Your Active Wealth

Divorce is never easy, but proactive planning can help. Assembling a team of specialists, who are knowledgeable and experienced in all aspects of a settlement, is essential to helping ensure a more positive outcome. In this episode of Your Active Wealth, Judy Barton, wealth and transition advisor at BNY Wealth, provides valuable insight into building a divorce team, as well as what a pre-settlement review should look like and why it is a necessity. Throughout the discussion, she also touches on the different types of divorce proceedings, including litigation and mediation, in addition to the nature of gray divorces, and how they can result in unique financial repercussions that require a nuanced approach. Regardless of marital status, there are always planning steps that can be taken to better protect you and your financial future.

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History proves that election results do not significantly impact the stock market. In fact, equities have performed well no matter what type of administration or Congress takes office. However, the outcome of the election may drive returns at the sector level. In this episode of Your Active Wealth, Alicia Levine, head of investment strategy and equities, and Kevin Shea and Matt Keeler, senior equity analysts, identify four key policy themes that equity sectors will contend with and analyze the implications of the candidates’ proposals if they are adopted.

For additional insights on the subjects that matter most to you, visit bny.com/wealth. 

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Tax planning is usually not top of mind until it’s spring and the deadline to file is around the corner. However, there are multiple considerations to be aware of this year, prompting the need for more proactive planning. In this episode of Your Active Wealth, Jere Doyle, senior wealth strategist at BNY Wealth, reveals why taxpayers need to have earlier conversations with their advisors when evaluating potential strategies to protect their wealth. Throughout the discussion, he touches on timely tax provisions to take advantage of before they expire, such as the estate and gift tax exemption from the 2017 Tax Cuts and Jobs Act, and sheds light on the Corporate Transparency Act, which went into effect earlier this year, highlighting important reporting requirements and reminders. 

For additional insights on the subjects that matter most to you, visit bny.com/wealth. 

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Family offices are comprised of some of the most successful families in the world, and although they are often served by experienced advisors that specialize in sophisticated wealth compositions, where do they turn when they require further assistance? In this episode of Your Active Wealth, Samy Dwek, founder and CEO of the Family Office Doctor, shares best practices he developed to help family offices reach their full potential. Throughout the discussion, he provides tips for crafting and maintaining mission statements, pointers for preserving family values across generations and anecdotes describing how to overcome emotive challenges that can affect family dynamics. 

For additional insights on the subjects that matter most to you, visit bny.com/wealth. 

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The world is filled with entrepreneurs, as businesses fuel many of the fastest growing and most powerful economies. But in this day and age, what does it take to create and run a successful business? According to Aaron Dinin, Faculty at Duke University Innovation & Entrepreneurship and Co-Founder of Audience Acceleration Labs, the hardest part of launching a new product or service is not ideation, but marketing. Drawing from his time as a serial entrepreneur, in this episode of Your Active Wealth, Dinin shares tips for cutting through the noise and effectively marketing your business with social media. In addition, he discusses the common misconceptions and pitfalls of starting a business as well as knowing when to step away. 

For additional insights on the subjects that matter most to you, visit bny.com/wealth. 

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When it comes to navigating major life events, proactive wealth management is essential for individuals and their families. On this episode of Your Active Wealth, BNY Wealth’s Jessica Brennan, director and senior wealth manager, and Lesley Holland, senior director and portfolio manager, share how they guide clients through major life events, such as receiving an inheritance or selling a business, as well as what attracted them to the industry. Part of the discussion also entails how they’re positioning their practices for the great wealth transfer, which by 2030, is expected to see American women control a dominant share of the $30 trillion in investible assets possessed by baby boomers.

For additional insights on the subjects that matter most to you, visit bny.com/wealth. 

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Engaging your tax advisor early can potentially save you a lot of money. Taxes can impact all aspects of wealth, including income, investments, charitable giving and estates. With Tax Day still months away, many may not be fully prepared; however, with year-end just around the corner, it pays to be proactive and organized. In our latest episode, Jere Doyle, senior wealth strategist at BNY Wealth, provides valuable insight into the significance of year-end tax considerations. Throughout a discussion with Terry Sylvester Charron, head of investment advisory and planning solutions at BNY Wealth, Jere addresses some of the most pressing questions regarding how to make your wealth plan as tax efficient as possible going into next year. 

For additional insights on the subjects that matter most to you, visit bny.com/wealth. 

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Did you know roughly 100 regional markets in 22 states make up the luxury residential real estate market in the United States? In our latest #podcast, Catherine Finney, head of residential appraisals at BNY Wealth, shares best practices on gauging the market, creative financing solutions and personal factors to consider when buying or selling a home at this echelon. 

For additional insights on the subjects that matter most to you, visit bny.com/wealth. 

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The Who sang about “My Generation,” back in the ‘60s, but today the focus is on Next Generation. We’re in the midst of a massive age wave, with trillions of dollars passing from one generation to the next. Two guests join the podcast – Brien Biondi, CEO of Campden Wealth North America and IPI and Belinda Herzig, senior wealth strategist for BNY Wealth – to shed light on the attitudes and experiences of the next generation of wealth holders.  

For additional insights on the subjects that matter most to you, visit bny.com/wealth. 

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BNY Wealth’s “Do Well Better” campaign highlights and celebrates clients who are wielding their wealth with purpose, be it through their philanthropy or by launching ventures that positively impact society. In this episode of Your Active Wealth, Carlos Martinez, founder of Clement Capital Partners, a visionary leader and entrepreneur with over 30 years of consulting experience talks about his upbringing, his inspirational journey to the United States from Puerto Rico, his work with underrepresented groups and the ways Carlos is doing well better in his community. Carlos also shares how there’s more to entrepreneurship than generating revenue.

For additional insights on the subjects that matter most to you, visit bny.com/wealth. 

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