
Policy Breakdown and Opportunities in 2026
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.

Hosted by BNY Wealth · 🇺🇸 US · EN · 24 episodes
Established thought leaders with verified media credentials.
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.
BNY Wealth hosts Your Active Wealth, a business show with 24 episodes published.

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.

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.

Scott Lillis, regional president, Mid-Atlantic Region, and Lynda Ly, private banking manager, explain our strategic cash management framework.

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.

Alex Murray, market president of Newport Beach, and Boryana Zamanoff, senior wealth strategist, break down key insights from our report, Mastering the Sale.

There is more to selling a business than the financial implications. For instance, how will you continue to find purpose when you’re no longer at the helm? In this episode of Your Active Wealth, Ryan Szczepanik, senior w

When legacy and livelihood are intertwined, selling a family business can be complex. Samy Dwek, Chief Executive Officer of The Family Office Doctor, shares tips for navigating this process in a way that preserves the fa

A strong entrepreneurial spirit is behind every great business success. Christi Coors Ficeli, Co-Owner of Goosecross Cellars, shares how courage and determination guided her journey to forging her own path.

The private assets investment landscape has evolved in recent years, especially since the Federal Reserve began to cut interest rates in 2024. Head of Alternative Investments Paul Vittone meets with Senior Alternative In

Stronger-than-expected economic data and uncertainty about the scope of President Trump’s policies have contributed to a volatile start of the year. Although equities have fallen 5% from their December high and Treasury

Divorce is never easy, but proactive planning can help. Assembling a team of specialists, who are knowledgeable and experienced in all aspects of a settlement, is essential to helping ensure a more positive outcome. In t

History proves that election results do not significantly impact the stock market. In fact, equities have performed well no matter what type of administration or Congress takes office. However, the outcome of the electio

Tax planning is usually not top of mind until it’s spring and the deadline to file is around the corner. However, there are multiple considerations to be aware of this year, prompting the need for more proactive planning

Family offices are comprised of some of the most successful families in the world, and although they are often served by experienced advisors that specialize in sophisticated wealth compositions, where do they turn when

The world is filled with entrepreneurs, as businesses fuel many of the fastest growing and most powerful economies. But in this day and age, what does it take to create and run a successful business? According to Aaron D

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 Wealth’s Jessica Brennan, director and senior wealth

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

Our former CIO Leo Grohowski joins host Alicia Levine, head of investment strategy and equities, to share the top four insights he gleaned from his distinguished 40-year career on Wall Street. For additional insights on

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 Wealth, share

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 joi
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Your Active Wealth is hosted by BNY Wealth. The show is categorised under business and has published 24 episodes.
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