On this episode I'm joined by Anne Bucciarelli, a Director in Bernstein's Wealth Strategies Group, who focuses on Family Engagement within the Ultra-High Net Worth space. Anne and I discuss her team's recently released research piece "Wealth Be...

The stock and bond markets continued to rally through the 3rd quarter. Investors are excited about the growth of their portfolios and also nervous about the future. For the first time in years, the Fed has cut interest rates. Topics covered inc...

Earlier this month I was joined in New York City for a lunch and learn with Chris Cillizza, the author of the book Power Players: Sports, Politics, and the American Presidency.   This episode is the recording of that discussion. Chris talk...

How risky is the national debt? What's the different between the deficit and the national debt? How long until the debt becomes a problem? What can we do about it? Are the solutions only political? As an investor, how does the increase in the n...

The first half of the year was largely very productive for investors. Stocks reached new highs while bonds held steady with yields as high as we have seen in over a  decade. I’ll cover the following topics and more:  The p...