The Adviser You Can Talk To Podcast

An Investment Podcast

The Adviser You Can Talk To

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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High-income earners are going to have to be really careful with Roth conversion planning—a single dollar could push you over the edge and make you ineligible to convert


Diana Linn, CFP®

Account Manager, Financial Planner


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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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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Special Report

Fidelity vs. Vanguard

Which is right for you?

Find Out

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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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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A Tactical Approach to Asset Allocation

FEATURING Josh Jurbala and Charles Toole

Decades of low interest rates have driven even the most cautious investors into riskier assets in search of yield—but taking on more risk in your portfolio can leave your nest egg exposed if the markets shift. In this episode of The Adviser You Can Talk To …

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Biden Tax Hikes: What We Know Now

FEATURING Andrew Busa, Patrick Carlson and Rick Winters

Death and taxes may be certain, but the form each takes is a lot less so. And when it comes to taxes, some forms are worse than others. In this episode, some of Adviser Investments’ wealth management experts decode what we know about the …

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Special Report

Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

Get it Now

Financial Spring Cleaning

FEATURING Andrew Busa, JonPaul McBride and Diana Linn

The darling buds of May are in full blossom, and most people are taking some time to shake off the dust and straighten up. When you do, make sure you include your finances. Andrew Busa, JonPaul McBride and Diana Linn take to the mic …

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Blockbuster Earnings, Monster Recovery?

FEATURING Charles Toole and Steve Johnson

This has been a record-setting corporate earnings season by any measure, with nearly 90% of companies beating analysts’ expectations—and some outright crushing them. But does this mean we’re headed into an economic boom? This week, portfolio managers Steve Johnson and Charles Toole discuss the trends behind …

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