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The Wilmington Trust GEMs podcast series to help you plan for life’s major events.
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Tony Roth, chief investment officer, Wilmington Trust Investment Advisors, Inc, the investment advisory arm of M&T Bank, asks—and answers—the questions that are top of mind for today’s investors. During each episode, Tony and a special guest provide listeners with insights on unfolding market, economic, and other evolving trends, and a window into how client portfolios are being positioned in the face of ongoing uncertainty.
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The Bridge Church is a gospel-centered church in Wilmington, North Carolina that exists to be For Christ, For Community, and For the City.
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The Bridge Church exists to join God in multiplying his kingdom in Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram…
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Navigating Hard Relationships – Ethan & Ashley Welch
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The Bridge Church exists to join God in multiplying his kingdom in Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram…
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The Bridge Church exists to join God in multiplying his kingdom in Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram…
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Four Ways to Use Charitable Giving to Engage Your Family in Estate Planning
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Estate planning can be complex, and many people want to do everything they can to ensure both their assets and their heirs are successful. One of the best ways to achieve this goal is to engage your entire family in the process. But when is the right time to bring the conversation up? Who should be involved? What should be shared? Listen as Alexa B…
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The Bridge Church exists to join God in multiplying his kingdom in Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram…
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What Does the Bible Say about Wealth? – Pastor Ethan Welch
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The Bridge Church exists to join God in multiplying his kingdom in Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram…
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Money is a Matter of the Heart – Pastor Reece Johnson
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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In this episode of "Capital Considerations," Tony is joined by Chief Economist Luke Tilley and Head of Investment Strategy Megan Shue to reflect on the surprises of the first half of 2024—particularly around inflation and economic growth—and project their cautiously optimistic market and economic expectations through the end of the year. For more i…
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Living Out of the Overflow – Pastor Jon Cockrell
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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As many successful families have learned over time, having a family wealth education plan in place for family members can be very empowering for the next generation. And when heirs feel empowered and engaged in the family’s legacy, a smooth transfer of wealth can result. Listen as Allison Pierce, wealth strategist for Wilmington Trust Emerald Famil…
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The Hard Work of Business Transition: The Best Way Out is Always Through
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Long-term financial planning considerations, family legacy concerns, income and estate tax ramifications, transaction structuring, community and workforce impact, legal documentation, along with the reality—and finality—of “letting go” typically make a business transition one of the most difficult things a business owner will ever do. Listen as Stu…
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Using the College Planning Process to Springboard Messages About Values and Financial Literacy
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It often requires an intentional effort from parents to uncover and take advantage of moments during a child’s upbringing to incorporate financial discussions and lessons. Listen as Jerry Inglet, senior family legacy advisor for Wilmington Trust’s Emerald Family Office & Advisory®, discusses how to leverage the preparation and decisions connected t…
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This Ain’t My First Rodeo—The Value of Experienced Advisors in a Business Sale
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For many entrepreneurs, selling a business is uncharted territory. Not surprisingly, engaging the right team of experienced advisors to assist in the transaction may elevate their chances of success. Listen as Stuart Smith, national director of Business Value Strategies for Wilmington Trust Emerald Family Office & Advisory,® discusses the value of …
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Understanding State Residency Rules for Income Tax Purposes
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Understanding state residency rules as an income tax planning strategy may be important for people who live in more than one state. But these rules can be complicated and tend to vary across states. Moreover, the state residency rules for trusts can be even more complex. In this podcast, Tom Kelley, national director of Income Tax Planning for Wilm…
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There are good reasons a family may consider changing the terms of an irrevocable trust. For instance, maybe there has been a change in a beneficiary’s ability to manage family resources, or perhaps a new trustee was named. Fortunately, “irrevocable” does not necessarily mean set in stone. In this podcast, Jeff Wolken, national director of Delaware…
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Paving the Way to Discussing Wealth and Legacy Plans with Family
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Discussing wealth and legacy plans with family can be challenging and somewhat uncomfortable, especially when family members disagree about the goals. However, having open communication about the family’s heartfelt values and aspirations can help sustain a desired legacy through future generations. In this podcast, Julie Weiss, national director of…
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Business owners, tax planners, and anyone who works with business entities should understand the new obligations they will face next year under the Corporate Transparency Act—the most significant anti-money-laundering legislation since the Patriot Act in 2001. In this podcast, Kerry Reeves, director of Wealth Strategies for Wilmington Trust Emerald…
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Naming a Trust as Beneficiary of a Retirement Plan
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When retirees pass away before using all the assets in their retirement plans, the remaining funds in those accounts typically pass to a named beneficiary. In certain instances, naming a trust as beneficiary of the plan may be the most prudent course of action, particularly if the retiree wants oversight of the funds for the benefit of a minor chil…
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Should parents consider differentiated inheritances for children? A podcast discussion of fair versus equal.
