New Year’s Resolutions for your Wealth Plan

Alvina H. Lo |
Emerald GEMs

Jan. 11, 2022—Many people start off the year with a list of New Year’s resolutions, usually centered around health and personal improvement. This year, however, it may be wise to make an extra resolution to get your financial health in shape. In today’s podcast, Chief Wealth Strategist Alvina Lo of Wilmington Trust’s Emerald Family Office & Advisory shares the top six things you can do in the new year to maintain a healthy wealth plan throughout 2022 and beyond.


Episode 45:
2022 Capital Markets Forecast—The Adaptive Brilliance of Business

Tony Roth and Meghan Shue |
Capital Considerations with Tony Roth

December 15—“Global resource disorder.” It’s a term the team coined to convey the severe labor market shortage which—more than any other economic factor—has brought about a massive breakdown in the normally well-oiled global supply chain.


Episode 44:
2022 Capital Markets Forecast—An Economic Cycle Unlike Any Other

Tony Roth and Luke Tilley |
Capital Considerations with Tony Roth

December 15—The health crisis of the past two years has resulted in acute dislocations among key pockets of the economy, leading to a cycle that is unprecedented. We face inflation that’s at its highest in nearly four decades and the tightest-ever labor market. Chief Investment Officer Tony Roth and Chief Economist Luke Tilley discuss the disconnects within the economy, the anticipated trajectory for inflation, and much more. Please listen to important disclosures at the end of the podcast.