual investment advice.
This material is presented for informational purposes only and should not be construed as individual tax or financial advice. Bank and trust products are provided by KeyBank National Association (KeyBank), Member FDIC and Equal Housing Lender. Key Private Bank and KeyBank Institutional Advisors are part of KeyBank. Investment products, brokerage and investment advisory services are offered through Key Investment Services LLC (KIS), member FINRA/SIPC and SEC registered investment advisor. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank.
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NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY
KeyBank and its affiliates do not provide legal advice. Individuals should consult their personal tax advisor before making any tax-related investment decisions.
©2023 KeyCorp®. KeyBank Member FDIC. 230327-1991928
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Episodes
Market Minutes Recap – Is the Economy Headed for a Slowdown? Four Things to Know About Yield Curves and the Fed
April 08, 2022 19:59 - 18 minutes - 24.9 MBSpeakers: Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center Cynthia Honcharenko, Senior Portfolio Manager – Taxable Fixed Income, KeyBank Investment Center George Mateyo, Chief Investment Officer, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 01:30 – Recap of key economic indicators for th...
Market Minutes Recap – Yield Curve Inversion and Outlook on Municipal Bonds
April 01, 2022 19:43 - 13 minutes - 19 MBSpeakers: Patrick Grady, MBA, Senior Fixed Income Portfolio Manager, KeyBank Investment Center Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 01:09 – Recap of key economic indicators for the week 03:24 – Perspective on equity markets – stock market and earnings prev...
Market Minutes Recap – International Allocations and Globalization 2.0
March 25, 2022 20:08 - 21 minutes - 29.2 MBSpeakers: Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Donald Saverno, MBA, Senior Lead Research Analyst, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 01:10 – Overview of the economic indicators for the week 01:48 – Perspective on the markets 03:34 – Fixed Income, yields, yield cu...
Market Minutes Recap – Consumer Prices, a Fed Interest Rate Hike, and the Risk of Recession
March 18, 2022 19:57 - 21 minutes - 29.5 MBSpeakers: Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center George Mateyo, Chief Investment Officer, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 01:07 – Overview of the economic data for the week 01:48 – Implications of the Fed interest rate hike on the economy and stocks/bonds 11:3...
Market Minutes Recap – Volatility, Inflation, and Geopolitical Tensions Escalate
March 11, 2022 20:58 - 21 minutes - 29.1 MBSpeakers: Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center Cynthia Honcharenko, Senior Portfolio Manager - Taxable Fixed Income, KeyBank Investment Center George Mateyo, Chief Investment Officer, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center 01:10 – Economic updates and the Russia-Ukraine crisis. 05:25 – What will the Fed do at next week’s FOMC meeting to confr...
End of Week Market Minutes Recap – Jay Powell’s Congressional Testimony and the Outlook for Investors
March 04, 2022 21:19 - 18 minutes - 25.1 MBSpeakers: Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research George Mateyo, Chief Investment Officer, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 01:05 – Economic data supports strong fundamentals with 93% of world economies growing. 04:22 – What Federal Reserve Chairman Jay Powell’s congressional testimony means f...
End of Week Market Minutes Recap – Crisis in Ukraine and How Investors Can Respond to Spiking Volatility
February 25, 2022 22:01 - 18 minutes - 25.5 MBSpeakers: Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research George Mateyo, Chief Investment Officer, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 01:15 – Economic news and perspective amid an accelerating economy 04:10 – What the Ukraine-Russia crisis means from a market perspective 06:50 – The impact of geo-pol...
Cybersecurity for Nonprofits: What You Need to Know to Protect Your Data
February 23, 2022 20:49 - 19 minutes - 26.9 MBSpeakers: Tracey Collins, CFP®, Senior Relationship Manager, Key Private Bank Tammy Gedetsis, Information Security Senior Manager, KeyBank 01:03 – An overview of cybersecurity, and the top three common types of attacks targeting businesses. 08:30 – The risk of a fraudulent email, and how cybercriminals target your organization. 11:30 – The difference between passwords and passphrases and helpful password management tips. 16:02 – Steps organizations can take right now to...
