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

Tony Roth |
Capital Considerations 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.

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Episode 7: Tax-Loss Harvesting and Savings Opportunities

Thomas Kelley, CPA, CFP®, AEP® |
Emerald GEMs
45305_Emerald GEMS Expanded (002).jpg

June 16, 2020—With the economy and markets in turmoil, you may be asking: How do I use the losses in my portfolio to my advantage? Director of Income Tax Planning Tom Kelley, discusses how to turn a market loss into a gain through tax-loss harvesting. In times like these, it is important to recognize that harvesting these losses now, when done appropriately, helps enable tax savings today and potential tax savings in the future.

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Episode 10: Business Owners—A Close-up on PPP

Tony Roth |
Capital Considerations with Tony Roth

June 16—Mention the Paycheck Protection Program (PPP) and business owners’ ears perk up. Annmarie Lee, M&T Bank associate general counsel and member of our PPP Leadership team, gives us the skinny on how business owners can navigate the program. Chief Investment Officer Tony Roth also talks to our client Janet Wischnia, founder of textile business American Blossom Linens. She gives us an inside look at how PPP funded her ability to pivot and meet altered, COVID-induced demand.

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