Marc To Markets

Send us Fan Mail

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 can be done, I'm joined by Anne Bucciarelli, a Director in Bernstein's Family Engagement Institute.   We cover a range of topics from: How do I ensure that my heirs have the necessary skills and to successfully steward our family’s wealth?  What is the “right way” to begin talking to family about the extent of our fortune? How do we make collective decisions about our family business, prosperity, and philanthropic efforts?  How do we navigate and prepare for transitions (death, business
succession or sale, marriage)?

With any questions or comments, or to discuss your own financial situation, I can be reached at [email protected] or 212-969-6655.

The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

Send us Fan Mail

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 economy
• Where the stock and bond market go from here
• Positioning updates in portfolios

This episode is a replay of a client webinar from May 25, 2022.  With any questions or comments, or to discuss your own financial situation, I can be reached at [email protected] or 212-969-6655.

The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

Send us Fan Mail

Environmental, Social, and Governance Investing is a topic on every financial tv show, radio program, and newspaper.  ESG can be a catch all term that ranges from "green investing" to a much more nuanced research approach.   To learn more about the topic I'm joined by Roosevelt Bowman, a Senior Investment Strategist at Bernstein.  We discuss everything from how to understand an ESG investment, the potential trade-off in risk/return, and how ESG has recently performed.      

With any questions or comments, or to discuss your own financial situation, I can be reached at [email protected] or 212-969-6655.

The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

Send us Fan Mail

It has been an eventful quarter in the markets.  We have had the first major conflict in Europe in decades, inflation at levels that we have not seen in 40+ years, Coronavirus shutting down large parts of China, and the Fed beginning to move interest rates meaningfully higher for the 1st time in what feels like forever.  Topics covered include:  

• The impact of the Ukraine war on the global economic outlook and the market
• Inflation and our outlook for the Fed’s response
• Recent price movements in the bond market and how to think about it both short and long-term 
• Recent stock volatility and the dispersion fueling market results
• Ideas for your asset allocation to deal with the current environment

This episode is a replay of a client webinar from April 25, 2022.  With any questions or comments, or to discuss your own financial situation, I can be reached at [email protected] or 212-969-6655.

The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

Send us Fan Mail

April is tax season.   On this episode, I'm joined by our Senior Investment Strategist Paul Robertson.   We take a deep dive into everyone’s favorite topic and cover the following tax-related issues: Why were capital gains comparably higher in 2021?  How do we think about loss harvesting?  Can trading be customized per client?   Are there stock portfolios that are designed to be ultra-tax-sensitive, and what are the pros and cons? 

With any questions or comments, or to discuss your own financial situation, I can be reached at [email protected] or 212-969-6655.

The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

Send us Fan Mail

Many discussions about the future of finance and currency are focused on bitcoin, NFTs, and the Metaverse.  On this episode, I'm joined by Jonah Ballow,  Founder and Head of Content Strategy at Heartlent Group, to learn how it all comes together.   Heartlent Group is a social-first marketing collective that specializes in the digital world.  https://www.heartlent.com/   We discuss how to think about the digital world, how it will become more a part of our future, while getting into the specifics of what NFTs are, how to attribute value to them, and how these worlds collide with cryptocurrency. 

With any questions or comments, or to discuss your own financial situation, I can be reached at [email protected] or 212-969-6655.

The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

Send us Fan Mail

The bond market often doesn't get much attention from investors, but with interest rates on the move they are now a top of mind topic for many investors.   To have a deep discussion, I’m joined by Matthew Norton, a Senior Municipal Bond Portfolio Manager at Bernstein. We discuss the forecast for interest rates, how rates will impact bond prices, yields today and going forward, we compare bonds to cash, the state of municipal credit, and discuss if now is a good time to put money to work in fixed income.  

With any questions or comments, or to discuss your own financial situation, I can be reached at [email protected] or 212-969-6655.

The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

Send us Fan Mail

Market volatility has picked up in the New Year with the NASDAQ, DOW, and S&P 500 all hovering around a correction.  Although Global Markets were up 18% in 2021, many investors feel on edge about the path forward.  Topics I cover include:  

• How the market can be up so much during a pandemic
• The impact of inflation and our outlook for the Fed’s response
• Whether stocks are overvalued and our projection for 2022
• How to think about bonds in a period of rising interest rates
• Whether Covid is still a story in the market & the economy

This episode is a replay of a client webinar from January 24, 2022.  With any questions or comments, or to discuss your own financial situation, I can be reached at [email protected] or 212-969-6655.

The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

Send us Fan Mail

The Art Market has been going through a period of enormous appreciation and transformation.  To understand what is fueling both, I sit down with Hilde Lynn Helphenstein & Matthew Capasso.  You may know Hilde as @jerrygogosian where she satirizes and influences the art market amongst her many other endevors.  She is an artist and curator as well as art dealer. She studied fine art internationally beginning with a A.S. degree from Strykejernet Kunstskole in Oslo, Norway followed by a BFA in New Genres at San Francisco Art Institute.  She also writes Art World Reports via her private newsletter at www.larrysaltz.com.  Matthew is a Director at Fairchain, and previously worked at both Christie's and Goldman Sachs.  We hit on everything from NFTs, to Art Basel, to the state of the art industry today.

With any questions or comments, or to discuss your own financial situation, I can be reached at [email protected] or 212-969-6655.

The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

Send us Fan Mail

On this episode I'm joined by Roosevelt Bowman, a Senior Investment Strategist at Bernstein.  We discuss all the hot topics in the markets today; fed policy, inflation, the impact of massive stimulus on the economy, market valuations, what to be worried about, and where to be opportunistic.   

With any questions or comments, or to discuss your own financial situation, I can be reached at [email protected] or 212-969-6655.

The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.