The Adviser You Can Talk To Podcast

An Investment Podcast

The Adviser You Can Talk To

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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If you look to the bond market, the gold market—the two most sensitive to rampant inflation—they’re simply not buying what the headlines are suggesting we ought to fear.


Jim Lowell

Chief Investment Officer


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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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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Special Report

Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

Get it Now

Betting on Munis as America Rebuilds

FEATURING Jeff DeMaso,  Chris Keith and Jennifer Zebniak

Pothole-free roads, faster, cheaper internet—what’s not to love? Well, paying for it. That’s where municipal bonds come in. In this episode of The Adviser You Can Talk To Podcast, Director of Research Jeff DeMaso is joined by two of our bond experts to talk …

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5 Tax Deductions You Need to Know

FEATURING Andrew Busa, Patrick Carlson and Diana Linn

With the delayed federal filing deadline of May 17, there’s an extra month of tax season—plenty of time to capitalize on recent developments from the American Rescue Plan, the CARES Act and others. Some members of our financial planning team are here to offer …

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Lessons From the Pandemic Year

FEATURING Dan Wiener and Jim Lowell

This week marks the one-year anniversary of the stock market’s swift, pandemic-induced crash—and it’s been a rocket ride since. Chairman Dan Wiener and Chief Investment Officer Jim Lowell step into the podcast booth to take a look back at the crisis and the lessons they’ve learned …

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Making the Most of Equity Compensation

FEATURING Andrew Busa and  JonPaul McBride

Equity compensation is becoming a bigger part of people’s paychecks in many industries—but deploying this important wealth-building tool can be fraught with complexity. Fortunately, Andrew Busa and JonPaul McBride of our financial planning team are here to break down the ins and outs of equity comp, …

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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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Special Report

Fidelity vs. Vanguard

Which is right for you?

Find Out

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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