The Adviser You Can Talk To Podcast

An Investment Podcast

The Adviser You Can Talk To

Investing Insights From Our Research Team

FEATURING Jim Lowell, Jeff DeMaso, Charlie Toole, Josh Jurbala, Jennifer Zebniak and Liz Laprade
This week, we coaxed the Adviser Investments research team away from their spreadsheets to give our listeners their seasoned insights on how the big picture trends of 2021 are creating opportunity in the areas they focus …

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While it feels like we’re living in a year for the history books, as investors we’re facing the same challenges we always do….there’s a lot of pent-up demand and activity out there, and a lot of opportunity in that.


Jeff DeMaso, CFA

Director of Research


A Bird’s-Eye View of Investing in 2021

FEATURING Dan Wiener and Jim Lowell

The turbulence of 2020 has certainly not settled down so far in 2021—and that’s why it’s more important than ever to look ahead for obstacles and opportunities. In this week’s podcast, Jim Lowell and Dan Wiener examine the top-down trends and themes that they see …

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The 7 Habits of Highly Effective Investors

FEATURING RICK WINTERS AND ANDREW BUSA

New Year’s resolutions often turn out to be lofty promises we make to ourselves and have a hard time keeping. But break those big pledges down into smaller, repeatable habits and you are far more likely to make them part of your year-round routine. …

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Discovering International Small-Caps

FEATURING Jeff DeMaso and Liz Laprade

With the U.S. stock market hitting new records in 2020, does an investor even need to look beyond our borders to find places to put their money? Maybe not—but we think they could benefit if they do. Simply put, smaller foreign companies aren’t on …

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Making Tactical Practical: An Introduction to Tactical Investing

FEATURING Jeff DeMaso and Josh Jurbala

Tactical investment strategies may seem confusing or complex; there are a lot of misconceptions about how they work and how they fit into a long-term investor’s portfolio. We’re here to clear things up. Join Director of Research Jeff DeMaso and Quantitative Investments Manager Josh …

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Five Questions to Ask Before You Refinance Your Mortgage

Featuring Andrew Busa, Dina Milne and Rick Winters

With mortgage rates at historic lows, refinancing has become a hot topic—but is it the right move for you? In this episode of The Adviser You Can Talk To Podcast, Senior Financial Planner Andrew Busa, Account Executive Dina Milne and Vice President …

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Special Report

Fidelity vs. Vanguard

Which is right for you?

Find Out

Post-Election Market Trends and a Vaccine’s Effect on Earnings

FEATURING  Jeff DeMaso, Charlie Toole and Steve Johnson

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 …

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Special Podcast: Dan Wiener and Jim Lowell on the Election

FEATURING Dan Wiener and Jim Lowell

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 …

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All About Roth IRAs

FEATURING Andrew Busa and Rick Winters

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 …

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Is Your Portfolio Election-Ready?

FEATURING Director of Research Jeff DeMaso and Vice President Steve Johnson

How will the outcome of the 2020 election affect financial markets? Should you adjust your investment strategy based on the election results? In our last podcast before election day, Director of Research Jeff DeMaso and Vice President Steve Johnson …

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The Muni Market and COVID-19: What Bond Investors Need to Know

FEATURING Jeff DeMaso, Chris Keith and Jennifer Zebniak

We’ve all witnessed the severe economic blows dealt to countless companies and private businesses as a result of coronavirus and the resulting shutdowns to stop the spread. Less ubiquitous in news cycles but equally important are the budget pressures state and local …

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Special Report

Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

Get it Now

Time to Ditch Your 401(k)? No Way!

FEATURING Kari Wolfson, Andrew Busa and Matt Schumaker

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 …

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Are We in a Market Bubble?

FEATURING Dan Wiener and Jim Lowell

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 …

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