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Tariffs Struck Down by Court: Outlook Unchanged
Our outlook has improved, but place 50-50 odds of a 2025 recession. Tariffs are a risk for equities. We expect the market to price in better growth in 2026.
Host: Luke Tilley
PODCAST SERIES
Emerald GEMs: Get Educated in Minutes
A monthly podcast series that helps you to plan for life’s major events.
Trade Thaw and Tax Deals: Shorter Chutes and Emerging Ladders
Explore the latest insights on trade thaw and tax deals in our comprehensive analysis from Wilmington Trust's Chief Economist Luke Tilley and Chief Investment Strategist Meghan Shue.
Host: Luke Tilley
Delaware's New Beneficiary Well-Being Trust Law
learn how Delaware's Beneficiary Well-Being Trust law can help prepare a family for inherited wealth.
Host: Jeffrey Wolken
How Can I Use a Personal Trust To Help Prepare My Family for Inherited Wealth?
Some beneficiaries may not be ready to inherit family wealth. A beneficiary well-being trust can help heirs receive more than simply financial benefits.
Host: Jeffrey Wolken
Tailoring Deals in a Changing European Finance Landscape
Explore Europe's structured finance market, shaped by cross-border dynamics and diverse participants. Discover how tailored approaches, private securitisations and, bespoke deal structures navigate complex regulations and fragmented frameworks. Learn about asset-backed securities (ABS) and mortgage-backed securities (MBS) in this evolving landscape.
Host: Alex Pashley
Tariffs and Tensions: A Deep Dive Into U.S.-China Relations
Listen as we explore China's complex relationship with the US, including manufacturing and policy support, weak consumer demand & a faltering property sector.
Host: Tony Roth
The First 100 Days: The Trump Administration's Impact on the Economy and Markets
Our professionals discuss how policy changes may shape economic growth and inflation and what it could mean for investors, business leaders, and your portfolio.
Host: Luke Tilley
Endowments & Foundations Trends Update for 2025
Nonprofits see endowments as a priority and key focus. Taking a holistic approach in endowment building can have more successful endowment programs long term.
Host: Walter Dillingham
Trade War Détente: A Ceiling or a Floor?
Investors are pondering whether the U.S.’s new global 10% minimum tariff is a ceiling or a floor. We explain its importance in determining recession or growth.
Host: Tony Roth
Making the Most of Market Shifts: Five Planning Strategies for Uncertain Times
Even amid current market challenges there are several wealth planning strategies you can use to take advantage of depressed asset values.
Host: Alvina Lo
Latest Thoughts on Financial Markets
Wilmington Trust Chief Investment Officer, Tony Roth, offers his insights on the current financial markets on CNBC's "Money Matters."
Host: Tony Roth
Cash Investing Playbook: Whether, When, and How to Make Your Move
If you fear initial short-term losses from buying at the market “top” consider investing based on a predetermined plan. Our insights can help guide you.
Host: Meghan Shue
President Trump’s Tariff Reversal: Simultaneous Relief and Concern
Financial markets exulted when President Trump walked back his “reciprocal tariffs” on Wednesday just hours after they had gone into effect. Wilmington Trust’s Chief Economist, Luke Tilley, gives his insight.
Host: Luke Tilley
New Tariffs, Big Consequences: Preparing for What's Ahead
What impact could proposed tariffs and trade policies have on consumers, businesses, the economy, and markets? Our professionals offer insight.
Host: Luke Tilley
Latest Thoughts on Market Volatility
Wilmington Trust Chief Investment Strategist, Meghan Shue offers her insights on the current market volatility on CNBC's "Power Lunch."
Host: Meghan Shue
Gradually, Then Suddenly: Global Trade Shock to Economy and Markets
President Trump’s latest tariff announcement increases the probability of recession, but we preach patience in adjusting portfolios amongst heightened market volatility. Wilmington Trust’s investment team discusses the uncertainty.
Host: Luke Tilley
U.S. Tariff Rates Highest in 119 Years, Recession Risks Rising
The tariffs announced yesterday are significantly higher than expected and could be considered a “worst case” scenario in terms of tariff levels. Wilmington Trust’s investment team assess the risks.
Host: Alex Hino
For individuals and families there are techniques and income tax planning tools available to help reduce federal and applicable state individual income taxes.
Host: Thomas Kelley
How Should Investors Be Thinking About the Current State of the Economy and Markets?
How should investors be thinking about the current state of the economy and markets? Wilmington Trust Chief Investment Officer, Tony Roth offers his insight.
Host: Tony Roth
Divorce "Wealth Shock" Video Series
In this video series, Sharon L. Klein, head of Wilmington Trust’s National Matrimonial/Divorce Advisory Practice, shares conversations with family law professionals about high-asset divorce settlements and strategies to help clients alleviate a “wealth shock” post-divorce.
Host: Sharon Klein
The Economy and the Fed: What Does it Mean For You?
The Economy and the Fed: What Does it Mean For You? Wilmington Trust Chief Economist Luke Tilley offers his insight on "Bloomberg Surveillance."
Host: Luke Tilley
New Frontiers in Artificial Intelligence: DeepSeek and Beyond
AI algorithm advancements are reducing reliance on high-powered GPUs and hurrying AI democratization. What could it mean for you and your portfolio?
Host: Tony Roth
All that Glitters: Gold’s Run to a New All-time High
Gold is currently a shining star. Momentum may remain, but don’t be tempted. Consider holding a modest allocation to gold as part of your commodity allocation.
Host: Alex Hino
Tariff-ied: The Precarious U.S. Consumer
Can consumers manage trade wars & tariffs or will it lead to a weaker economy? Chief Economist Luke Tilley shares what it may mean & how we are positioned.
Host: Luke Tilley
Understanding U.S. Equity Market Drawdowns
Our baseline is for a slowing economy & disinflation with a projected 35% recession chance in the next 12 months. We have adapted portfolios accordingly.
Host: Alex Hino
Paying or Deferring Estate Taxes Attributed to Business Assets
Listen as Lisa Ligas explains the financing options for paying estate taxes if a decedent’s estate includes a significant and illiquid business asset.
Host: Lisa Ligas
U.S. Tariffs and the Economy: Evaluating the Impacts
What impact could proposed tariffs and trade policies have on consumers, businesses, the economy, and markets? Our professionals offer insight.
Host: Luke Tilley
Donor Advised Funds Revisited: Leveraging Donor Advised Funds for Fundraising Success
DAFs are important philanthropic vehicles for public charities and individual donors to consider. Learn how you can leverage DAFs to maximize fundraising.
Host: Walter Dillingham
Reprint: 2025 Infrastructure Investor Keynote Interview: Turning the Transition Dream Into Reality
Energy and infrastructure deals are on the rise as transition-related themes boost activity. Wilmington Trust’s Keith Reader considers how banks and investors are viewing opportunities and where they are more cautious
The U.S. equity market has stalled. We see “ladders” but think valuations are underpricing possible “chutes.” We are aligning portfolios to long-term targets.
Host: Meghan Shue
Tariff Evolution: Speak Loudly but Carry a Small Stick
Chief Economist Luke Tilley updates Wilmington Trust’s view of the potential impacts of tariffs on the economy and markets.
Host: Luke Tilley
Don’t Wait and See What Potential Tax Law Changes May Bring
Potential legislative changes make this year critical for tax planning. A wait and see approach may mean delays & lost opportunities. What do you need to know?
Host: Alvina Lo
Are You Prepared for Potential Tax Law Changes?
The expiration of some TCJA provisions are set to expire at the end of the year. Alvina Lo explains your options for how to prepare for these tax law changes.
Host: Alvina Lo
This article reprint provides an overview of some key state-level trusts & estates planning developments across the U.S.
Host: Sharon Klein
Taking Down Risk in a Chutes & Ladders Economy
A Chutes & Ladders economy needs patience. With more chutes than ladders near term, causing some market volatility, we see opportunities for patient investors.
Host: Luke Tilley
New York: Top Developments, Lessons, and Reminders of 2024
Learn about 2024 planning and legislative developments affecting New York residents, including the Corporate Transparency Act.
Host: Sharon Klein
6 Key Financial Resolutions for a Stronger Post-Divorce Future
January is the ideal month for clients impacted by divorce to lay the groundwork for a successful year. Here are some foundational steps clients can take to begin the New Year, and this new chapter in their lives
Host: Sharon Klein
Investing in a Chutes & Ladders Economy: Gaming Out Portfolios in 2025
What could new policies out of Washington, mean for your portfolio? We share our investment strategy & the "ladders" and “chutes” that could affect the economy.
Host: Luke Tilley
A New Year's Resolution for a Healthy Wealth Plan
When making resolutions for personal improvement, don’t forget your financial health. Set yourself up for success by ensuring your wealth plan is in order.
Host: Alvina Lo
From Distress to Stability: Commercial Real Estate in Germany
Germany’s commercial real estate (CRE) sector has faced severe stress due to rising interest rates, inflation in construction costs, and a sluggish post-COVID economy. This CRE market stress has deterred investors, fueling a cycle of inactivity that further strains developers and financers/investors.
Private Equity Engine – Shifting into Gear?
Private equity activity is gaining momentum, indicating a willingness to get deals done. Patience could bring opportunities.
Host: Jessica Blitz
Private Markets and Funding Needs in EMEA Securitisation
Learn how public and private funding have a role in the EU's ambitious plans for energy transition, infrastructure development, and technological innovation.
Host: Alex Pashley
Benefits of a Freeze Partnership
A freeze partnership can be beneficial for real estate investors or developers who are thinking about a wealth plan for commercial property.
Host: Matthew Lee
Reprint: Infrastructure Investor Keynote Interview - Joining the Energy Evolution
Energy and infrastructure deals are on the rise as transition-related themes boost activity. Wilmington Trust’s Keith Reader considers how banks and investors are viewing opportunities and where they are more cautious
Building Wealth: Planning with Real Estate Prior to 2026
Careful consideration should be given when planning with real estate. Learn how a freeze partnership strategy can help.
Host: Matthew Lee
The Election: Implications for Sustainable Investing
Recent U.S. large- and small-cap equity strength has extended valuations & shifted the balance of risks at a time when we see evidence of economic slowing.
Host: Sarah Friedman Hersh
Trimming Risk Amid Market Strength
Recent U.S. large- and small-cap equity strength has extended valuations & shifted the balance of risks at a time when we see evidence of economic slowing.
Host: Meghan Shue
Linking Retirement Plans to Rewards and Performance
Retirement plan sponsors bear the fiduciary responsibility to make decisions in the best interest of the plan. Sometimes plan sponsors elect to delegate these duties. We provide four essentials to consider in selecting a retirement plan fiduciary.
The Trump Administration & Your Wealth
Hear how election results may impact key issues, what we believe the new administration signals for markets and portfolios & potential planning considerations.
Host: Don DiCarlo
Election Aftermath: Impacts on the Economy and Markets
Experts Tony Roth, Meghan Shue, and Luke Tilley presents Wilmington Trust’s view on the potential economic and market implications of the 2024 election’s results.
Host: Luke Tilley
Securing Tomorrow: The Power of AI in Cyber Defense
Is your information safeguarded from growing AI technologies? Tony Roth & James Kaplan, CTO McKinsey’s Enterprise Technology practice discuss how to stay safe.
Host: Tony Roth
ABS East 2024: Six Takeaways from Miami
Enthusiasm is high around CLOs, ABS and MBS, and alternative financing in global world of energy transition and other sustainability initiatives.
Nonprofit Board Governance: Best Practices in a Changing World
It is important for a nonprofit board to determine a decision-making process and organizational oversight that is informative. Is your organization prepared?
Host: Walter Dillingham
Replay: Artemis ILS Market Outlook 2025 Webinar
In this webinar replay you will hear about catastrophe bond trends and expectations for issuance, the continued use of collateralized reinsurance structures to deploy investor capital to insurance-linked opportunities, as well as our speakers thoughts for where opportunities lie for both sponsors and investors in 2025
2024 Year-End Planning: Keep Calm and Plan On
With the impact of the election and potential change on the horizon, year-end tax and estate planning is more important than ever.
Host: Jeffrey Wolken
What’s Next for China: The Outlook for the Economy and Equity Market
Strategists Julia Wirts & Runmei Cai explore the outlook for China’s economy and equity market and whether it alters Wilmington Trust’s investment view.
Presidential Election Update 2024: Questions That Are Top of Mind of Investors
Wilmington Trust’s Julia Wirts answers the questions clients are asking about the election’s potential impacts on debt, inflation and capital markets.
Host: Wilmington Trust
U.S. Immigration: A Growing Force for Economic Growth
Wilmington Trust’s Julia Wirts says the direction of immigration policy will be instrumental in shaping the levels of labor supply growth, inflation and GDP.
Host: Wilmington Trust
Eyeing the Runway for a Soft Landing
Amid uncertainty in the world, we have gained clarity in certain areas & are cautiously optimistic that most election outcomes will be positive for U.S. stocks.
Host: Tony Roth
Election 2024: Economic and Market Implications for Decision Day and Beyond
Hear what the polls are predicting, pending issues, and the impact on portfolios. Watch Election 2024: Economic & Market Implications for Decision Day & Beyond.
Host: Luke Tilley
Navigating Divorce: Getting Ready for ‘What’s Next’
Getting through a divorce starts with having the right support system for tailored advice. These top four considerations can help with your financial future.
Host: William Bennett
Divorce and Philanthropy: The Marriage Ends, The Giving Continues
Divorce may have varying effects on a family’s philanthropic plans and goals. Help your clients assure their wishes continue despite the end of a marriage.
Host: Alexa Broida
New York’s Latest Legislative Session: What Passed, What Didn’t, What’s Next
Learn about New York’s latest legislative session and how it impacts trust & estate planning including what issues passed, what failed and what is next.
Host: Sharon Klein
On the Road to Tax Reform….Again
How might the 2024 presidential election and tax reform discussions impact high-net-worth individuals?
Host: Joshua Landsman
Policy Primer: 2024 Presidential Election
Investment Strategist Julia Wirts presents Wilmington Trust’s view on the potential economic and market implications of the upcoming election’s results.
Host: Wilmington Trust
The Election and the Future of Tax Reform: What It May Mean For You
What impact may the presidential election have on tax planning and potential tax reform talks heading into 2025 and beyond?
Host: Joshua Landsman
Four Ways to Use Charitable Giving to Engage Your Family in Estate Planning
Learn how to use charitable giving as a way to engage your family in the estate planning process
Host: Alexa Broida
Economy and Markets in Transition: Balancing Optimism and Caution
Watch our webinar, Election 2024: Economic, Market & Geopolitical Risks in the Year Ahead to learn what our Investment Management team is planning for.
Host: Luke Tilley
Wealth Planning in a Higher Interest Rate Environment
When interest rates are high, opportunities exist to put new estate planning structures in place, such as GRATs and charitable lead trusts, and to recommit to sound financial planning.
Host: Matthew Mancini
Assembly Required: A Guide to Buying, Holding, and Transferring “Toys”
It’s important to understand the many variables to consider before you purchase a large toy such as a yacht, car, jet, or other collectibles.
Host: Joshua Landsman
2024 Midyear Market and Economic Outlook
How did the market & economic surprises in 1H 2024 impact you? CIO Tony Roth and members of his team discuss their cautious optimism through year end.
Host: Luke Tilley
Retirement Plans: Recruitment in a Tight Job Market
Retirement plan sponsors bear the fiduciary responsibility to make decisions in the best interest of the plan. Sometimes plan sponsors elect to delegate these duties. We provide four essentials to consider in selecting a retirement plan fiduciary.
What Should Be Considered When Selecting a Trustee?
Learn about the important considerations when selecting a trustee as part of your estate plan.
Host: Shannon Howell
Minimizing Fiduciary Liability and Litigation Exposure For Trustees and Advisors
Fiduciaries can face myriad quandaries, making it important to minimize risk. Our guidance and practical suggestions could help reduce litigation exposure.
Host: Sharon Klein
Straight Talk on the 2024 Giving USA Report: Philanthropic Insights in a Changing World
What might the 2024 Giving USA Report mean for you & your organization? Wilmington Trust’s Walter Dillingham & several industry professionals share their views.
Host: Walter Dillingham
OCIO or no CIO? Getting the Most From Your Investment Provider
How critical is vetting and hiring an OCIO for small- and mid-size institutions? Senior institutional client advisor Tom Waters explores why it may be the only option to help them build an investment office.
Succession Strategies: Building Business Value for Long-Term Wealth
Learn strategies to help you maximize the transition of your business, whether you’re nearing retirement or looking ahead.
Host: Alvina Lo
As the Sun Sets: Prepare Now for Anticipated Tax Law Changes
With the current tax law scheduled to sunset on December 31, 2025, prepare now for a significantly reduced federal gift tax exemption.
Host: Alvina Lo
Learn about strategies a business owner might consider when planning an exit in a heightened interest rate environment.