End of Week Market Minutes Recap – The Russia-Ukraine Conflict and the Impact of Inflation
February 18, 2022 20:55 - 17 minutes - 24.5 MBSpeakers: Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research George Mateyo, Chief Investment Officer, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 01:20 – What the potential Ukraine-Russia conflict means for the markets and the economy. 05:59 – What is the fix for inflation? 10:48 – Tug of war in the equity mar...
End of Week Market Minutes Recap – Why the Yield Curve Could Invert, Intensifying Volatility, the Forecast for Interest Rates, and an update on the Cryptocurrency Market
February 11, 2022 19:43 - 22 minutes - 30.7 MBSpeakers: Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center Justin Tantalo, CFA, Senior Lead Research Analyst 01:20 – Update on the market – breadth, collapsing yield curve, Consumer Price Index Inflation data, and corporate earnings. 05:25 – Fed rate increases and discuss the possibility o...
End of Week Market Minutes Recap – Hot US Jobs Report, Forecast on Federal Reserve Rate Increases, Corporate Earnings Diverge, and the Good News on Omicron
February 04, 2022 20:27 - 19 minutes - 27.3 MBSpeakers: Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research George Mateyo, Chief Investment Officer, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 01:05 – Market volatility continues. 02:08 – US Jobs report numbers tell a new story on the economy. 04:43 – Forecast on fixed income and potential Federal Reserve act...
End of Week Market Minutes Recap - Inflation, Fed Policy Shifts, and the Return of Volatility
January 28, 2022 19:41 - 17 minutes - 24.1 MBSpeakers: Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research Cynthia Honcharenko, Senior Portfolio Manager – Taxable Fixed Income, KeyBank Investment Center George Mateyo, Chief Investment Officer, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 01:25 – FOMC meeting analysis and key takeaways for the Treasury market ...
End of Week Market Minutes Recap
January 21, 2022 19:34 - 18 minutes - 25.2 MBSpeakers: Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research George Mateyo, Chief Investment Officer, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 00:59 – Unemployment claims tick up slightly for the second week in a row; while the housing market remains strong 03:00 – Federal Reserve policy update 04:30 – The inf...
End of Week Market Minutes Recap
January 14, 2022 19:37 - 18 minutes - 25.7 MBSpeakers: George Mateyo, Chief Investment Officer, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 00:52 – The reaction to this week's Inflation Report (CPI) 04:16 – Recently released economic data (unemployment and retail sales) 07:50 – The forecast for potential Federal Reserve policy in 2022 Additional Resources: Key Private Bank In...
End of Week Market Minutes Recap - January 14, 2022
January 14, 2022 19:37 - 18 minutes - 25.7 MBSpeakers: George Mateyo, Chief Investment Officer, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 00:52 – The reaction to this week's Inflation Report (CPI) 04:16 – Recently released economic data (unemployment and retail sales) 07:50 – The forecast for potential Federal Reserve policy in 2022 Additional Resources: Key Private Bank In...
End of Week Market Minutes Recap
January 07, 2022 21:06 - 16 minutes - 22.6 MBSpeakers: Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research George Mateyo, Chief Investment Officer, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center 00:50 – Jobs report analysis 02:28 – Fed policy considerations 08:39– Market volatility 12:00 – Inflation and the omicron variant Additional Resources: Key Private Bank Investment Brief
End of Week Market Minutes Recap - January 7, 2021
January 07, 2022 21:06 - 16 minutes - 22.6 MBSpeakers: Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research George Mateyo, Chief Investment Officer, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center 00:50 – Jobs report analysis 02:28 – Fed policy considerations 08:39– Market volatility 12:00 – Inflation and the omicron variant Additional Resources: Key Private Bank Investment Brief
End of Week Market Minutes Recap
December 15, 2021 17:28 - 17 minutes - 23.8 MBSpeakers: Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research George Mateyo, Chief Investment Officer, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income 00:51 - Inflation update 06:22 - Federal Reserve meeting preview 12:52 - Market reactions to the omicron variant
End of Week Market Minutes Recap - December 10, 2021
December 15, 2021 17:28 - 17 minutes - 23.8 MBSpeakers: Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research George Mateyo, Chief Investment Officer, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income 00:51 - Inflation update 06:22 - Federal Reserve meeting preview 12:52 - Market reactions to the omicron variant
Real Estate Gifts: What Every Nonprofit Should Know
December 09, 2021 20:32 - 11 minutes - 15.8 MBSpeakers: Tracey D. Collins, MBA, CFP®, CDFA®, Senior Relationship Manager, Senior Vice President, Key Private Bank Emily E. Mogen, ACoM, CPM®, National Manager, Trust Real Estate, Key Private Bank Cynthia J. McDonald, CTFA, National Director of Philanthropic Advice, KeyBank Institutional Advisors 01:33 - Examples of real estate gifts and risks associated with them. 02:52 –Other questions that nonprofits should be asking before accepting real estate gifts. 3:11 – Gift acceptan...
