Stock options can be a great wealth-building tool—but only if they’re used right. In this third episode in our trilogy, Andrew Busa and Michael Dillaire tackle the intricacies of maximizing your options and discuss employee stock purchase plans (ESPPs).

Stock Option Basics: https://bit.ly/3Izju9F

Restricted Stock: https://bit.ly/3ofJFch

In markets like these, about the only thing most people feel like investing in is antacid. But in this episode of The Adviser You Can Talk To Podcast, Jeff DeMaso and Charlie Toole do have a few practical steps you can take to help protect your portfolio—and your peace of mind—from the worst of the bear’s claws.

The bear is back. Is a recession close behind? Or are we in one already and just don’t know it? And will inflation ever come down? It’s been a bruising ride for investors so far in 2022, and the Fed’s sought-after soft landing seems ever more unlikely. Steve Johnson and Dan Wiener talk about the reasons behind this broad sell-off, and whether there’s any light at the end of this tunnel.

You asked, we answered. During our recent webinars, we were pleased to receive a bevy of questions from participants—but there simply wasn’t enough time to answer them all. Now we’re back with our investment experts to tackle these pressing topics.

https://bit.ly/3MPdPNG (Quarterly)  

https://bit.ly/3kCoKyg (Bond)

Packing it in at 65 with a gold watch was once the stereotypical model for retirement. But times have changed, career paths have changed, and for a new generation, retirement planning is changing too. This week, Andrew Busa and Sophie Benander discuss the dream of achieving financial independence and retiring early—aka FIRE, as it’s known to its devotees—and examine the methods and pitfalls of the FIRE approach.

Q1 2022 was one of the most volatile in recent market history. In this episode, Dan Wiener and Jim Lowell discuss what that means for the rest of 2022, including whether inflation can be tamed, the long-term impacts of the Ukraine conflict on the global economy, and whether it’s time for U.S. investors to pull out of China. Dan and Jim explain our approach to navigating stormy markets and discuss how thoughtful risk management can enable us to pursue reasonable returns in both calm and turbulent times.

Additional Content: https://bit.ly/38mH5w6

The past several weeks have been some of the most volatile in history for both stock and bonds, with war, inflation, and a new COVID crackdown in China just a few of the crises causing tumult for investors. Steve Johnson talks to our market experts about the indicators we’re watching and the moves we’re making in response.