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50 W. Lancaster Ave., Ardmore, PA 19003 610-896-6435

ATM Safety Deposit Boxes Coin Machine  Bank Branch

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5000 Pennell Road, Aston, PA 19014 610-364-7800

ATM Safety Deposit Boxes  Bank Branch

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135 East City Ave., Bala Cynwyd, PA 19004 610-664-6293

ATM Safety Deposit Boxes  Bank Branch

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1436 Lancaster Avenue, Berwyn, PA 19312 610-581-4774

Wealth Office

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1436 Lancaster Avenue, Berwyn, PA 19312 610-527-1881

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Amid a particularly complex global economic and political backdrop, Jeffrey Mills, Chief Investment Officer at BMT Wealth Management, tackles a number of the most pressing topics for investors. There is something for everyone in this podcast, as the discussion ranges from the practical considerations of how to invest new cash, to more complex topics like forecasting the next recession and the U.S. national debt.

Jennifer Dempsey Fox, President of BMT Wealth Management, is joined by Elizabeth B. Wagner, BMT’s Director of Institutional Wealth Management, to discuss trends in philanthropic giving, especially the use of donor advised funds and private foundation vehicles. They discuss the differences between the two models as well as considerations – goals, timing, transfer of family values and other issues – when deciding to organize your giving.

Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the two-day Federal Open Market Committee (FOMC) meeting that concluded on September 18. As expected, the federal funds target rate was cut by 25 basis points. Chairman Powell acknowledged in the post-FOMC meeting news conference that the underlying strength of the U.S. economy remained very favorable although trade policy uncertainty as well as weak economic growth trends overseas were potential risks to the Committee’s mostly positive outlook for the U.S. economy.

BMT Wealth Management President Jennifer Dempsey Fox sits down with Neil Orechiwsky, senior vice president and Managing Director of Capital Markets at Bryn Mawr Trust. Neil and Jen give a primer on interest rate swaps, a product used to mitigate risk and used often in conjunction with other banking products and services. Listen in as they discuss “swaps” in terms of rate hedging, risk management, foreign exchange risk management, credit portfolios, and more.

Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the two-day Federal Open Market Committee (FOMC) meeting that concluded on July 31 as well as the post-FOMC meeting press conference held by Fed Chair Jerome Powell. Jim highlighted the 25 basis point (0.25%) rate cut as well as the primary risks to continued U.S. economic growth.

Ernie Cecilia, Senior Vice President and Chief Investment Officer at BMT Wealth Management, provides commentary on the second quarter of 2019 and discusses must-watch metrics that may impact the quarter and year ahead. This thorough market summary includes information on a wide range of important topics including: Valuation of large cap and mega-cap tech stocks, bond yields and their impact on the equities markets, inflation data, GDP growth, and the probability of a Fed rate cut in the coming months.

BMT Wealth Management President Jennifer Fox sits down with Elizabeth Wagner, SVP and Director of Institutional Wealth Management at BMT for our latest episode. In this edition, they discuss a range of concepts focused on helping nonprofits plan for a sustainable “forever” future, including fiduciary responsibility, spending policies, annual payouts, board and investment committee composition, and the mechanics of fundraising.

Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the two-day Federal Open Market Committee (FOMC) meeting that concluded on June 19 as well as the post-FOMC meeting press conference held by Fed Chair Jerome Powell.  Jim noted a disappointing recent jobs report, healthy consumer spending data, a noticeable drop in bond yields, and the Fed’s elevated concern over certain economic metrics.  Overall, the Fed left the federal funds target rate unchanged between 2.25% and 2.50%.

Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the two-day Federal Open Market Committee (FOMC) meeting that concluded on May 1 as well as the post FOMC meeting press conference held by Chair Jerome Powell.  Jim noted a healthy labor market combined with strong first quarter economic growth was enough to partly overshadow the recent weakness in inflationary data.  Overall, the Federal Reserve left the federal funds target range unchanged between 2.25% and 2.50%.

Ernie Cecilia, Senior Vice President and Chief Investment Officer at BMT Wealth Management, sits down to reflect on the fourth quarter of 2018 through the lens of the recently closed first quarter of 2019. He also looks ahead at the financial markets and how they affect investments. Ernie also provides analysis of our globally-connected economy with a look at the IMF’s global growth forecast and international manufacturing data, trade and tariffs, and consumer demand.

Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, provides commentary on the U.S. labor market report that was released this morning. In addition to explaining why labor market data is important, Jim reports on the market’s overall reaction to the report and what it tells us about the U.S. economy. Finally, he discusses the BMT investment team’s outlook.