Host: Don DiCarlo
Taking the Pulse of the ABS Market: 5 Insights from Global ABS 2024
Enthusiasm is high around CLOs, ABS and MBS, and alternative financing in global world of energy transition and other sustainability initiatives.
Investing for the Soft Landing
Wilmington Trust Head of Investment Strategy Meghan Shue explores market and asset class expectations in light of anticipated Fed rate cuts and lower inflation
Host: Meghan Shue
The Labor Market as the Key to Rate Cuts
Wilmington Trust Chief Economist Luke Tilley discusses the importance of the weakening labor market for the Fed to cut interest rates in 2024.
Host: Luke Tilley
China's Economic Engine: Strategies and Global Impact
What do you need to know about China to make an informed investment decision? CIO Tony Roth and Shehzad Qazi discuss the challenges three obstacles the Chinese economy is facing.
Host: Tony Roth
Crypto for the Masses: Will It Become Everyday Currency?
Will bitcoin be used as an everyday currency? With cryptocurrencies—Bitcoin in particular—been back in the news, Tony and Portfolio Manager Jason Lee discuss its many facets and potential opportunities.
Host: Tony Roth
Irrevocable Life Insurance Trusts
Learn about this type of trust used to hold life insurance policies to provide a source of liquidity for estate taxes.
Host: Dolly Donnelly
Discover the Inspiring Stories of Wilmington Trust Clients
Traffic East magazine recently featured the remarkable journeys of three of our clients, celebrating their triumphs, challenges, and the transformative power of pursuing one's passions in business and their communities.
Adding to Equities in Portfolios
We see an opportunity in this shifting market narrative to lean into risk, and we are adding to equities in client portfolios.
Host: Meghan Shue
Changing a Trust's Location (Situs)
Learn why where you locate your personal trust can have different financial and tax benefits.
Host: Jeffrey Wolken
Navigating the Economic Terrain: Soft Landing or Inflation Obstacle Course?
Amid market & economic twists and turns our investment team seeks opportunities. How can their analysis and actionable insights guide your investment decisions.
Host: Luke Tilley
Our 2024 Midyear Market and Economic Outlook
CIO Tony Roth reflects on what drove markets in 1Q 2024 & how it was, in some ways, a continuation of trends seen last year. He also delves into what he expects to unfold in the second quarter.
Host: Tony Roth
Can the Market Rally Continue?
CIO Tony Roth reflects on what drove markets in 1Q 2024 & how it was, in some ways, a continuation of trends seen last year. He also delves into what he expects to unfold in the second quarter.
Host: Tony Roth
Should you consider investing in this nontraditional asset class? Read why we think qualified investors may want to give private markets a second look.
Host: Jessica Blitz
U.S. Exceptionalism: The Private Markets Advantage
The U.S. is an appealing destination for entrepreneurs looking to scale and grow a business, which has helped U.S. equity outperformance.
Revisiting the Active vs. Passive Investing Debate
Learn strategies to help nonprofits build their quasi-endowment programs when unexpected, unrestricted funds are donated.
Host: Phil Ravenscroft
Did Powell Jinx the Inflation Data?
Wilmington Trust Chief Economist Luke Tilley discusses his expectations for inflation to keep slowing and enable the Fed to cut interest rates in 2024.
Host: Luke Tilley
Getting a Mackenzie Scott Gift:
Is Your Charity Ready for a Significant Windfall?
Learn strategies to help nonprofits build their quasi-endowment programs when unexpected, unrestricted funds are donated.
Host: Walter Dillingham
Mixed Outlook for Commercial Real Estate
Wilmington Trust Investment Strategist Julia Wirts assesses the commercial real estate outlook, as well as the wall of debt coming due & the potential implications for banks.
Host: Wilmington Trust
Wilmington Trust Investment Research Strategist Alex Hino explores the bull case for Bitcoin and the risks of adding it to a diversified portfolio at this time.
Host: Alex Hino
Energy Transition Takes Centre Stage
All the ingredients are in place for a stellar 2024 in the renewable energy project finance market. Read more about factors like renewable energy and geopolitics play a role.
Host: Will Marder
The Building Blocks of Good Governance: A Guide for Plan Sponsors
Wilmington Trust has created an e-book guide with articles and infographics that walk you through key aspects of plan governance.
5 Top Takeaways from SFVegas 2024
Sentiments from SF Vegas: Sentiment is high for structured finance deals. Hot topics included future of Blockchain and sovereign nation principle Read more.
Five Minutes with Alex Pashley
Alex Pashley discusses current opportunities in the Structured Finance market despite complex environmental factors
Small-Cap Stocks Treading Water While Large Caps Ride Wave to New Highs
Wilmington Trust Head of Investment Strategy Meghan Shue looks at the challenges besetting small-cap stocks, as well as the conditions that she expects to be met which could serve as a prelude to their potential outperformance.
Host: Alex Hino
Using the College Planning Process to Springboard Messages About Values and Financial Literacy
Learn how the college planning process can springboard messages about values and financial literacy with your children.
Creating a Family Office Without the Office
This article reprint provides an overview of some key state-level trusts & estates planning developments across the U.S.
Host: Don DiCarlo
How well is your portfolio positioned? Listen as our team shares their thoughts on the year ahead, the overall economy, and the current investing climate.
Host: Luke Tilley
New Norms and Needs: 2024 Loan Market Trends to Watch
How are the loan markets fairing in the midst of economic uncertainties and rising interest rates? Read more to find out
Host: Bobby Weil
Soft Landing: Approaching the Runway and Readying for Interest Rate Cuts
We expect inflation to keep slowing and enable the Fed to cut interest rates in 2024.
Host: Luke Tilley
Adding to Equities on Increased Optimism
We have increased our conviction in the soft-landing scenario and are taking the opportunity to bring our equity exposure from underweight to neutral vs. our strategic asset allocation benchmark by adding to U.S. small cap.
Host: Meghan Shue
Independent Schools Revisited 2023
Taking a closer look at fundraising and endowments in New York State and nationally.
Host: Walter Dillingham
Geopolitics, AI, and the Future of Defense Spending
Wilmington Trust’s Investment Strategist Julia explores geopolitics, AI & defense spending—and the digital defense age as a tech sector growth driver.
Host: Wilmington Trust
‘FORE!’ Recent Changes in Florida’s Trust Laws to Review Before Hitting the Golf Course
Beginning in 2021, the Florida Trust Code has heated up with some legislative changes that impact estate planning for Florida residents. Learn about four important trust law developments.
Host: Joshua Landsman
Empowering the Family Through Wealth Education
Family wealth education can empower the next generation to manage their inheritance and continue the family’s legacy. Learn more.
Host: Allison Pierce
Election 2024 Countdown: Economic, Market & Geopolitical Risks in the Year Ahead
Watch our webinar, Election 2024: Economic, Market & Geopolitical Risks in the Year Ahead to learn what our Investment Management team is planning for.
Host: Luke Tilley
Navigating the Loan Market Holding Pattern
Despite the current economic climate, activity in the syndicated loan market remains relatively robust, especially with existing credit facilities and CLOs. For lenders and sponsors, loan agents and trustees', operational excellence and readiness will be essential until the return to higher volumes as pent-up credit demand sees supply returning.
Host: Fredrik Berg
Private Equity Exit Engine Stalls
Wilmington Trust’s Senior Research Analyst Jessica Blitz explores private equity deal activity, valuations, financing, and exit opportunities in 2022–2023.
Host: Jessica Blitz
Interest Rates in Focus: Assessing the Risks
Wilmington Trust’s Head of Investment Strategy Meghan Shue and Chief Economist Luke Tilley detail their economic outlook and potential impacts on portfolios.
Host: Luke Tilley
Energy Transition: Betting on the Battery Belt
The energy transition activity in newly created battery plants is creating a wide range of opportunities for project finance transactions.
Host: Doug Lavelle
Real Estate Planning With Freeze Partnerships
Learn about the freeze partnership strategy as a potential planning solution for owners of negative capital real estate.
Host: Matthew Lee
Wilmington Trust’s Head of Municipal Fixed Income Dan Scholl says look to tax-exempt yields on investment-grade and high-yield munis for solid tax-free income.
Host: Wilmington Trust
Speed to Close: Accelerating Reinsurance Transactions
Collateralized reinsurance is a growing mechanism for the transfer of risks like climate change and cyber threats. Working with a seasoned trustee can help maximize the use of collateral, spot pitfalls, assist with regulatory compliance, and accelerate final steps of the transaction.
What Questions Are Top of Mind for Investors?
With the economy and the Fed at such pivotal points, address the most common and pressing questions on the minds of our clients.
Host: Tony Roth
On the Economy and Equities: Optimistic yet cautious
We look at how our capital markets views have evolved, including what we predicted correctly, where we missed the mark, and what it means for client portfolios.
Host: Tony Roth
Understanding State Residency Rules for Income Tax Purposes
If you live in more than one state, understanding state residency rules can help you manage your state income taxes. Learn more.
Host: Thomas Kelley
Bank of Japan’s Policy Adjustment Ripples Through Markets
Wilmington Trust Senior Economist Farhan Hameed discusses Yield curve control; Japan; central bank policy.
Host: Wilmington Trust
The Current Outlook for a Short-Duration, High-Quality Bond Portfolio
Wilmington Trust's Head of Fixed Income Randy Vogel sees short-duration, high-quality bonds' favorable return potential despite policy & inflation uncertainty.
Host: Randy Vogel
Bond Yields: What goes up, must come down. Or does it?
The 10-year yield hit its highest level in nearly 16 years in August. Where are long-term interest rates headed and what does it mean for your portfolio?
Host: Tony Roth
Analyzing the Fed’s 3 Criteria for Not Raising Rates
Chief Economist Luke Tilley notes there is eased inflation, a more normalized labor market and a slower economy—so what’s next for the Fed and rate hikes?
Host: Luke Tilley
Back to School with Student Loan Payments Set to Resume
Wilmington Trust Research Analyst Alex Hino takes a back-to-school look at student loan payments as they are set to resume.
Host: Alex Hino
New circumstances in your life may call for changing an irrevocable trust. Learn how families may be able to modify a trust.
Host: Jeffrey Wolken
Markets Still Contemplating the Implications of a U.S. Credit Rating Downgrade
Wilmington Trust Investment Strategist Julia Wirts discusses the potential market implications of Fitch’s U.S. credit rating downgrade.
Host: Wilmington Trust
Russia’s Pullout from the Black Sea Grain Initiative Is Likely to Increase Inflationary Pressures
Wilmington Trust Senior Economist Farhan Hameed assesses possible impacts on inflation and economic growth arising from the end the Black Sea Grain Initiative.
Host: Wilmington Trust
Facing Up to Intensifying CLO Reporting Needs
In a market with shifting regulations and transparency demands, embracing flexibility and maintaining open communication will enable the CLO market to navigate changes and achieve sustained success. Read to learn more.
Host: Josh Stowell
A Tale of Two Inflations: Monetary policy in Asia and Europe
Wilmington Trust Senior Economist Farhan Hameed shares the more recent inflation experience and how it appears to be different in Asia and Europe/Australia, leading to different monetary policy expectations.
Host: Wilmington Trust
Does the Fed Guide the Economy?
In this opinion piece, Chief Economist Luke Tilley challenges the prevailing view that the Fed guides the economy.
Host: Wilmington Trust
Positioning for the Next Capex Catalyst: Opportunities in Revitalized U.S. Industrial Policy
Wilmington Trust’s Investment Strategist Julia Wirts looks at the next capex catalyst and investment implications: supply chain resilience, decarbonization, and U.S. manufacturing.
Host: Wilmington Trust
The Market’s Muted Reaction to Wagner’s Surprise Mutiny
Wilmington Trust Research Analyst Alex Hino discusses implications of one of the most surprising geopolitical events of the year and the markets muted reaction
Host: Alex Hino
Replay: 2023 Global ABS Spotlight Interview
Wilmington Trust’s Alan Geraghty, Head of Wilmington Trust, Europe, and Alex Pashley, Head of Structured Finance, UK, shared their insights on macro-economic trends impacting the securitization market as Wilmington Trust’s strengths in supporting business origination during an onsite interview with Information Management Network (IMN)
Canvas and Capital: Exploring Art as an Investment
Are EVs a solution for a greener tomorrow? Tony Roth and Corey Cantor discuss the EV lifecycle, investments by industry leaders, and second-life batteries.
Host: Tony Roth
Electric Vehicles: The path to a greener tomorrow?
Are EVs a solution for a greener tomorrow? Tony Roth and Corey Cantor discuss the EV lifecycle, investments by industry leaders, and second-life batteries.
Host: Tony Roth
Election 2024 Countdown: Economic, Market & Geopolitical Risks in the Year Ahead
What impact might the economic landscape 4Q 2023 and beyond mean for your portfolio? Listen as our team shares their perspectives.
Host: Luke Tilley
Cybersecurity: Safeguarding the Digital Frontier
Tony Roth and Professor Andrew Scott discuss how longer lifespans are reshaping retirement, health care, and the very fabric of our societies.
Host: Tony Roth
Unraveling the Power of Semiconductors: Enablers of Modern Technology
Tony Roth and Professor Andrew Scott discuss how longer lifespans are reshaping retirement, health care, and the very fabric of our societies.
Host: Tony Roth
Longevity: The Silver Society and Our Economy
Tony Roth and Professor Andrew Scott discuss how longer lifespans are reshaping retirement, health care, and the very fabric of our societies.
Host: Tony Roth
Artificial Intelligence: Disruption that is Driving Opportunity
Tony and Rudina Seseri explore the challenges, promising ventures, and opportunities, of AI and provide practical guidance on navigating complexities.
Host: Tony Roth
A Look at Factors Driving the Markets: Mid-year Check-in
Tony and Johanna Kyrklund discuss shifting trends, catalysts accelerating change, and discuss how the U.S. and Europe are faring amid the changes.
Host: Tony Roth
LGBTQ+ Wealth Planning Checklist
For Pride Month, Senior Wealth Advisor Richard Adams presents an LGBTQ+ wealth planning checklist, covering important documents, philanthropy, and investing.
Host: Richard Adams
Webinar: Wealth Planning in a Higher Interest Rate Environment
Watch this webinar replay as our Wealth Planning team shares insights on how to position your plan in light of higher interest rates.
Host: Alvina Lo
Hybrid Financing: A Holistic Approach
Hybrid financing, utilizing multiple asset class structures in one transaction, are not new, but offer compelling advantages in capital raising.
Host: Bobby Weil
Decoding the Market's Mixed Messages - June 2023
CIO Tony Roth discusses the markets’ mixed messages about future expectations, recession outlook, our investment process & resulting portfolio positioning.
Host: Tony Roth
4 Essentials for Selecting a Retirement Plan Fiduciary
Retirement plan sponsors bear the fiduciary responsibility to make decisions in the best interest of the plan. Sometimes plan sponsors elect to delegate these duties. We provide four essentials to consider in selecting a retirement plan fiduciary.
Wilmington Trust’s Alvina Lo talks about Asian-American culture, wealth planning, and employee connectivity for AAPI Heritage month.
Host: Alvina Lo
Eurozone on Course for Higher Rates and Economic Pain
Wilmington Trust Senior Economist Farhan Hameed shares the firm’s projections for inflation, interest rates, lending, and economies in the eurozone.
Host: Wilmington Trust
Banking Stress: What it Means and What’s Next
Wilmington Trust Investment Advisors looks into the banking turmoil and what impact the banking stress could have on the industry. As well as, commercial real estate. ur experts dig into one of the key risks facing non-GSIB Banks.
Host: Tony Roth
Banking Turmoil: Industry Impacts and Broader Economic Risks
Wilmington Trust’s Meghan Shue and Steve Norcini delve into the industry and economic ramifications of three recent regional bank failures.
Host: Meghan Shue
Commercial Real Estate and Banking Sector Risks
Wilmington Trust’s Meghan Shue and Julia Wirts discuss the risks of the commercial real estate industry to the banking sector and the broader economy.
Host: Meghan Shue
Debt Ceiling Drama Takes Center Stage
Wilmington Trust’s Luke Tilley and Meghan Shue assess the likelihood of a debt ceiling deal and the potential impacts for the economy and portfolios.
Host: Luke Tilley
Clouds Abound Amid the Silver Linings
CIO Tony Roth shares his views on the economy, its bright spots, the chance of a mild recession in the 2H 2023, and our portfolio positions.
Host: Tony Roth
Naming a Trust as Beneficiary of a Retirement Plan
Naming a trust as beneficiary of your retirement plan could be a prudent course of action for certain retirees. Learn more.
Host: Matthew Mancini
Fed hikes and finds a plateau…maybe
Wilmington Trust Investment Advisors Chief Economist Luke Tilley explains his projections for Fed Reserve interest rate hikes and recession in 2023.
Host: Luke Tilley
Will Hydrogen Make it Easier to Be Green?
Tony and Dr. Riva Krut, discuss pros & cons of hydrogen and its potential role in decarbonizing transportation, residential, commercial & industrial sectors.