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Parents with multiple children often grapple with issues around fairness and equality when structuring their estate plans. With intentional thought and communication, and sometimes a third-party facilitator, parents can strive to achieve their wishes where intentions are understood and negative impacts for a family are reduced as inheritances are d…
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Choosing the Right Vehicle for your Charitable Giving
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There are many different vehicles for charitable giving that can help support your objectives and create a philanthropic legacy. Charitable giving is an important discussion to have with your advisors to determine whether your charitable giving is best done individually or through a trust, a private foundation, donor advised fund, or another entity…
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SECURE Act 2.0: What the New Law May Mean For You
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The new SECURE Act 2.0, which passed into law last month, may have far reaching implications on retirement planning in the U.S. This “sequel” legislation builds upon many of the themes found in the prior Act, such as expanding access to retirement accounts in cases of hardship and moving the age when required minimum distributions begin. In this po…
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The location, or situs, of someone’s personal trust may have a significant impact on how the trust is taxed and the flexible laws available to facilitate ongoing administration. Changing a trust’s situs can be as easy as changing the trustees to a more favorable location. Listen as Jeffrey Wolken, national director of Delaware Trust Planning Strate…
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For many individuals, the purchase of life insurance is designed to mitigate risks including replacing income in the event of a premature death, leaving a legacy for heirs, and providing a source of liquidity for the payment of estate taxes. For those focused on the last of those risks – providing a source of liquidity for estate taxes – it can be …
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The Tyrant on the Inside – Pastor Ethan Welch
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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China's Economic Engine: Strategies and Global Impact
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Why is it important to stay focused on the data in order to make informed investment decisions? Listen as Chief Investment Officer Tony Roth speaks again with Shehzad Qazi from China Beige Book about the challenges the Chinese economy is facing. They examine three obstacles: global supply-chain dynamics; the struggle to boost domestic consumption a…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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The Formation of Identity – Pastor Ethan Welch
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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Crypto for the Masses: Will It Become an Everyday Currency?
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With cryptocurrencies—and Bitcoin (BTC) in particular—back in the news and driving markets, Tony sat down with portfolio manager Jason Lee to discuss hot topics such as, what is BTC “halving” and why is it important; what the differences are between owning spot BTC exchange-traded funds vs. owning BTC directly; and the challenges BTC confronts in b…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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In today’s special Mother’s Day message, Pastor Ethan interviews his own mother, Sandy Welch, on her unique journey of motherhood. — The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter…
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The Pathway to Deliverance – Pastor Aaron Moore
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by click here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: http…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by click here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: http…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by click here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: http…
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Navigating the Economic Terrain: Soft Landing or Inflation Obstacle Course?
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Chief Investment Officer Tony Roth, Head of Investment Strategy Meghan Shue, and Chief Economist Luke Tilley discuss the twists and turns of the market and economy while keeping their eyes peeled for opportunities in the face of persistent obstacles, such as inflation. Discover why they believe that although equity values may seem fairly priced, th…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by click here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: http…
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Moses Before He Was Moses – Pastor Spence Shelton
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by click here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: http…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by click here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: http…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by click here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: http…
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Canvas and Capital: Exploring Art as an Investment
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We are revisiting a previous episode of Capital Considerations where I explored the intersection of art and finance with Charlie Banta, former board president of the Buffalo AKG Art Museum. During our discussion, we spoke about the intricacies of investing in art, how certain high-value assets can appreciate in value long term, and the possibility …
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by click here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: http…
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The Bridge Church is a kingdom-centered, multi-ethnic, multigenerational church in the heart of Wilmington, North Carolina. We love our city, and we believe God is using us to see his kingdom come here and now. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/…
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The Bridge Church is a kingdom-centered, multi-ethnic, multigenerational church in the heart of Wilmington, North Carolina. We love our city, and we believe God is using us to see his kingdom come here and now. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/…
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The Bridge Church is a kingdom-centered, multi-ethnic, multigenerational church in the heart of Wilmington, North Carolina. We love our city, and we believe God is using us to see his kingdom come here and now. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/…
…
continue reading
The Bridge Church is a kingdom-centered, multi-ethnic, multigenerational church in the heart of Wilmington, North Carolina. We love our city, and we believe God is using us to see his kingdom come here and now. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/…
…
continue reading
The Bridge Church is a kingdom-centered, multi-ethnic, multigenerational church in the heart of Wilmington, North Carolina. We love our city, and we believe God is using us to see his kingdom come here and now. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/…
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