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The Adviser You Can Talk To Podcast
28 minutes | 13 days ago
Five Questions to Ask Before You Refinance Your Mortgage
With mortgage rates at historic lows, refinancing has become a hot topic—but is it the right move for you? In this episode, three of Adviser Investments’ Certified Financial Planner™ professionals go through the top five questions to ask yourself before refinancing the mortgage on your primary residence. They cover need-to-know loan terms and features, when refinancing does and does not make sense, what to look for in a lender and much more. Listen now! More on refinancing: https://bit.ly/36I6jAI
24 minutes | 20 days ago
Post-Election Market Trends and a Vaccine’s Effect on Earnings
An end to election uncertainty and encouraging COVID-19 vaccine news sent stocks surging. But typically, it’s not news, but corporate earnings results that drive the stock market. How are these recent blockbuster events likely to impact bottom lines and outlooks as companies grapple with renewed coronavirus challenges? For more on the investment trends we’re currently seeing, click to listen now!
26 minutes | a month ago
Special Podcast: Dan Wiener and Jim Lowell on the Election
The polls may be closed, but there’s a lot we don’t yet know about the outcome of the 2020 election. But we do have some insights and ideas to share with you. In this special The Adviser You Can Talk To Podcast, Dan Wiener and Jim Lowell take us through the knowns, unknowns and certainties of this election, including how the results may impact the market and the nation today, tomorrow and into the future. Dan and Jim discuss: Whether we’re likely to see an immediate market reaction to the results How to avoid falling into the trap of short-termism The economic difficulties that will confront the next president, regardless of who the winner is How to protect yourself from volatility without taking on too much risk This election season has been as divisive as any we’ve witnessed in our lifetimes. But for long-term investors like us, staying the course doesn’t mean staying still—it means staying disciplined, diversified and invested in managers who have the foresight to spot the opportunities that may be present in times of volatility. Listen to today’s special podcast to get our take on this historic election. And please reach out and contact us today, tomorrow or anytime with any questions or concerns you have—we can help. Click above to listen now.
27 minutes | a month ago
All About Roth IRAs
Roth IRAs—you may have heard of this type of individual retirement account, but do you know how a Roth really works? In this episode of The Adviser You Can Talk To Podcast, our financial planning specialists Andrew Busa and Rick Winters provide an in-depth explanation of the uses and benefits of the Roth IRA, including: The requirements and tax advantages Why to open a Roth at the beginning of your career The so-called “backdoor” Roth conversion—what it is and when to do it The Roth’s role in your legacy planning Don’t let this important tool in your financial planning arsenal go to waste. Listen now to learn how you can deploy Roth IRAs for maximum benefit! Curious about whether converting from a traditional IRA to a Roth is right for you? Click above to listen now. Or, click here for our free special report, Converting to a Roth IRA.
20 minutes | 2 months ago
Is Your Portfolio Election-Ready?
With the 2020 election only weeks away, the news is dominated with doom and gloom predictions about how its aftermath will impact the markets and economy. Like many investors, you may wonder how the results could affect your portfolio. This candid conversation will give you peace of mind and provide you with the knowledge you need to get through the election feeling financially secure. Click to listen now! Links: Market Cycles, Not Election Cycles SR (https://bit.ly/3nTay4j)
17 minutes | 2 months ago
The Muni Market and COVID-19: What Bond Investors Need to Know
We’ve all witnessed the severe economic blows dealt to countless companies and private businesses as a result of coronavirus and the resulting shutdowns. Less ubiquitous in news cycles but equally important are the budget pressures state and local governments are facing from COVID-19-related cutbacks and the impact they have on municipal bonds. For more on how investors should approach munis in the time of COVID-19 and the fledgling economic recovery, click to listen now!
23 minutes | 2 months ago
Time to Ditch Your 401(k)? No Way!
A number of recent articles have criticized 401(k) plans, the centerpiece of many peoples’ retirement savings. Is it time to reconsider using the 401(k) as a key tool to deliver financial peace of mind? Hardly. Join our wealth management and financial planning experts for this engaging lesson on why the tax-advantaged benefits of 401(k) plans remain a must-have for most retirement savers. Tune in as we debunk costly misconceptions and provide clear advice to help you make the most of your 401(k) plan. Click here for a copy of the Key Financial & Tax Planning Data sheet referenced in the podcast.
25 minutes | 2 months ago
Are We in a Market Bubble?
The market’s rebound off of the March low has been extraordinary, with tech stocks leading the charge. But does it represent a new bubble for the global markets? Join Chairman Dan Wiener and Chief Investment Officer Jim Lowell as they discuss what constitutes a bubble and if we are experiencing one now, the factors that could cause a pullback in markets today and some of the biggest opportunities they see for investors going forward. Click above to listen now!
31 minutes | 3 months ago
Budgeting Made Simple: Three Ways to Boost Savings and Manage Spending
Think budgeting can’t be engaging and inspiring? Think again! The key is to keep it simple and find an approach that you can commit to. The best budgets are streamlined and in sync with your financial planning goals. Listen to financial planners Andrew Busa and Diana Linn as they present three smart ways to boost savings and manage spending in your working years and after you retire.