Host: Tony Roth
Artificial Intelligence: Progression, Applications, and Impact
CIO Tony Roth & AI expert Neil Sahota continue their discussion, referencing AI's progression, its applications and what it means for our future.
Host: Tony Roth
Artificial Intelligence: Definitions, Possibilities, and Limits
What are the enablers & platforms of AI technology? What does the open letter demanding a pause in research mean? Listen to CIO Tony Roth & AI expert Neil Sahota.
Host: Tony Roth
Don’t Count out the Dollar’s Dominance
Head of Investment Strategy Meghan Shue discusses the trajectory of the reserve currency landscape and our portfolio positioning in response.
Host: Meghan Shue
Cybersecurity Threats and What to Look for
Cybersecurity education can help safeguard organizations and individuals from potential threats. Our infographic reviews some common cybersecurity threats and what to watch for.
10 Ways to Avoid Becoming a Cybersecurity Target
10 Ways to avoid becoming a cybersecurity target.
5 Myths About Transitioning Your Securitization Trustee
5 Myths about transitioning your securitization trustee. Moving your capital markets transactions to a new trustee can not only be faster and easier than you think, but also provide you with competitive advantages.
Our Blue Planet: Preserving Our Largest Ecosystem
In part one of the series, Tony talks to Dr. Peter de Menacol about the “blue economy,” & the exploitation, preservation, and regeneration of this important ecosystem.
Host: Tony Roth
Our Blue Planet: Solving the Climate Crisis Through CO2 Removal
In part two of the series, Tony talk with Dr. Peter de Menacol continues by discussing how the ocean's ability to store CO2 may help us solve our climate crisis.
Host: Tony Roth
Sixty-Day Countdown to LIBOR Cessation
Sixty-day countdown to U.S. dollar LIBOR. We expect a large push for conversions to alternative reference rates (ARRs) to spike in May 2023. Read what needs to happen before June 30, 2023.
Host: Antony Girling
Should parents consider differentiated inheritances for children? A podcast discussion of fair versus equal.
The Best Offense Is a Good Defense - April 2023
CIO Tony Roth discusses the factors behind the recent bank failures, what they mean for the economy, and how we are positioning portfolios.
Host: Tony Roth
How China’s Economic Shifts May Affect Us
Tony talks to Shehzad Qazi about what China's struggle to break free of the middle-income trap means for our linked economies & potential market opportunities.
Host: Tony Roth
Understanding Your Responsibilities Overseeing a Retirement Plan Committee
Plan Sponsors frequently appoint a committee to oversee areas of plan administration but will always retain full accountability and fiduciary responsibility. Learn more about how to select and oversee a retirement plan committee.
Economic, Market & Monetary Consequences of Bank Failures
Investing often relates to how we categorize risk. On this episode of Capital Considerations, we talk about how the ESG lens is used to classify risk bands.
Host: Luke Tilley
Will the regional bank crisis upend the economy, markets, and Fed?
We discuss the bank crisis, failures of SIVB and SBNY, the Fed and FDIC response, and expected impact on the economy and markets.
Host: Luke Tilley
Navigating the Waters: The Current State of Distressed Debt
Current state of distressed debt. Amidst challenges and economic factors, lenders are showing an interest in alternative approaches to bankruptcy.
Host: Caroline Magee
Inflation Not Going Quietly - March 2023
CIO Tony Roth discusses how persistently hot inflation & economic data may lead to higher rates than markets currently forecast and the chance of recession.
Host: Tony Roth
Infrastructure Investor Keynote Interview - Opportunities Abound
Head of Wilmington Trust Project Finance Will Marder, shares his insights during a Q&A in this reprint published in the March 1, 2023 issue of Infrastructure Investor.
Host: Will Marder
Financial Risk Viewed Through an ESG Lens
Investing often relates to how we categorize risk. On this episode of Capital Considerations, we talk about how the ESG lens is used to classify risk bands.
Host: Tony Roth
In Celebration of Black History Month
Two M&T clients share experiences & discuss how determination helped surmount barriers & how M&T is helping to power even greater success.
Host: John Campbell
Catastrophe Modeling and the Perils of Climate Change
Wildfires, Hurricanes, and floods are some of the many perils exacerbated by climate change. On this episode of Capital Considerations we discuss catastrophe modeling and climate change.
Host: Tony Roth
Thematic Investment Spotlight: Providing Clarity on Quality
Constructing portfolios in uncertain economic conditions is difficult. We utilize a three-pillar framework to identify factors that present investment opportunity over a 9- to 12-month investment horizon.
Host: Meghan Shue
First Annual: Year of Divorce Financial Tips for Attorneys and Their Clients
As featured in Family Lawyer Magazine, the first annual edition of our divorce financial tips provides key-themed monthly tips to assist attorneys in better serving their divorcing clients.
Host: Sharon Klein
Capital Perspectives February 2023: Putting the Crystal Ball Back in the Drawer
CIO Tony Roth talks soft landing & mild recession probabilities, market outlook for Fed rate cuts, and asset class weightings adjustments.
Host: Tony Roth
Equipment Asset-Backed Securities: The Route Ahead
Equipment Asset-Backed Securities: The Route Ahead. Geo and macro conditions have slowed activity, remain a strong option for operators to finance equipment in the long term.
Host: Chris Sponenberg
Private M&A Deals and the Role of a Professional Shareholder Representative
Growing your company to the stage of a successful acquisition is the result of years of dedication and effort. While the need for advisors in the pre-closing stage of a sale is well understood, some sellers overlook the need for a professional shareholder representative during the post-closing period.
Plan Sponsor's Guide to 2024: Planning and Preparing for the Year Ahead
401K plan sponsors must deal with changing information and deadlines at the start of each year. Learn more about these important deadlines and how you can use this information to focus on your objective and goals.
Leveraged Loans: A Market in Transformation
Rising interest rates, geopolitical uncertainty, and recessionary concerns have led to the lowest level of institutional loan issuance since the second quarter of 2020. However, we see highly active pockets of activity and these areas may hold the keys to where the market may head once conditions stabilize.
Host: Bobby Weil
SECURE Act 2.0: What the New Law May Mean For You
The new SECURE Act 2.0, passed into law last month, could affect the way you think about your retirement plans. Learn more.
January Monthly Tip: 6 Pivotal Financial New Year’s Resolutions After Divorce
January can be an ideal month for those impacted by divorce to lay the groundwork for a successful year. Sharon Klein shares six foundational steps to consider.
Host: Sharon Klein
Capital Perspectives January 2023: A New Strategic Lens for Portfolios
CIO Tony Roth shares our revised long-term capital markets assumptions & strategic asset allocations. You can also test yourself regarding our 2023 projections.
Host: Tony Roth
The SECURE Act 2.0 Enhances Retirement Planning
The recently passed SECURE Act 2.0 legislation includes many provisions that may provide planning opportunities for affluent and high-net-worth individuals and families.
Host: Matthew Mancini
What’s New Under the Sun in Florida with Trusts
Recent legislative changes provide welcome updates to Florida’s trust code that may offer new estate planning opportunities for Florida residents.
Host: Joshua Landsman
2023 Capital Markets Forecast: Tipping Points, Challenges, and Opportunities Ahead
In our recently released 2023 Capital Markets Forecast, Chief Investment Officer Tony Roth and members of his team examine the determinative catalysts for the 2023 market and economic outlook.
Host: Luke Tilley
December Monthly Tip: 6 Divorce Tax Considerations at Year End and Beyond
Learn about some key tax considerations you may want to discuss with your advisors before finalizing your divorce.
Host: Sharon Klein
Mild Recession in U.S. Likely in 2023
Our investment management team discusses their expectations for a mild recession in the U.S. in 2023 and how portfolios are positioned.
Host: Luke Tilley
New Needs, New Skills, and New Career Paths in Loans
Just as in most areas of financial services and other industry sectors, the norms for jobs and careers are evolving rapidly. Many of the common elements of how we work in 2022 would have seemed quite foreign in 2012. Loan professionals at every level are making more conscious choices about the roles they take and where work fits in their overall lives.
Host: Bobby Weil
With uncertainty confusing the markets, we note that equities could encounter further challenges. What might be mean for portfolios? Remember, patience is key.
Host: Tony Roth
Why the First State is Still the Leading Jurisdiction for Personal Trusts
Learn why Delaware is one of the premier jurisdictions for personal trusts. The state is at the forefront of trust law innovations and the infrastructure supporting Delaware’s trust industry is difficult to match, with distinguished courts, a proactive legislature, a deep pool of professional advisors, and the presence of almost every major financial institution.
Host: Jeffrey Wolken
DOL Cautions Plan Fiduciaries on Cryptocurrency Risks, Urges “Extreme Care"
Earlier this year, the U.S. Department of Labor (DOL) issued guidance regarding 401(k) retirement plans that offer, or are considering offering, investments in cryptocurrency and/or self-directed brokerage accounts in their plan menu. Based on the new guidance, employers could have fiduciary responsibility for participant cryptocurrency trades made through their self-directed accounts.
Cybersecurity: A Growing Priority for Plan Fiduciaries
It’s important for fiduciaries to understand cybersecurity and to follow established safety protocols aimed at keeping their plans secure, as most retirement plans have access to a large pool of funds as well as contain a sensitive personal information.
November Monthly Tip: Develop a New Philanthropic Identity After Divorce
Families who are going through a life change such as a divorce should be assessing their current and future philanthropy as they go through the separation process.
Host: Walter Dillingham
Role of the Trustee in Asset Securitization
Asset securitization segregates the assets to be securitized from the business of the securitization’s sponsor (the Originator) by transferring them to a special purpose vehicle (SPV), often a trust. The trustee of the trust usually subcontracts the administration and servicing of the securitized assets back to a subsidiary of the originator of the asset pool or a third-party provider.
Why Did Stocks Fall After Xi Cemented his Third Term?
Our Investment Management team looks at the confirmation of Xi Jinping for another five-year term and what it could mean for the economy and domestic equities.
Podcast: Legal Visionaries—Top Estate Planning Tips for Before, During, and after a Marriage
Sharon Klein joins Mary Vandenack of Legal Visionaries in this podcast covering the intersection of divorce and estate planning at every point in the marriage.
Host: Sharon Klein
China, the U.S., and the World's Economic Balance
With President Xi Jinping poised to take a third term, what are the potential implications for the world's economic balance and markets?
Host: Tony Roth
October Monthly Tip: Divorce Does Not Have to be Scary with the Right Financial Plan
Although ghouls and goblins are on the prowl at Halloween time, partnering with an experienced divorce financial advisor to plan for your unique goals can help make the next chapter of your life a bit less frightening.
Host: William Bennett
5 Factors to Consider When Choosing a Corporate Trust Advisor
Today’s capital markets are more complex than ever before. Here are 5 important factors to consider when selecting the right corporate trust advisor.
How are these uncertain, unsettling times causing anxiety and why are patience & resolve critical?
Host: Tony Roth
September Monthly Tip: 6 Top Tips if You’re Planning to Remarry After Divorce
If your planned remarriage will create a blended or stepfamily, make sure your estate and financial plans are up to date with your evolving family dynamics.
Host: Sharon Klein
Inflation, the Fed, Midterms & Portfolios: What's Ahead for Markets
We are not out of the woods yet. We can't even see the edge of the woods. With high inflation, a hawkish Fed, and weak economic data, can a recession be far behind? Wilmington Trust’s Chief Investment Officer Tony Roth recently held an important webinar. He was joined by Chief Economist Luke Tilley and Head of Investment Strategy Meghan Shue. Some of the key issues discussed were persistent inflation, Federal Reserve rate hikes, and the midterm elections. Please listen to important disclosures at the end of the podcast.
Host: Luke Tilley
Perspectives on the LIBOR Transition
In June 2021, Wilmington Trust convened a panel of experts from Alston & Bird LLP and Marston’s PLC to discuss the LIBOR transition. The panelists discussed the impact of the changes as seen in the market together with the various strategies firms are implementing to work towards the deadline of a December 31, 2021 implementation.
Decarbonizing the Energy Supply
The path forward is highly uncertain and depends critically on the degree to which global governments, businesses, and consumers take action to reduce emissions.
Host: Luke Tilley
Inflation, the Fed, Midterms, and Portfolios: What's Ahead
Tony Roth, Luke Tilley, and Meghan Shue discuss potential impacts of the upcoming midterm elections and whether investors should become more cautious.
Host: Luke Tilley
Behavioral Investing—Managing the Emotions Behind our Decisions
Our emotions and impulses dictate many of the choices we make. During times of financial volatility, emotions can run hotter until fear and greed take hold, jostling the resolve of even the most confident of investors. To better understand how psychological biases and behaviors can impact our financial decisions, Tony spoke with Dr. Stephen Shu, visiting lecturer on behavioral economics at Dyson School of Applied Economics and Management at Cornell University.
Host: Tony Roth
Revenue Sharing Decisions in Retirement Plans
Revenue sharing arrangements take a variety of different forms. Generally, the practice involves a payment of indirect compensation by one service provider (e.g., an investment fund manager) or an investment fund to another service provider (e.g., your record keeper). The cost of revenue sharing arrangements is generally reflected in the plan’s expenses.
Helping Employees Pay Down Student Debt
The growing burden of student loan debt is crippling Americans ability to save for retirement and other financial goals. Some organizations are offering solutions including an option to pay student debt using employer matching contributions.
The Challenges for ESG Investing in Retirement Plans
Environmental, social and corporate governance (ESG) investing, sometimes known as socially responsible investing, is increasingly drawing the attention of regulators.
Managing Emotions During Financial Uncertainty
During times of financial uncertainty, some people may allow emotions, rather than logic and reason, drive their business decisions. But emotional decision-making, mired in personal bias, can derail even the best-laid plans. Learn how to keep emotions in check when faced with high stakes financial choices.
Earnings Recap: Glass Half Full?
WTIA Head of Investment Strategy Meghan Shue discusses the role inflation will play on the economy and markets and what it means for portfolios.
Host: Meghan Shue
The European Central Bank has taken a more gradual approach to rate hikes compare to the U.S. Fed. Learn more about how these changes can affect the pace and timing of transactions in loan markets.
Host: Caroline Magee
The Metaverse: A reality or cyber-fantasy?
The metaverse was once a sci-fi dream of an interactive, immersive virtual future world accessed through virtual reality headsets. But the future may be here, as indicated by social media behemoth Facebook, Inc.’s name change to Meta. Where does reality intersect with virtual and fantasy possibilities? Will we feel the thrill of concert-going from our living rooms and avatar-led experiences—or will the need for human interaction win out? To explore how the metaverse may reshape our lives, Tony spoke with Yahoo Finance’s Editor-in-Chief, Andy Serwer.
Host: Tony Roth
Recession or No Recession? Depends on your Definition
Wilmington Trust Investment Advisors Senior Economist Rhea Thomas and Chief Economist Luke Tilley lay out our base case scenario for modest GDP growth. They discuss how the Fed should be able to slow its pace of hikes later this year and allow the economy to skirt recession and continue to monitor the situation.
Host: Luke Tilley
August 2022 Monthly Tip: 5 Tips to Offer Divorced Parents Before Their Kids Enter College
Starting college is an exciting time for parents and children alike, but there are many details to consider – especially for children of divorce.
Usage of RWI policies has jumped significantly over the years, but there are several gaps in coverage that you should keep in mind. Learn more about RWI policies in this article.
Don’t Let the Next Crisis Jeopardize Your Family Business
No matter what role you play in owning and running your family business—the entrepreneur, the CEO of an established business, or somewhere in between—you may often be so focused on building and growing the family business that you’ve forgotten that your most important role is to protect what you’ve already built.
Host: Marguerite Weese
Our Midyear Market and Economic Outlook
We closed the book on the first half of 2022. Where do we see equity valuations and future returns headed? We counsel continued patience.
Host: Tony Roth
2022 Economic Halftime Report: Has inflation hit its peak?
Calendar-wise, we’ve turned the page and the first half of a challenging 2022 is behind us—but inflation is still hovering at historic highs and global growth projections remain depressed. Markets seem uncertain about what the second half of the year may hold and, truth be told, so are Tony and Wilmington Trust’s Chief Economist Luke Tilley. They delve into how history may shed light on the present and—with impending Consumer Price Index readings and Fed rate decisions—how portfolios should be positioned in light of what they believe lies ahead.
Host: Luke Tilley
Trust Planning for Business Owners
Business owners may find that placing their private business interests into a trust can be an advantageous estate planning technique. However, after successfully leading their companies for many years, they may be reluctant to turn over control of their most prized asset.
Host: Lisa Ligas
Does Quantitative Tightening Pose a Risk to Markets?
Wilmington Trust Investment Advisors Chief Economist Luke Tilley shares his thoughts on the outlook for inflation, economic recovery, and what the uncertainty means for portfolios.
Host: Luke Tilley
Coffee Tal(k): Navigating Increasingly Volatile Markets
Tune in to our webinar where we are joined by Empower Retirement to discuss best practices for staying on plan during times of uncertainty.
