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The Adviser You Can Talk To Podcast

Business & Economics Podcasts

It’s never too soon to become a more informed investor and take steps to improve your financial health. In these exclusive podcasts from Adviser Investments, our team of experienced wealth management professionals discuss personal finance topics and tips for investors like you.

It’s never too soon to become a more informed investor and take steps to improve your financial health. In these exclusive podcasts from Adviser Investments, our team of experienced wealth management professionals discuss personal finance topics and tips for investors like you.

Location:

newton, ma

Description:

It’s never too soon to become a more informed investor and take steps to improve your financial health. In these exclusive podcasts from Adviser Investments, our team of experienced wealth management professionals discuss personal finance topics and tips for investors like you.

Language:

English

Contact:

6173212200


Episodes

Mid-year Market Recap

7/14/2021
The pandemic recovery couldn’t be going much better, as far as the stock market’s concerned, but we still think there are some challenges ahead. Chairman Dan Wiener and Chief Investment Officer Jim Lowell take a look back at the first half of 2021 as well as the risks that remain in the months ahead, including the recent spike in inflation, the stock market’s turn from growth to value, and whether the investment opportunities in China are worth the risks. Click to listen now!

Duration:00:29:23

Fighting Inflation Fears

6/30/2021
Worries about inflation have dominated the business press so far in 2021. Adviser Investments’ bond experts, Chris Keith and Jen Yousif, sat down with Charlie Toole to discuss what inflation is, why bond investors worry about it and what’s driving the big inflation spike we’re seeing now. Understanding how inflation can impact your portfolio is essential for any fixed-income investor. Click to listen, learn and prepare!

Duration:00:16:33

A Tactical Approach to Asset Allocation

6/16/2021
Decades of low interest rates have driven even the most cautious investors into riskier assets in search of yield—but taking on more risk in your portfolio can leave your nest egg exposed if markets shift. In this episode of The Adviser You Can Talk To Podcast, our portfolio managers discuss why investors may need to look beyond stocks and bonds in today’s markets, and how a tactical, multi-asset approach can help mitigate some of these risks.

Duration:00:19:57

Biden Tax Hikes: What We Know Now

6/2/2021
Death and taxes may be certain, but the form each takes is a lot less so. And when it comes to taxes, some forms are worse than others. In this episode, some of Adviser Investments’ wealth management experts decode what we know about the Biden administration’s proposed tax hikes, including impacts on income, capital gains and estate taxes—and how strategic financial planning may help lessen their sting. Bitly: Tax Blog post: https://bit.ly/2TBoLrT

Duration:00:23:22

Financial Spring Cleaning

5/19/2021
The darling buds of May are in blossom, and most people are taking some time to shake off the dust and straighten up. When you do, make sure you include your finances. Our financial planning team takes to the mic this week to bring you six steps you should take to make sure your financial plan is up to date, including cleaning up your credit, setting your employee benefits straight, pruning old accounts, and more. Click to listen now!

Duration:00:27:54

Blockbuster Earnings, Monster Recovery

5/5/2021
This has been a record setting corporate earnings season by any measure, with nearly 90% of companies beating analysts’ expectations—and some outright crushing them. But does this mean we’re headed into an economic boom? This week, portfolio managers Steve Johnson and Charles Toole discuss why this earnings season is different from those during other post-recession recoveries. Click to listen now and learn more!

Duration:00:15:56

Betting on Munis as America Rebuilds

4/21/2021
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, our bond experts talk munis, including why they’ve recently outperformed the rest of the bond market and how the federal government’s infrastructure push could impact the sector.

Duration:00:23:28

5 Tax Deductions You Need to Know

4/7/2021
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 in 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 know. Taxes are a moving target as laws change—this lively episode equips you with the knowledge you need about the latest breaks available to you. Links: Key Financial Data...

Duration:00:25:42

Lessons from the Pandemic Year

3/24/2021
This week marks the one-year anniversary of the stock market’s swift, pandemic-induced crash. Chairman Dan Wiener and Chief Investment Officer Jim Lowell discuss lessons they’ve learned as investors about herd behavior and stir-crazy markets, what Bitcoin’s rally portends, whether inflation fears are well-grounded, and more. It’s been a crazy year for us all—so it’s a relief to hear from two experts who can help make some sense of it. Click below to listen now!