17 minutes | 3 months ago
Stocks, Splits and the Dow
In this podcast, Kate Austin and Steve Johnson discuss how Apple's and Tesla’s recent decision to split their shares has helped spur the market rally, and how the impact of the splits is rippling the markets, including provoking a changing of the guard the venerable Dow Jones Industrial Average (DJIA). Click here to listen today!
24 minutes | 3 months ago
What’s So Great About Gold?
Even following its surge as one of the highest-flying investments of 2020, the merits of gold remain hotly contested. For every passionate goldbug, there’s someone else dissing it as a fringe fad. But with its recent popularity and sharp rise in price, are you missing out without gold? In this illuminating conversation, our experts dispense with the hype and deliver everything you need to grasp this often misunderstood investment. Check it out now!
26 minutes | 3 months ago
Avoiding Financial Pitfalls: Five Essential Topics to Raise With Your Adviser
Costly financial mistakes can have ripple effects that resound for years and years. And most of them are caused by seemingly simple decisions with consequences that are easily overlooked in the moment. We’re here to help. Our wealth management and financial planning experts lay out some basic steps to chart the course of your family’s financial life for generations. Find out more about cash flow and savings; setting goals; risk management; legacy planning; managing debt; and maximizing company benefits.
28 minutes | 4 months ago
Investment Trends Are Fleeting: Defending Against Recency Bias
Amid a global pandemic, tech stocks are off to the races, interest rates are in the basement and gold is fashionable again. Are these market developments going to last? And if so, how can you take advantage? Join Chairman Dan Wiener and Director of Research Jeff DeMaso for an insightful look at the dangers of recency bias—peoples’ tendency to expect the future to look like the recent past—and how disciplined investors can defend against this all-too-human impulse.
24 minutes | 4 months ago
What Earnings Reports Reveal About the Economic Toll of COVID-19
You’ve probably seen the staggering figures: Second-quarter earnings are down 35%. But when is a 35% slide not quite as devastating as it sounds? Maybe in the midst of a pandemic. Join us as we dig into the numbers and put these eye-popping earnings declines into perspective. Earnings reports create transparency into whether American companies are thriving or struggling, and insight into how corporate leaders are envisioning the road ahead—and we’re here to break down the key themes for you. Click above to listen now!
26 minutes | 4 months ago
The Portfolio Impact of Politics and Pandemic
How has the spread of COVID-19 impacted reopening efforts and economic data? And what will the results of the 2020 election mean for investors? Listen in as Director of Research Jeff DeMaso and Research Analyst Liz Laprade discuss medical data they’re tracking, the state of the economy and how markets have done under presidents from both political parties.
25 minutes | 5 months ago
What Freelancers Need to Know
More than a third of American workers now have a freelance gig—including many former retirees. In this episode, financial planners Andrew Busa and JonPaul McBride cover some important need-to-knows for anyone considering taking on freelance work, including taxes, insurance and using freelance income to supercharge your retirement. Want to know more? Check out our podcasts on insurance here (https://bit.ly/3gP2HR0) or learn more about how to build an emergency fund here (https://bit.ly/2ZPXnFO).
22 minutes | 5 months ago
Taking Stock: Dan Wiener and Jim Lowell’s Mid-Year Market Assessment
The first half of 2020 saw record market highs before COVID-19 took its expansive human, economic and stock market toll. With volatility raging, monetary and fiscal policy provided a safety net, and some investors may be feeling that the worst of times are behind us. Is it time to throw caution to the wind and not “fight the Fed?” During this uncertain investment environment, Dan’s and Jim’s decades of experience navigating volatile markets is more valuable than ever. Click to listen now!
15 minutes | 5 months ago
Dividend Stocks: Generating Income in a Low-Interest-Rate World
Where’s an investor to find income opportunities that keep pace with inflation in an environment of low interest rates and market volatility? Adviser Investments’ Dividend Income strategy managers recently sat down for a conversation about the current landscape for dividend investors and what they look for when they’re constructing a portfolio. Join Portfolio Managers Charlie Toole and Steve Johnson and Equity Research Analyst Kate Austin in this informative discussion for dividend investors of all stripes.
19 minutes | 5 months ago
Don’t Fight the Fed! (Especially in a Pandemic)
You’ve probably heard the old investment maxim: “Don’t fight the Fed.” But what exactly does that mean, and how does it apply to the challenges of today’s markets? In this episode of The Adviser You Can Talk To Podcast, Chief Investment Officer Jim Lowell and Vice President Liz Kesselman talk about the role of the Federal Reserve and how it has used its monetary policymaking powers both historically and in fighting the economic difficulties wrought by the COVID-19 outbreak.
18 minutes | 5 months ago
Is This Normal? Stock Market Performance During Recessions
It’s official—we’re in a recession. Yet the stock market is up nearly 40% from its March 23 low and the NASDAQ has touched record territory. In this episode of The Adviser You Can Talk To Podcast, Director of Research Jeff DeMaso and Vice President and Portfolio Manager Charlie Toole analyze the history of dislocations between the market and the economy, and why using recessions to “time” the market is usually a losing strategy.
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