In part two of our series on section 199A of the Tax Cuts and Jobs Act, BMT’s Jen Fox and attorney Tony Lopes turn their attention to real estate investments. They discuss qualifying for a 199A deduction in terms of operational rules, safe harbor requirements, business structures, record keeping practices, QBI and more. This episode is recommended listening for real estate investors in search of an educational primer in advance of sitting down with their accounting and legal advisors.

In part one of this two-part podcast, BMT Wealth Management President Jen Fox sits down with attorney Tony Lopes to discuss section 199A – of provision 11011 – of the 2017 Tax Cuts and Jobs Act. They focus on the “nuts and bolts” of 199A, possible tax-time implications, considerations for entrepreneurs, and much more.

Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, provides commentary on developments in the U.S. treasury market and the recent inversion of the U.S. treasury yield curve, the specific area between the 3-month U.S. treasury bill and the 10-year U.S. treasury note. He discusses last week’s events that contributed to the yield curve’s inversion, including the FOMC meeting on March 19-20, as well as disappointing manufacturing data in the eurozone and in the U.S. reported on March 22. Jim commented on the importance for investors to stay focused on their long-term objectives and to look beyond short-term volatility when positioning fixed income portfolios.

Jen Fox, President of BMT Wealth Management, met with Jim Barnes, Director of Fixed Income, to discuss credit developments in the bond market. Given the long period of low borrowing costs, many companies have increased the amount of debt on their balance sheets. Jim and Jen discussed the importance of credit analysis in the current economic environment as well as specific metrics the BMT Fixed Income Team utilizes when assessing the overall credit quality of an issuer.

In part two of our podcast on the digital afterlife, Jen Fox, President of BMT Wealth Management, talks to Lee Poskanzer, CEO of Directive Communication Systems, about preparing estates for their digital afterlife. Their discussion focuses on issues relevant to professional advisors – estate lawyers, estate planners, and others – who are counseling clients on how to protect their digital assets after their death.

Our guest Lee Poskanzer, CEO of Directive Communication Systems, speaks with Jen Fox, President of BMT Wealth Management, about preparing for your digital afterlife. With a series of anecdotes and what-if scenarios, Jen and Lee delve into best practices for setting up your estate so that your final wishes for your digital assets – photos, fintech accounts, gaming profiles, etc. – are clearly defined. This is part one of a two-part podcast.

Jen Fox, President of BMT Wealth Management, met with Jim Barnes, Director of Fixed Income with the firm, to talk about the interest rate environment in the United States. Their conversation ranged from the primary drivers behind the recent rise in interest rates to whether clients should be concerned about those increases, the impact higher rates has on bond prices, and how that affects investors’ portfolios. Jim also offered his thoughts on the course of interest rates going forward.

How are individual taxpayers being affected by the Tax Cuts and Jobs Act of 2017? Jen Fox, President of BMT Wealth Management, and Paul Gaudio, a Wealth Planning Strategist with the firm, met to discuss the changes the Act made to three types of taxes – the alternative minimum tax, the estate tax, and the “kiddie tax” (the tax on unearned income of dependents) – and what that means for tax and estate planning.

Jen Fox, President of BMT Wealth Management, and Jennifer Marshall, Tax Manager with BMT Wealth Management, sat down to discuss some of the provisions of the Tax Cuts and Jobs Act of 2017 that are most likely to impact, and provide opportunities for, individuals and businesses. They also explored several tax-planning strategies that are now available.

In episode 4 of the podcast, BMT Wealth Management President Jennifer Fox and Director of Strategic Research Tony Natale discuss concerns about tariffs and trade wars; corporate earnings; China’s impact on trade balances; and the politics that seem to be driving decisions by the current Administration.

Jennifer Fox, President of BMT Wealth Management, sat down with Jim Barnes, Director of Fixed Income at BMT Wealth Management, to discuss reactions to news from the recent FOMC meeting, the prospect of the Fed taking a more aggressive stance with regard to monetary policy, and overall economic growth in the United States.

In episode 2 of the BMT Wealth Management podcast, President Jennifer Fox and Chief Investment Officer Ernie Cecilia discuss what is driving the financial markets, the Tax and Jobs Act, regulatory trends, interest rate hikes, and government bonds around the world.

In the inaugural BMT Wealth Management podcast, President Jennifer Fox and Chief Investment Officer Ernie Cecilia discuss implications on financial markets by news from the recent G7 meeting in Quebec, Canada and the historic meeting between U.S. President Donald Trump and North Korean leader Kim Jong-un. They also discuss investment portfolio structuring, quantitative easing, and market fundamentals.