Behavioral Finance and Plan Design: Four Ways to Boost Participation
Leveraging the principals of behavior finance can help employees successfully prepare for a successful retirement. Learn how you can encourage higher retirement participation from your employees.
July Monthly Tip – Seven Tips to Achieve Financial Independence After Divorce
Aside from being a huge life change, divorce can be an overwhelming and difficult undertaking from a planning and financial standpoint. Fortunately, there are several steps you can take to make the process less daunting.
Host: Sharon Klein
Weather’s Gone Wild:
Carbon Emissions Just the Tip of the (Melting) Iceberg
Extreme heatwaves, devastating floods, and raging wildfires regularly compete for news headlines. How can we use these frightening and dangerous events as a catalyst for adapting to extreme weather patterns as we continue climate mitigation efforts? What imminent weather events are looming on the horizon and how should we be preparing now for the potential worst-case scenario? Chief Investment Officer Tony Roth sat down with Dr. Daniel Swain, a Climate Scientist at UCLA’s Institute of the Environment & Sustainability, to discuss the intersection of wild weather and climate change and the challenges and opportunities for the environment and your portfolio.
Host: Tony Roth
Wilmington Trust Investment Advisors Head of Investment Strategy Meghan Shue discusses the turbulent ride investors are taking given current market volatility. She recommends investors do not make drastic changes in portfolio risk, but that they consider rebalancing portfolios to original asset allocations where appropriate.
Host: Meghan Shue
Investor Psychology: How Emotions Can Color our Decisions
Emotions play an important role in investor psychology. Often, partnering with someone who is used to the ebbs and flows of markets may help keep your investments on an unemotional keel. How else can you protect yourself from letting emotions lead you to investment mistakes?
Slowing Economy at Risk from Aggressive Fed
Wilmington Trust Investment Advisors Chief Economist Luke Tilley shares his thoughts on the outlook for inflation, economic recovery, and what the uncertainty means for portfolios.
Host: Luke Tilley
Many people may require some sort of long-term care as they age. These services can be expensive and may impede cashflow, even for those who can afford it. In case the need arises for you or your loved ones in the future, it is important to be financially prepared.
Host: Dolly Donnelly
What Family Lawyers Must Know About Modifying “Irrevocable” Trust Provisions
When irrevocable trusts are drafted in happier times, and then times change, is it possible to reduce or even eliminate the interest of an ex-spouse or soon to be ex-spouse? Trustees potentially have access to powerful tools that might change beneficial interests. Indeed, it might be said that there is no such thing as an “irrevocable” trust. In any event, family law practitioners should counsel clients to investigate the options.
Host: Sharon Klein
Podcast: How Divorce Impacts Estate Planning—Then and Now
Listen to this podcast that discusses the evolving impact of divorce on estate planning and what we can expect in the future.
Host: Sharon Klein
Battle of the Bulls vs. the Bears
Can the economy tolerate the burdens of high inflation and tightening monetary policy, and avoid recession? The answer is not so simple.
Host: Tony Roth
Video: Advancements in Family Law
Four family law professionals – including past & present AAML presidents – discuss significant changes in the profession & practice over the last 10 years.
Host: Sharon Klein
What’s driving the pedal-to-the-medal increasing popularity of electric vehicles—gas savings, ease of care, climate concerns, or are they just too cool to pass up? Senior editor of InsideEVs.com and host of the YouTube channel State Of Charge, Tom Moloughney, joined Chief Investment Officer Tony Roth to engineer some straight answers to some complex issues, such as the genesis of electric vehicle innovation, whether U.S. infrastructure is truly ready to charge the ever-expanding electric fleet, and if electric companies are equipped to juice up all these cars.
Host: Tony Roth
Top Recommendations for Divorcing Clients
Two Fellows of the American College of Trust and Estate Counsel, including Sharon Klein, and two Fellows of the American Academy of Matrimonial Lawyers, share the best advice they ever gave to clients preparing for marriage or navigating divorce.
Host: Sharon Klein
The War in Ukraine—The Impact on U.S. Inflation
Just three months old, the Russia–Ukraine war has resulted in the deaths of thousands and the displacement of millions—in addition to worsening COVID-incepted supply-chain challenges and threatening global reserves of oil, gas, and wheat. Chief Investment Officer Tony Roth welcomed to the podcast Dr. Benjamin Jensen, a Senior Fellow for future war, gaming, and strategy in the International Security Program at the Center for Strategic and International Studies to deliberate about the expected trajectory of the war, as well as what it means for the outlook on U.S. inflation.
Host: Tony Roth
Chief Investment Officer Tony Roth hosted a webinar, Growth Scare or Recession? with Chief Economist Luke Tilley and Head of Investment Strategy Meghan Shue. The discussion, which focused on the extraordinary volatility in the markets and the likelihood of a recession also analyzed the current economic and market forces at play including Federal Reserve rate hikes, inflation expectations, and a dicey geopolitical backdrop, which includes the continuing Ukraine conflict and COVID outbreaks anew in China.
Host: Luke Tilley
Wilmington Trust Investment Advisors Head of Investment Strategy Meghan Shue discusses the turbulent ride investors are taking given current market volatility. It is important to balance risk and reward, and we remind investors to be patient, stay composed, and most importantly, stay invested.
Host: Meghan Shue
The Rise of ESG Lending: Trends and Considerations
ESG-linked loans continue to become popular and like many banks, Wilmington Trust is focused on this type of lending. Learn more about the trends and considerations related to ESG loans.
Host: Elaine Lockhart
Investor Sentiment Collapses—Warning Sign or Opportunity?
Wilmington Trust’s Head of Investment Strategy Meghan Shue analyzes the significance of the recent stock market drop and whether we are getting close to a bottom or should stay patient before moving to an above-benchmark weight on equities.
Host: Meghan Shue
Planning for the Family Vacation Home
Many parents want to keep their cherished vacation home in the family for generations to come but are not sure of the most appropriate method for transferring the property. In this podcast discover how holding real estate in an LLC may accomplish several goals at once.
Host: Matthew Lee
Navigating Inflationary Crosscurrents
Will inflation expectations be impacted by a cloudy supply-chain outlook and China’s COVID outbreaks? Read our views on how cash should be deployed.
Host: Tony Roth
The Real Deal on Rates, Yields, and Bonds
With a volatile equity market, inflation at eyewatering highs, and the Fed signaling a fairly aggressive rate hike calendar—income- and yield-thirsty investors are showing fixed income a lotta love. Chief Investment Officer Tony Roth and Wilmington Trust Head of Fixed Income Research and Strategy Tom Pierce explore prospects for this suddenly popular asset class and the expected trajectory for markets.
Host: Tony Roth
Inflation Risk is to the Downside and The Fed Will Need to Slow Down
Wilmington Trust Investment Advisors Chief Economist Luke Tilley shares his thoughts on the outlook for inflation, economic recovery, and what the uncertainty means for portfolios.
Host: Luke Tilley
Wilmington Trust Investment Advisors' Nash Peyton examines the expectations for capital expenditures for the year ahead.
Host: Luke Tilley
Sustainable Investing: Active v. Passive Funds
On April 27, M&T Bank’s Director of Environmental, Social and Governance Erin Komorowski hosted a webinar, with Wilmington Trust’s Head of Sustainable Investing Steve Norcini and President and CEO of Calvert Research and Management John Streur.
May Monthly Tip – Custody Battles can be Fierce…over the Pets: Protect Pets in Divorce
Our Monthly Tip, as featured in Family Lawyer Magazine: In celebration of national pet month, let the month of May serve as a reminder to
Host: Sharon Klein
The State of Our Cities: Recasting the Shadow Left by COVID
After COVID took hold in 2020, many of those who could high-tailed it out of the crowded cities where they worked and headed for home offices in the ‘burbs, as office buildings gathered dust. Today, although rents have bounced back from all-time lows and then some, working remotely is still very much with us—as is the virus to an extent. Can cities regain their former luster? Chief Investment Officer Tony Roth looks at the current situation and explores what’s next for our urban centers with Dean of New York University’s Robert F. Wagner Graduate School of Public Service, Dr. Sherry Glied.
Host: Tony Roth
Video: The Impact of Longevity on Wealth Transfer
Wilmington Trust’s Chief Wealth Strategist Alvina Lo discusses the impact of longevity on wealth transfer with Editor in Chief of Trusts & Estates magazine, Susan Lipp, at the 53rd Annual Heckerling Institute on Estate Planning.
Host: Alvina Lo
Confronting Undue Influence in your Practice
This article reprint was published in the July 2015 issue of Trusts and Estates magazine and provides an overview of why it’s important for estate
Host: Sharon Klein
Video: Giving up the Pilot’s Seat – Wealth Planning for Business Owners
Once you’ve exited your business, you want to be sure your legacy capital is part of your overall plan. Learn about wealth planning for business owners.
Host: Don DiCarlo
Video: Control and Protect your Business with a Delaware Trust
Establishing a personal trust in the state of Delaware has unique advantages to help you manage and control your business. Learn why the First State is a preeminent jurisdiction for business owners and trusts, offering asset protection, confidentiality, and directed trusts.
Host: Jeffrey Wolken
Learn why Delaware is considered one of the most advantageous jurisdictions for personal trusts. Even if you don’t live in Delaware, there are numerous reasons why you should consider establishing a new trust in Delaware and why you should explore moving an existing trust to the First State. Wilmington Trust Company operates offices in Delaware only. Note that a few states, including Delaware, have special trust advantages that may not be available under the laws of your state of residence, including asset protection trusts and directed trusts.
Host: Jeffrey Wolken
Video: Technology’s New Role in the World of Philanthropy
Learn how technological advances have altered the way we give and enhance our ability to perform due diligence on the causes we support.
Host: Marguerite Weese
Overcoming Wealth Planning Procrastination
When it comes to wealth planning, putting off until tomorrow what you can (and should) do today may lead to unwanted consequences down the road. For maximum peace of mind, it’s important that your plans are up to date with your current life and business situations.
Host: Andrew Horwitz
Top 10 Considerations When Facing Divorce
A divorce is one of the most stressful and difficult experiences you may face. Trusted guidance and support from a team of advisors who put your best interests first is key. What follows is our pick of the top 10 divorce considerations to address.
Host: Sharon Klein
Decades in Weeks, Portfolios in Months
The S&P 500 responded to economic, market & geopolitical changes with its first negative quarterly return in 2 years. What does this mean for your portfolio?
Host: Tony Roth
1Q in the Rearview Mirror: What’s Ahead in the 2022 Investment Landscape?
As we entered 2022, even the onset of the omicron variant failed to shake markets’ optimism. With much of the world learning to cope with an endemic COVID-19 and rates set to rise, the stage was set for strong global growth. The last three months, though, have been less rosy than we might have hoped. From the Russia/Ukraine conflict to inflation surprises, investors would be hard-pressed to say they were anticipating this level of macro uncertainty. Chief Investment Officer Tony Roth sat down with Wilmington Trust’s Head of Investment Strategy, Meghan Shue, to talk us through the investment implications of the wider landscape
Host: Meghan Shue
Why Consider Living in Florida?
Living in Florida offers a host of financial and tax benefits. Learn more about how you may be able to benefit from financial and tax advantages as a Florida resident.
Russia, Cyber Attacks & the U.S.: How Afraid Should We Be?
Russia, Cyber Attacks and the U.S. How Afraid Should We Be? Without a battlefield in the traditional sense on which to retaliate against Ukraine supporters like the U.S. and Europe, Russia may be taking to cyberspace. Cyberattacks can be a tremendously powerful tool in Putin’s arsenal, Chief Investment Officer Tony Roth and Paul Truitt, Principal and National Cyber Practice Lead at Mazars, look at the potential risks to our infrastructure and overall digital security. Without a battlefield in the traditional sense on which to retaliate against Ukraine supporters like the U.S. and Europe, Russia may be taking to cyberspace. Cyber attacks can be a tremendously powerful tool in Putin’s arsenal, Chief Investment Officer Tony Roth and Paul Truitt, Principal and National Cyber Practice Lead at Mazars, look at the potential risks to our infrastructure and overall digital security.
Host: Tony Roth
Treading on Thinner Ice: Portfolio Risk Management
Wilmington Trust Investment Advisors Head of Investment Strategy Meghan Shue explains the rationale behind weighting and asset allocation shifts in client portfolios, due to commodity price spikes, deteriorating sentiment, and a hawkish Fed.
Host: Meghan Shue
Tax season is rapidly approaching, and if you are going through a divorce, there are important filing considerations you need to keep in mind.
Host: Sharon Klein
With rising short-term interest rates, investors are turning to private credit over publicly traded high-yield or leveraged loans. Learn more about private debt market growth in this article.
Federal Reserve: Taking away the Punch Bowl to Sober Up Inflationary Pressure
Wilmington Trust Investment Advisors Senior Economist Rhea Thomas explores what we believe are more elevated downside growth risks relative to Fed projections and why it could mean a slower pace for policy accommodation. She also discusses the impact on our base case scenario and our portfolio positions.
Will the Oil Supply-Demand Price Scourge Spur the Transition to Green Energy?
As most of the world shuns Russia and its oil in the wake of the Ukraine invasion, the implications are vast for reduced global supply and skyrocketing gas prices. Will the harsh reality of international energy codependence spur the transition to green and clean? Which solutions like increased drilling and Keystone XL are in—or not in—the pipeline and why? To walk us through this and more, Chief Investment Officer Tony Roth speaks with oil industry insider, Tom Seng, Director, School of Energy/Mervin Bovaird Professor of Energy Business, The University of Tulsa, and author of Energy Trading & Hedging: A Non-technical Guide.
Host: Tony Roth
Video: Top Tips in Negotiating Premarital Agreements
Watch this video with Sharon Klein to learn if you are most effectively representing your clients in negotiating premarital agreements.
Host: Sharon Klein
Russia-Ukraine, Black Gold & Portfolios
The Russia-Ukraine conflict has challenged investors. How can separating emotion from fact alter our economic and market views and impact portfolios?
Host: Tony Roth
“A Dark Day for Europe.” The World Reacts.
March 9—On February 25, Wilmington Trust’s Chief Investment Officer Tony Roth hosted a webinar, “A Dark Day for Europe. The World Reacts."
Host: Luke Tilley
March Monthly Tip – Spring Forward with Seven Key Steps to Update Your Financial Plan!
Spring is right around the corner and that means so is spring cleaning. While this time of year usually evokes thoughts of organizing closets, it is
Host: Sharon Klein
Sterling LIBOR Transition to SONIA: Important Work Remains to be Done in 2022
Sterling LIBOR Transition to SONIA: Using FCA data, Wilmington Trust industry experts explain the work needing to be done to convert 200K accounts from “synthetic” LIBOR to SONIA in time.
“A Dark Day for Europe.” The World Reacts.
March 9—On February 25, Wilmington Trust’s Chief Investment Officer Tony Roth hosted a webinar, “A Dark Day for Europe. The World Reacts."
Host: Luke Tilley
This article reprint discusses how a multi-pronged strategy is often the most powerful approach to protecting assets from a future potential divorce.
Host: Sharon Klein
The Fork in the Education Funding Road: 529 Plans Versus Roth IRAs
For those interested in tax-smart ways to pay for college, both 529 plans and Roth IRAs may be worth considering. But how do you decide which savings plan would be most beneficial for your family?
Russia–Ukraine: When the Facts Change
Chief Investment Officer Tony Roth, Chief Economist Luke Tilley, and Head of Investment Strategy Meghan Shue discuss the current geopolitical environment and associated risks resulting from Russia’s invasion of Ukraine, the U.S. economic outlook, and the weighting shifts being made to portfolios.
Host: Luke Tilley
China—Is the World’s Second-Largest Economy a Policy Wild Card?
It was hardly a coincidence that Russia’s President Putin waited until after the Beijing Olympics to invade Ukraine—a move that was clearly a courtesy to China’s President Xi Jinping. Under his leadership, the Chinese Communist Party exerts nearly unfettered control and instant ability to implement, leaving markets to simultaneously understand what’s happened and anticipate what’s next. What do investors need to know? Chief Investment Officer Tony Roth is joined by Chinese domestic and foreign policy expert Dr. Elizabeth Economy, a senior fellow at the Hoover Institution at Stanford University and author of The World According to China.
Host: Tony Roth
Webinar: “A Dark Day for Europe.” The World Reacts.
If you didn’t attend the February 25 webinar: “A Dark Day for Europe.” The World Reacts., watch the replay now. Learn how the escalating geopolitical tension around Russia’s invasion of Ukraine is impacting the U.S. and global economy, as well as markets and client portfolios.
Host: Luke Tilley
Wilmington Trust Chief Investment Officer Tony Roth, Chief Economist Luke Tilley and Head of Investment Strategy Meghan Shue assess the ongoing invasion of Ukraine by Russia and the impact on client portfolios.
Host: Luke Tilley
The Russia–Ukraine Conflict and Portfolios: Holding the Line
Wilmington Trust Chief Investment Officer Tony Roth, Chief Economist Luke Tilley and Head of Investment Strategy Meghan Shue assess the current market volatility in light of the Russia–Ukraine conflict and how the situation may impact client portfolios.
