The Adviser You Can Talk To Podcast

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 equities and the role alternatives can play in a modern portfolio.

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 ensure that your portfolio and your financial plan stay on track.

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 it mean for your portfolio?

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 this episode, Jeff and Andrew discuss the important items to update on your end-of-year financial checklist.

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 the midterms will impact the markets.

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 make managing your finances a lot easier on you—and benefit your bottom line. Listen now to learn more!

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 in an inflationary environment.

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 outs of life insurance.

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 (ESPPs). Stock Option Basics: https://bit.ly/3Izju9F Restricted Stock: https://bit.ly/3ofJFch

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 portfolio—and your peace of mind—from the worst of the bear’s claws.

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 unlikely. Steve Johnson and Dan Wiener talk about the reasons behind this broad sell-off, and whether there’s any light at the end of this tunnel.

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 this episode, they demystify those details.

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 topics. https://bit.ly/3MPdPNG (Quarterly) https://bit.ly/3kCoKyg (Bond)

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 discuss the dream of achieving financial independence and retiring early—aka FIRE, as it’s known to its devotees—and examine the methods and pitfalls of the FIRE approach.

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 the global economy, and whether it’s time for U.S. investors to pull out of China. Dan and Jim explain our approach to navigating stormy markets and discuss how thoughtful risk management can enable us to pursue reasonable returns in both calm and turbulent times. Additional Content: https://bit.ly/38mH5w6

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 experts about the indicators we’re watching and the moves we’re making in response.