The Adviser You Can Talk To Podcast

Don’t Buy the Hype! The Investment Risks of Misleading Headlines

The steady barrage of news can be irresistible and overwhelming in stressful and uncertain times. Obtaining and maintaining a rational perspective that rises above the daily noise is tough even on the best of days, let alone during a turbulent year like 2020. Yet as long-term investors, it is our job to …

Jim Lowell and Liz Kesselman: Insights From Three Generations of Money Managers

Dinner discussion varies from family to family, be it sports, politics, religion or neighborhood gossip. For Chief Investment Officer Jim Lowell, those conversations centered around stocks, bonds, cash and savings accounts—and the insights gleaned from generations of money managers who persevered and thrived through both tough times and those of plenty. In …

Dan Wiener and Jim Lowell: Why Are Markets Rising in a Recession?

The COVID-19-related economic decline is undeniable. We’ve seen unprecedented unemployment, record drops in consumer spending and rampant speculation that many businesses and jobs aren’t going to survive the pandemic’s economic shock. Yet stock market prices have gone higher and higher: What gives? In this special episode of The Adviser You Can Talk …

Should the Pandemic Change Your Financial Plan?

With the pandemic bringing profound changes to the way we all live and work, it’s natural to wonder if it should mean rethinking the way we invest, too. That’s certainly been something on the minds of the Adviser Investments financial planning team. This week on the The Adviser You Can Talk To …

Earnings Reports From a Pandemic: Innovation, Adaptation and Taking Shelter

Earnings and interest rates drive stock prices over time. Given the pandemic and stay-at-home advisories, first-quarter earnings season has held extra importance for investors wanting to know how companies fared as the economy ground to a halt and how they’re planning to battle back in the months and quarters ahead. In this …

Understanding the CARES Act’s Impact on Your Finances

The federal government’s $2-trillion virus relief bill, the CARES Act, is intended to help dull the economic pain the pandemic is causing—and many provisions in it may affect your family and your finances. Financial planners Andrew Busa and Diana Linn sat down for a special episode of The Adviser You Can Talk …

Special Report

Social Security's Role in Your Retirement

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Back on Stable Ground? The Bond Market and Fed Intervention

Last month’s stock market rollercoaster got most of the headline ink, but March was also a pretty wild month for the bond market. We saw record-low yields—even negative yields—and the differences in yields between Treasurys and other types of bonds reached their highest point since the 2007–2008 credit crisis. What are bond …

Parsing the ‘New Bull Market’ as the Pandemic Worsens

The pandemic headlines are sobering, the market volatility unnerving. Yet there are also opportunities for seasoned mutual fund managers to upgrade their portfolios at bargain prices. In the latest of our special podcast updates, Chairman Dan Wiener and Chief Investment Officer Jim Lowell joined together to review the latest unemployment figures and …

Coronavirus and Your Portfolio: What to Know

We are facing very uncertain times, with many questions about the investment environment and how the pandemic will affect our day-to-day lives. Given all of the unknowns, it’s understandable to be fearful. But we also know that panic is neither a plan nor an investment discipline. In this timely podcast, Chief Investment …

Protecting Yourself With Long-Term Care Insurance

Today’s retirees are living longer, more active lives than ever—but many come to a point where they need some extra help. Even if an injury or illness means you or a loved one require assistance with the day-to-day tasks of life, there are often ways to get that care and still maintain …

Strategic Retirement Planning: What’s the Best Account for You?

You’ve heard the names: Traditional IRA, Roth IRA, 401(k), brokerage account, health savings account. But which is the right one for you and your retirement plan? In this lively conversation, Vice President Rick Winters and Senior Financial Planner Andrew Busa discuss strategic ways to think about how to invest for your post-work …

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Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

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Maximizing Your Employee Benefits (Because You’re Worth It)

Employee benefits are one of the most powerful parts of your overall financial plan, but also one of the most commonly overlooked. Statistics show that effectively managing your benefits can boost them up to 30% of your compensation each year. That’s a fantastic return on the time invested. In this lively conversation, …