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Tony Roth, chief investment officer, Wilmington Trust Investment Advisors, Inc, the investment advisory arm of M&T Bank, asks—and answers—the questions that are top of mind for today’s investors. During each episode, Tony and a special guest provide listeners with insights on unfolding market, economic, and other evolving trends, and a window into how client portfolios are being positioned in the face of ongoing uncertainty.
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Founder of Project TRUST, Jim Boland, joins the podcast to share how the program has been making a positive change in local schools over the years by hosting annual 3-day retreats for middle school students that are designed to help break down barriers between different social groups. The students then return to school with a newfound respect, trus…
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The Bridge Church exists to join God in multiplying his kingdom in Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram…
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The stage is set for this year’s presidential election. Regardless of who wins the election, reviewing the scheduled expiration of certain tax code provisions enacted as part of the 2017 Tax Cuts and Jobs Act will likely be an initial priority. What might this mean for the estate, gift, and generation-skipping transfer tax exemption; the qualified …
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The Bridge Church exists to join God in multiplying his kingdom in Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram…
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The Bridge Church exists to join God in multiplying his kingdom in Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram…
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The Bridge Church exists to join God in multiplying his kingdom in Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram…
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Owners of Wheelies on Mulberry, Josh and Terri Schlabach, join the podcast to share their inspiring story of believing in each other, taking risks, and starting a bike shop for our community that has also blessed their family in unexpected ways.Real Change Wilmington tarafından oluşturuldu
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The Bridge Church exists to join God in multiplying his kingdom in Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram…
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Jacob Schmidt and Tyler Kuhbander from Smitty's Detail Shop & Schmidt's Automotive, join the podcast to share their story of opening a one-stop automotive shop, focused on five-star service and convenience. “We're just trying to show the community that you don't [have] to be scared going to an automotive shop. Come on in, [and] let us show you what…
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The Bridge Church exists to join God in multiplying his kingdom in Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram…
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Estate planning can be complex, and many people want to do everything they can to ensure both their assets and their heirs are successful. One of the best ways to achieve this goal is to engage your entire family in the process. But when is the right time to bring the conversation up? Who should be involved? What should be shared? Listen as Alexa B…
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The Bridge Church exists to join God in multiplying his kingdom in Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram…
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Owner of For The Love Of Ink, Chris Walls, joins the podcast to share his story of opening a family-friendly and community-focused tattoo and body piercing shop. “My morals are basically just, ‘loving everybody and treating people good’. I’m not a perfect man by any means (ask my wife, she’ll tell ya), [but] I do the best I can to treat people righ…
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The Bridge Church exists to join God in multiplying his kingdom in Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram…
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Jason Stoops and Lee Sandlin join us on the podcast to talk about their upcoming School Supply Drive and the history of the program. This is a great episode for those interested in learning about community resources available during back-to-school time!Real Change Wilmington tarafından oluşturuldu
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
  continue reading
 