Host: Luke Tilley
February Monthly Tip – Candy, Flowers, and…Prenups?!
Believe it or not, the romance associated with Valentine’s Day is not incompatible with prenuptial planning. In fact, a time when couples feel confident about their lives together can be a perfect time to cement the future if their paths diverge.
Host: Sharon Klein
What are the potential risks to inflation—the single-greatest & most unpredictable determinant of how the economy & markets will unfold in 2022?
Host: Tony Roth
Optimizing Your State and Local Tax (SALT) Deductions
Ever since the Tax Cuts and Jobs Act was passed in 2017, certain taxpayers have felt the pain of limited SALT deductions on their federal tax returns. While this limit is set to expire at the end of 2025, there are a few ways to optimize the deduction today.
Host: Thomas Kelley
Market Selloff & Fed Policy Offer an Opportunity
Head of Investment Strategy Meghan Shue and Chief Economist Luke Tilley examine the recent equity market selloff and Federal Reserve policy and the implications for investment portfolios in 2022.
Host: Luke Tilley
The Post-Mortem Right of Publicity: Defining it, Valuing it, Defending it, and Planning for it
What is the value of a celebrity’s name and image at death? Learn about the post-mortem right of publicity in this article reprint.
Host: Jenna Cohn
From Pandemic to Endemic: The Inflation Equation
What is the inflation trajectory and what is its role in shaping the economic and market outlook for 2022? We may have downside surprises moving into 2H 2022.
Host: Tony Roth
New Year’s Resolutions for your Wealth Plan
Many people start off the year with a list of New Year’s resolutions, usually centered around health and personal improvement. This year, however, it may be wise to make an extra resolution to get your financial health in shape.
Host: Alvina Lo
Loan Administration through an Asset Manager's Eyes
Scale and size are not synonymous when choosing a loan administration solution.
Host: Josh Stowell
Why Hire a Professional Shareholder Representative?
The concept of a professional shareholder representative has been used on thousands of transactions over the past 10 years, however there are still some companies that choose not to use them.
Fed Positions Itself to React More Quickly if Needed
Chief Economist Luke Tilley examines the Federal Reserve meeting this week, the expectation for rate hikes, tapering of QE, and shares his views on upside risks.
Host: Luke Tilley
Episode 44: 2022 Capital Markets Forecast—An Economic Cycle Unlike Any Other
The health crisis of the past two years has resulted in acute dislocations among key pockets of the economy, leading to a cycle that is unprecedented. We face inflation that’s at its highest in nearly four decades and the tightest-ever labor market. Chief Investment Officer Tony Roth and Chief Economist Luke Tilley discuss the disconnects within the economy, the anticipated trajectory for inflation, and much more.
Host: Luke Tilley
2022 Capital Markets Forecast—An Economic Cycle Unlike Any Other
The health crisis of the past two years has resulted in acute dislocations among key pockets of the economy, leading to a cycle that is unprecedented. We face inflation that’s at its highest in nearly four decades and the tightest-ever labor market. Chief Investment Officer Tony Roth and Chief Economist Luke Tilley discuss the disconnects within the economy, the anticipated trajectory for inflation, and much more.
Host: Luke Tilley
2022 Capital Markets Forecast—The Adaptive Brilliance of Business
“Global resource disorder.” It’s a term the team coined to convey the severe labor market shortage which—more than any other economic factor—has brought about a massive breakdown in the normally well-oiled global supply chain. Chief Investment Officer Tony and Head of Investment Strategy Meghan Shue explore how companies are pivoting in the face of these challenges by deploying a broad spectrum of technological solutions, and how we are managing client portfolios in light of our expectations for 2022.
Host: Meghan Shue
Help Wanted—More Than Ever Before
Chief Investment Officer Tony Roth discusses the widespread impacts of the tightest-ever labor market with Zip Recruiter Chief Economist Julia Pollak.
Host: Tony Roth
Podcast: Divorce Tax Considerations at Year End and Beyond
Our experts discuss key divorce tax considerations advisors and clients should address before a divorce is finalized to help secure a successful settlement.
Host: Sharon Klein
Attacking and Defending Trust Assets in Divorce
When a marriage ends and a spouse is a trust beneficiary, are the trust assets accessible or off limits in a divorce? Learn about trust assets in divorce.
Host: Sharon Klein
Chief Investment Officer Tony Roth shares his views on the risks to markets and the economy posed by the new COVID-19 variant, Omicron.
Host: Luke Tilley
A Well-Formulated Gifting Strategy Can Be Crucial to a Successful Wealth Plan
Gifting assets can help those in need while also providing the donor with potential tax benefits. In fact, a well-planned gifting strategy can reduce certain estate taxes, leaving your beneficiaries with a potentially larger inheritance upon your death.
Host: Matthew Lee
Xi Jinping Further Consolidates his Rule: Investment Implications
Views on the investment implications on further consolidation of Xi Jinping’s rule and possible scenarios for improved socio-economic stability.
Talking to Your Children About the Family Wealth
Wealthy parents avoid discussing family wealth with their children. It is important to have these conversations no matter what their ages. Listen to our podcast to learn more.
Host: Libby Turner
Catholic Foundations in the U.S. Revisited
This updated research report shows that Catholic foundations continue to be a fast-growing sector in philanthropy in the U.S.
Host: Walter Dillingham
Blockchain and the Future of Digital Transactions
Blockchain—the brains behind cryptocurrencies—is a concept that once seemed like the stuff of science fiction. But there is much more that blockchain...
Host: Tony Roth
A Conversation with Estate Planning Hall of Famer Sharon Klein
Recently elected to the Estate Planning Hall of Fame, President of the Eastern U.S. Region for Wilmington Trust’s Family Wealth division Sharon Klein shares her approach to advising successful families and individuals.
Host: Sharon Klein
Special Purpose Acquisition Companies—A Blank Check for Success?
Wilmington Trust Investment Advisors Senior Portfolio Manager Jordan Strauss explores special purpose acquisition companies. Their popularity in 2020 as a way for private companies to go public caused a surge in issuance & merger activity. But are they a speculative asset, or a legitimate portfolio investment strategy?
Host: Jessica Blitz
Fed Might Let off the Gas; Will It Tap the Brakes?
Chief Economist Luke Tilley examines the Federal Reserve meeting this week, the expectation for rate hikes, tapering of QE, and shares his views on upside risks.
Host: Luke Tilley
Buckled Up in the Driver’s Seat
Where are the workers? When will supply chain traffic jams clear? How high will U.S. inflation go before peaking? We can help answer the questions.
Host: Tony Roth
Sustaining Wealth Over a Lifetime: Advice for the Next Generation
Regardless of when you receive an inheritance or earn your income, sustaining wealth over your lifetime for the next generation takes deliberate planning.
Post-Pandemic: Your Divorce and Your Financial Future
Dissolving a marriage is already a period of disruption for individuals and this process has changed post-COVID, bringing both additional and intensified emotional and financial divorce challenges.
Host: Christy Watkins
How To Make Your 401(k) Plan Reviews More Effective
Plan reviews are an important part of the role of a Plan Sponsor. Depending on the type and complexity of the plan, there may be a number of different aspects to to consider during this review.
Asset Protection Planning with Personal Trusts
Asset protection planning is an important part of financial and estate planning. Certain personal trusts can be used to help safeguard your assets from future creditors and frivolous lawsuits, while other trust structures can be used to help protect your wealth for future generations.
Host: Jeffrey Wolken
The Scale Trap: A Perennial Consideration in Loan Agency Services
Scale and size are not synonymous when choosing a loan agency solution.
Host: Elaine Lockhart
Lessons from the Tax Court Decision in the Estate of Michael Jackson
In this podcast, ACTEC Fellows Sharon Klein and Tom Abendroth discuss the right of publicity today, specifically postmortem right of publicity. Sharon and Tom use the tax court decision in the estate of Michael Jackson as a real-time example of lessons we can learn about planning for this type of asset.
Host: Sharon Klein
Sloppy September: A Month of Market Volatility
Following a month of market volatility, what four critical risks continue are at play & what are their potential impact on the 9- to 12-month outlook.
Host: Tony Roth
The U.S. Green Infra Way Forward
Head of Wilmington Trust Project Finance Will Marder shares his insights in this reprint published in the June 30, 2021 issue of Project Finance International. Will discusses how U.S. transactions will be completed in a wider variety of sectors and technologies in the coming years, and how the onshore renewables, offshore wine, transmission, and EV charging markets will benefit.
Host: Will Marder
Retaining Control with a Delaware Directed Trust
If you wish to retain more control over the assets you place in trust, a Delaware directed trust is one possible solution. The state’s distinctive trust law allows you to create a personal trust where you—or advisers named by you—direct the trustee’s actions.
Host: Jeffrey Wolken
A High Wire Act in Congress, With All Eyes on the (Debt) Ceiling
Wilmington Trust Investment Advisors Senior Economist Rhea Thomas looks at the ongoing debt ceiling negotiations in Congress and shares her insights on the potential implications as well as the significance of the pivotal deadlines at play.
Cybersecurity Threats—Staying Safe in an Increasingly Vulnerable World
Online attackers are getting increasingly sophisticated, finding new ways to outsmart our defenses. Chief Investment Officer Tony Roth sits down with cybersecurity expert Morgan Wright to discuss what businesses and individuals can do to stay safe from ongoing cyberthreats.
Host: Tony Roth
Can Engagement Curb Cybersecurity Risk?
Wilmington Trust Investment Advisors’ Research Analyst Jessica Blitz discusses how cybersecurity risk from a data breach is far reaching, and would likely include reputational damage, legal ramifications, and certainly an impacted bottom line as firms pay their way through a clean-up operation.
Host: Jessica Blitz
Wilmington Trust Head of Investment Strategy Meghan Shue explores the potential implications of property market behemoth China Evergrande Group’s risk of defaulting on a number of interest payments (it has $300 billion in liabilities), including $84 million due Thursday, for which it doesn’t appear to have the cash.
Host: Meghan Shue
CIO Tony Roth on Bloomberg Surveillance
Watch Wilmington Trust Investment Advisors’ CIO, Tony Roth, weigh in on the commodities rally and who may benefit most, which sectors he believes deserve the smart money, and whether there’s merit to investing in bitcoin.
Host: Tony Roth
Your Legacy: Planning for the End of Life
Planning for the end of life is one of the most considerate things you can do for your family. Think of the multitude of accounts and assets you have accumulated over your life, including your digital assets. How difficult would it be for your loved ones to locate and organize everything without your help?
Germany after Merkel: A Left Turn
The next German general elections are on September 26, and this will be the first election in 16 years in which the powerful and popular Merkel has not run for chancellor. This Wilmington Wire explores the possible outcomes of the election and the investment implications of a Germany after Merkel.
Updated Outlook for the U.S. Economy
Wilmington Trust Investment Advisors’ Chief Economist Luke Tilley discusses the outlook for the U.S. economy. He also explains their recommended portfolio weights for equities (domestic and international) and fixed income.
Host: Luke Tilley
A Look Inside an Elusive Investment Alternative
Wilmington Trust Investment Advisors Senior Portfolio Manager Jordan Strauss and Senior Research Analyst Julian Freeman lift the veil of secrecy and let light in upon the private market as an investment alternative.
Host: Jordan Strauss
Financial Information Family Lawyers Need to Negotiate the Best Deal for Their Clients
In this podcast with Family Lawyer Magazine Senior Investment Advisor Christy Watkins discusses the types of financial information family lawyers need in order to negotiate the best deal possible for their clients.
Host: Christy Watkins
Investing in Private Markets: A Primer
Wilmington Trust Investment Advisors Senior Portfolio Manager Jordan Strauss and Senior Research Analyst Julian Freeman take a look at the world of private market investing and explore some compelling reasons why the reward may be worth the risk.
Host: Jordan Strauss
The Issue with Issue: Rights of Posthumously Conceived Children
New reproductive technologies beget estate planning issues in areas such as Social Security benefit eligibility and inheritance rights. This article discusses how posthumously conceived children should be treated for inheritance, intestacy, and other purposes.
Host: Sharon Klein
COVID and Another Season of Our Discontent
September 8—B. C.—before Covid—children bemoaned the end of summer while parents waited with bated breath for a return to school, work and well, the normal routine of life. That was then. Today, the Delta variant has pushed up case rates, while vaccination rates in certain states remain anemic. Are mandates the needed shot in the arm to get us up and running on the road to normalcy?
Host: Tony Roth
Planning for Fine Art as an Asset of Your Estate
Whether you are acquiring a work of art for its aesthetic qualities or for investment purposes, holding fine art in your estate presents both obligations and opportunities for the educated collector.
Protecting Your Executive Income in the Event of a Disability
As a corporate executive, the amount of your future earnings can be negatively impacted if you become disabled through illness or injury. It’s extremely important to identify the risks you face from a disability, and establish a plan to reduce this potentially devastating situation, and protect your executive income.
Investors remain infatuated with bitcoin, the digital diva of cash systems, despite its extraordinary volatility. But is the love misplaced? Alyse Killeen, founder and managing partner at Stillmark Venture Capital, joins Chief Investment Officer Tony Roth to break down the currency into its essential building blockchain elements and explore its practical applications.
Host: Tony Roth
Using a DING Trust to Reduce State Income Tax
Those who live in a high-tax state could benefit from the use of a Delaware incomplete-gift non-grantor (DING) trust. It’s an attractive technique that may reduce or potentially eliminate state income taxes on capital gains occurring inside the trust.
Host: Jeffrey Wolken
Strong Labor Market Could Bring Fed Hikes Earlier
Wilmington Trust Investment Advisors Chief Economist Luke Tilley and Senior Economist Rhea Thomas discuss the strength in the jobs report and what it could mean for Fed rate hikes and policy. They also explain their recommended portfolio weights for equities (domestic and international) and fixed income.
Host: Luke Tilley
Don’t Leave the Fate of Your Family Business to Chance
Create a family business succession plan that works for you. Every business needs both a short- and long-term plan in place for unexpected and planned events. Ideally, succession planning should begin the day you take over a family business. Those parents that are most successful at passing the torch are the ones that have created a culture in which transition is welcomed and encouraged.
How to Help Professional Athletes Make Their Money Last When They Retire
Planning for professional athletes when they retire is critically important and often overlooked. How can an advisor help professional athletes make sure the money they earn lasts after their careers are over? Learn more:
Host: Sharon Klein
Chinese regulation: Turning the Chinese equity market from unavoidable to uninvestable?
July 30, 2021—In recent weeks sweeping regulations from Chinese policymakers in several industries have rattled investors and sent Chinese equities reeling. The MSCI China Index has fallen 31% since its February peak and 11% between July 26–27 alone (Figure 1). China’s hefty weight in the MSCI Emerging Markets Equity Index—over 34%—makes it impossible for an investor to ignore (Figure 1). Yet the draconian nature and scope of regulations, particularly those pertaining to the education sector, have left experienced investors wondering if China has very quickly gone from unavoidable to uninvestable. We are closely monitoring Chinese policy risks, and below we provide a brief overview of the latest developments and our rationale for maintaining a modest overweight to emerging markets equities.
Host: Meghan Shue
Inflation—Fleeting or Here to Stay?
No, it isn't your imagination. Prices are up—consumer goods are over 5% higher than a year ago. Inflation is rising, too—and not just because of supply snafus and increasing demand due to COVID reopening. So, is it a temporary blip or will it be That 80s Show all over again? To discuss the prospect of inflation, and the Fed's role in not letting it get out of hand, Chief Investment Officer Tony Roth welcomes former Fed economist Claudia Sahm, a Senior Fellow at Manhattan-based think tank, The Jain Family Institute.
Host: Tony Roth
Tax-Smart Alternatives to the ‘Stretch IRA’ strategy
The SECURE Act, which went into effect in 2020, severely curtailed the “stretch IRA” as an estate planning strategy. Previously, a beneficiary could extend IRA distributions over his or her lifetime. Now, an heir must withdraw all assets within 10 years of inheriting the account, which can present major tax consequences.
Loan Data and Reporting: Keeping the Focus on People
New transaction structures and increasing complexity have continued to proliferate in the loan markets for some time. As a result, data and reporting needs have also become more involved.
Host: Bobby Weil
EU Paints its Capital Markets Green
Wilmington Wire delves into the efforts being made by the European Commission to formally integrate its sustainable finance action plan into the European Union’s capital markets directives. We also explain how these efforts are impacting our portfolio positions.
Massive Fortune, Bitter Court Battles Surround Definition of Grandchild for Elizabeth Hurley’s Son
This article reprint was recently published in Steve Leimberg’s Estate Planning Newsletter. Sharon Klein shares her insights on a case that has garnered intense media attention involving the disinheritance of Elizabeth Hurley’s son, Ellis v. Hurley.
