Your Active Wealth BNY Mellon Wealth Management

When it comes to navigating major life events, proactive wealth management is essential for individuals and their families. On this episode of Your Active Wealth, BNY Mellon Wealth Management’s Jessica Brennan, director and senior wealth manager, and Lesley Holland, senior director and portfolio manager, share how they guide clients through major life events, such as receiving an inheritance or selling a business, as well as what attracted them to the industry. Part of the discussion also entails how they’re positioning their practices for the great wealth transfer, which by 2030, is expected to see American women control a dominant share of the $30 trillion in investible assets possessed by baby boomers.

Engaging your tax advisor early can potentially save you a lot of money. Taxes can impact all aspects of wealth, including income, investments, charitable giving and estates. With Tax Day still months away, many may not be fully prepared; however, with year-end just around the corner, it pays to be proactive and organized. In our latest episode, Jere Doyle, senior estate planning strategist at BNY Mellon Wealth Management, provides valuable insight into the significance of year-end tax considerations. Throughout a discussion with Terry Sylvester Charron, head of investment advisory and planning solutions at BNY Mellon Wealth Management, Jere addresses some of the most pressing questions regarding how to make your wealth plan as tax efficient as possible going into next year.

Our chief investment officer Leo Grohowski joins host Alicia Levine, head of investment strategy and equity advisory solutions, to share the top four insights he’s gleaned from his distinguished 40-year career on Wall Street.

Did you know roughly 100 regional markets in 22 states make up the luxury residential real estate market in the United States? In our latest #podcast, Catherine Finney, Head of Residential Appraisals at BNY Mellon Wealth Management, shares best practices on gauging the market, creative financing solutions and personal factors to consider when buying or selling a home at this echelon.

The Who sang about “My Generation,” back in the ‘60s, but today the focus is on Next Generation. We’re in the midst of a massive age wave, with trillions of dollars passing from one generation to the next. Two guests join the podcast – Brien Biondi, CEO of Campden Wealth North America and IPI and Belinda Herzig, senior wealth strategist for BNY Mellon Wealth Management – to shed light on the attitudes and experiences of the next generation of wealth holders.

Responsible Investing is an increasingly complex area and is often interpreted differently by investors. Manisha Ali, Head of Responsible Investing at BNY Mellon Investor Solutions, joins the podcast for an educational discussion on this topic. She’ll explore the various facets of Responsible Investing, the evolving industry landscape and debunk some myths.