Capital Perspectives November 2021

Tony Roth |
Investment Management
Capital Perspectives

In the November issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he likens investing to driving, with visibility as to our destination nine to twelve months from now, but not necessarily clarity on how we’ll get there. The near-term fogginess is linked to the uncertainty around the answers to these three important questions: Where are the workers? When will supply chain traffic jams clear? How high will U.S.

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Asset Protection Planning with Personal Trusts

Jeffrey C. Wolken |
Emerald GEMs

Oct. 19, 2021—Asset protection planning is an important part of financial and estate planning. Certain personal trusts can be used to help safeguard your assets from future creditors and frivolous lawsuits, while other trust structures can be used to help protect your wealth for future generations. In today’s podcast, Jeff Wolken, national director of Delaware Trust Planning, discusses several key measures you can take to help keep your assets safe.

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Episode 41: Cybersecurity Threats—Staying Safe in an Increasingly Vulnerable World

Capital Considerations with Tony Roth

September 22—When the Colonial Pipeline was hacked last spring, it forced the company’s only complete operational shutdown in 57 years, ceasing its normal daily transport of 2.5 million barrels of fuel for five days. This is just one instance of widespread cybercrime in the past 12 months. Online attackers are getting increasingly sophisticated, finding new ways to outsmart our defenses.

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