Latest Private wealth Podcast Episodes
The Top Investment Topics Of 2024
Marc To Markets - June 18, 2024 20:00 - 29 minutes ★★★★★ - 19 ratingsOn this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein. Roosevelt and I discuss all the hot topics in the markets today: Fed policy, inflation and interest rates, the outlook for the stock market, S&P 500 concentration, and how to be opportunistic. With any q...
Special Needs Trusts and Maximizing Government Benefits
Marc To Markets - May 08, 2024 11:00 - 27 minutes ★★★★★ - 19 ratingsThe importance of creating a financial plan, in which care for a loved one is paramount, is critical for many investors. In some cases, these plans include creating a Special Needs Trust ("SNT") as well as maximizing government assistance from Social Security and Medicaid. On this episode we div...
Q1 Recap and Market Outlook
Marc To Markets - April 25, 2024 11:00 - 36 minutes ★★★★★ - 19 ratingsThe first quarter was terrific for stocks, but just two weeks into April that may already feel like a distant memory. As discussed in my last quarterly update, the fed and interest rates were the focus to start the year. And while the delay in interest rate cuts came as a surprise to most marke...
Analyst deep dive: The weight loss drug hype
CIBC Private Wealth US - March 26, 2024 16:00 - 15 minutes ★★★★★ - 6 ratingsCIBC Private Wealth senior healthcare analysts provide deeper insight into the most notable themes within healthcare innovation.
Artificial Intelligence Is All The Rage
Marc To Markets - March 06, 2024 05:00 - 29 minutes ★★★★★ - 19 ratingsEverywhere you look people are talking about Artificial Intelligence (AI). How will AI change the world? Will AI put millions of people out of work? Will AI mean a stock market boom or the end of many companies as we know them? Why is AI powering the S&P 500 gains of the past 6 months and is it ...
Tax Reports In Advance of April 15th
Marc To Markets - February 16, 2024 18:00 - 8 minutes ★★★★★ - 19 ratingsAs we get closer to April 15th taxes take center stage. On this episode I walk you through all the reporting information to pass along to your accountant or tax preparer. I cover when reports will be released, which reports to use, which reports are best for each account type and need. With an...
2023 Recap and 2024 Outlook
Marc To Markets - January 22, 2024 15:00 - 38 minutes ★★★★★ - 19 ratings2023 was an interesting year for stocks. Commonly held worries about inflation and a slowing economy were proven incorrect. After 3 quarters of middling returns for stocks and negative returns for bonds, 4th quarter was a period of enormous gains for investors across all asset classes. On this e...
Year End Tax Planning and Portfolio Management
Marc To Markets - December 12, 2023 19:00 - 29 minutes ★★★★★ - 19 ratingsThe end of the year always comes with lots of discussions about capital gains, income, and all aspects of taxes. This episode is a deep dive on taxes and how best to manage a portfolio to limit the tax liability. To learn more I'm joined by John McLaughlin, the Director of Tax and Transition Ser...
3rd Quarter 2023 Market Review & Outlook
Marc To Markets - October 27, 2023 13:00 - 39 minutes ★★★★★ - 19 ratingsThe 3rd quarter was a period of change for investors. Stocks continued to rally early in the summer but then as investors began to digest a new interest rate regime, stock and bond markets sold off meaningfully to end the quarter. Treasury yields have risen to rates not seen in over 15 years. On...
Cross Border Wealth Creates Unique Opportunities & Challenges
Marc To Markets - July 27, 2023 15:00 - 23 minutes ★★★★★ - 19 ratingsAs the world gets smaller more and more families are living cross border lives. With family members living in multiple countries the planning concepts and tax considerations only get more complex. To learn more about how global families have unique investment and financial planning challenges I'...
1st Half 2023 Market Review
Marc To Markets - July 27, 2023 15:00 - 46 minutes ★★★★★ - 19 ratingsThe first half of the year had stocks in rally mode and bond markets stabilizing. We have reached the inflection point where the next steps by the Fed are likely to decide the course of markets over the remainder of the year. On this episode I cover: The performance of stock and bonds markets ...
Interest rates, banking crisis, and debt ceilings..oh my
Marc To Markets - May 16, 2023 11:00 - 35 minutes ★★★★★ - 19 ratingsOn this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein. Roosevelt and I discuss all the hot topics in the markets today; fed policy, inflation, the banking crisis, the debt ceiling, and how to be opportunistic. With any questions or comments, or to discuss yo...
1st Quarter 2023 Review
Marc To Markets - May 02, 2023 14:00 - 41 minutes ★★★★★ - 19 ratingsThe first quarter saw a recovery in both stock and bond markets but questions and worries remain. Topics covered include: The performance of stock and bonds markets year-to-date; A deep dive on bond portfolio positioning; The impact of the Silicon Valley Bank failure; The outlook for inflati...
Tax Planning With Retirement Accounts and The SECURE Act
Marc To Markets - April 05, 2023 14:00 - 23 minutes ★★★★★ - 19 ratingsThe Setting Every Community Up for Retirement Enhancement (“SECURE”) Act of 2019 was the most significant retirement-related legislation since the Pension Protection Act of 2006. The Act significantly altered the estate planning landscape for retirement account owners by eliminating the stretch ...
Residential Real Estate Takes Center Stage
Marc To Markets - March 08, 2023 11:00 - 25 minutes ★★★★★ - 19 ratingsOn this episode, I'm joined by Jed Lewin, an expert real estate broker at The Agency. Jed and I discuss all aspects of the residential real estate market from both the buyer and seller’s perspectives. We address how buyers can make their offers more attractive, and Jed shares his advice on how t...
