The Adviser You Can Talk To Podcast

An Investment Podcast

The Adviser You Can Talk To

A Tactical Take on High-Yield

FEATURING Jeff DeMaso and Josh Jurbala
Generating steady income while successfully managing risk is what every bond investor aims for—and we think a tactical investing approach can help get you there. Director of Research Jeff DeMaso and Quantitative Investments Manager Josh Jurbala are back for the second part of our multi-episode

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Bond prices tend to move less than stocks day-to-day because investors are more certain about their future cash flows. So if bonds are math...I'd say stocks are stories.


Josh Jurbala

Quantitative Investments Manager


What Corporate Earnings Tell Us About the Economy

FEATURING Steve Johnson and Charles Toole

We’re in the midst of 2021’s first earnings season and two of our portfolio managers have dug themselves out of their avalanche of quarterly reports to give us the scoop on how the nation’s biggest firms are prospering—and what that can tell us about our economy. In …

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Smart Money Moves for 2021

FEATURING Andrew Busa, Kari Wolfson, Ryan Christensen and Matt Shumaker

Putting together a comprehensive plan to manage your financial future can seem overwhelming—but it doesn’t have to be. In this edition of The Adviser You Can Talk To Podcast, our team offers some quick tips and tasks that will help you take control …

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Investing Insights From Our Research Team

FEATURING Jim Lowell, Jeff DeMaso, Charlie Toole, 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 on—and how it’s affecting …

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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 shaping the …

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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. If you’ve …

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Special Report

Estate Checklist

A Straightforward Guide to Preparing and Settling an Estate

Get the Guide

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 most people’s …

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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 Jurbala for …

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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 Rick Winters …

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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 grapple with …

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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 and Jim …

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Special Report

Fidelity vs. Vanguard

Which is right for you?

Find Out

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 explanation of …

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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 talk through …

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