Duration:00:28:57

Making the Most of Equity Compensation

3/10/2021
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. Listen to Andrew Busa and JonPaul McBride break down the ins and outs of equity comp, including key terms to understand, how options are taxed, and how to decide when to exercise them. And check out our primer on equity compensation for even more info on this timely topic. Links: https://bit.ly/3l4Tt6w For informational...

Duration:00:23:02

A Tactical Take on High-Yield

2/24/2021
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 a deep dive into the investing philosophy behind our tactical approach to high-yield bonds, including why high-yields can play a role in a retirement portfolio. Links: https://bit.ly/3uphQ2K

Duration:00:19:47

What Corporate Earnings Tell Us About the Economy

2/10/2021
We’re in the midst of 2021’s first earnings season and two of our portfolio managers have dug themselves out of their avalanche of quarterly reports to give us the scoop. In this edition of The Adviser You Can Talk To Podcast, Steve Johnson and Charles Toole discuss the sectors that are surprising to the upside, why this tech-dominated market is not Dot-Com Bubble 2.0, when to worry about inflation, and much more.

Duration:00:18:16

Smart Money Moves for 2021

1/27/2021
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 managing cash flow and savings, legacy planning, handling debt and credit and maximizing company benefits. Links: https://bit.ly/3ojdR3C (5 Conversations podcast)

Duration:00:26:16

Investing Insights From Our Research Team

1/20/2021
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.

Duration:00:24:00

A Bird’s Eye View of Investing in 2021

1/13/2021
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 episode, Jim Lowell and Dan Wiener discuss the big picture for investors in 2021, including whether the economy will move past COVID-19 in 2021; income generation in a low-yield environment; the turn toward value stocks; and if the market’s in a bubble—or just Bitcoin.

Duration:00:23:05

The 7 Habits of Highly Effective Investors

12/30/2020
Resolving to get your portfolio in shape for 2021? Vice President Rick Winters and Senior Financial Planner Andrew Busa are here to help. In the year’s final episode of The Adviser You Can Talk To Podcast, they lay out seven steps for investors to consider as we close the books on 2020—and they are equally applicable throughout the year. Click to listen now! Links to referenced reports: Key Financial Data (https://bit.ly/2KGKGdc); Charitable Giving (https://bit.ly/3rD1qCx); 2020 Year-End...

Duration:00:26:58

Discovering International Small-Caps

12/16/2020
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 simply aren’t on most people’s radars, and therein lies the opportunity. Let Jeff and Liz show you the potential benefits of this under-explored sector. Referenced links: Today's Market Takeaways: December 15, 2020 (https://bit.ly/388qIzy) Today's Market...

Duration:00:11:32

Making Tactical Practical: An Introduction to Tactical Investing

12/2/2020
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 with an engaging overview of this ever-evolving investing methodology. Tactical strategies offer a solution for investors seeking to remove the emotional component from decision-making in their portfolios. It’s not for everyone, but is tactical for you? Click to listen now!

Duration:00:30:12

Five Questions to Ask Before You Refinance Your Mortgage

11/18/2020
With mortgage rates at historic lows, refinancing has become a hot topic—but is it the right move for you? In this episode, three of Adviser Investments’ Certified Financial Planner™ professionals go through the top five questions to ask yourself before refinancing the mortgage on your primary residence. They cover need-to-know loan terms and features, when refinancing does and does not make sense, what to look for in a lender and much more. Listen now! More on refinancing:...

Duration:00:28:36

Five Questions to Ask Before You Refinance Your Mortgage

11/18/2020
With mortgage rates at historic lows, refinancing has become a hot topic—but is it the right move for you? In this episode, three of Adviser Investments’ Certified Financial Planner™ professionals go through the top five questions to ask yourself before refinancing the mortgage on your primary residence. They cover need-to-know loan terms and features, when refinancing does and does not make sense, what to look for in a lender and much more. Listen now! More on refinancing:...

Duration:00:28:36