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The BMT podcast provides commentary on the financial markets, financial planning, and other timely topics. The podcast features professionals from BMT Banking, Wealth Management, and Insurance.The Bry... more
FAQs about BMT - Banking, Wealth & Insurance:How many episodes does BMT - Banking, Wealth & Insurance have?The podcast currently has 49 episodes available.
November 28, 2018PREPARING FOR YOUR DIGITAL AFTERLIFEOur guest Lee Poskanzer, CEO of Directive Communication Systems, speaks with Jen Fox, President of BMT Wealth Management, about preparing for your digital afterlife....more33minPlay
November 27, 2018HELPING YOUR CLIENTS PREPARE FOR THEIR DIGITAL AFTERLIVESJen Fox, President of BMT Wealth Management, talks to Lee Poskanzer, CEO of Directive Communication Systems, about preparing estates for their digital afterlife....more12minPlay
October 11, 2018OUR RISING INTEREST RATE ENVIRONMENTJen 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....more8minPlay
October 09, 2018TAX CUTS AND JOBS ACT – IMPLICATIONS FOR TAX AND ESTATE PLANNINGHow 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....more13minPlay
September 12, 2018TAX CUTS AND JOBS ACT – KEY PROVISIONS AFFECTING INDIVIDUALS AND BUSINESSESJen 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....more14minPlay
July 13, 2018TARIFFS, TRADE WARS, AND THE THREAT TO THE GLOBAL ECONOMYBMT 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....more8minPlay
June 19, 2018FOMC MEETING REACTION AND THE PROSPECT OF MORE AGGRESSIVE MONETARY POLICYJennifer 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....more8minPlay
June 12, 2018WHAT’S DRIVING THE FINANCIAL MARKETSPresident 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....more9minPlay
June 12, 2018IMPACT TO FINANCIAL MARKETS BY G-7 AND U.S. – NORTH KOREA MEETINGSIn 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....more8minPlay
FAQs about BMT - Banking, Wealth & Insurance:How many episodes does BMT - Banking, Wealth & Insurance have?The podcast currently has 49 episodes available.