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In this episode (October 2016) I sit down with Daryl Clements, Senior Portfolio Manager-Municipal Bonds at Bernstein. In this episode we discuss why the muni market us fundamentally healthy, why Daryl believes investors should concentrate their portfolios in intermediate-maturity portfolios, the impact of the federal reserve raising interest rates, the health state and local government finances, and the differences between holding cash versus owning municipal bonds.Send us Fan Mail
In this episode (July 2016) I sit down with Gerry Paul, Bernstein's CIO of US Strategic Equity portfolio. We discuss the DOW being at an all time high and how that impacts his view of valuation and opportunities in the market, the impact of monetary policy on the stock market, what he looks for in a stock, and the impact on ETFs on the market.Send us Fan Mail
Send us Fan Mail
In this episode (January 2016) I sit down with CIO of Fixed Income at AllianceBernstein, Doug Peebles, and Director of Research-Wealth Management Group, Tara Thompson Popernik to discuss the outlook for the market and the best ways to prepare your investments. Doug reviews the economy from both a US and Global perspective and discusses the interest rate environment worldwide. Tara gives her best tips for being financial prepared for the new year from both a planning, income, and estate tax perspective.From the publisher's feed