Looking for Luxury

08/23/23 • 20 min

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, shares best practices on gauging the market, creative financing solutions and personal factors to consider when buying or selling a home at this echelon.

For additional insights on the subjects that matter most to you, visit bny.com/wealth.

For additional insights on the subjects that matter most to you, visit bny.com/wealth.

Previous Episode

Talking ‘Bout Next Generation

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 Wealth – to shed light on the attitudes and experiences of the next generation of wealth holders.

For additional insights on the subjects that matter most to you, visit bny.com/wealth.

Next Episode

Year-End Tax Essentials

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 wealth strategist at BNY Wealth, 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 Wealth, Jere addresses some of the most pressing questions regarding how to make your wealth plan as tax efficient as possible going into next year.

For additional insights on the subjects that matter most to you, visit bny.com/wealth.