All COVID-19 Content

Tax and Estate Planning: Year-End Strategies

Lisa Ligas |
Emerald GEMs

October 20, 2020, GEM 24 — This year end is a little different than usual. Not only has 2020 been a year of uncertainty due to the global pandemic, which continues to linger, but we are now facing a presidential election as well. Depending on the outcome, you may need to make a few modifications to your estate and tax planning strategies. Director of Wealth Strategies Lisa Ligas provides some key strategies to help you optimize your plan for today and for the year ahead.

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Capital Perspectives October 2020

Tony Roth |
Investment Management

In the October issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he explains why the best investors are often those who don’t succumb to emotional decisions, as well as the upcoming elections and their likely effects on markets and the economy.

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Episode 19: The Fed—Part I
Not Enough in Reserve?

Tony Roth |
Wilmington WealthWise with Tony Roth

September 30, 2020—It would be hard to overstate how large the Federal Reserve looms in investors’ minds or its influence on financial markets. While the central bank has received praise for its quick and decisive action during the current crisis, focusing on liquidity and keeping capital flowing, questions must be raised about its recent messaging in light of the recently announced most significant changes to its long-term strategy in nearly a decade.

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