Episode 11:
Back to the Future—
A Conversation with Abby Joseph Cohen,
the Prophet of Wall Street

Tony Roth |
Wilmington WealthWise with Tony Roth

June 17—In this episode, Chief Investment Officer Tony Roth welcomes Abby Joseph Cohen, advisory director and senior investment strategist at Goldman Sachs. Known as the “prophet of Wall Street,” Abby has been named one of Barron’s 100 Most Influential Women in U.S. Finance for 2020. Abby discusses with Tony the critical and evolving issues around health policy, consumer behavior, markets, and global relations in this unprecedented pandemic era.


Goals-Based Investing: Prioritizing What Matters Most

Eric W. Taylor |
Investment Management
Goal Based 3.jpg

In this investment insight, we explore:How investing has evolved in recent years.The need to prioritize among essential, fundamental, and supplemental goals.How assigning “success probability targets” helps further goal achievement.The inception of modern portfolio theory (MPT) devised in the 1950s by Nobel Prize-winning economist Harry Markowitz, revolutionized investment management.


Behavioral Finance: Emotions and Investment Choices

Investment Management

This investment insight delves into behavioral finance and the emotional side of investing.The emotions that may lead human beings to believe they can outperform the market are the same emotions that may also unconsciously lead them to make poor investment decisions.There are a number of steps that you can take to protect yourself from the inherent biases and natural human emotions that lead to investment mistakes.