Latest Business banking Podcast Episodes
March 18, 2020 - BMT AND FINANCIAL MARKETS UPDATE
BMT - Banking, Wealth & Insurance - March 18, 2020 18:00 - 27 minutes ★★★★★ - 1 ratingIn this podcast, BMT Wealth Management President Jennifer Dempsey Fox offers an update on BMT’s COVID-19 response, as well as some personal insights. Jen also recites a recent letter from CEO Frank Leto. Chief Investment Officer Jeff Mills provides a dose of reality in his commentary on the fina...
March 9, 2020 - COVID-19 (CORONAVIRUS) RESPONSE AND MARKET INSIGHTS
BMT - Banking, Wealth & Insurance - March 09, 2020 15:00 - 25 minutes ★★★★★ - 1 ratingIn this podcast, BMT Wealth Management President Jennifer Dempsey Fox provides comments regarding COVID-19 and our preparedness as a company, keeping our clients, employees, and communities at the heart of our decision making. Jeff Mills, Chief Investment Officer at BMT, provides insights into t...
JAN. 29, 2020 FOMC MEETING RECAP
BMT - Banking, Wealth & Insurance - January 30, 2020 16:00 - 9 minutes ★★★★★ - 1 ratingJim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the Federal Open Market Committee (FOMC) meeting that concluded on January 29th, the first meeting of the year. As expected, the Federal Reserve (Fed) left the federal funds target range unchanged...
2020 QUARTERLY ECONOMIC AND INVESTMENT OUTLOOK
BMT - Banking, Wealth & Insurance - January 06, 2020 21:00 - 32 minutes ★★★★★ - 1 ratingJeffrey Mills, Chief Investment Officer at BMT Wealth Management, discusses issues that are most likely to impact financial markets as we start the new year. Topics range from the U.S. Presidential Election to the most attractive areas of the stock market. Perhaps most critical is the view that ...
2019 TAX UPDATES WITH JENNIFER MARSHALL
BMT - Banking, Wealth & Insurance - December 23, 2019 15:00 - 18 minutes ★★★★★ - 1 ratingIn her first solo podcast, BMT senior vice president and director of tax services Jennifer Marshall reports on updates provided by the Internal Revenue Service (IRS) for the 2019 tax year. Jen discusses tax form updates, IRS-highlighted compliance audit programs, state and local tax credits, and...
FOMC UPDATE WITH JIM BARNES
BMT - Banking, Wealth & Insurance - December 13, 2019 14:00 - 9 minutes ★★★★★ - 1 ratingJim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the Federal Open Market Committee (FOMC) meeting that concluded on December 11, 2019, the last meeting of the year. After three consecutive meetings concluding with an interest rate cut, the Fed le...
UPDATE ON QUALIFIED OPPORTUNITY ZONES
BMT - Banking, Wealth & Insurance - October 31, 2019 17:00 - 21 minutes ★★★★★ - 1 ratingBMT Wealth Management President Jennifer Dempsey Fox and Jennifer Marshall, senior vice president and director of tax services at BMT, discuss the time-sensitive topic of Qualified Opportunity Zone Funds, created by the Tax Cuts and Jobs Act (TCJA) of 2017. This is a follow-up episode on a close...
Update On Qualified Opportunity Zones
BMT - Banking, Wealth & Insurance - October 31, 2019 17:00 - 21 minutes ★★★★★ - 1 ratingBMT Wealth Management President Jennifer Dempsey Fox and Jennifer Marshall, senior vice president and director of tax services at BMT, discuss the time-sensitive topic of Qualified Opportunity Zone Funds, created by the Tax Cuts and Jobs Act (TCJA) of 2017. This is a follow-up episode on a close...
Oct. 29-30 FOMC Meeting Recap and Analysis
BMT - Banking, Wealth & Insurance - October 30, 2019 21:00 - 8 minutes ★★★★★ - 1 ratingJim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the Federal Open Market Committee (FOMC) meeting that concluded on October 30, 2019. As expected, the federal funds target range was cut by 25 basis points – the third cut in as many FOMC meetings....
OCT. 29-30 FOMC MEETING RECAP AND ANALYSIS
BMT - Banking, Wealth & Insurance - October 30, 2019 21:00 - 8 minutes ★★★★★ - 1 ratingJim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the Federal Open Market Committee (FOMC) meeting that concluded on October 30, 2019. As expected, the federal funds target range was cut by 25 basis points – the third cut in as many FOMC meetings....
