The Adviser You Can Talk To Podcast

Should the Pandemic Change Your Financial Plan?

Featuring Andrew Busa and Rick Winters

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 …

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

FEATURING Jeff DeMaso, Charlie Toole, and Kate Austin

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 …

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Coronavirus Reopening—Risks and Opportunities

featuring Dan Wiener and Jim Lowell

Slowly and shakily, some parts of the country are taking steps to reopen their economies—does this mean we’re finally on the road to recovery? In this special episode of The Adviser You Can Talk To Podcast, Chairman Dan Wiener and Chief Investment Officer Jim Lowell discuss …

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Understanding the CARES Act’s Impact on Your Finances

FEATURING Andrew Busa and Diana Linn

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 …

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Back on Stable Ground? The Bond Market and Fed Intervention

Featuring Jeff DeMaso and Chris Keith

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 …

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Parsing the ‘New Bull Market’ as the Pandemic Worsens

Featuring Dan Wiener and Jim Lowell

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 …

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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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Pandemic Watch: Early Signs of Stabilization in Rocky Markets

Featuring Jeff DeMaso and Steve Johnson

The past week has been a hectic one for the markets—anyone who’s been watching stocks’ and bonds’ daily moves might be suffering from whiplash at this point. In this special episode of The Adviser You Can Talk To Podcast, Director of Research Jeff DeMaso and Vice …

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Coronavirus Crisis Update

Featuring  Jim Lowell and Dan Wiener

We’re used to events and markets changing rapidly, but that pace has increased exponentially with the spread of the coronavirus. While alarm bells are ringing, we are sticking with our process and taking a rational approach to managing our clients’ wealth during this sudden bear market. …

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Coronavirus and Your Portfolio: What to Know

Featuring Jim Lowell, Jeff DeMaso and Steve Johnson

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 …

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Protecting Yourself With Long-Term Care Insurance

Featuring David Mastroianni and Diana Linn

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 …

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

Featuring Rick Winters and Andrew Busa

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 …

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Special Report

The ETF Advantage

Benefits and Risks of Exchange-Traded Funds

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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 …

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