The Adviser You Can Talk To Podcast

Portfolio Manager Jeff DeMaso sat down with Adviser’s new chief investment officer, Tim Clift, to discuss what trends Tim is seeing in the markets as we emerge from the bear cave of 2022, including the return of bonds, the resurgence of global equities and the role alternatives can play in a modern portfolio. 

Floundering in a sea of data when it comes time to make a financial decision? There’s a simple way to find your focus. In this episode of The Adviser You Can Talk To Podcast, Andrew Busa and Jeff DeMaso each stake out their one key metric to ensure that your portfolio and your financial plan stay on track. 

What the heck is going on with crypto? The headlines have been inescapable since crypto broker FTX went down in flames. But what actually happened with FTX? Will its failure take down the rest of the crypto-sphere? And what, if anything, does it mean for your portfolio?

When it comes to the markets, the past year has been a blur. But don’t let it slip away without taking a close look at your own year-end tax planning. There are several steps you can take now that will help soften the blow come April 15th. In this episode, Jeff and Andrew discuss the important items to update on your end-of-year financial checklist.

The past few months have been a wild ride—but is this bumpy trip through a bear market finally coming to an end? Chairman Dan Wiener and Interim CIO Jeff DeMaso are here to talk through whether value will continue to outperform growth and how the midterms will impact the markets.

Life happens. You switch jobs, sell an old house, get hitched…and at each step along the way, your finances get a little more complicated, with new retirement plans, bank accounts and investment opportunities. Sometimes keeping it simple can make managing your finances a lot easier on you—and benefit your bottom line. Listen now to learn more!

How do you turn your portfolio into a paycheck? That’s the question most retirees face, and dividends can be an important part of the answer. Charlie, Steve and Andrew talk about the challenges of generating a stable, income-producing portfolio in an inflationary environment.

A successful financial plan is all about managing risk—specially planning for worst case scenarios. And what could be worse than the possibility that you’re not there to care for the people that need you most? This episode covers the ins and outs of life insurance.