Host: Sharon Klein
The rise of 5G—all the rage in commercials and conversations—ranges from internet infrastructure safety and the increased use of smart cars to the cost of the next iPhone. But when we take a step back from the chatter, exactly what changes are we eagerly awaiting? Muriel Médard, an information theorist and electrical engineer, and the Cecil H. Green Professor of Electrical Engineering at the Massachusetts Institute of Technology, joins Chief Investment Officer Tony Roth to unscramble the mixed signals around this next wave for broadband cell networks.
Host: Tony Roth
How to Select the Right Trustee for Your Trust
When creating a trust, the first decision is likely to be the most important one—whom should you name as the trustee? Should it be a friend, family member, spouse, or a corporate trustee? The decision-making process involves several considerations to find the best fit.
Host: Jeffrey Wolken
Bond Yields Collapse, Signaling Concern
Wilmington Trust Investment Advisors Chief Investment Officer Tony Roth and Head of Investment strategy Meghan Shue discuss the shift in investor sentiment due an acute drop in long-term interest rates and a flattening of the yield curve, both in the U. S. and globally. See if it changes their positioning.
Host: Meghan Shue
America on the Move—The Reshaping of Cities and Suburbia
COVID has made the home front double as the workplace, creating growing pains and the need for more space. At the same time, Millennials are getting the itch to become homeowners. These forces have resulted in a massive migration from big cities to smaller cities and the burbs. What do these trends mean for real estate markets—is another housing bubble ahead? Chief Investment Officer Tony Roth and Eric Willett, Director of Research and Thought Leadership for CBRE’s Pacific Southwest Division, break down the impacts on homeowners and investors.
Host: Tony Roth
Capital Perspectives July/August 2021
Wilmington Trust Chief Investment Officer Tony Roth provides investors with an opportunity to take stock of their investment portfolios by assessing the current economy, evaluating what has worked to date, and crafting a plan for the second half of the year.
Host: Tony Roth
2021 Capex Outlook: Is Now the Right Time to Deploy Capital Reserves?
Wilmington Trust Senior Economist Rhea Thomas and M&T Commercial Equipment Finance Group Manager of Direct Originations Scott Weissmann have analyzed the 2020 trajectory of capital expenditures and what to expect for the rest of 2021.
Overcoming the Grief Connected to the Sale of a Family Business
For many family business owners, the company they developed and grew over the years has shaped their identities, given them purpose, and may have kept their families together. Following the sale of a family business, some may feel a sense of loss and perhaps even regret, unsure about what to do next.
Federal Reserve Speaks, Markets React
Wilmington Trust Investment Advisors Chief Economist Luke Tilley shares his views on the Federal Reserve’s anticipated rate hike projections, what it has done to the markets, and why the story really hasn’t changed.
Host: Luke Tilley
Video: Lessons from Celebrity Divorce Disasters
In this video, Sharon Klein, discusses the lessons learned from celebrity divorce mishaps with Family Lawyer magazine. Topics include disastrous prenuptial planning, who gets to keep the engagement ring, who is empowered to make important financial decisions, and who inherits the wealth.
Host: Sharon Klein
Why Your Business Needs a Solid Business Plan
A business plan helps you "try out" different scenarios and outcomes before you spend a dime. You also may need business plan to qualify for loan packages.
The Economic Toll of Climate Change
COVID has made the home front double as the workplace, creating growing pains and the need for more space. At the same time, Millennials are getting the itch to become homeowners. These forces have resulted in a massive migration from big cities to smaller cities and the burbs. What do these trends mean for real estate markets—is another housing bubble ahead? Chief Investment Officer Tony Roth and Eric Willett, Director of Research and Thought Leadership for CBRE’s Pacific Southwest Division, break down the impacts on homeowners and investors.
Host: Tony Roth
Global Equities: What is Driving Regional Returns Dispersion?
Wilmington Wire discusses the recent rise in global stock prices, the equity dispersion in return performance, and what we seek to help close the performance gaps. We encourage investors to ride through the volatility and put excess cash to work.
Podcast: Ten Tax Considerations in Divorce
Taxes may not be your client’s top priority when you are helping them through their divorce, but many decisions made during this time can be costly. Learn about tax considerations in divorce that may be accounted for in the divorce settlement.
Host: Sharon Klein
Planning for the Distribution of Your Personal Property
One common mistake people make when creating their estate plans is not to spell out the fate of their personal property—things such as jewelry, cars, collectibles, and artwork. Without a clear plan, family controversy may arise over items that have great sentimental or monetary value.
Host: Melissa Fricke
Lessons Learned from the Bill and Melinda Gates Divorce
Although the complications of the Bill and Melinda Gates divorce are magnified because they are a powerful and public couple, their divorce underscores many important lessons that couples generally are well-advised to heed.
Host: Sharon Klein
Is the Stock Market Running Out of Juice?
The economy is still rising after a COVID-induced hibernation, further bolstered by easy monetary policy and vaccinations, while pent-up demand and stimulus are being deployed, brightening the outlook for corporate earnings—but for how long? How much has the recovery been priced into stock prices? Tony welcomes the insights of seasoned stock pro Lori Calvasina, head of U. S. Equity Strategy at RBC Capital Markets, who recently raised her S&P 500 price target.
Host: Tony Roth
Inflation: The Hot Topic on Wall Street
Wilmington Trust Investment Advisors Chief Economist Luke Tilley shares his views on the path of inflation the rest of 2021 and into 2022.
Host: Luke Tilley
Navigating Complex Debt Restructurings
Large-scale lending faces unique challenges in periods of distress. While COVID-19 has not triggered a wave of restructurings or a broader credit markets crisis, it has shed light on some of the underlying complexity of the loan markets.
Host: Chris Monigle
Estate Planning for the Modern Family: Why Trusts Still Matter
Estate planning for the modern family, including same-sex marriages and blended families, remains more important than ever.
Host: Sharon Klein
Wilmington Trust Chief Investment Officer Tony Roth explains why we find stocks a compelling investment option and what a market correction could mean, as well as the pace of growth for the U. S. economy. He also continues the mantra of staying invested. Being patient will help you reap the rewards later in the economic cycle.
Host: Tony Roth
Capital Perspectives June 2021
Wilmington Trust Chief Investment Officer Tony Roth answers important questions relating to the strength and length of the economic bounce, the Fed’s inflation stance, and he shares his views on the anticipated global upswing and the team’s rationale for a portfolio positioning shift within equities.
Host: Tony Roth
Using a Letter of Intent to Convey Important Information When Your Family Needs it the Most
A letter of intent is an easy way to share important information about your estate plan. It allows you to convey, in your own words, your hopes and wishes for your beneficiaries, the reasons why you created the plan you have, and how you would like to see the plan administered to accomplish your goals.
Host: Andrew Horwitz
Inflation Heating Up: What Will Make the Fed Want to Dial Down the Temperature?
Wilmington Trust Investment Advisors Chief Economist Luke Tilley discusses the Personal Consumption Expenditure release, the Fed’s preferred inflation gauge, and details what we can expect for the rest of 2021 into 2022. He also explains how these views impact our portfolio positioning and where we see opportunity.
Host: Luke Tilley
Building Back Bridges & Roads? America’s Newest Deal
The infrastructure package, which currently comes with a $1.7 trillion price tag, seeks to deliver new roads and bridges and expands clean energy initiatives. While President Biden is working toward a deal, a broad sweep of complex economic issues have yet to be worked out. To dimension the implications and likely outcome of this initiative, Chief Investment Officer Tony Roth turns to Professor Rick Geddes, director of Cornell University’s Program in Infrastructure Policy.
Host: Tony Roth
U.S. GDP Forecast: Stimulus, Savings, and the Path Forward
Wilmington Investment Advisors Chief Economist Luke Tilley breaks down the components of the U. S. GDP forecast, including consumer savings, fiscal stimulus, business capex, and taxes. He provides our baseline expectation for the year, supporting our portfolio positions to be better positioned for this outlook.
Host: Luke Tilley
Business Capex Cycle Turning Up to Support Next Leg of Economic Recovery
Wilmington Trust Investment Advisors Senior Economics Rhea Thomas shares her views on the expected rebound in business investment and risk to monitor. She details why we remain constructive on risk assets with modest overweight positions in major equity assets and high-yield muni bonds & commodities.
Wealth Management Leader Doris Meister Surveys the Industry Landscape
May 12—With each challenge comes the opportunity to reevaluate and do better. This was supremely evident in 2020, as the pandemic brought about a sea change in the way business is done. At Wilmington Trust/M&T Bank, for example, sweeping advances in technology that were in the works before COVID were brought to bear at breakneck speed. How has the virus changed the ways advisors help clients achieve their goals? What should you look for when choosing an advisor?
Host: Tony Roth
India’s COVID-19 Surge—Dimensioning the Impact on EM Equity Returns
Wilmington Wire takes a look at the India outbreak and the surge in COVID-19 cases. While devastating, the impact on EM equity returns has been fairly minimal. We also explain our rationale for not reducing our tactical overweight to EM equities at this time.
Disappointing Jobs Report Does Not Change the Outlook
Wilmington Investment Advisors Chief Economist Luke Tilley and Senior Economist Rhea Thomas discuss the disappointing May jobs report and explain their optimism for U.S. economic and job growth in the months ahead and their view on equity markets.
Host: Luke Tilley
Investing at a Market All-Time High—Overcoming a Fear of Heights
Wilmington Trust Investment Advisors Research Analyst Evan Kurinsky discusses why investors should face their fears and invest during market all-time highs. He notes the importance of creating a plan of phasing into the market over a period of three to nine months, explaining how it can help remove any psychological anguish.
How to Make Your Charitable Giving More Tax Efficient
Thanks to December’s stimulus package, some of the charitable giving tax benefits, originally enacted through the CARES Act, have been extended through 2021. Discover a few easy ways to make your giving more tax efficient, and how future tax increases may work to a donor’s advantage.
Cable vs. streaming? How we are consuming content has rapidly changed and with an endless supply of streaming providers. What does this mean for broadcast television and cable companies future earnings? And what is the breaking point for individuals paying monthly for Netflix, Hulu, Disney +, HBO Max and Peacock? What’s in store?
Host: Tony Roth
U.S. Economy Puts Pedal to the Metal
Wilmington Investment Advisors Head of Investment Strategy Meghan Shue discusses the U.S. economic outlook and the path of interest rates. She further details our recent portfolio shift into value and cyclical equities.
Host: Meghan Shue
Minimize the Impact of the Kiddie Tax with Proper Planning
When the “kiddie tax” became law in 1986, the IRS began taxing a child’s unearned income at the parent’s tax rate rather than at the child’s far lower rate. Although the kiddie tax rules can lead to harsh consequences for many families, with proper planning they may create tax-saving opportunities for higher-income taxpayers.
2Q 2021 Business Owners’ Outlook: The Rush to Retire
Many business owners are experiencing burnout and exhaustion, resulting in a high percentage moving to retire earlier or looking to sell their companies. Our survey shows the number of owners who anticipate retiring sooner than expected has doubled since last August.
LIBOR Transition: A Mix of Progress and Ambiguity for Loans
Progress in LIBOR transition continues to unfold, with cessation dates of December 31, 2021 in the U. K. and June 30, 2023 in the U. S. Those dates are now are extremely unlikely to move given the latest announcements from the U. K.'s FCA (for a guide to acronyms used in this article, see below) and ICE.
Host: Elaine Lockhart
The Rise (and Fall?) of Emerging Tech Contenders
With soaring valuations and prospects for expansion, early-stage growth firms are practically giddy with excitement and visions of stardom. Big-player sectors like technology and health care have greatly benefited from macro trends and enjoy elite status as increasingly important pieces of the future economy. Still, private equity investors are forced to face the hard truth: not every behemoth wannabe makes it to the bigtime. What do you look for to help assess which young upstart will be a shining star or which others will fizzle out, so to speak? Chief Investment Officer Tony Roth talks to David Reuter, a partner at the private equity firm LLR, about this and much more in the emerging technology space.
Host: Tony Roth
Key Tasks of Mass Tort and Class Action Settlement Trustees
With billions of dollars at stake, successfully administering a complicated mass tort or class action litigation settlement requires trustees to operate flexibly and adaptably, and provide fully accountability to stakeholders.
Host: David Vanaskey
Supply Chain Disruptions: Adding to Upside Inflation Risks
Wilmington Trust Investment Advisors Senior Economist Rhea Thomas examines supply chain disruptions, inflation expectations given the Fed’s new framework, and upside inflation risk. She further explains our rotation into cyclical and value-oriented positions.
Income Tax and Financial Planning Considerations in Mortgage Financing
Before you decide how much to borrow for your next home purchase, consider the role a mortgage can play in your overall wealth plan. With strategic mortgage financing, you could enjoy certain tax benefits or leverage investment opportunities that you would otherwise miss.
Capital Perspectives April 2021
Wilmington Trust Chief Investment Officer Tony Roth reveals how the 2020 recession and ongoing recovery differ from past experience, our overall optimistic view of the U. S. and global economic trajectories, and where we see potential risks and opportunities.
Host: Tony Roth
Income-Thirsty Investors—Drink Up!
To get a fix on the outlook for fixed income securities, we turn to Lord Abbett Partner and Portfolio Manager Leah Traub. In her important discussion with Tony, she shares what she believes is on the horizon for interest rates, dividends, and much more. Listen in and find out if your fixed income portfolio needs fixing.
Host: Tony Roth
Emerging Markets Strength Amid China Anti-Trust Concerns
Wilmington Wire discusses the state of internet platform stocks amid China anti-trust concerns. We explain how authorities are adapting regulations of the operations and detail the rationale behind our overweight position to emerging markets.
Why You May Need a Family Business Employment Policy
If your business employs family members, or you are thinking about hiring relatives for the first time, consider the benefits of a family business employment policy. Not only can a well-thought-out policy lead to greater family harmony, but it can set up your employees—and your business—for greater success as well.
Host: Marguerite Weese
Praise the Fed and Pass the Patience
March 18, 2021—All’s quiet (for now) on the inflationary front. While we project a lift in the next few months, take it with a grain of salt, as the year-over-year comparison is to a pandemic-induced economic shutdown. Down the road, we anticipate higher inflation approaching 3%, but risk is to the upside—as we expect an improving economy and a largely vaccinated nation back in stores, with money in their pockets. Meanwhile, we don’t expect the Fed to hike rates anytime soon and delineated three prerequisites before it moves.
Host: Luke Tilley
Anti-Antitrust? Pros and Cons of Reining in the Giants
After decades of declining antitrust enforcement, the sentiment may be changing, especially in light of the new presidential administration. But the shift is not confined to the U. S. and big tech is likely facing a rising wave of anti-trust litigation across Europe and China as well. To hear what may be ahead, we welcomed Bill Baer of the esteemed think tank, the Brookings Institution, who is the former Assistant Attorney General in charge of the Antitrust Division of the U. S.
Host: Tony Roth
Stimulus and Inflation Jitters Lead to Stock Market Volatility
Wilmington Trust Investment Advisors Chief Economist Luke Tilley discusses how recent inflation dynamics, the outlook for the rest of the year, and the impacts on interest rates and financial markets have led to stock market caution.
Host: Luke Tilley
Creating a Unified Family Dynamic
Your role as family leader is to build unique, strong, and confident children who can work together, whether it’s to continue a family business or preserve your family’s legacy. How do you build a strong family dynamic?
IPOs out, SPACs in—but for how long?
Over 400 companies went public in 2020, an all-time record, and the traditional IPO route is fading as the increasingly popular SPACs (special purpose acquisition companies) take center stage, offering investors and businesses the opportunity to more quickly be the next Amazon, providing a pile of capital right away. Everyone wins—or do they? TK TITLE of LLR shares his insights on this rarefied space.
Host: Tony Roth
Market Whiplash or Durable Rotation?
Wilmington Trust Investment Advisors Head of Portfolio Construction Phil Ravenscroft and Head of Investment Strategy Meghan Shue discuss an expected economic inflection point, what’s driving economic growth, and the market rotation from spending to services and caution investors to not lose sight of the big picture.
Host: Meghan Shue
The Importance of Wealth Planning Before Selling Your Business
When you start to think about selling your business and retiring, it’s important for you to know what your company is worth. However, the current market value may be different from what you will need to maintain your desired lifestyle and meet your retirement goals over the long term.
Host: Bradley Crockett
Special Purpose Acquisition Companies—Investment or SPACulation?
Wilmington Trust Investment Advisors Senior Portfolio Manager Jordan Strauss and Research Analyst Evan Kurinsky take a look at SPACs and share thoughts on their positive impact on driving evolution, our expectation of continued transformation to benefit shareholders, and why we see them as a viable alternative to IPOs.
Host: Jordan Strauss
Capital Perspectives March 2021
Wilmington Trust Chief Investment Officer Tony Roth discusses how despite labor market impairment, spike interest rates, and consumers’ savings levels, we are marching toward an economic inflection point of historic scale. He also details a potential short-term buying opportunity and explains our portfolio changes.
