Your Active Wealth

BNY Wealth

Business

Latest episode

28 episodes

Policy Breakdown and Opportunities in 2026
18/12/2025 | 25 mins.
Alicia Levine and Dan Clifton on 2026: consumer refunds, deregulation, Fed cuts, tariffs and midterm dynamics—why policy could turn headwinds into tailwinds for growth and earnings.
New 2025 Tax Rules for Business Owners
10/11/2025 | 14 mins.
Terry Sylvester Charron, head of investment advisory and planning solutions, and Jere Doyle, senior wealth strategist, unpack changes to Qualified Small Business Stock as result of OBBBA.
Master Cash Management
25/9/2025 | 16 mins.
Scott Lillis, regional president, Mid-Atlantic Region, and Lynda Ly, private banking manager, explain our strategic cash management framework.
2025 Tax Changes: What's New?
21/8/2025 | 19 mins.
BNY Wealth experts, Jere Doyle, senior wealth strategist, and Lesley Holland, regional director of portfolio management, provide valuable insights on tax and investment planning for 2025.
Mastering the Sale
08/7/2025 | 34 mins.
Alex Murray, market president of Newport Beach, and Boryana Zamanoff, senior wealth strategist, break down key insights from our report, Mastering the Sale.

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About Your Active Wealth

Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.

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Business