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Key Wealth Matters
18 minutes | Feb 22, 2021
Private Investments: What are They and How Do They Impact Your Plan?
The headlines have been undeniable. "Market reaches new record highs, despite pandemic," and other similarly sensationalized headlines have underscored the massive investment seen in a variety of markets – but this trend has been especially true for private equity and investment.According to a 2020 Deloitte report on private equity, growth is still anticipated in private equity, with a forecast of global private equity assets under management (AUM) to reach $5.8 trillion by 2025. They also reported the reinforcement of supportive relationships between private equity and their portfolios, with many firms stepping in to support their portfolio companies through recent challenges.1So, where do things stand now with Private Equity, and how can investors take advantage of opportunities as they arise?Listen in as Gary Poth is joined by Key Family Wealth Directors of Investment Consulting Greg Dienna and Joe Stone, as they discuss the state of private investment opportunities with an emphasis on defining these various opportunities and the unique considerations for each. Tune in to this latest edition of the Key Wealth Matters Podcast as our team outlines where private equity, hedge funds, and venture capital fit into a family portfolio and what to look for when evaluating investment managers in this space.
21 minutes | Nov 6, 2020
Estate and Tax Planning Strategies in an Election Year
It’s undeniable that 2020 has been a year of unprecedented surprises, and this year’s election promises to present even more uncertainty given the stakes. With such polarized policies from both candidates, a win in either direction could profoundly impact wealth management planning in 2021 and beyond. In this episode of Key Wealth Matters, Gary is joined by Jeffrey T. Getty, Director of Family Wealth Consulting, and Family Wealth Strategist Lisa Clifford to tackle what you need to know about estate and tax planning in the wake of the 2020 election. Listen to this discussion around and how to stay flexible regardless of the election outcome and how to position yourself for various financial opportunities. Don’t miss your chance to take steps and prepare, as our experts: Account for the impact or changes a Trump or Biden administration would propose related to tax and estate policy Review strategies to leverage the existing tax exemption laws to lower taxable estate costs Factor for charitable vehicles as a tax mitigation strategy within a wealth plan Practical steps families can take to get started on their preparations
41 minutes | Oct 30, 2020
2020 Year-End Planning: Identifying Tax and Financial Planning Opportunities
In this special bonus coverage episode, Joe Velkos, Director of Trust Tax with Key Private Bank, sits down with Senior Financial Planner Tina Myers to discuss 2020 end of year tax and financial planning. Joe and Tina boil down the complex topic of tax planning into several critical takeaways that will provide flexibility regardless of the potential election outcome or the impact felt by COVID-19. Topics: Possible influences from the election outcome (time code 01:20) Individual tax planning including tax-loss harvesting, wash sale rules, charitable planning, and required minimum distribution rules (time code 3:37) A review of estate and wealth transfer best practices with advice geared toward annual gifting strategies, vehicles to take advantage of the lower interest rate environment, and current exemptions (time code 22:37) Mapping out a business tax plan, focused primarily on recommendations to maximize expenses and leveraging QBI deductions (time code 31:07) Tina and Joe's final thoughts and recommendations for next steps (time code 38:40)
16 minutes | Oct 30, 2020
Finding Portfolio Yield and Value in Times of Volatility
Market volatility continues to be a major headline of 2020, due to economic turmoil caused by the Coronavirus pandemic. With stimulus negotiations between Congress and White House ongoing, economic volatility continues to be a theme of 2020 investment strategies.Investors and consumers alike are shifting their focus to various different industries with a focus on speed, flexibility, health, and safety—but are these areas sustainable over the long-term? This episode of the Wealth Matters Podcast explores best practices for portfolio construction and finding opportunities for yield in the midst of a historic global pandemic and market uncertainty. Joining Gary to share their insights are two leading voices in our Family Wealth investment practice, Senior Vice Presidents and Investment Consultants with Key Family Wealth, Jennie R. Tyndall and Daniel Moore.Listen to this episode as Gary, Jennie, and Dan take a deep dive into:- What has been done by the Fed to assist in recovery from the pandemic-driven recession.- How current perceived “safe” low yields are perceived are liked to Federal policy.- Why traditional approaches to cash aren’t as effective anymore- What a high conviction active manager is and how certain managers provide selectively higher yields- A review of real estate, private credit, bond variants, and other alternative vehicles that could present unique opportunities for yield
10 minutes | Oct 30, 2020
Update: The Impact of COVID-19 on M&A
COVID-19's impact on the course of US economics and business remains foundational. According to the most recent quarterly report released by the US Commerce Department, the US economy contracted by a record 32.9% in the second quarter. Yet the narrative around Mergers and Acquisitions was a different story. The Alliance of Merger and Acquisition Advisors recently released a survey based on second-quarter M&A activity. Findings indicated that while 40% of in-progress deals were suspended, 35% are still in progress, with 11% of those deals closing. So, has COVID-19 had that fundamental impact on business transactions? Is the current environment a good time for owners to consider selling?Tune in to this latest podcast to: Discuss the status of business transactions based on 2nd Quarter 2020 data releases Review M&A activity by industry Understand the changes to company valuations and deal structure Identify the critical takeaways business owners need to begin considering
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