The Latest Tax Proposals and Their Potential Impact on Non-Profits
November 05, 2021 14:43 - 22 minutes - 31.5 MBGuests: Tina A. Myers, CFP®, CPA/PFS, MTax, AEP®, Director of Financial Planning, Key Private Bank Cynthia J. McDonald, CTFA, National Director of Philanthropic Advice, KeyBank Institutional Advisors In this Key Wealth Matters Podcast episode, our team discusses President Biden’s proposed tax plan and the potential impact on charitable giving and nonprofits for the remainder of the year and into 2022. Our host, Key Private Bank Senior Relationship Manager Tracey Collins, is joined ...
Private Investments: What are They and How Do They Impact Your Plan?
February 22, 2021 02:01 - 17 minutes - 16.4 MBThe headlines have been undeniable. "Market reaches new record highs, despite pandemic," and other similarly sensationalized headlines have underscored the massive investment seen in a variety of markets – but this trend has been especially true for private equity and investment. According to a 2020 Deloitte report on private equity, growth is still anticipated in private equity, with a forecast of global private equity assets under management (AUM) to reach $5.8 trillion by 2025. ...
Estate and Tax Planning Strategies in an Election Year
November 06, 2020 15:50 - 21 minutes - 19.3 MBIt’s undeniable that 2020 has been a year of unprecedented surprises, and this year’s election promises to present even more uncertainty given the stakes. With such polarized policies from both candidates, a win in either direction could profoundly impact wealth management planning in 2021 and beyond. In this episode of Key Wealth Matters, Gary is joined by Jeffrey T. Getty, Director of Family Wealth Consulting, and Family Wealth Strategist Lisa Clifford to tackle what you need...
2020 Year-End Planning: Identifying Tax and Financial Planning Opportunities
October 30, 2020 20:37 - 40 minutes - 37.5 MBIn this special bonus coverage episode, Joe Velkos, Director of Trust Tax with Key Private Bank, sits down with Senior Financial Planner Tina Myers to discuss 2020 end of year tax and financial planning. Joe and Tina boil down the complex topic of tax planning into several critical takeaways that will provide flexibility regardless of the potential election outcome or the impact felt by COVID-19. Topics: Possible influences from the election outcome (time code 01:20) I...
BONUS Financial Planning Podcast - 2020 Year-End Planning: Identifying Tax and Financial Planning Opportunities
October 30, 2020 20:37 - 40 minutes - 37.5 MBIn this special bonus coverage episode, Joe Velkos, Director of Trust Tax with Key Private Bank, sits down with Senior Financial Planning Tina Myers to discuss 2020 end of year tax and financial planning. Joe and Tina boil down the complex topic of tax planning into several critical takeaways that will provide flexibility regardless of the potential election outcome or the impact felt by COVID-19.
Finding Portfolio Yield and Value in Times of Volatility
October 30, 2020 20:36 - 15 minutes - 14.7 MBMarket volatility continues to be a major headline of 2020, due to economic turmoil caused by the Coronavirus pandemic. With stimulus negotiations between Congress and White House ongoing, economic volatility continues to be a theme of 2020 investment strategies. Investors and consumers alike are shifting their focus to various different industries with a focus on speed, flexibility, health, and safety—but are these areas sustainable over the long-term? This episode of the Weal...
Update: The Impact of COVID-19 on M&A
October 30, 2020 20:36 - 9 minutes - 9.18 MBCOVID-19's impact on the course of US economics and business remains foundational. According to the most recent quarterly report released by the US Commerce Department, the US economy contracted by a record 32.9% in the second quarter. Yet the narrative around Mergers and Acquisitions was a different story. The Alliance of Merger and Acquisition Advisors recently released a survey based on second-quarter M&A activity. Findings indicated that while 40% of in-progress deals were...