Category: Podcasts

Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the Federal Open Market Committee held on March 16/17. The quick takeaway, the Federal Reserve (Fed) is in no hurry to remove or alter its accommodative monetary policy this year. The Fed continues to project the federal funds target rate will remain near 0.00% through 2023 based on the recently updated Summary of Economic Projections. During the post-meeting conference, Fed Chairman Powell acknowledged the recent rise in bond yields but didn’t believe there was a need to alter the amount of monthly bond purchases.

BMT Chief Investment Officer Jeff Mills cuts through the noise and recent sub-plots in the financial markets to look at Big Tech and what may lie ahead for the Tech sector. In this podcast, Jeff discusses equity valuations, interest rates, inflation, and policy risks related to Tech, a piece of BMT’s overall 2021 Investment Outlook.

Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the first Federal Open Market Committee (FOMC) meeting of 2021 that concluded on January 27. As expected, the Federal Reserve (Fed) left monetary policy unchanged but acknowledged recent economic weakness in the post-FOMC statement. Fed Chairman Powell played down the likelihood of removing current monetary policy accommodations in 2021 by simply stating the discussion was premature given the economic uncertainty related to the pandemic.

In this podcast, BMT Director of Tax Services Jennifer Marshall offers a post-election tax discussion based on a Biden-Harris administration scenario. Jen does a deep dive into the various tax proposals mentioned during the campaign, at town hall sessions, and campaign rallies. How do the various proposals impact 2020 year-end tax planning? Listen to hear Jen’s analysis.

In this podcast, BMT Director of Tax Services Jennifer Marshall offers a post-election tax discussion based on a Biden-Harris administration scenario. Jen does a deep dive into the various tax proposals mentioned during the campaign, at town hall sessions, and campaign rallies. How do the various proposals impact 2020 year-end tax planning? Listen to hear Jen’s analysis.

BMT Chief Investment Officer Jeff Mills provides an overview of the private equity asset class. In this podcast, Jeff covers what private equity is and why some investors may want to consider it within a diversified portfolio. Listen as Jeff discusses why now might be a particularly interesting time to consider private equity, highlighting that the pandemic has created opportunities to invest in certain middle-market private companies.

This is an audio-only version of a recent BMT Perspective webcast on year-end tax planning. It was recorded live in September 2020. Learn from the experts on income tax and estate planning opportunities to consider in 2020, effective planning strategies for low-interest environments, and Trump vs. Biden tax proposals and how those may impact planning and much more.

Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the Federal Open Market Committee (FOMC) meeting that concluded on September 16. At this meeting, the FOMC released an updated Summary of Economic Projections which projected the Fed will keep interest rates near zero through at least 2023. In the post FOMC press conference, Chairman Powell acknowledged the improving economy and the recent bounce in economic data but also reiterated the U.S. economy has a way to go before getting back to pre-COVID days.

Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the Federal Open Market Committee (FOMC) meeting that concluded on July 29. As expected, the Federal Reserve (Fed) left monetary policy unchanged but added within the FOMC statement that “The path of the economy will depend significantly on the course of the virus.” Chairman Jerome Powell acknowledged in the post-FOMC meeting press conference that recent economic data reflected a deceleration of growth but that more data will be needed to determine the overall strength of the current recovery.

In this podcast, BMT Wealth Management Chief Investment Officer Jeff Mills provides a high-level overview of topics covered in his mid-year Top 10 list that was published last week. Jeff lays out what he thinks are the most important topics for the second half of 2020, an already unprecedented year. This episode serves as an on-the-go primer before you dive into the full publication.

Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the Federal Open Market Committee (FOMC) meeting that concluded on June 10. Based on projections submitted by participants of the FOMC, the federal funds target range will remain between 0% and 0.25% until the end of 2022. Chairman Jerome Powell reiterated the need for accommodative monetary policy given the substantial increase in the unemployment rate and current economic contraction. He noted the many different stimulus tools the Fed has already implemented and suggested more is available if economic conditions warrant such action.

Elizabeth Wagner, Senior Vice President and Director of Institutional Wealth Management, discusses how to make charitable gifts during a time of global disruption and significant domestic need.  She reminds you to start with the organizations you’ve supported for years, giving unrestricted where you can to help them through this difficult time, and to accelerate any charitable commitments or pledges you might have made if you can. Think about causes that most move you and organizations whose leadership you trust when making COVID-specific gifts. Lastly, note that Giving Tuesday has moved to May 5, 2020, offering a bright spot for communities to pull together and help each other earlier in the year.