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Category: Podcasts

Podcast: Big Tech: The Road to Underperformance

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.

Podcast: January 27, 2021 – FOMC Meeting Recap

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.

Podcast: What is the Fed?

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.

Podcast: Post-Election Year-End Tax Planning Discussion

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.

Podcast: Private Equity

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.

Podcast: Year-End Tax Planning 2020

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.

Podcast: September 16 FOMC Meeting Recap

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.

Podcast: July 29 FOMC Meeting Recap

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.

Podcast: Overview of Quarterly Top 10 List

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.

Podcast: June 10 FOMC Meeting Recap

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.

Podcast: Tips for Giving on Giving Tuesday

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.

Podcast: April 29 FOMC Meeting Recap

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 April 29, 2020. Although there were no changes to monetary policy, the Federal Reserve was direct in noting the economic challenges that exist due to COVID-19. During the post meeting press conference, Federal Reserve Chairman Jerome Powell made clear that monetary policy will remain accommodative for as long as necessary until the virus is under control and the U.S. economy is on a robust and solid recovery.