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...

On this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein.  Roosevelt and I discuss all the hot topics in the markets today: Fed policy, inflation and interest rates, the outlook for the stock market, S&...

The importance of creating a financial plan, in which care for a loved one is paramount, is critical for many investors. In some cases, these plans include creating a Special Needs Trust ("SNT") as well as maximizing government assistance from ...

The first quarter was terrific for stocks, but just two weeks into April that may already feel like a distant memory. As  discussed in my last quarterly update, the fed and interest rates were the focus to start the year. And while the del...

Everywhere you look people are talking about Artificial Intelligence (AI). How will AI change the world? Will AI put millions of people out of work? Will AI mean a stock market boom or the end of many companies as we know them? Why is AI poweri...

As we get closer to April 15th taxes take center stage. On this episode I walk you through all the reporting information to pass along to your accountant or tax preparer. I cover when reports will be released, which reports to use, which report...

2023 was an interesting year for stocks. Commonly held worries about inflation and a slowing economy were proven incorrect. After 3 quarters of middling returns for stocks and negative returns for bonds, 4th quarter was a period of enormous gai...

The end of the year always comes with lots of discussions about capital gains, income, and all aspects of taxes. This episode is a deep dive on taxes and how best to manage a portfolio to limit the tax liability. To learn more I'm joined by Joh...

The 3rd quarter was a period of change for investors. Stocks continued to rally early in the summer but then as investors began to digest a new interest rate regime, stock and bond markets sold off meaningfully to end the quarter. Treasury yiel...

As the world gets smaller more and more families are living cross border lives. With family members living in multiple countries the planning concepts and tax considerations only get more complex. To learn more about how global families have un...

The first half of the year had stocks in rally mode and bond markets stabilizing. We have reached the inflection point where the next steps by the Fed are likely to decide the course of markets over the remainder of the year. On this episode I ...

On this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein.  Roosevelt and I discuss all the hot topics in the markets today; fed policy, inflation, the banking crisis, the debt ceiling, and how to be opportu...

The first quarter saw a recovery in both stock and bond markets but questions and worries remain. Topics covered include:The performance of stock and bonds markets year-to-date;A deep dive on bond portfolio positioning;

The Setting Every Community Up for Retirement Enhancement (“SECURE”) Act of 2019 was the most significant retirement-related legislation since the Pension Protection Act of 2006. The Act significantly altered the estate planning landscape for r...

On this episode, I'm joined by Jed Lewin, an expert real estate broker at The Agency. Jed and I discuss all aspects of the residential real estate market from both the buyer and seller’s perspectives. We address how buyers can make their offers...

After a historically bad year for both equity and fixed income markets investors are wondering if the traditional stock/bond asset allocation framework is broken. At the same time alternative asset classes such as private equity, private credit...

On this episode we focus on how best to protect your assets from fraud, identity theft, and all other forms of financial crime.   I'm joined by FBI Supervising Special Agent Milan Kosanovich.  Milan specializes in white collar crime a...

Stock and bond markets continued to decline in the 3rd quarter.  This made for one of the more difficult investing environments in a number of years.  But there is a path forward and a way to manage your finances through this period o...

So much economic news has been coming out of the US that it is easy to forget about the investment landscape across the rest of the globe.  On this podcast we focus on international investing.  To learn more about the topic I'm joined...

Market volatility across nearly all asset classes dominated the 1st half of 2022.  Inflation worries and recession concerns are contrasted by a strong labor market and continued growth of corporate earnings.  On this webinar I cover:<...

No two families are the same and no two families think about their wealth the same way.   The success of a financial plan strikes the right balance between the monetary goals and emotional well-being.   To learn more about how this ca...

The start of 2022 has been a difficult year in both stock and bond markets.  This episode is a replay of a client webinar from May 25, 2022.  Topics I covered include: Our forecast for the economyWhere the st...