The market’s rebound off of the March low has been extraordinary, with tech stocks leading the charge. But does it represent a new bubble for the global markets?

Join Chairman Dan Wiener and Chief Investment Officer Jim Lowell as they discuss what constitutes a bubble and if we are experiencing one now, the factors that could cause a pullback in markets today and some of the biggest opportunities they see for investors going forward. Click above to listen now!

Think budgeting can’t be engaging and inspiring? Think again! The key is to keep it simple and find an approach that you can commit to.

The best budgets are streamlined and in sync with your financial planning goals.  Listen to financial planners Andrew Busa and Diana Linn as they present three smart ways to boost savings and manage spending in your working years and after you retire.

In this podcast, Kate Austin and Steve Johnson discuss how Apple's and Tesla’s recent decision to split their shares has helped spur the market rally, and how the impact of the splits is rippling the markets, including provoking a changing of the guard the venerable Dow Jones Industrial Average (DJIA).

Click here to listen today!

Even following its surge as one of the highest-flying investments of 2020, the merits of gold remain hotly contested. For every passionate goldbug, there’s someone else dissing it as a fringe fad. But with its recent popularity and sharp rise in price, are you missing out without gold?

In this illuminating conversation, our experts dispense with the hype and deliver everything you need to grasp this often misunderstood investment. Check it out now!

Costly financial mistakes can have ripple effects that resound for years and years. And most of them are caused by seemingly simple decisions with consequences that are easily overlooked in the moment. We’re here to help. 

Our wealth management and financial planning experts lay out some basic steps to chart the course of your family’s financial life for generations.

Find out more about cash flow and savings; setting goals; risk management; legacy planning; managing debt; and maximizing company benefits.

Amid a global pandemic, tech stocks are off to the races, interest rates are in the basement and gold is fashionable again. Are these market developments going to last? And if so, how can you take advantage?

Join Chairman Dan Wiener and Director of Research Jeff DeMaso for an insightful look at the dangers of recency bias—peoples’ tendency to expect the future to look like the recent past—and how disciplined investors can defend against this all-too-human impulse.

You’ve probably seen the staggering figures: Second-quarter earnings are down 35%. But when is a 35% slide not quite as devastating as it sounds? Maybe in the midst of a pandemic. Join us as we dig into the numbers and put these eye-popping earnings declines into perspective.

Earnings reports create transparency into whether American companies are thriving or struggling, and insight into how corporate leaders are envisioning the road ahead—and we’re here to break down the key themes for you. Click above to listen now!

How has the spread of COVID-19 impacted reopening efforts and economic data? And what will the results of the 2020 election mean for investors?

Listen in as Director of Research Jeff DeMaso and Research Analyst Liz Laprade discuss medical data they’re tracking, the state of the economy and how markets have done under presidents from both political parties.

More than a third of American workers now have a freelance gig—including many former retirees. In this episode, financial planners Andrew Busa and JonPaul McBride cover some important need-to-knows for anyone considering taking on freelance work, including taxes, insurance and using freelance income to supercharge your retirement.

Want to know more? Check out our podcasts on insurance here (https://bit.ly/3gP2HR0) or learn more about how to build an emergency fund here (https://bit.ly/2ZPXnFO).

The first half of 2020 saw record market highs before COVID-19 took its expansive human, economic and stock market toll. With volatility raging, monetary and fiscal policy provided a safety net, and some investors may be feeling that the worst of times are behind us. Is it time to throw caution to the wind and not “fight the Fed?”

During this uncertain investment environment, Dan’s and Jim’s decades of experience navigating volatile markets is more valuable than ever. Click to listen now!