Host: Tony Roth
Suddenly Single? How Women Can Thrive After Divorce or Spousal Loss
Women who find themselves newly and unexpectedly single, whether as a result of divorce or death or other separation, should take concrete steps to position themselves for success. Fortunately, working with a trusted team of experts can make the process much less daunting.
Host: Sharon Klein
Emerging Markets Dollar Bonds: When to Invest?
Wilmington Wire provides a description of and explores investment opportunities in the emerging markets bond market. We further detail our portfolio positioning in the current climate.
Using Strategic Financing to Help Work Toward Achieving Your Wealth Transfer Goals
Customized financing solutions can play a significant role in your wealth plan. In fact, an estate or succession plan that includes appropriate borrowing strategies can help preserve a family’s legacy and enable a more efficient wealth transfer from one generation to the next.
Host: Wilmington Trust
Wilmington Trust Investment Advisors Chief Investment Officer Tony Roth and Head of Investment Strategy Meghan Shue detail Tesla’s latest announcement regarding Bitcoin, the role the cryptocurrency will play in payments, its high volatility, and our rationale for not recommending them as part of client portfolios.
Host: Meghan Shue
Unlock the Borrowing Power of Your Portfolio
Leveraging the assets in, or borrowing against your portfolio, may be an option when you are looking to access liquidity for major expenses.
Host: Jon Coppola
Wilmington Trust Investment Advisors Chief Economist Luke Tilley provides an update of President Biden’s stimulus plan, the challenges, and its prospects. He also details how a large stimulus package could boost growth in 2021 and support our current portfolio positioning while exploring the impacts of possible inflation.
Host: Luke Tilley
Minimizing State Income Tax Using Trusts
Many people are familiar with personal trusts because they are common estate planning vehicles. However, a lesser known fact is they may also be used to minimize state income tax liabilities. By holding your wealth inside a trust, you may limit the ability of your home state to tax the trust’s income.
Host: Jeffrey Wolken
As the Virus (Trajectory) Turns - February 2021
Do investment opportunities exist amid this challenging short-term economic outlook? We see increased vaccine efforts and a possible COVID-19 mutations.
Host: Tony Roth
Taking Stock of Retail Euphoria
Wilmington Trust Investment Advisors Research Analyst Evan Kurinsky discusses the role retail investors could play in the investment landscape and affirms our expectation that the continued vaccine rollout, further fiscal spending, and accommodative monetary policy should provide a highly favorable backdrop for equities and risk assets in 2021.
Negotiating a Strong Financial Settlement for Your Divorcing Clients
Having the right data and a holistic view of your divorcing client's financial picture are crucial in achieving an advantageous settlement. Learn more:
Host: Christy Watkins
A Dose of Reality: Vaccines, Variants & Equities
Wilmington Trust Investment Advisors Chief Investment Officer Tony Roth and Senior Equity Portfolio Manager Mark Horst update us on COVID-19 vaccine development and distribution, and note that securing additional doses to deliver through the summer help keep the economy on track for the return-to-“normal” timeframe.
Host: Mark Horst
Biden’s Stimulus & Agenda: Predicting the Unpredictable
January 26, 2021—We’re not even a month into the new year and it feels like we’ve packed in six months’ worth of news and developments. The nail-biter Senate runoff elections in Georgia were followed by horrific events at the U. S. Capitol, a second impeachment of the sitting President, the inauguration of a new president, and the inauguration of an historic vice president. The inaugurations coincided with the one-year anniversary of the first U.
Host: Luke Tilley
Wilmington Wire details the recent outperformance seen in technology-related stocks compared with cyclical industries and provides thoughts on where we see technology headed in the long run.
Capital Perspectives January 2021
Wilmington Trust Chief Investment Officer Tony Roth, discusses the path forward amid the arrival of effective vaccines and a new administration with a unified government. He also provides an overview of three key investment domains and details the importance of having a proper investment plan.
Host: Tony Roth
Using a SLAT as a Planning Strategy Offers Many Potential Benefits
Discover how the spousal lifetime access trust or SLAT may be a strategy to use some or all of your lifetime gift exemption, potentially benefit your spouse and others, help protect the assets from creditors, and possibly have indirect access to the trust if you need it.
Host: Andrew Horwitz
Ten Tax Considerations in Divorce
Tax considerations may not be the top priority of your clients when you are helping them through a divorce, but there are many decisions made in a divorce that can impact your clients' tax situations for years to come.
Tax considerations may not be the top priority of your clients when you are helping them through a divorce, but there are many decisions made in a divorce that can impact your clients' tax situations for years to come.
Over this past year, many families have grappled with topics from the pandemic to politics, perhaps disrupting family harmony. Discover the importance of establishing your family’s purpose and how to supplement it with the development and use of a family motto.
Essential Estate Planning Considerations for Blended Families
For blended families, complex estate planning issues often arise as you try to balance the needs of your current spouse with those of your children. It is important to have proper documents in place if you want control over how your assets will be distributed upon your death.
Host: Nicole Pursley
Using an LLC to Help Manage Your Family’s Wealth
High-net-worth families can set up a limited liability company (LLC) to protect their personal assets from creditors or judgements against the members. Learn the five benefits of using an LLC structure for your family’s assets and how your family can become an LLC.
Business Transition Planning for Small Business Owners
Too often, business transition is the last thing small business owners plan for. However, planning for an inevitable ownership change is simply good business—and it starts years before the enterprise changes hands.
Host: John Campbell
Managing the Tax Basis of the Assets in Your Trust Can Reduce Income Taxes
Rather than create a family trust and forget about it, you can potentially reduce your income tax liability by proactively managing the tax basis of the assets in your trust.
Host: Thomas Kelley
Mentorship May Increase Next Gen Engagement in the Family Business
Effective mentorship programs can help engage younger generations in your family business, and may help families overcome some of the challenges associated with inter-generational succession.
Host: Libby Turner
How Can Advisors Assist Plan Sponsors with the Selection of CITs?
By working with plan sponsors, advisors can add value by detailing the benefits of CITs for all investment options, which includes the cost structure differences between CITs and mutual funds.
Prepare for a New Era of Cyber Crime Across Industries
As working from home becomes the new normal, organizations need strong cybersecurity measures to avoid becoming victims of costly cyberattacks and cyber crime.
Revocable Trusts May Play a Role in Your Estate Plan
When contemplating your estate plan, you may wonder whether you should have a revocable trust, also known as a living trust, in addition to your will. In this podcast, hear the four key benefits of this essential estate planning tool to help decide if it’s right for you.
Host: Alvina Lo
Life Insurance May Provide Stability in an Uncertain Environment
Many don’t think about life insurance within the context of their overall estate plans. In this podcast, learn the top five ways life insurance can play a role in estate planning, and maybe bring a bit more stability into an uncertain environment.
Host: Jessica Male
The Timely Benefits of a Health Savings Account
Wealth Planner Matthew Mancini discusses the key benefits of health savings accounts, explaining how they not only help to prepare families for unexpected medical expenses, but can offer significant tax incentives as well.
Host: Matthew Mancini
Webinar: Fraud & Cyber Threats to Business in a Remote Environment
COVID-19 has greatly impacted the way we work, with most companies having to quickly switch to employees working remotely. This rapidly changing environment has required businesses to modify day-to-day operations and procedures like making payments. M&T Bank’s Frank Lago, Leigh Balcom and Kristen Karkau sit down to discuss threats that may impact businesses operating in a remote environment. Discussion topics include the current fraud landscape, recent trends in payment fraud, social engineering and rise of financial fraud, and best practices for safeguarding company and customer data.
The Importance of Asset Titling in Estate Planning
National Director of Wealth Strategies Matthew Lee discusses the importance of titling assets in estate planning, and a few of the important ways asset titling can impact your planning.
Host: Matthew Lee
Tax Strategies for Selling Qualified Small Business Stock
National Director of Wealth Strategies Drew Horwitz discusses Qualified Small Business Stock, how it works, and how it may create effective tax strategies for small business investors and owners.
The Importance of Executor Selection for Estate Settlement: Part Two
August 11, 2020—When updating your estate planning documents, one of the most important considerations is who you will name as the executor of your estate. What are they key factors you should consider when selecting and executor for your estate? In part one of this two-part podcast, National Director of Trust and Estate Settlement Services Jonathan Fitzgerald discusses the factors to consider when making this important decision, and how the wrong selection can lead to undue stress on your family during a difficult time, costly litigation, family infighting, or all of the above.
The Importance of Executor Selection for Estate Settlement: Part One
August 4, 2020—When updating your estate planning documents, one of the most important considerations is who you will name as the executor of your estate. What are they key factors you should consider when selecting and executor for your estate? National Director of Trust and Estate Settlement Services Jonathan Fitzgerald discusses the factors to consider when making this important decision, and how the wrong selection can lead to undue stress on your family during a difficult time, costly litigation, family infighting, or all of the above.
The Importance of Family Communication
Creating strong family communication practices is an important component of legacy planning, and even more important during challenging times. Why is family communication imperative to family resiliency and what can be done to improve your family’s communication process? Family Legacy Coordinator Libby Turner shares some insights.
Host: Libby Turner
Best Practices to Help Mitigate Fraud
Virus attacks and internet payment fraud continue to affect businesses. Our infographic provides helpful advice to help mitigate fraud and protect your business assets.
Delaware Trusts—How to Make Them Work for You
With today’s historically high gift and estate tax exemptions, and historically low interest rates, the use of personal trusts can be particularly beneficial in this favorable wealth planning environment. Using Delaware trusts can add even more advantages. Learn more in this podcast.
Host: Jeffrey Wolken
Paying for the (Grand) Child’s Education: Making Educated Choices
When the older generation of a family wants to make a positive difference in the lives of the younger generations, providing funds for their education is often seen as a way of leaving them with a lasting legacy. However, the cost of education is rising precipitously.
Host: Sharon Klein
Estate Tax Mitigation Strategies
By drastically increasing the federal estate and gift tax exemption, the 2017 Tax Cuts and Jobs Act created a significant estate tax mitigation opportunity for high-net-worth individuals and families. National Director of Wealth Strategies Blair Talty discusses how these strategies have become even more powerful due to COVID-19.
Host: Blair Talty
Maximizing Your Itemized Deductions
While the current volatile market conditions and overall economic landscape may have your investment and business decisions top of mind, an important area of planning that can be deployed during this time is tax planning. Director of Income Tax Planning Tom Kelley discusses ways to position your current expenses and deductions with tax elections to reduce your income taxes, maximizing your itemized deductions.
Host: Thomas Kelley
Tax-Loss Harvesting and Savings Opportunities
During this challenging environment, how do you use the losses in your portfolio to your advantage? Director of Income Tax Planning, Tom Kelley, discusses how to turn a market loss into a gain through tax-loss harvesting.
Host: Thomas Kelley
Roth IRA Conversion for High Earners
What strategies can high earners with retirement investments that are currently undervalued, or who expect a low-income year, take advantage of? National Director of Advanced Financial Planning, Brad Crockett, discusses how this may be an opportune time to convert assets from a traditional IRA to a Roth IRA for long-term tax saving benefits.
Host: Bradley Crockett
Benefits of a Roth IRA Conversion for High Earners
The benefit of a Roth IRA is that it is essentially an income-tax-free vehicle. While assets in a traditional IRA benefit from tax-deferred growth, future distributions are taxed at ordinary income rates. Learn how a Roth IRA conversation may be right for your situation.
Host: Bradley Crockett
Help Secure Your Home for Work and Your Family
How to protect your work environment from cybercriminals—at home.
What Family Lawyers Must Know About Modifying “Irrevocable” Trust Provisions
When irrevocable trusts are drafted in happier times, and then times change, is it possible to reduce or even eliminate the interest of an ex-spouse or soon to be ex-spouse? Trustees potentially have access to powerful tools that might change beneficial interests. Indeed, it might be said that there is no such thing as an “irrevocable” trust. In any event, family law practitioners should counsel clients to investigate the options.
Host: Sharon Klein
Is There a Planning Silver Lining to This Economic Downturn?
In this podcast, Wilmington Trust’s Chief Wealth Strategist Alvina Lo discusses how using a grantor retained annuity trust (GRAT) as an estate planning tool may be beneficial in our current economic climate.
Host: Alvina Lo
How to Maintain a Strong Footing in a Shifting Market
Institutional investors and lenders are focused on energy and infrastructure assets.
Host: Will Marder
Powers of Attorney and Health Care Proxies
National Director of Family Legacy Planning, Marguerite Weese, provides some valuable guidance as you consider the importance of keeping your key documents up to date, particularly during these turbulent times.
Host: Marguerite Weese
Payment Fraud and Risk Management
With the rise in fraud due to the COVID-19 crisis, it’s important to know if your business is at risk and what you can do to protect yourself.
Cybersecurity and You—Manage Cyber Risks at Home, at Work, and On the Go
Protecting your information is one of our top priorities, but we can't always be where you are. It’s essential that you understand how your technology, and the way that you use it, could be putting you at an increased risk for a cyberattack. Wilmington Trust and M&T have partnered to deliver a digital, interactive experience that allows you to take a new perspective on the technology in your home, at your office, and while you travel. Learn how cybercriminals are targeting successful families and business owners, the cost of cybercrime, and more in the carousel. Explore three scenes – at home, at work and on the go – to learn where threats may be lingering.
Community College Foundations Revisited
This report examines fundraising and endowment management strategies for the community college, which are becoming more important to these institutions in the current environment. We also review the benefits of using fundraising foundations as part of a community college’s development and endowment management efforts.
Host: Walter Dillingham
What Family Law Practitioners Must Know About Life Insurance
The coronavirus pandemic, with its tragic attendant death toll, has focused people’s attention on mortality. Now more than ever, you will want to ensure that your clients’ settlement obligations are secured with appropriate life insurance and probe its value as a marital asset.
Host: Sharon Klein
Building a Strong Foundation for Your Financial Plan
Financial planning is a process, and one that should be built from a solid foundation. With the right plan in place, you can help provide stability and protection for your loved ones now and in the years ahead.
Host: Bradley Crockett
The Arrival of the Convenience Generation
Chief Wealth Strategist Alvina Lo shares her insights with Family Wealth Report in this article reprint about how advisors need to get creative and understand more innovative wealth planning strategies when working with today’s “convenience” generation.
Host: Alvina Lo
Video: Divorce – Minimize the Impact/Maximize the Leverage
Practitioners and their clients need to be aware of the new tax treatment of alimony – and its implications – when planning a divorce.
Host: Sharon Klein
Video: Planning Opportunities for Business Owners
Wilmington Trust’s National Director, Wealth Strategies Drew Horwitz offers timely advice to business owners on the importance of succession planning at the 54th Annual Heckerling Institute on Estate Planning.
Host: Andrew Horwitz
Video: Why the First State Remains the Top Choice for Personal Trusts
Delaware trust law offers unique advantages for personal trusts, offering benefits not available in any other state.
Host: Jeffrey Wolken
Estate Planning and Your Business: Prepping the Princess for the Party
Chief Wealth Strategist Alvina Lo shares her insights in a conversation with the Trusted Counsel on the intricacies of selling a business. She shares how many entrepreneurs and business leaders tend to put off thinking about selling their businesses, and what will happen to their assets without them, until it’s too late.
Host: Alvina Lo
Sustainable Investing: Redefining Investing for the Long Term
Wilmington Trust Investment Advisors Senior Equity Portfolio Manager Steve Norcini looks at SRI, or sustainable investing—where it’s come from, where it stands, and where it’s headed when it comes to portfolios allocated according to the principles of doing good as well as doing well from an investment returns perspective.
Host: Wilmington Trust
Assets and Prenuptial Agreements
This article reprint, published in the October 2019 issue of New Jersey Business, provides an overview of how a prenuptial agreement can help eliminate the financial uncertainty associated with setting up a household together.
Host: Sharon Klein
Estate Planning for a Pending Divorce: What Family Lawyers Must Know
This article was published in the December 19, 2019 issue of FamilyLawyerMagazine.com and provides an overview of what family lawyers must know about estate planning for a pending divorce, including which estate planning documents, account titles, and beneficiary designations should be updated as soon as possible.
Host: Sharon Klein
What Family Lawyers Should Know About Premarital Estate Planning
This article reprint was published in the October 11, 2019 issue of FamilyLawyerMagazine.com and provides an overview of pre-marital estate planning. For family law practitioners, marital and pre-marital estate planning can be key in protecting clients in the event of divorce.
Host: Sharon Klein
No Other State Matches the Delaware Advantage in Trust Law
The facts show Delaware is a top jurisdiction for personal trusts with its flexible laws, a robust trust infrastructure, and a depth of talented professionals who serve this industry. Learn more about Delaware trusts:
Host: Jeffrey Wolken
What Family Law Practitioners Must Know About the New Tax Laws
The 2017 Tax Cuts and Jobs Act created significant ramifications in the divorce context, particularly on the income tax front. Here is what family law practitioners must know about how the new tax laws could affect their divorcing clients.
Host: Sharon Klein
Features of a Buy Sell Agreement
A buy-sell agreement, also known as a buy sell agreement, buy/sell agreement, or simply BSA, can be critically important in preserving the value of capital when owners are ready to sell.
