The Adviser You Can Talk To Podcast

2022 Trends We’re Watching

Investors enter 2022 haunted by many of the same headline risks that dominated 2021—including another rising wave of COVID infections impacting the economy. But as Chairman Dan Wiener and Chief Investment Officer Jim Lowell explain in this episode of The Adviser You Can Talk To, this year looks to be very different …

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 …

The S&P 500 Index: Is It All Investors Need?

One index fund to rule them all: Can investing really be so simple? So far, 2021 has been a remarkably strong year for the U.S. stock market—so much so that some experts suggest the best strategy for average investors is buying an S&P 500 index fund and walking away. Chairman Dan Wiener …

Tips for the Coming Tax Code

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 advice on how you can prepare yourself for …

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: …

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Estate Checklist

A Straightforward Guide to Preparing and Settling an Estate

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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 …

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 …

Meme Stocks and the Rise of Retail Investors

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 witnessing the start of an avalanche …

Special Report

Estate Checklist

A Straightforward Guide to Preparing and Settling an Estate

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Mid-year Market Recap

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 the risks that remain in the …

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