PREPARING FOR DIVORCE
BMT - Banking, Wealth & Insurance - October 24, 2019 14:00 - 21 minutes ★★★★★ - 1 ratingBMT Wealth Management President Jennifer Dempsey Fox and Steve Klammer, senior vice president and director of wealth advisory services at BMT, sit down for a wide-ranging discussion on estate planning when facing a divorce. They broach such sensitive areas as planning for incapacity and death; u...
Q3 2019 MARKET INSIGHTS FROM BMT WEALTH MANAGEMENT
BMT - Banking, Wealth & Insurance - October 16, 2019 14:00 - 36 minutes ★★★★★ - 1 ratingAmid a particularly complex global economic and political backdrop, Jeffrey Mills, Chief Investment Officer at BMT Wealth Management, tackles a number of the most pressing topics for investors. There is something for everyone in this podcast, as the discussion ranges from the practical consider...
PHILANTHROPIC GIVING: PRIVATE FOUNDATIONS AND DONOR-ADVISED FUNDS
BMT - Banking, Wealth & Insurance - September 26, 2019 16:00 - 26 minutes ★★★★★ - 1 ratingJennifer Dempsey Fox, President of BMT Wealth Management, is joined by Elizabeth B. Wagner, BMT’s Director of Institutional Wealth Management, to discuss trends in philanthropic giving, especially the use of donor advised funds and private foundation vehicles. They discuss the differences betwee...
SEPT. 18, 2019 - FOMC RECAP AND ANALYSIS
BMT - Banking, Wealth & Insurance - September 18, 2019 21:00 - 12 minutes ★★★★★ - 1 ratingJim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the two-day Federal Open Market Committee (FOMC) meeting that concluded on September 18. As expected, the federal funds target rate was cut by 25 basis points. Chairman Powell acknowledged in the p...
UNDERSTANDING INTEREST RATE SWAPS
BMT - Banking, Wealth & Insurance - August 07, 2019 10:00 - 24 minutes ★★★★★ - 1 ratingBMT Wealth Management President Jennifer Dempsey Fox sits down with Neil Orechiwsky, senior vice president and Managing Director of Capital Markets at Bryn Mawr Trust. Neil and Jen give a primer on interest rate swaps, a product used to mitigate risk and used often in conjunction with other bank...
JULY 31 FOMC MEETING RECAP
BMT - Banking, Wealth & Insurance - July 31, 2019 20:00 - 9 minutes ★★★★★ - 1 ratingJim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the two-day Federal Open Market Committee (FOMC) meeting that concluded on July 31 as well as the post-FOMC meeting press conference held by Fed Chair Jerome Powell. Jim highlighted the 25 basis p...
Q2 2019 MARKET REPORT FROM BMT WEALTH MANAGEMENT
BMT - Banking, Wealth & Insurance - July 11, 2019 15:00 - 13 minutes ★★★★★ - 1 ratingErnie Cecilia, Senior Vice President and Chief Investment Officer at BMT Wealth Management, provides commentary on the second quarter of 2019 and discusses must-watch metrics that may impact the quarter and year ahead. This thorough market summary includes information on a wide range of importan...
FOREVER IS A LONG TIME: EVALUATING NONPROFIT INVESTMENT POLICIES FOR THE 21ST CENTURY
BMT - Banking, Wealth & Insurance - July 11, 2019 15:00 - 20 minutes ★★★★★ - 1 ratingBMT Wealth Management President Jennifer Fox sits down with Elizabeth Wagner, SVP and Director of Institutional Wealth Management at BMT for our latest episode. In this edition, they discuss a range of concepts focused on helping nonprofits plan for a sustainable “forever” future, including fidu...
FOMC MEETING RECAP
BMT - Banking, Wealth & Insurance - June 19, 2019 20:00 - 15 minutes ★★★★★ - 1 ratingJim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the two-day Federal Open Market Committee (FOMC) meeting that concluded on June 19 as well as the post-FOMC meeting press conference held by Fed Chair Jerome Powell. Jim noted a disappointing rece...
FOMC MEETING RECAP
BMT - Banking, Wealth & Insurance - June 19, 2019 20:00 - 15 minutes ★★★★★ - 1 ratingJim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the two-day Federal Open Market Committee (FOMC) meeting that concluded on June 19 as well as the post-FOMC meeting press conference held by Fed Chair Jerome Powell. Jim noted a disappointing rece...
Q1 2019 MARKET REPORT FROM BMT WEALTH MANAGEMENT
BMT - Banking, Wealth & Insurance - April 10, 2019 14:00 - 12 minutes ★★★★★ - 1 ratingErnie Cecilia, Senior Vice President and Chief Investment Officer at BMT Wealth Management, sits down to reflect on the fourth quarter of 2018 through the lens of the recently closed first quarter of 2019. He also looks ahead at the financial markets and how they affect investments. Ernie also p...
