The BNY Mellon Wealth Management webcast series is an online channel that provides insights and expert advice on the latest market trends and analysis. Our comprehensive Active Wealth strategies cover five essential practices: investing, borrowing, spending, managing taxes and costs, and protecting your legacy. These practices help our clients achieve long-term financial success that stretches across market cycles and spans generations.

Join Chief Investment Officer Sinead Colton Grant and a panel of experts as they share their outlook and perspectives on the economy and markets.

2025 Economic & Market Outlook Webcast

Join Chief Investment Officer Sinead Colton Grant and featured speaker Dan Clifton, partner and head of policy research at Strategas, as they share their perspectives on the election and its potential impact on the economy and markets.

Post-Election Economic and Market Outlook Webcast Featuring Dan Clifton

October Economic and Market Outlook Webcast: Investment Analysis and Strategy

June Economic and Market Outlook Webcast: Investment Analysis and Strategy

April Economic and Market Outlook Webcast: Investment Analysis and Strategy

BNY Mellon Wealth Management invites you to join Estate Planning Strategist and Senior Vice President, Jere Doyle, on Wednesday, February 28 as he provides a specialized recap following the 2024 Annual Heckerling Conference.

2024 Heckerling Recap Webcast Featuring Jere Doyle

Join Chief Investment Officer Leo Grohowski and a panel of experts as they share their outlook and perspectives on the economy and markets.

2024 Economic and Market Outlook

BNY Mellon Investor Solutions, LLC develops capital market return assumptions on an annual basis for approximately 50 asset classes around the world. The assumptions, which are based on a 10-year time horizon, are intended to guide investors in developing long-term strategic asset allocations. Join us to hear from our experts on their forecasts for 2024 and beyond.

2024 10-Year Capital Market Assumptions Webcast for Institutional Investors

Year-round planning is critical to the ongoing health of one’s wealth plan.  Please join BNY Mellon Wealth Management experts for our annual year-end tax planning webcast. Learn effective strategies and considerations in the areas of taxes, investments, estate and gift planning to ensure you are ready for what lies ahead in 2024.

2023 Year-End Tax Planning: Using Active Wealth to Preserve & Protect Wealth

2023 Oct. Quarterly Economic & Markets Outlook: Investment Analysis & Strategy

Join us to hear the latest in gift planning trends, challenges and opportunities from the BNY Mellon Wealth Management Planned Giving Team. Featured speaker Jere Doyle will also provide updates on legislation on charitable giving.

Charitable Giving Tax & Legislative Update

2023 July Quarterly Economic & Markets Outlook: Investment Analysis & Strategy

BNY Mellon Wealth Management invites you to our annual mid-year tax webcast, which will feature a panel of tax and wealth planning experts who will share our best thinking to help navigate through uncertainty. They will discuss timely topics, such as potential state and local wealth taxes that could be on the horizon.

2023 Mid-Year Tax Webcast: Applying Active Wealth to Navigate What Lies Ahead

2023 April Quarterly Economic & Markets Outlook: Investment Analysis & Strategy

Join Chief Investment Officer, Leo Grohowski on March 22 at 4:00 pm ET to hear our initial thoughts on the Fed’s decision and latest forecasts, market reaction and our latest thinking.

March 22 Post Fed Market Update

The largest bank failure since 2008, a hotter-than-expected jobs report, and hawkish comments by Fed Chair Powell culminated in the worst trading week of the year. To help make sense of a challenging week, what this means for markets and how to position portfolios, please join us for this Special Market Update webcast.

3/13 Special Market Update

BNY Mellon Wealth Management, Estate Planning Strategist and Senior Vice President, Jere Doyle will be providing a specialized recap following the 2023 Heckerling Conference.

Heckerling Recap Webcast with Jere Doyle 2023

Join Chief Investment Officer Leo Grohowski and a panel of experts as they share their 2023 outlook and perspectives on the path of inflation, the impact of continued tight monetary policy on the economy and what that may mean for markets and portfolios.

2023 Economic and Markets Outlook: Investment Analysis and Strategy

We are pleased to release BNY Mellon Wealth Management’s 2021 Annual Charitable Gift Report, which assesses the philanthropic landscape, levels of giving and donor behavior to provide insights, context and benchmarks. The report provides analytics and observations on charitable gift annuity and charitable remainder trust activity for more than 100 nonprofit organizations during calendar year 2020.

Please join Head of Philanthropic Solutions, Crystal Thompkins, as she leads a discussion with a panel of experts taking an in-depth look at the report findings and what the data reveals about current and future trends in giving.

2021 Annual Charitable Gift Report: Insights on Giving Trends

Presented by

About this talk

More from this channel