Q3 2026
Quarterly Insights to Guide Your Financial Path
As an M&T Platinum Client, gain exclusive quarterly insights from industry thought leaders to help guide your financial planning and navigate the economy. Whether you're focused on savings, retirement, education funding, or asset preservation, we can create a personalized plan for your goals.
As Summer Winds Down, What Could the Rest of 2026 Hold?
As we move toward the final months of 2026, now is an ideal time to revisit your financial goals, assess changing market conditions, and consider opportunities that may support your long-term objectives.
The perspectives below from LPL Financial and Wilmington Trust provide insightful commentary on the economic outlook, market trends, and investment considerations that may influence planning decisions through year-end and beyond.
Perspectives for the Remainder of 2026 from LPL Financial
Market conditions continue to be shaped by evolving economic policy, inflation trends, technological innovation, and global events. In its Midyear Outlook 2026, LPL Financial examines the factors expected to influence markets during the second half of the year and discusses potential opportunities and risks investors may want to consider.
For Platinum clients, insights such as these can provide valuable context when evaluating current investment strategies, assessing portfolio positioning, and staying focused on long-term financial goals amid an ever-changing environment.
Investment Perspectives from Wilmington Trust
The latest edition of Capital Perspectives from Wilmington Trust explores key themes shaping the economic and market landscape as the year progresses, including inflation, labor market trends, corporate earnings, and potential sources of market volatility.
As a Platinum client, staying informed on these developments can help support thoughtful financial discussions and planning decisions. Wilmington Trust's investment professionals offer perspective on navigating uncertainty while remaining focused on long-term opportunities and goals.
Signature Content Series
Read the latest research, themes and perspectives from the investment team at Wilmington Trust. Plus, investment outlooks from LPL Financial. Both institutions have experience identifying key trends and helping investors in all kinds of economies and markets.
Capital Considerations
How may the pivotal economic and market unfolding trends impact you and your portfolio? In Capital Considerations, Wilmington Trust Chief Investment Officer Tony Roth brings to light the important issues of the day.
Click below to listen to the most recent episode of Capital Considerations
Capital Perspectives
Explore Wilmington Trust's second-half market outlook, including economic growth, inflation trends, Fed policy, AI investing, and equity opportunities.
LPL Financial 2025 Outlook: Pragmatic Optimism
In depth analyses and insight from LPL Research's leadership team to help you prepare for the upcoming year.
Previous Quarterly Insights
Strategically Funding Home Updates, Travel, and Education
Whether you’re renovating your home, planning a once in a lifetime trip, or preparing for upcoming college expenses, accessing liquidity is often part of the equation. One approach to consider is using your existing assets strategically, rather than selling them, to fund meaningful goals.
Wilmington Trust's article, Beyond Borrowing: Using Leverage Strategically to Increase Your Wealth Potential, explores how custom credit solutions may allow you to borrow against certain assets while preserving your long term investment and wealth strategy. Used thoughtfully, leverage can help you maintain flexibility, manage cash flow, and keep your broader financial plan on track as you take action.
Tax Aware Retirement Strategies
Tax season is an important time to revisit how retirement savings fit into your overall financial picture. With multiple types of retirement plans available, each with different contribution limits, tax treatment, and distribution rules, understanding how these vehicles work together is key to managing cash flow and long term tax efficiency.
Wilmington Trust’s Understanding the Tax Treatment of Retirement Plans provides an overview of how 401(k)s, IRAs, Roth accounts, and other retirement strategies are taxed, along with planning considerations influenced by recent legislative changes. The piece highlights opportunities to think proactively about contribution strategies, distributions, and the role retirement plans can play in both income planning and legacy goals.
Staying informed and working closely with your advisors can help ensure today’s decisions continue to support your long term financial plan.
Putting Your Financial House in Order
As 2025 comes to our close the Wilmington Trust Advanced Planning team created essential year-end planning tools designed to help you take meaningful action. Listen as Karin Christenson, Wilmington Trust senior wealth planner, and Allison Pierce, Wilmington Trust wealth planning team leader, share insights on a number of strategies to consider, including charitable and family giving, estate and risk planning, and income and tax strategies.
Stay Safe from Deepfake Financial Scams
As technology advances, so do the tactics of fraudsters. One of the fastest-growing threats today is deepfake scams—highly convincing videos or audio created using AI to impersonate someone you trust. These scams can lead to stolen personal information, unauthorized transfers, and significant financial loss.
Our latest resource, Stay Safe from Deepfake Financial Scams, explains how these scams work, what warning signs to look for, and practical steps you can take to protect yourself and your accounts.
Staying informed is the first step toward staying secure.
Financial planning and advice focused on you to to help navigate changing economic conditions
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Whether you’ve just begun your financial journey, want to change direction, or check progress on your goals, Wilmington Advisors @ M&T{{d1257*}} can provide valuable insights at no cost.
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