The CFG Podcast Series: Retirement Planning & Investment Management

Investment Advisor Representative Matthew A. Costanzo analyzes how a specific mindset can help us identify important planning tools to thrive during volatile times.

Investment Advisor Representative Matthew A. Costanzo provides a market recap to kick off 2023 and why he is focused on working towards significance over short-term success.

Matthew A. Costanzo is joined by Andrew J. Costanzo, Jr. to reflect on this past year, review important firm announcements and deliver a special holiday message from the CFG team.

Investment Advisor Representative Matthew Costanzo provides a market recap for November, the Federal Reserve's speech and a look forward into 2023.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew Costanzo provides some context to how the midterm elections will impact how we view the markets.

Putnam Investments' Senior Market Strategist, Chris Galipeau, joins Registered Representative Mitchell Stehly.

Mr. Galipeau is a Senior Market Strategist and the Team Leader of Capital Market Strategies in the Global Investment Strategies group. He is responsible for communicating Putnam's investment views and opinions to internal and external clients. Additionally, Mr. Galipeau leads the team's research efforts and shares key insights on the economy and financial markets with Putnam clients. Mr. Galipeau joined Putnam in 2013 and has been in the investment industry since 1992.

Lauren Goodwin is an Economist and Director of Portfolio Strategy at New York Life Investments. Lauren's work focuses on mapping global macro and capital markets trends to asset management strategy. She is responsible for economic and market research, asset allocation, and thought leadership, providing regular insights through multi-media coverage and as host of the firm's economic and market podcast, Market Matters. Lauren regularly represents firm at conferences and as spokesperson in television and print media outlets such as: Bloomberg, CNBC, the New York Times, Nikkei and Barron's.

Matt Potter is Director of Investment Services for Independent Advisor Solutions by SEI. Matt is responsible for supporting the delivery of advice-driven asset management solutions for SEI's advisors and their clients. This includes custom investment case analysis and proposal support for SEI advisors, as well as technical investment support for SEI's advisors and relationship managers. Matt is also a regular speaker at SEI and advisor-sponsored events on topics such as the economy and financial markets.

Jeremy Schwartz oversees research across the WisdomTree equity index family. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel's head research assistant and helped with the research and writing of Stocks for the Long Run and The Future for Investors. He is also co-author of the Financial Analysts Journal paper "What Happened to the Original Stocks in the S&P 500?" Jeremy graduated from The Wharton School of the University of Pennsylvania and currently stays involved with Wharton by hosting the Wharton Business Radio program "Behind the Markets" on SiriusXM 132. Jeremy is also a member of the CFA Society of Philadelphia.

Leslie Geller is a wealth strategist at Capital Group (American Funds). She has 15 years of industry experience and has been with Capital Group for three years. Prior to joining Capital, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra high-net-worth clients on all matters related to taxation, wealth transfer and family governance