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Category: Podcasts

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.

April 17, 2020 – Market Insights with Jeff Mills

In this podcast, BMT Wealth Management Chief Investment Officer Jeff Mills dives into market reactions to COVID-19 developments, particularly news of promising therapies. Jeff also discusses significant market advances seen over the past four weeks, and how certain sectors track – historically speaking – in terms of market lows.

March 27, 2020 – Financial Markets Insights

In this podcast, BMT Wealth Management President Jennifer Dempsey Fox offers non-financial tips for managing through difficult situations and reflects on often-heard – and incredibly relevant – advice from other areas of our lives. Chief Investment Officer Jeff Mills provides sobering insight into a turbulent week in the markets, draws parallels to previous downturns, and examines the perils of trying find and time a market bottom.

March 18, 2020 – BMT and Financial Markets Update

In this podcast, BMT Wealth Management President Jennifer Dempsey Fox offers an update on BMT’s COVID-19 response, as well as some personal insights. Jen also recites a recent letter from CEO Frank Leto. Chief Investment Officer Jeff Mills provides a dose of reality in his commentary on the financial markets. He provides historical insights and data to help make sense of where we were, where we are, and the possibilities for the weeks and months ahead.

Podcast: COVID-19 (Coronavirus) Response and Market Insights

In this podcast, BMT Wealth Management President Jennifer Dempsey Fox provides comments regarding COVID-19 and our preparedness as a company, keeping our clients, employees, and communities at the heart of our decision making. Jeff Mills, Chief Investment Officer at BMT, provides insights into the rapidly changing financial markets and how BMT is thinking about the investment landscape.

Podcast: Jan. 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 January 29th, the first meeting of the year. As expected, the Federal Reserve (Fed) left the federal funds target range unchanged at 1.50% – 1.75%.

Podcast: 2020 Quarterly Economic and Investment Outlook

Jeffrey Mills, Chief Investment Officer at BMT Wealth Management, discusses issues that are most likely to impact financial markets as we start the new year. Topics range from the U.S. Presidential Election to the most attractive areas of the stock market. Perhaps most critical is the view that a recession will not occur in 2020.

Podcast: Tax Updates with Jennifer Marshall

In her first solo podcast, BMT senior vice president and director of tax services Jennifer Marshall reports on updates provided by the Internal Revenue Service (IRS) for the 2019 tax year. Jen discusses tax form updates, IRS-highlighted compliance audit programs, state and local tax credits, and the Tax Cuts and Jobs Act.

Podcast: FOMC Update with Jim Barnes

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 December 11, 2019, the last meeting of the year. After three consecutive meetings concluding with an interest rate cut, the Fed left the federal funds target range unchanged at 1.50% – 1.75%. The Fed is expected to remain on hold in 2020 based on the revised Summary of Economic Projections. Jim discusses the Fed’s current economic outlook as well as monetary policy in a low inflationary environment.

Podcast: Update On Qualified Opportunity Zones

BMT Wealth Management President Jennifer Dempsey Fox and Jennifer Marshall, senior vice president and director of tax services at BMT, discuss the time-sensitive topic of Qualified Opportunity Zone Funds, created by the Tax Cuts and Jobs Act (TCJA) of 2017. This is a follow-up episode on a closely watched topic that, until recently, was in need of definitive IRS regulations.

Podcast: October 29-30, 2019 FOMC Meeting Recap and Analysis

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 October 30, 2019. As expected, the federal funds target range was cut by 25 basis points – the third cut in as many FOMC meetings. Chairman Powell’s post-meeting comments indicated that the U.S. economy is in a good position while monetary policy remains somewhat accommodative. Jim also discusses the low inflationary environment and the unlikely scenario that the Federal Reserve resorts back to raising interest rates again in the near term.