The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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Happy Cow’s Creamery owner, Donal Bickel, joins the podcast to share the story of Clinton County’s LAST dairy farm and how his family made a “real change” from selling 100% their milk to a co-op in West Virginia to now selling their milk direct-to-consumer and even opening their own retail store during COVID. Donald also shared how his family recen…
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In this episode of "Capital Considerations," Tony is joined by Chief Economist Luke Tilley and Head of Investment Strategy Megan Shue to reflect on the surprises of the first half of 2024—particularly around inflation and economic growth—and project their cautiously optimistic market and economic expectations through the end of the year. For more i…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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Caden Sauerbrey with Cowan Lake State Park joined the podcast to share information regarding his role as the park's naturalist, the amenities, and activities that our State Park has to offer! This is a great podcast for those interested in learning about free and inexpensive activities to participate in over the summer!…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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Rachel Jarman with Bank Barn Meats joins the podcast to share how she bought her family’s farm and raises lamb meat that has been served at Kava Haus, Lumberton General Store, Trail Haus, and the Clinton County Farmers Market! This is a great podcast for anyone interested in learning about a local farmer or starting their own farm!…
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As many successful families have learned over time, having a family wealth education plan in place for family members can be very empowering for the next generation. And when heirs feel empowered and engaged in the family’s legacy, a smooth transfer of wealth can result. Listen as Allison Pierce, wealth strategist for Wilmington Trust Emerald Famil…
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Long-term financial planning considerations, family legacy concerns, income and estate tax ramifications, transaction structuring, community and workforce impact, legal documentation, along with the reality—and finality—of “letting go” typically make a business transition one of the most difficult things a business owner will ever do. Listen as Stu…
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It often requires an intentional effort from parents to uncover and take advantage of moments during a child’s upbringing to incorporate financial discussions and lessons. Listen as Jerry Inglet, senior family legacy advisor for Wilmington Trust’s Emerald Family Office & Advisory®, discusses how to leverage the preparation and decisions connected t…
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For many entrepreneurs, selling a business is uncharted territory. Not surprisingly, engaging the right team of experienced advisors to assist in the transaction may elevate their chances of success. Listen as Stuart Smith, national director of Business Value Strategies for Wilmington Trust Emerald Family Office & Advisory,® discusses the value of …
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Understanding state residency rules as an income tax planning strategy may be important for people who live in more than one state. But these rules can be complicated and tend to vary across states. Moreover, the state residency rules for trusts can be even more complex. In this podcast, Tom Kelley, national director of Income Tax Planning for Wilm…
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There are good reasons a family may consider changing the terms of an irrevocable trust. For instance, maybe there has been a change in a beneficiary’s ability to manage family resources, or perhaps a new trustee was named. Fortunately, “irrevocable” does not necessarily mean set in stone. In this podcast, Jeff Wolken, national director of Delaware…
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Discussing wealth and legacy plans with family can be challenging and somewhat uncomfortable, especially when family members disagree about the goals. However, having open communication about the family’s heartfelt values and aspirations can help sustain a desired legacy through future generations. In this podcast, Julie Weiss, national director of…
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Business owners, tax planners, and anyone who works with business entities should understand the new obligations they will face next year under the Corporate Transparency Act—the most significant anti-money-laundering legislation since the Patriot Act in 2001. In this podcast, Kerry Reeves, director of Wealth Strategies for Wilmington Trust Emerald…
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When retirees pass away before using all the assets in their retirement plans, the remaining funds in those accounts typically pass to a named beneficiary. In certain instances, naming a trust as beneficiary of the plan may be the most prudent course of action, particularly if the retiree wants oversight of the funds for the benefit of a minor chil…
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Parents with multiple children often grapple with issues around fairness and equality when structuring their estate plans. With intentional thought and communication, and sometimes a third-party facilitator, parents can strive to achieve their wishes where intentions are understood and negative impacts for a family are reduced as inheritances are d…
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There are many different vehicles for charitable giving that can help support your objectives and create a philanthropic legacy. Charitable giving is an important discussion to have with your advisors to determine whether your charitable giving is best done individually or through a trust, a private foundation, donor advised fund, or another entity…
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The new SECURE Act 2.0, which passed into law last month, may have far reaching implications on retirement planning in the U.S. This “sequel” legislation builds upon many of the themes found in the prior Act, such as expanding access to retirement accounts in cases of hardship and moving the age when required minimum distributions begin. In this po…
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The location, or situs, of someone’s personal trust may have a significant impact on how the trust is taxed and the flexible laws available to facilitate ongoing administration. Changing a trust’s situs can be as easy as changing the trustees to a more favorable location. Listen as Jeffrey Wolken, national director of Delaware Trust Planning Strate…
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For many individuals, the purchase of life insurance is designed to mitigate risks including replacing income in the event of a premature death, leaving a legacy for heirs, and providing a source of liquidity for the payment of estate taxes. For those focused on the last of those risks – providing a source of liquidity for estate taxes – it can be …
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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Why is it important to stay focused on the data in order to make informed investment decisions? Listen as Chief Investment Officer Tony Roth speaks again with Shehzad Qazi from China Beige Book about the challenges the Chinese economy is facing. They examine three obstacles: global supply-chain dynamics; the struggle to boost domestic consumption a…
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Bruce Saunders with Clinton County Trails Coalition visits the Real Change Wilmington Podcast to share how the organization got started and what the vision is for Wilmington's trails. Learn more about Clinton County Trails Coalition at clintoncountytrails.org.Real Change Wilmington tarafından oluşturuldu
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
  continue reading
 
The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
  continue reading
 
The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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With cryptocurrencies—and Bitcoin (BTC) in particular—back in the news and driving markets, Tony sat down with portfolio manager Jason Lee to discuss hot topics such as, what is BTC “halving” and why is it important; what the differences are between owning spot BTC exchange-traded funds vs. owning BTC directly; and the challenges BTC confronts in b…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
  continue reading
 
The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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Cassie DeBoard is the NEW(ish) director of Sunshine Christian School inside Wilmington Church of Christ at 909 W Locust Street. She stops by the podcast to share what’s new on the school’s horizon. Cassie has a Masters Degree in Early Childhood Education and 6-years of teaching experience in public school. She hopes to help the school will be known…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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