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The Adviser You Can Talk To PodcastEpisodes
Episodes of The Adviser You Can Talk To Podcast
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Portfolio Manager Jeff DeMaso sat down with Adviser’s new chief investment officer, Tim Clift, to discuss what trends Tim is seeing in the markets as we emerge from the bear cave of 2022, including the return of bonds, the resurgence of global
Floundering in a sea of data when it comes time to make a financial decision? There’s a simple way to find your focus. In this episode of The Adviser You Can Talk To Podcast, Andrew Busa and Jeff DeMaso each stake out their one key metric to en
What the heck is going on with crypto? The headlines have been inescapable since crypto broker FTX went down in flames. But what actually happened with FTX? Will its failure take down the rest of the crypto-sphere? And what, if anything, does i
When it comes to the markets, the past year has been a blur. But don’t let it slip away without taking a close look at your own year-end tax planning. There are several steps you can take now that will help soften the blow come April 15th. In t
The past few months have been a wild ride—but is this bumpy trip through a bear market finally coming to an end? Chairman Dan Wiener and Interim CIO Jeff DeMaso are here to talk through whether value will continue to outperform growth and how t
Life happens. You switch jobs, sell an old house, get hitched…and at each step along the way, your finances get a little more complicated, with new retirement plans, bank accounts and investment opportunities. Sometimes keeping it simple can ma
How do you turn your portfolio into a paycheck? That’s the question most retirees face, and dividends can be an important part of the answer. Charlie, Steve and Andrew talk about the challenges of generating a stable, income-producing portfolio
A successful financial plan is all about managing risk—specially planning for worst case scenarios. And what could be worse than the possibility that you’re not there to care for the people that need you most? This episode covers the ins and ou
Stock options can be a great wealth-building tool—but only if they’re used right. In this third episode in our trilogy, Andrew Busa and Michael Dillaire tackle the intricacies of maximizing your options and discuss employee stock purchase plans
In markets like these, about the only thing most people feel like investing in is antacid. But in this episode of The Adviser You Can Talk To Podcast, Jeff DeMaso and Charlie Toole do have a few practical steps you can take to help protect your
The bear is back. Is a recession close behind? Or are we in one already and just don’t know it? And will inflation ever come down? It’s been a bruising ride for investors so far in 2022, and the Fed’s sought-after soft landing seems ever more u
Credit cards are ubiquitous. But they can also be pernicious. Even financially savvy consumers can find themselves tripped up by some of the terms and jargon. Luckily, financial planners Andrew Busa and Michael Dillaire are here to help. In thi
You asked, we answered. During our recent webinars, we were pleased to receive a bevy of questions from participants—but there simply wasn’t enough time to answer them all. Now we’re back with our investment experts to tackle these pressing top
Packing it in at 65 with a gold watch was once the stereotypical model for retirement. But times have changed, career paths have changed, and for a new generation, retirement planning is changing too. This week, Andrew Busa and Sophie Benander
Q1 2022 was one of the most volatile in recent market history. In this episode, Dan Wiener and Jim Lowell discuss what that means for the rest of 2022, including whether inflation can be tamed, the long-term impacts of the Ukraine conflict on t
The past several weeks have been some of the most volatile in history for both stock and bonds, with war, inflation, and a new COVID crackdown in China just a few of the crises causing tumult for investors. Steve Johnson talks to our market exp
The past several weeks have been some of the most volatile in history for both stock and bonds, with war, inflation, and a new COVID crackdown in China just a few of the crises causing tumult for investors. Steve Johnson talks to our market exp
April 15 may well be a day of dread for most Americans. Working with an experienced accountant can help a lot. But how do you know when you’ve found the right fit? In this episode, David, Kari and Patrick walk you through the key questions to a
When it comes to retirement planning, there is no shortage of tips, tricks and “top 5” lists to help you determine whether you’re ready. But which ones have a grain of truth and which can you safely ignore? In this episode, Andrew Busa and Dia
Rising inflation and the prospect of rate hikes have been a one-two punch for the bond markets this year—and fixed-income investors may be feeling the pain. In this kind of environment, why own bonds at all? Our experts have that answer and mor
Less than a month into 2022, the stock market has already experienced sharper dips and steeper rallies than we saw through all of last year. Will the next 11 months put the Coney Island Cyclone to shame? And how should you prepare your portfoli
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