The Adviser You Can Talk To Podcast

Betting on Munis as America Rebuilds

April 21, 2021

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 through the ins and outs of munis and …
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5 Tax Deductions You Need to Know

April 7, 2021

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 their advice and break down everything you should …
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Making the Most of Equity Compensation

March 10, 2021

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, including:
  • Key terms to understand …
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A Tactical Take on High-Yield

February 24, 2021

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 look at tactical investments, this time …
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Smart Money Moves for 2021

January 27, 2021

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 of your finances, including action items for:
  • Managing …
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Investing Insights From Our Research Team

January 20, 2021

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 our investment recommendations. The wide-ranging discussion covers: • The importance of international …
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Special Report

Social Security's Role in Your Retirement

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A Bird’s-Eye View of Investing in 2021

January 13, 2021

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 investment landscape in 2021. This …
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The 7 Habits of Highly Effective Investors

December 30, 2020

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 been resolving to get your portfolio …
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Discovering International Small-Caps

December 16, 2020

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 radars, and therein lies the opportunity. …
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Making Tactical Practical: An Introduction to Tactical Investing

December 2, 2020

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 the first part of our multi-episode …
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Five Questions to Ask Before You Refinance Your Mortgage

November 18, 2020

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 (all Certified Financial Planner™ professionals) go through the …
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Special Report

Financial Planning: Securing Your Future

Helping You Answer and Prepare For Life’s Big Questions

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Special Podcast: Dan Wiener and Jim Lowell on the Election

November 4, 2020

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 Lowell take us through the knowns, …
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