In this episode of The J&J Show, Josh Yoskosky and Joe Simon are joined by Sonali Basak, Chief Investment Strategist at iCapital, for an insightful conversation on today's investing landscape, market trends, and the factors shaping the economy.

From navigating market uncertainty to understanding long-term investing, Sonali shares valuable perspectives for investors looking to stay informed and focused.

Whether you're a seasoned investor or just getting started, this episode offers practical insights to help you better understand today's financial markets.

👍 If you enjoyed this episode, be sure to like, subscribe, and turn on notifications so you never miss a new conversation.

#TheJJShow #Investing #Markets #Finance #WealthManagement #Podcast #iCapital

The opinions expressed in this material do not necessarily reflect the views of LPL Financial.

The prices of small cap stocks are generally more volatile than large cap stocks. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.

In Episode 13 of The J&J Show, Joe Simon and Josh Yoskosky sit down with Keith Skinner, Senior Vice President & Client Portfolio Manager for Global Equities, for an insightful discussion on today's investment landscape.

Keith shares his perspective on current market conditions, emerging opportunities for investors, and the economic trends shaping global markets. From navigating uncertainty to identifying long-term growth potential, this conversation offers valuable insights for investors of all experience levels.

Whether you're focused on retirement planning, wealth management, or simply staying informed about the markets, this episode delivers expert analysis and real-world perspectives from one of the industry's leading voices.

🎙️ Featured Guest: Keith Skinner, SVP & Client Portfolio Manager – Global Equities

🔔 Be sure to like, subscribe, and turn on notifications so you never miss an episode of The J&J Show.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.

Episode 12 of the J&J Show is live! 🎙️

Josh and Joe revisit the latest comings and goings of the firm, share a status update on the new DC office building, introduce some new faces joining the team, and discuss upcoming changes being made to the model portfolio.

Big things are happening, tune in now for all the updates and what’s ahead. 📈

#JJShow #YTSWealthManagement #WealthManagement

Disclosures

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Is bigger actually better in today’s market?

In this episode, hosts Joe Simon and Josh Yoskosky sit down with Michael Mack, Client Portfolio Manager at VictoryShares, to break down what’s working right now, and why smaller, more focused strategies may have the edge.

Disclosures

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

In this episode, we welcome Bob Stein, Deputy Chief Economist at First Trust Advisors, to discuss the outlook for economic growth, why inflation is something investors should always keep an eye on, and how AI could shape the economy in the years ahead. We dive deeper into broader macro trends, market outlook, and the long-term forces influencing the economy.

Disclosures

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

A new year means new goals, and a lot of preparation behind the scenes.

In Episode 9 of The J&J Show, Josh and Joe walk through how they prepare for the new year, from financial management planning to handling key administrative items at the Arlington office.

They also discuss kicking off a new round of client scheduling and why organization and consistency are critical to starting the year strong.

Whether you’re a business owner or just curious what goes into running an efficient financial office, this episode gives a real look at the systems that set the tone for success.

▶️ Watch now and get ready for the year ahead.

Disclosures

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Join Joshua R. Yoskosky and Joseph Simon, CIMA® as they break down tax loss harvesting, what it is, why it matters, and how it can benefit investors.

Tune in now! 📈🔥

Disclosures

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Episode 7 Plus | What Advisors Are Seeing as Q4 Unfolds Part II 

Episode 7 Plus is here! In this follow-up to “What Advisors Focus on Going Into Q4,” Josh and Joe dive deeper into how advisors are adapting as the quarter unfolds. 

🎙️ Tune in for fresh insights, real-world stories, and a look ahead at what’s next for the rest of the year. 

👉Watch now and don’t forget to subscribe for more episodes of The J&J Show. 

#JJShow #Podcast #Finance #WealthManagement #Q4Trends

Disclosures

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Episode 7 of the J&J Show is here! 📊

Josh and Joe dive into the key things financial advisors think about as we head into the fourth quarter of the year. From year-end planning to client strategies, they break down what’s on their minds to finish strong.

👉 Tune in and get an inside look at an advisor’s perspective going into Q4!

Disclosures

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Josh and Joe are back answering your most asked questions about life as a financial advisor. From “Who’s your broker dealer?” to the rise of AI in finance (and a few curveballs in between). This episode packs in insight, laughs, and great discussions. 💼🤖

Disclosures

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.