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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 Bryn Mawr Trust Company (BMT), headquartered in Bryn Mawr, Pa., is a locally managed premier financial services company providing retail and commercial banking; trust administration and wealth management; and insurance and risk management solutions. BMT operates banking, wealth management, insurance, and risk management offices in Montgomery, Chester, Delaware, Philadelphia, and Dauphin Counties in Pennsylvania; New Castle County in Delaware; and Mercer and Camden Counties in New Jersey. For more information, visit bmt.com.The views expressed herein are those of Bryn Mawr Trust as of the date recorded and are subject to change without notice. Guest opinions are their own and may differ from those of Bryn Mawr Trust and its affiliates and subsidiaries. This podcast is for informational purposes only and should not be construed as a recommendation for any product or service.
49 Episodes
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Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the Federal Open Market Committee (FOMC) held on June 15/16. At this meeting, the FOMC revised its projections for the federal reserve target range from no rate hikes through 2023 to 50 basis points (0.50%). The U.S. Treasury curve shifted higher immediately following the 2:00 statement to reflect the more hawkish tone. Discussions regarding bond tapering formerly began but no changes were made. Instead, during the post-meeting conference, Federal Reserve Chairman Powell simply said discussions will continue at upcoming meetings.
Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the Federal Open Market Committee held on March 16/17. The quick takeaway, the Federal Reserve (Fed) is in no hurry to remove or alter its accommodative monetary policy this year. The Fed continues to project the federal funds target rate will remain near 0.00% through 2023 based on the recently updated Summary of Economic Projections. During the post-meeting conference, Fed Chairman Powell acknowledged the recent rise in bond yields but didn’t believe there was a need to alter the amount of monthly bond purchases.
BMT Chief Investment Officer Jeff Mills cuts through the noise and recent sub-plots in the financial markets to look at Big Tech and what may lie ahead for the Tech sector. In this podcast, Jeff discusses equity valuations, interest rates, inflation, and policy risks related to Tech, a piece of BMT’s overall 2021 Investment Outlook.Links:Big Tech: The Road to Underperformance - www.bmt.com/big-tech-the-road-to-underperformanceBMT's 2021 Economic and Investment Outlook - www.bmt.com/2021-economic-and-investment-outlook
Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the first Federal Open Market Committee (FOMC) meeting of 2021 that concluded on January 27. As expected, the Federal Reserve (Fed) left monetary policy unchanged but acknowledged recent economic weakness in the post-FOMC statement. Fed Chairman Powell played down the likelihood of removing current monetary policy accommodations in 2021 by simply stating the discussion was premature given the economic uncertainty related to the pandemic.
In a new Q&A format, Chief Investment Officer Jeff Mills and Director of Fixed Income Jim Barnes discuss the Federal Reserve banking system, starting with the basics and moving to more granular topics. What is the Federal Reserve system? What does the Fed do? What is the central bank? What is monetary policy? What is the Fed's dual mandate? Listen for these and more – like a deep dive into interest rates – in BMT Wealth Management's latest podcast.
In this podcast, BMT Director of Tax Services Jennifer Marshall offers a post-election tax discussion based on a Biden-Harris administration scenario. Jen does a deep dive into the various tax proposals mentioned during the campaign, at town hall sessions, and campaign rallies. How do the various proposals impact 2020 year-end tax planning? Listen to hear Jen's analysis.Links:BMT Year-End Tax Planning Guide (COMING SOON)BMT Wealth Management
BMT Chief Investment Officer Jeff Mills provides an overview of the private equity asset class. In this podcast, Jeff covers what private equity is and why some investors may want to consider it within a diversified portfolio. Listen as Jeff discusses why now might be a particularly interesting time to consider private equity, highlighting that the pandemic has created opportunities to invest in certain middle-market private companies.
This is an audio-only version of a recent BMT Perspective webcast on year-end tax planning. It was recorded live in September 2020. Learn from the experts on income tax and estate planning opportunities to consider in 2020, effective planning strategies for low-interest environments, and Trump vs. Biden tax proposals and how those may impact planning and much more.
Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the Federal Open Market Committee (FOMC) meeting that concluded on September 16th. At this meeting, the FOMC released an updated Summary of Economic Projections which projected the Fed will keep interest rates near zero through at least 2023. In the post FOMC press conference, Chairman Powell acknowledged the improving economy and the recent bounce in economic data but also reiterated the U.S. economy has a way to go before getting back to pre-COVID days.
Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the Federal Open Market Committee (FOMC) meeting that concluded on July 29. As expected, the Federal Reserve (Fed) left monetary policy unchanged but added within the FOMC statement that “The path of the economy will depend significantly on the course of the virus.” Chairman Jerome Powell acknowledged in the post-FOMC meeting press conference that recent economic data reflected a deceleration of growth but that more data will be needed to determine the overall strength of the current recovery.
In this podcast, BMT Wealth Management Chief Investment Officer Jeff Mills provides a high-level overview of topics covered in his mid-year Top 10 list that was published last week. Jeff lays out what he thinks are the most important topics for the second half of 2020, an already unprecedented year. This episode serves as an on-the-go primer before you dive into the full publication.
Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the Federal Open Market Committee (FOMC) meeting that concluded on June 10. Based on projections submitted by participants of the FOMC, the federal funds target range will remain between 0% and 0.25% until the end of 2022. Chairman Jerome Powell reiterated the need for accommodative monetary policy given the substantial increase in the unemployment rate and current economic contraction. He noted the many different stimulus tools the Fed has already implemented and suggested more is available if economic conditions warrant such action.
Elizabeth Wagner, Senior Vice President and Director of Institutional Wealth Management, discusses how to make charitable gifts during a time of global disruption and significant domestic need. She reminds you to start with the organizations you’ve supported for years, giving unrestricted where you can to help them through this difficult time, and to accelerate any charitable commitments or pledges you might have made if you can. Think about causes that most move you and organizations whose leadership you trust when making COVID-specific gifts. Lastly, note that Giving Tuesday has moved to May 5th, 2020, offering a bright spot for communities to pull together and help each other earlier in the year.
Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the Federal Open Market Committee (FOMC) meeting that concluded on April 29, 2020. Although there were no changes to monetary policy, the Federal Reserve was direct in noting the economic challenges that exist due to COVID-19. During the post meeting press conference, Federal Reserve Chairman Jerome Powell made clear that monetary policy will remain accommodative for as long as necessary until the virus is under control and the U.S. economy is on a robust and solid recovery.
In this podcast, BMT Wealth Management Chief Investment Officer Jeff Mills dives into market reactions to COVID-19 developments, particularly news of promising therapies. Jeff also discusses significant market advances seen over the past four weeks, and how certain sectors track – historically speaking – in terms of market lows.
In this podcast, BMT Wealth Management President Jennifer Dempsey Fox offers non-financial tips for managing through difficult situations and reflects on often-heard – and incredibly relevant – advice from other areas of our lives. Chief Investment Officer Jeff Mills provides sobering insight into a turbulent week in the markets, draws parallels to previous downturns, and examines the perils of trying find and time a market bottom.
In this podcast, BMT Wealth Management President Jennifer Dempsey Fox offers an update on BMT’s COVID-19 response, as well as some personal insights. Jen also recites a recent letter from CEO Frank Leto. Chief Investment Officer Jeff Mills provides a dose of reality in his commentary on the financial markets. He provides historical insights and data to help make sense of where we were, where we are, and the possibilities for the weeks and months ahead.
In this podcast, BMT Wealth Management President Jennifer Dempsey Fox provides comments regarding COVID-19 and our preparedness as a company, keeping our clients, employees, and communities at the heart of our decision making. Jeff Mills, Chief Investment Officer at BMT, provides insights into the rapidly changing financial markets and how BMT is thinking about the investment landscape.
Jim Barnes, Senior Vice President and Director of Fixed Income at BMT Wealth Management, discusses the Federal Open Market Committee (FOMC) meeting that concluded on January 29th, the first meeting of the year. As expected, the Federal Reserve (Fed) left the federal funds target range unchanged at 1.50% – 1.75%. Overall, the Fed continues to have a favorable view of the U.S. economic outlook although uncertainty remains regarding trade and global growth. In the post FOMC press conference, the Fed Chairman responded to a number of questions regarding its growing balance sheet but stopped well short of describing it as Quantitative Easing.
Jeffrey Mills, Chief Investment Officer at BMT Wealth Management, discusses issues that are most likely to impact financial markets as we start the new year. Topics range from the U.S. Presidential Election to the most attractive areas of the stock market. Perhaps most critical is the view that a recession will not occur in 2020.Read the BMT 2020 Economic and Investment Outlook (full publication)
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