The Adviser You Can Talk To Podcast

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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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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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 governments are …

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Special Report

Social Security's Role in Your Retirement

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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 experts for …

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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 and if …

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Budgeting Made Simple: Three Ways to Boost Savings and Manage Spending

FEATURING Andrew Busa and Diana Linn

Think budgeting can’t be engaging and inspiring? Think again! The key is to keep it simple and find an approach that you can commit to. The best budgets are streamlined and in sync with your financial planning goals.  Listen to financial planners Andrew Busa and Diana …

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Stocks, Splits and the Dow

FEATURING Steve Johnson and Kate Austin

The stock market’s been breaking records in recent weeks, led by a handful of high-flying tech stocks. In this week’s The Adviser You Can Talk To Podcast, Kate Austin and Steve Johnson discuss how Apple’s and Tesla’s recent decision to split their shares has helped …

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What’s So Great About Gold?

FEATURING Jeff DeMaso and Josh Jurbala

Even following its surge as one of the highest-flying investments of 2020, the merits of gold remain hotly contested. For every passionate goldbug, there’s someone else dissing it as a fringe fad. But with its recent popularity and sharp rise in price, are you missing out …

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Special Report

Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

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Avoiding Financial Pitfalls: Five Essential Topics to Raise With Your Adviser

FEATURING Josh Jones, Andrew Busa and Diana Linn

Costly financial mistakes can have ripple effects that resound for years and years. And most of them are caused by seemingly simple decisions with lasting consequences that are easily overlooked in the moment. We’re here to help. Join our wealth management and financial planning …

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