Podcast: Is Your Business Ready to Sell?
Wilmington Trust's Chief Wealth Strategist, Alvina Lo, shares her insights on this podcast hosted by Trusted Counsel: In Process: Conversations about Business in the 21st Century.
Host: Alvina Lo
Data Infrastructure Enters the Project Finance Sector
Growing demand for data means more data centers and more need for project finance deals. Read this article reprint featuring Wilmington Trust’s head of project finance.
Host: Will Marder
Millennial Investors: Determined to Make an Impact
This investment insight discusses how Millennials are reshaping the investment world.
Podcast: Marriage, Divorce, and Asset Protection
ACTEC Fellow and President of Family Wealth for Wilmington Trust’s Eastern U. S. Region, Sharon Klein, shares her insights on this ACTEC podcast about marriage, divorce, and asset protection.
Host: Sharon Klein
Warn Clients About Change in Taxation of Trust Income After Divorce
Due to significant changes in the taxation of trust income after divorce, it’s important to carefully consider the tax impact of every trust created during a marriage in the event of divorce. Learn more:
Host: Sharon Klein
Delaware’s Income Tax Advantage for New York Residents
As New York is a high-tax state, there may be opportunities to reduce or eliminate state taxes on some of your income by by learning about Delaware's income tax advantage for New York residents.
Host: Jeffrey Wolken
Learn how you can identify evolving cybercrime tactics. Cybercrime is always evolving. Today, the threat environment in cybersecurity evolves nearly as quickly as technology itself.
Three Ways to Help Prevent Executive and Vendor Impersonation
Executive and vendor impersonations are rapidly become a legitimate concern for businesses. Learn more about these practices and how you can educate your staff to identify and avoid these tactics.
Video: Delaware’s Income Tax Advantage for Trusts
Changes in the federal tax laws have provided a renewed focus on state income taxes and strategies available to minimize these taxes. While personal trusts have been used most commonly as estate and gift tax planning vehicles, they now have increased importance as tools for minimizing a family’s federal and state income tax liability. If you live in a high-tax state there may be opportunities to reduce or eliminate state taxes on some of your income by establishing a new trust in Delaware or moving an existing trust to the First State.
Host: Andrew Horwitz
A Strategic Approach to Buying a Yacht
When it comes to buying a yacht or other luxury marine craft, it’s important to be sure that you understand all the implications that come with it before you dive in.
Understanding the Tax Treatment of Retirement Plans
Uncover more opportunities to benefit from retirement planning. While the tax act left many of the rules and laws pertaining to retirement plans unchanged, overall tax rates were lowered and deductions changed. Given this new landscape, there may be additional opportunities and new twists to be mindful of when planning for retirement in the most tax-efficient manner. It’s important to continue to work with your advisors to be sure your retirement planning is up to date in light of the tax law changes. The 2017 Tax Cuts and Jobs Act (the Act) left many of the rules and laws pertaining to retirement planning unchanged.
Host: Matthew Mancini
Four Divorce Risks Your Clients May Not Know Exist
Help clients take a long-term view to protect family wealth during divorce by understanding these four divorce risks.
Host: Blair Talty
The Delaware Income Tax Advantage for Trusts
If you live in a high-tax state there may be opportunities to reduce or eliminate state taxes on some of your income by establishing a new trust in Delaware or moving an existing trust to the First State.
Host: Jeffrey Wolken
Goals-Based Investing: Prioritizing What Matters Most
The inception of modern portfolio theory devised in the 1950s by Nobel Prize-winning economist Harry Markowitz revolutionized investment management. It created a mathematical framework for assembling an investment portfolio designed to maximize returns at a given level of risk.
Host: Wilmington Trust
Creative Trust Planning for Real Estate Developers
From a strategic planning perspective, real estate developers may want to consider targeted trust strategies.
Host: Don DiCarlo
The Division of Retirement Plan Assets in Divorce
Determining the division and distribution of retirement assets in a divorce is very complex. Learn how a QDRO can help split retirement plan assets.
Understanding the Tax Treatment of Alimony
The Tax Cuts and Jobs Act of 2017 changed the tax treatment of alimony in a divorce. It is important to review your settlement agreement in light of these tax law changes.
Host: Blair Talty
Is Your Advisor Putting Your Best Interest First?
Understanding the importance of working with a fiduciary. Fiduciaries are responsible for acting in the best interest of the individuals they serve, and are entrusted with a high standard of care. A corporate fiduciary provides experience and objectivity needed to manage family trusts for the long term. Establishing a trusted relationship with an experienced fiduciary is critical to helping you preserve and protect your wealth for generations to come. The person to whom property or power is entrusted for the benefit of another is a fiduciary.
Host: Jeffrey Wolken
Retirement Saving Strategies for Corporate Executives
Explore retirement saving strategies for corporate executives, including Roth IRAs and Health Savings Accounts.
When Family Business Owners Get Divorced
Valuation is key to the equitable distribution of your business. The inclusion of a family business in your divorce proceedings can make things a bit more complicated.
The Evolution and Challenges of the Trust Industry
Over the past half-century, the role of trustees has evolved rapidly along with the trust industry itself. Increased complexity of trust investments and expansion of modern trust laws are just two elements of this evolution. Modern trusts require the services of robust professional trustees adept at navigating complex legal, tax, investment, and regulatory issues.
Host: Jeffrey Wolken
Planning for Higher Education in Divorce
Don’t let college planning become an afterthought during the difficult time of divorce. Divorce is an emotionally charged life event that may cause many to leave higher education planning as an afterthought.
How to Build Credit After Divorce
Build credit and gain the confidence and direction you need to succeed in your new life.
Unlock Liquidity Solutions on Demand
Securities-based lending can afford the opportunity to essentially free up available cash by using a portion of your eligible portfolio holdings as collateral. The liquidity accessed through securities-based lending can be used for a host of needs, ranging from asset purchases to wealth planning to tax payments.
Overview and Insights on Public Library Foundations
An analysis of fundraising, endowment management, and governance/disclosure practices of public library foundations. Library fundraising foundations
Host: Walter Dillingham
Catholic Foundations Continue to Advance in the United States
This updated research report shows that Catholic foundations have become a national trend and continue to advance at a fast pace in the United States.
Host: Walter Dillingham
Trust Assets and Divorce: The Latest News
This article was published in Steve Leimberg’s Estate Planning Newsletter and provides a discussion on the Ferri vs. Powell case and trusts and
Host: Sharon Klein
Trends in Healthcare Philanthropy and the Use of Separate Foundations
This research report highlights hospital foundations in New York State. Many hospital systems utilize separate fundraising
Host: Walter Dillingham
Intentional Inheritance Planning
Many wealth holders fear that the anticipation of inherited wealth will demotivate or disempower family members. While every family is unique, there are some best practices among families who have decided that having an inheritance plan is better than no plan at all.
Host: Marguerite Weese
Learn how prenuptial agreements, or prenups, can be an important component of pre-marriage planning:
Fundraising and Endowment Strategies for Independent Schools in New York
An analysis of fundraising, endowment management, and governance/disclosure practices of independent school foundations in New York State. A focus
Host: Walter Dillingham
Seven Steps to Limit Your Personal Liability Risk
Don't let personal liability risk jeopardize your financial security. Review seven important steps that can help protect you and your wealth from liability risk.
Making Your Charitable Gifts Last
Turn your year-end giving into a longer-term charitable giving strategy. Even as you strive to be tax-efficient and timely in your year-end giving, those charitable gifts can be part of a longer-term strategy.
Business Interests Held in Trust
When holding business interests in a trust, it’s important to understand the different structural models for fiduciary decision making.
Host: Don DiCarlo
QTIP Trusts offer flexibility in the allocation of your estate property while maximizing your tax saving benefits.
Host: Carlo Lombardi
Avoid Becoming a Victim of Ransomware Attacks
Ransomware has become one of the top threats to data stored on company networks and personal computers. Ransomware is a type of malicious software that encrypts files so they can no longer be accessed. Cybercriminals hold the user’s files until the owner pays a ransom for their return.
A trust can be a beneficial part of your estate plan for transferring assets and minimizing taxes.
Becoming a Philanthropist: It’s More than Just Writing Checks
There are many factors to consider when becoming a philanthropist or starting a charity. Establishing a new charity requires many important considerations. Adopting a strategic vision for the charity brings discipline and focus to philanthropy. Prudent investing and fundraising are key to a charity’s growth potential.
Is a Limited Liability Company (LLC) Right for You?
There are many ways to structure your company, and a limited liability company, or LLC, may offer the features and benefits you need.
Host: Marguerite Weese
Is Your Business Ready for Your Retirement?
As a business owner, you need to develop a solid business succession plan that defines the role that your company will play in your retirement.
Host: Marguerite Weese
Business Succession Planning through a GRAT
If you own a business that you wish to pass on to your heirs, a grantor retained annuity trust, or GRAT, can offer tax savings and other advantages.
Host: Andrew Horwitz
Risky Business: Protect Your Company Against Threats
Entrepreneurs are risk takers by nature, leveraging their insight, hard work, and capital to create successful companies. But when the company you own is your main source of financial security, you need to protect your company from unforeseen risks—like natural disaster, legal liability, and different types of crime.
The Flexibility of a Sprinkling Trust
One estate planning option to help reduce your taxable estate and protect assets for beneficiaries can be a discretionary sprinkling trust.
Keys to Creating an Effective Trust
Trusts can be effective estate planning tools for minimizing taxes and ensuring your beneficiaries are cared for according to your wishes. Choosing the provisions for trust distributions is a balancing act, with tax consequences on one side of the scale and the wishes of the grantor on the other. The standards of distribution set forth in a trust must be clearly measurable.
Host: Myrian Peréz
How Multiple Residences Can Affect Your Living Will
Despite your well thought-out plans, your living will, or advance medical directive, may not be valid in all states where you reside.
Don’t Forget these Important Planning Documents
Just as important as wills and trusts are your durable power of attorney, medical power of attorney, and living will. Learn why at Wilmington Trust:
Passing on Wealth and Values with Irrevocable Trusts
Irrevocable trusts are an important financial planning tool for minimizing estate taxes. They also offer a unique ability to transfer to succeeding generations the values that guided the trust's creator.
Host: Anthony Lunger
Considerations When Serving as a Nonprofit Board Member
Before you commit, familiarize yourself with the risks and rewards of serving as a nonprofit board member or director.
Proper Planning Eases the Burden of Estate Settlement
Estate settlement should be as straightforward and non-disruptive as possible for your family. Proper planning can make estate settlement a smooth process for all concerned by ensuring that all legal and tax requirements are met.
Protecting Yourself from Identity Theft
Get the facts and protect yourself from the growing crime of identity theft. Learn more from Wilmington Trust:
Rediscovering the Ethical Will
Transferring your values, not just your valuables. Transferring more than material wealth has become increasingly important. An ethical will enables you to transmit your values to the next generation. It may include your personal beliefs and philosophy, and even important family history. What would you like to transfer to your loved ones, in addition to your assets?
A will allows you to select the individuals who will receive what you own when you die. The importance of a will cannot be stressed enough if you want your specific wishes carried out.
Making Sense of Spousal Trusts
One of the most effective ways to provide for your spouse after your death is through the use of what are commonly called "A/B" trust arrangements, or spousal trusts.
Host: Carlo Lombardi
Putting the “Family” in Family Philanthropy
Family philanthropy involving multiple generations starts with a charitable plan that includes the family’s needs, interests, assets, and goals. A family needs to think not only about its portfolio of assets, but also its portfolio of interests, and what they hope to achieve from their family philanthropy.
Empowering the Next Generation
Educating children about important subjects and empowering the next generation to make wise decisions can build trust and strengthen familial bonds.
Host: Marguerite Weese
A Prescription for Success: Financing Your Medical Practice
There are many considerations when it comes to financing your medical practice.
Communication is Key in Multigenerational Estate Planning
Multigenerational estate planning must include open and honest communication among all family members.
Communicating Financial Values to your Children
Family communication is key to shaping your children's financial experiences and preserving family wealth. How do you talk to your children about money and instill financial values?
Host: Matt Unger
Benefits of a Blind Trust for Executive Diversification
Corporate executives and insiders who own millions of shares in their companies may achieve diversification within regulatory guidelines through a blind trust.
Angel investing is a proactive way for individuals to invest in private equity—but it's risky business. Angel investors are generally high-net-worth
Host: Jordan Strauss
The Importance of Rebalancing your 401(k)
The best way to keep your 401(k) account on track is to make sure your contributions are invested according to your asset allocation
Changing Jobs? Options for Your 401(k) Plan
content="Make the smartest decisions for your 401(k) retirement plan as your career evolves.
Benefits of Increasing your Retirement Plan Contribution
Increasing your retirement plan contribution today can give you the potential for a larger plan balance tomorrow.
Actively involving your children and grandchildren in building a collection that interests them can be a way to unify a family. Collecting as a family can enhance communication, teach valuable skills, and create stronger bonds.
Are you Prepared for the Unexpected?
If you don’t have an estate plan in place, starting with a will, the results could be detrimental for your loved ones and your assets should the unexpected occur.
The Flexibility and Freedom of a Delaware Directed Trust
With a Delaware directed trust, a trust agreement may be drafted so that an advisor, who is appointed in the agreement, is given the authority to direct the trustee regarding discretionary investment decisions. ... It is a feature that may be added to virtually any type of trust structure in Delaware.
Host: Jeffrey Wolken
Holistic Succession Planning for Family Business Owners
Learn about succession planning strategies for family business owners, including GRATs, charitable lead trusts, installment sales, and outright gifts and loans.
Host: Don DiCarlo
Do You Need a Corporate Executor?
The duties of an executor can be complex and time consuming, and may be best suited for a corporate executor rather than a family member.
Delaware Trust Advantages for Business Owners
Control, protection, and privacy are key benefits of a Delaware trust. The state of Delaware has long been one of the most favorable places to establish a business. Delaware is also an excellent place to create a personal trust for estate planning or asset protection purposes. A Delaware trust offers many of the advantages of other trust-friendly states, along with unique elements that make it a preeminent jurisdiction. Business owners face special challenges in structuring estate plans because of their unique need for control, asset protection, and confidentiality regarding their main asset, the family business.
Host: Jeffrey Wolken
Planning is Vital for Family Business Owners
Take steps now to secure your future while reducing taxes on your estate. A number of tools are available to help planning for family business owners.
Host: Marguerite Weese
Family Incentive Trusts Help Create Financial Responsibility
Family incentive trusts may help motivate your children to achieve financial independence beyond their trust payouts.
This podcast is for general information only and is not intended as an offer or solicitation for the sale of any financial product, service or other professional advice. The information in this podcast has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. The opinions, estimates and projections expressed are subject to change without notice.
Wilmington Trust is not authorized to and does not provide legal or accounting advice. Wilmington Trust does not provide tax advice, except where we have agreed to provide tax preparation services to you. Our advice and recommendations provided to you are illustrative only and subject to the opinions and advice of your own attorney, tax advisor, or other professional advisor.
Diversification does not ensure a profit or guarantee against a loss. There is no assurance that any investment, financial or estate planning strategy will be successful. Past performance cannot guarantee future results. Investing involves risk and you may incur a profit or a loss.
Investment products are not insured by the FDIC or any other governmental agency, are not deposits of or other obligations of or guaranteed by Wilmington Trust, M&T Bank, or any other bank or entity, and are subject to risks, including a possible loss of the principal amount invested.
Note that a few states, including Delaware, have special trust advantages that may not be available under the laws of your state of residence, including asset protection trusts and directed trusts. Wilmington Trust Emerald Family Office & Advisory is a service mark and refers to wealth planning, family office, specialized transaction and other services provided by Wilmington Trust, N.A., a member of the M&T family.
Wilmington Trust Emerald Family Office & Advisory™ is a registered trademark and refers to wealth planning, family office and advisory services provided by Wilmington Trust, N.A., a member of the M&T family. Wilmington Family Office is a service mark for an offering of family office and advisory services provided by Wilmington Trust, N.A.
This podcast is for general information only and is not intended as an offer or solicitation for the sale of any financial product, service or other professional advice. The information in this podcast has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. The opinions, estimates and projections expressed are subject to change without notice.
Wilmington Trust is not authorized to and does not provide legal, accounting, or tax advice. Our advice and recommendations provided to you are illustrative only and subject to the opinions and advice of your own attorney, tax advisor, or other professional advisor.
Diversification does not ensure a profit or guarantee against a loss. There is no assurance that any investment, financial or estate planning strategy will be successful. Past performance cannot guarantee future results. Investing involves risk and you may incur a profit or a loss.
Investment products are not insured by the FDIC or any other governmental agency, are not deposits of or other obligations of or guaranteed by Wilmington Trust, M&T Bank, or any other bank or entity, and are subject to risks, including a possible loss of the principal amount invested.
Note that a few states, including Delaware, have special trust advantages that may not be available under the laws of your state of residence, including asset protection trusts and directed trusts.