This has been a record setting corporate earnings season by any measure, with nearly 90% of companies beating analysts’ expectations—and some outright crushing them. But does this mean we’re headed into an economic boom? This week, portfolio managers Steve Johnson and Charles Toole discuss why this earnings season is different from those during other post-recession recoveries. Click to listen now and learn more!

Pothole-free roads, faster, cheaper internet—what’s not to love? Well, paying for it. That’s where municipal bonds come in. In this episode, our bond experts talk munis, including why they’ve recently outperformed the rest of the bond market and how the federal government’s infrastructure push could impact the sector.

With the delayed federal filing deadline of May 17, there’s an extra month of tax season—plenty of time to capitalize on recent developments in the American Rescue Plan, the CARES Act and others. Some members of our financial planning team are here to offer their advice and break down everything you should know.

Taxes are a moving target as laws change—this lively episode equips you with the knowledge you need about the latest breaks available to you.

Links: Key Financial Data (https://bit.ly/3cUGNMX)

This week marks the one-year anniversary of the stock market’s swift, pandemic-induced crash. Chairman Dan Wiener and Chief Investment Officer Jim Lowell discuss lessons they’ve learned as investors about herd behavior and stir-crazy markets, what Bitcoin’s rally portends, whether inflation fears are well-grounded, and more.  It’s been a crazy year for us all—so it’s a relief to hear from two experts who can help make some sense of it. Click below to listen now!

Equity compensation is becoming a bigger part of people’s paychecks in many industries—but deploying this important wealth-building tool can be fraught with complexity. Listen to Andrew Busa and JonPaul McBride break down the ins and outs of equity comp, including key terms to understand, how options are taxed, and how to decide when to exercise them. And check out our primer on equity compensation for even more info on this timely topic.

Links: https://bit.ly/3l4Tt6w

For informational purposes only. Ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Generating steady income while successfully managing risk is what every bond investor aims for—and we think a tactical investing approach can help get you there. Director of Research Jeff DeMaso and Quantitative Investments Manager Josh Jurbala are back for a deep dive into the investing philosophy behind our tactical approach to high-yield bonds, including why high-yields can play a role in a retirement portfolio.

Links: https://bit.ly/3uphQ2K

We’re in the midst of 2021’s first earnings season and two of our portfolio managers have dug themselves out of their avalanche of quarterly reports to give us the scoop. In this edition of The Adviser You Can Talk To Podcast, Steve Johnson and Charles Toole discuss the sectors that are surprising to the upside, why this tech-dominated market is not Dot-Com Bubble 2.0, when to worry about inflation, and much more.

Putting together a comprehensive plan to manage your financial future can seem overwhelming—but it doesn’t have to be. In this edition of The Adviser You Can Talk To Podcast, our team offers some quick tips and tasks that will help you take control of your finances, including managing cash flow and savings, legacy planning, handling debt and credit and maximizing company benefits.

Links: https://bit.ly/3ojdR3C (5 Conversations podcast)

This week, we coaxed the Adviser Investments research team away from their spreadsheets to give our listeners their seasoned insights on how the big picture trends of 2021 are creating opportunity in the areas they focus on—and how it’s affecting our investment recommendations.

The turbulence of 2020 has certainly not settled down so far in 2021—and that’s why it’s more important than ever to look ahead for obstacles and opportunities. In this episode, Jim Lowell and Dan Wiener discuss the big picture for investors in 2021, including whether the economy will move past COVID-19 in 2021; income generation in a low-yield environment; the turn toward value stocks; and if the market’s in a bubble—or just Bitcoin.