A trust might be the most powerful estate-planning tool you haven’t explored yet. And despite their reputation as a tool of just the very wealthy, they can be helpful for people across the income and wealth spectrum. Listen in to hear Adviser Investments’ experienced wealth managers and financial planners use …
5 Key Questions: Finding the Right Estate Attorney for YOU
You’ve worked long and hard to build a legacy for your loved ones—you deserve the peace of mind that comes with knowing your wishes will be carried out. And there’s a lot more to it than merely drafting a will. Join our seasoned financial and legal professionals as they share …
Having trusts that are never funded or aligned with a financial plan is kind of like building a house and never moving in.
Insurance Through the Ages: What Coverage Do I Need Now?
FEATURING CHRIS HAGAN, Andrew Busa AND VICTOR COLELLA
Insurance needs vary depending on what stage of life you’re in. But regardless of whether you’re just starting your career, building assets and raising a family, or headed into retirement, the world presents perils that require protection. And that’s where insurance comes …
Answering Your Questions About Social Security
FEATURING DINA MILNE AND ALEC ROSEN
Social Security can be complicated. Fortunately, our experts have answers to some of your most complex questions. In the final installment of a three-part series, wealth planning professionals Dina Milne and Alec Rosen take listener requests and cover some of the trickier aspects of …
AdviseHer: How to Know When Homebuying’s Right For You
Featuring Dina Milne, Megan Higgins, Sophie Benander and Jen Zebniak
Deciding when or even if you should buy a home can be a complicated, emotional process—and it’s something more women are doing on their own than ever before. In this episode of our AdviseHer podcast series, our presenters discuss the …
The Sandwich Generation: A Bigger Role in an Aging Parent’s Affairs
Featuring Dina Milne and Claudine Schrock
As retirees are living longer, their adult children are becoming a growing “Sandwich Generation,” not just raising their own families but also caring for their aging parents. While increased longevity is to be celebrated, the role reversal of children assuming more control over their …
Special Report
Financial Planning: Securing Your Future
Helping You Answer and Prepare For Life’s Big Questions
Get it NowGet Smart: Saving and Paying for College
Featuring Charlie Toole, Victor Colella and Andrew Busa
You may not be able to count on the stock market always going up, but there’s never a bear market for college costs. Tuitions continue to climb—having an education savings plan is more important than ever. Join Portfolio Manager Charlie Toole and …
Mythbusters: 10 Investment Tall Tales Debunked
FEATURING DAN WIENER, JEFF DEMASO AND BRIAN MACKEY
Every investor wants the market to be simple and predictable, and that’s led to numerous old Wall Street saws that regularly recur in the media. Ultimately, many of these myths come down to trying to predict the market—and that’s just not possible. …
Getting Results: An Investor’s View of Earnings Season
FEATURING BRIAN MACKEY AND KATE AUSTIN
Wall Street’s favorite time of year isn’t spring, fall or Christmas—it’s earnings season. Just like the holidays, all that built-up anticipation may lead to outsized emotional reactions—stocks can soar or tumble depending on what companies report. But do quarterly earnings mean much over the …
Your Money’s Dynamic Duo: Investing & Financial Planning
INTERVIEW WITH VICTOR COLELLA, JEFF DEMASO AND ANDREW BUSA
Investing gets all the press, but when it comes to your wealth’s well-being, financial planning is key to success. To manage your complete financial picture requires a parallel focus on your long-term investment returns and the lifelong process of setting goals …
AdviseHer Podcast: Differences in Women’s Investing
INTERVIEW WITH LIZ LAPRADE, SUE IRWIN AND DIANA LINN
To celebrate Women’s History Month, Adviser Investments is pleased to announce AdviseHer, the first in a quarterly series of The Adviser You Can Talk To Podcast episodes that provide clear information about investing and financial issues that affect women. In this …
The 7 Habits of Highly Effective Investors
FEATURING RICK WINTERS AND VICTOR COLELLA
While many of us may have 2018 tax returns on our minds, it’s not too soon to begin making tax-saving moves for 2019. Listen to Vice President Rick Winters and Financial Planner Victor Colella discuss seven key steps investors should consider as they look …
ESG Investing—Doing Well While Doing Good
Featuring Brian Mackey, Liz Laprade and Kate Austin
ESG investing has burst into the mainstream over the last decade and there are now many different approaches for investors to choose among. In this episode, Brian, Liz and Kate, three members of Adviser Investments’ research and investments team, break down the …
