The Adviser You Can Talk To Podcast

An Investment Podcast

The Adviser You Can Talk To

2022 Trends We’re Watching

FEATURING Dan Wiener and  Jim Lowell, Chief Investment Officer

Investors enter 2022 haunted by many of the same headline risks that dominated 2021—including another rising wave of COVID infections impacting the economy. But as Chairman Dan Wiener and Chief Investment Officer Jim Lowell explain in this episode of The Adviser You Can …

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Inflation is going to be much more important to investors than either infections or inoculations, and I think it’s going to be the underlying theme for 2022.

Dan Wiener


Crucial Year-End Portfolio Moves for Tax-Saving

FEATURING Charlie Toole, Steve Johnson and Devin Murray It’s been a hectic year—and a positive one for the U.S. stock market. Taking the time to fine-tune your portfolio now may help prevent headaches (and tax bills) come April. In this episode of The Adviser You Can Talk To Podcast, Charlie, Steve and Devin …

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Our 100th Episode: What to Do With $100K

FEATURING Andrew Busa, Jeff DeMaso and Diana Linn

What would you do with an extra $100,000? Contemplating such a windfall—and the various ways you can responsibly invest or save any unexpected funds that may enter your life—is exactly how our green-eyeshade crew decided to celebrate the 100th episode of The Adviser You …

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The S&P 500 Index: Is It All Investors Need?

FEATURING Dan Wiener and Jeff DeMaso

One index fund to rule them all: Can investing really be so simple? So far, 2021 has been a remarkably strong year for the U.S. stock market—so much so that some experts suggest the best strategy for average investors is buying an S&P 500 index fund …

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Tips for the Coming Tax Code

FEATURING Andrew Busa, Patrick Carlson and  Diana Linn

Death and taxes may be certain, but Washington still seems to find ways to keep us all on our toes. The Biden administration has an array of new tax proposals, and while none are set in stone, our financial planning team has some expert …

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Is it Time to Convert to a Roth IRA?

FEATURING Andrew Busa and Rick Winters

Sometimes investors have to embrace short-term pain for long-term gain. When it comes to Roth conversions, the up-front sacrifice can be well worth it. But exactly when to convert to a Roth depends largely on your individual financial situation. There are three crucial questions to answer …

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Special Report

Fidelity vs. Vanguard

Which is right for you?

Find Out

Are Crackdowns Fracturing the Chinese Economy?

FEATURING Jim Lowell and Liz Laprade

The Chinese government is trying to whip its corporations into shape—and markets around the world are feeling the sting. In this episode of The Adviser You Can Talk To Podcast, Research Analyst Liz Laprade and Chief Investment Officer Jim Lowell join Director of Research Jeff DeMaso …

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The Stock Market: Rocket or Rollercoaster?

FEATURING Dan Wiener, Jeff DeMaso and Steve Johnson

Eighteen months ago, the pandemic crashed the stock market. Ever since? It seems to do nothing but hit new highs. Is this rocketship market on its way to the moon? Or should we expect a bumpier ride through the rest of the year? Chairman …

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Expanding the Benefits of Restricted Stock

FEATURING Andrew Busa and JonPaul McBride

Equity compensation isn’t just for CEOs anymore. But figuring out how to get the most out of stock options and awards can be tough. We can help. In this second episode of our series on equity comp, financial planners Andrew Busa and JonPaul …

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Have Earnings Peaked?

FEATURING Charles Toole and Steve Johnson

Is this as good as it gets for earnings growth? Nearly every name in the S&P 500 has exceeded analysts’ expectations again this quarter, with the average beat more than 17%. Are these brilliant numbers just a paper façade? Or do they indicate real strength in …

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Meme Stocks and the Rise of Retail Investors

FEATURING Charlie Toole and Steve Johnson

Traditionally, it’s the companies that make lots of profits that see their stock prices surge. But some of the most remarkable run-ups of the past year have been made by money-losing firms like GameStop and AMC whose “meme stocks” have won young investors’ affection. Are we …

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Special Report

Financial Planning: Securing Your Future

Helping You Answer and Prepare For Life’s Big Questions

Get it Now

Mid-year Market Recap

FEATURING Dan Wiener and Jim Lowell

The pandemic recovery couldn’t be going much better, as far as the stock market’s concerned. But we still think there are some challenges ahead. Chairman Dan Wiener and Chief Investment Officer Jim Lowell take a look back at the first half of 2021 as well as …

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Fighting Inflation Fears

FEATURING Charlie Toole, Chris Keith and Jennifer Yousif

Will inflation rise? How will the Federal Reserve react? Can it halt the recovery? Questions like these have dominated the financial press so far in 2021. Adviser Investments’ bond experts, Chris Keith and Jen Yousif, sat down with Charlie Toole to talk about what’s …

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