Wilmington Trust's Capital Considerations
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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Episodes
Episodes
Tuesday Apr 07, 2020
Tuesday Apr 07, 2020
March 25, 2020—Tony is joined by Wilmington Trust’s Chief Planning Officer Don DiCarlo, who shares his insights on several wealth planning opportunities that can be particularly beneficial during the current market environment. Together, they discuss strategies to utilize the high federal tax exemption before it’s set to expire in 2026, or potentially sooner; gifting depreciating assets to different trust structures; converting a traditional IRA to a Roth IRA; and tax loss harvesting. 305912
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Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation.
Tuesday Apr 07, 2020
Tuesday Apr 07, 2020
March 6, 2020—Chief Investment Officer Tony Roth is joined by Dr. Amesh Adalja, a Senior Scholar at Johns Hopkins University Center for Health Security in the Bloomberg School of Public Health. Dr. Adalja provides his view on the potential trajectory of the virus and societal impacts, while Tony offers insights on the pandemic from the perspective of global growth, capital markets, and client portfolios. 305912
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Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation.
Tuesday Apr 07, 2020
Tuesday Apr 07, 2020
March 13, 2020—Tony is joined by Christopher Pope, a senior fellow at the Manhattan Institute, whose research focuses on health care payment policy, hospital-market regulation, and insurance-market reform. Together, they compare the health care proposals and campaign promises from the two leading Democratic Party contenders with what is likely under President Trump if he prevails in November. 305912
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Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation.
Tuesday Apr 07, 2020
Tuesday Apr 07, 2020
February 12, 2020—Chief Investment Officer Tony Roth and Chief Economist Luke Tilley of Wilmington Trust Investment Advisors discuss the productivity paradox. Forces such as market creation, firm strategy, consumer surplus, and progress all combine to help explain the disconnect between the productivity we see and the fact that it isn’t reflected in the economic data. 305912
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Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation.
Tuesday Apr 07, 2020
Tuesday Apr 07, 2020
February 5, 2020—In the premier episode, Tony Roth, chief investment officer of Wilmington Trust Investment Advisors, welcomes Meghan Shue, head of investment strategy, as his special guest. The first and second halves of the year are going to play out in two very different ways from an investment and economic perspective. 305912
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Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation.