Unlock the Borrowing Power of Your Portfolio

Jon D. Coppola |
Wealth Planning

Finance today’s needs without sacrificing tomorrow’s goals. A sudden need for significant funds arises—where should you turn? One strategy can be leveraging your portfolio’s assets to access liquidity. What do you need to know about using your holdings as collateral? We sat down with Jon Coppola, director of Private Banking at Wilmington Trust, for the skinny on potential rewards and risks of this complex yet engaging space.

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Negotiating the Best Financial Settlement for Your Divorcing Clients

Christy L. Watkins, CFA |
Wealth Planning
Getty

The only way to ensure the financial settlement request is truly successful is to have a holistic view of your client’s entire financial picture, not just the settlement amount.As a divorce attorney, you have a unique opportunity during the divorce process to set up your client for future financial independence and success.Having the right data and a holistic view of your divorcing client’s financial picture are crucial in achieving an advantageous settlement.

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Municipal Fixed Income Quarterly Market Commentary 4Q 2020

Karleen Strayer and Dan Scholl |
Investment Management

In the 4Q 2020 issue of our quarterly publication, we:Discuss the wild ride municipals took in 2020, including the impact of COVID-19, uncertainty around the presidential election, and record new issuance reached in the fourth quarter.Detail M&A issuance in the nonprofit health systems as well as pressures seen in higher education and transportation.Explain why comprehensive, careful credit research is so important.

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