MARCH 2019 LABOR MARKET REPORT ANALYSIS AND COMMENTARY
BMT - Banking, Wealth & Insurance - April 05, 2019 21:00 - 9 minutes ★★★★★ - 1 ratingJim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, provides commentary on the U.S. labor market report that was released this morning. In addition to explaining why labor market data is important, Jim reports on the market’s overall reaction to the report an...
DISCUSSION OF SECTION 199A OF THE 2017 TAX CUTS AND JOBS ACT (PART 2: REAL ESTATE)
BMT - Banking, Wealth & Insurance - April 02, 2019 04:00 - 19 minutes ★★★★★ - 1 ratingIn part two of our series on section 199A of the Tax Cuts and Jobs Act, BMT’s Jen Fox and attorney Tony Lopes turn their attention to real estate investments. They discuss qualifying for a 199A deduction in terms of operational rules, safe harbor requirements, business structures, record keeping...
DISCUSSION OF SECTION 199A OF THE 2017 TAX CUTS AND JOBS ACT (PART 1)
BMT - Banking, Wealth & Insurance - April 01, 2019 04:00 - 28 minutes ★★★★★ - 1 ratingIn part one of this two-part podcast, BMT Wealth Management President Jen Fox sits down with attorney Tony Lopes to discuss section 199A – of provision 11011 – of the 2017 Tax Cuts and Jobs Act. They focus on the “nuts and bolts” of 199A, possible tax-time implications, considerations for entrep...
U.S. TREASURY MARKET UPDATE, INCLUDING COMMENTARY ON THE TREASURY YIELD CURVE INVERSION
BMT - Banking, Wealth & Insurance - March 22, 2019 04:00 - 9 minutes ★★★★★ - 1 ratingJim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, provides commentary on developments in the U.S. treasury market and the recent inversion of the U.S. treasury yield curve, the specific area between the 3-month U.S. treasury bill and the 10-year U.S. treasu...
THE IMPORTANCE OF CREDIT QUALITY IN SELECTING FIXED INCOME INVESTMENTS
BMT - Banking, Wealth & Insurance - January 23, 2019 05:00 - 8 minutes ★★★★★ - 1 ratingJen Fox, President of BMT Wealth Management, met with Jim Barnes, Director of Fixed Income, to discuss credit developments in the bond market. Given the long period of low borrowing costs, many companies have increased the amount of debt on their balance sheets. Jim and Jen discussed the impor...
PREPARING FOR YOUR DIGITAL AFTERLIFE
BMT - Banking, Wealth & Insurance - November 28, 2018 05:00 - 32 minutes ★★★★★ - 1 ratingOur guest Lee Poskanzer, CEO of Directive Communication Systems, speaks with Jen Fox, President of BMT Wealth Management, about preparing for your digital afterlife. With a series of anecdotes and what-if scenarios, Jen and Lee delve into best practices for setting up your estate so that your fi...
HELPING YOUR CLIENTS PREPARE FOR THEIR DIGITAL AFTERLIVES
BMT - Banking, Wealth & Insurance - November 27, 2018 05:00 - 11 minutes ★★★★★ - 1 ratingIn part two of our podcast on the digital afterlife, Jen Fox, President of BMT Wealth Management, talks to Lee Poskanzer, CEO of Directive Communication Systems, about preparing estates for their digital afterlife. Their discussion focuses on issues relevant to professional advisors – estate law...
OUR RISING INTEREST RATE ENVIRONMENT
BMT - Banking, Wealth & Insurance - October 11, 2018 04:00 - 7 minutes ★★★★★ - 1 ratingJen Fox, President of BMT Wealth Management, met with Jim Barnes, Director of Fixed Income with the firm, to talk about the interest rate environment in the United States. Their conversation ranged from the primary drivers behind the recent rise in interest rates to whether clients should be con...
TAX CUTS AND JOBS ACT – IMPLICATIONS FOR TAX AND ESTATE PLANNING
BMT - Banking, Wealth & Insurance - October 09, 2018 04:00 - 12 minutes ★★★★★ - 1 ratingHow are individual taxpayers being affected by the Tax Cuts and Jobs Act of 2017? Jen Fox, President of BMT Wealth Management, and Paul Gaudio, a Wealth Planning Strategist with the firm, met to discuss the changes the Act made to three types of taxes – the alternative minimum tax, the estate ta...
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