The Adviser You Can Talk To Podcast

Retirement Spending Rules of the Road

When it comes to retirement planning, there is no shortage of tips, tricks and “top 5” lists meant to help you decide whether you’re ready. But which ones have a grain of truth and which can you safely ignore? In this episode, Andrew Busa and Diana Linn talk through popular retirement planning …

Crucial Year-End Portfolio Moves for Tax-Saving

It’s been a hectic year—and a positive one for the U.S. stock market. Taking the time to fine-tune your portfolio now may help prevent headaches (and tax bills) come April. In this episode of The Adviser You Can Talk To Podcast, Charlie, Steve and Devin talk techniques for tuning up your portfolio, …

Our 100th Episode: What to Do With $100K

What would you do with an extra $100,000? Contemplating such a windfall—and the various ways you can responsibly invest or save any unexpected funds that may enter your life—is exactly how our green-eyeshade crew decided to celebrate the 100th episode of The Adviser You Can Talk To Podcast. In addition to divvying …

Is it Time to Convert to a Roth IRA?

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 when you’re considering a conversion, namely: …

Are Crackdowns Fracturing the Chinese Economy?

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 to discuss the rapid changes in …

The Stock Market: Rocket or Rollercoaster?

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 Dan Wiener, Director of Research Jeff DeMaso and …

Special Report

Fidelity vs. Vanguard

Which is right for you?

Find Out

Expanding the Benefits of Restricted Stock

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 McBride take an even deeper dive …

Have Earnings Peaked?

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 the economy? This week, Portfolio Managers …

Fighting Inflation Fears

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 behind those headlines. They discuss:
  • What inflation …

A Tactical Approach to Asset Allocation

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 Podcast, Quantitative Investments Manager Josh Jurbala …

Biden Tax Hikes: What We Know Now

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 Biden administration’s proposed tax hikes and how painful …

Special Report

Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

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Financial Spring Cleaning

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 this week to bring you six steps you …