Consider Using Leverage—or Borrowing Against Your Investments—While Interest Rates are Low

Rhonda A. Pirvulescu, CFP® |
Emerald GEMs

August 24, 2021—The combination of a rising stock market and low interest rates creates a unique opportunity to use leverage as part of your overall wealth plan. The rationale is you can borrow against your investments at a low rate and still have the opportunity to benefit from potential stock market appreciation.

Listen...


Income Tax and Financial Planning Considerations in Mortgage Financing

Matthew C. King, CFP® |
Emerald GEMs

April 6, 2021—Before you decide how much to borrow for your home purchase, consider the role a mortgage can play in your overall wealth plan. With strategic mortgage financing, you could potentially enjoy certain tax benefits or perhaps leverage investment opportunities that you may otherwise miss.

Listen...


Using Strategic Financing to Help Work Toward Achieving Your Wealth Transfer Goals

Charlotte G. Philips |
Emerald GEMs

February 23, 2021—Customized financing solutions can play a significant role in your wealth plan. In fact, an estate or succession plan that includes appropriate borrowing strategies can help preserve a family’s legacy and enable a more efficient wealth transfer from one generation to the next. In today’s podcast, Wilmington Trust Private Banking Group Manager Charlotte Philips discusses how you can use strategic financing to help work toward achieving your wealth transfer goals.

Listen...