Is Traditional Asset Allocation Dead?
Marc To Markets - January 20, 2023 21:00 - 21 minutes ★★★★★ - 19 ratingsAfter a historically bad year for both equity and fixed income markets investors are wondering if the traditional stock/bond asset allocation framework is broken. At the same time alternative asset classes such as private equity, private credit, hedge funds, and even crypto have all risen in pop...
Financial and Cyber Security In the Modern World
Marc To Markets - October 20, 2022 19:00 - 23 minutes ★★★★★ - 19 ratingsOn this episode we focus on how best to protect your assets from fraud, identity theft, and all other forms of financial crime. I'm joined by FBI Supervising Special Agent Milan Kosanovich. Milan specializes in white collar crime and has spoken internationally on topics ranging from cybersecu...
3rd Quarter Market Review
Marc To Markets - October 18, 2022 15:00 - 43 minutes ★★★★★ - 19 ratingsStock and bond markets continued to decline in the 3rd quarter. This made for one of the more difficult investing environments in a number of years. But there is a path forward and a way to manage your finances through this period of volatility. On this episode I cover: How we got here and ...
Navigating Overseas Investment Opportunities
Marc To Markets - September 08, 2022 17:00 - 30 minutes ★★★★★ - 19 ratingsSo much economic news has been coming out of the US that it is easy to forget about the investment landscape across the rest of the globe. On this podcast we focus on international investing. To learn more about the topic I'm joined by Moira McLachlan, a Senior Investment Strategist at Bernste...
Navigating Overseas Investment Opportunities
Marc To Markets - September 08, 2022 17:00 - 30 minutes ★★★★★ - 19 ratingsSo much economic news has been coming out of the US that it is easy to forget about the investment landscape across the rest of the globe. On this podcast we focus on international investing. To learn more about the topic I'm joined by Moira McLachlan, a Senior Investment Strategist at Bernste...
2022 First Half Review
Marc To Markets - August 02, 2022 14:00 - 47 minutes ★★★★★ - 19 ratingsMarket volatility across nearly all asset classes dominated the 1st half of 2022. Inflation worries and recession concerns are contrasted by a strong labor market and continued growth of corporate earnings. On this webinar I cover: The likelihood of a recession What the stock and bond market...
Private Wealth Intersects With Family Engagement
Marc To Markets - July 05, 2022 19:00 - 26 minutes ★★★★★ - 19 ratingsNo two families are the same and no two families think about their wealth the same way. The success of a financial plan strikes the right balance between the monetary goals and emotional well-being. To learn more about how this can be done, I'm joined by Anne Bucciarelli, a Director in Berns...
Markets Back in Crisis Mode
Marc To Markets - May 31, 2022 15:00 - 23 minutes ★★★★★ - 19 ratingsThe start of 2022 has been a difficult year in both stock and bond markets. This episode is a replay of a client webinar from May 25, 2022. Topics I covered include: Our forecast for the economy Where the stock and bond market go from here Positioning updates in portfolios This episode is...
ESG Investing Is All The Rage
Marc To Markets - May 26, 2022 13:00 - 20 minutes ★★★★★ - 19 ratingsEnvironmental, Social, and Governance Investing is a topic on every financial tv show, radio program, and newspaper. ESG can be a catch all term that ranges from "green investing" to a much more nuanced research approach. To learn more about the topic I'm joined by Roosevelt Bowman, a Senior ...
2022 First Quarter Review
Marc To Markets - April 26, 2022 01:00 - 52 minutes ★★★★★ - 19 ratingsIt has been an eventful quarter in the markets. We have had the first major conflict in Europe in decades, inflation at levels that we have not seen in 40+ years, Coronavirus shutting down large parts of China, and the Fed beginning to move interest rates meaningfully higher for the 1st time in...
College Savings
Jordan Taylor Podcast - April 22, 2022 14:00 - 8 minutes ★★★★★ - 1 ratingThe cost of college has really gone up over the years. Just in this last year, the average college cost are up 1.6%. Public schools are at an average of about $11,000 per year, while private schools average $38,000 a year. College is definitely not cheap and it's only getting more and more exp...
Tax Time
Marc To Markets - April 06, 2022 22:00 - 33 minutes ★★★★★ - 19 ratingsApril is tax season. On this episode, I'm joined by our Senior Investment Strategist Paul Robertson. We take a deep dive into everyone’s favorite topic and cover the following tax-related issues: Why were capital gains comparably higher in 2021? How do we think about loss harvesting? Can t...
The Digital World
Marc To Markets - March 29, 2022 17:00 - 28 minutes ★★★★★ - 19 ratingsMany discussions about the future of finance and currency are focused on bitcoin, NFTs, and the Metaverse. On this episode, I'm joined by Jonah Ballow, Founder and Head of Content Strategy at Heartlent Group, to learn how it all comes together. Heartlent Group is a social-first marketing col...
Energy and inflation entanglement
CIBC Private Wealth US - March 15, 2022 18:29 - 7 minutes ★★★★★ - 6 ratingsIn our inflation series primer released in February, we answered client questions surrounding the biggest inflation surge in a generation. The inflation story has since been further exacerbated with the recent invasion of Ukraine, sending humanitarian, geopolitical and macroeconomic sho...
The Bond Market In Focus
Marc To Markets - February 16, 2022 23:00 - 21 minutes ★★★★★ - 19 ratingsThe bond market often doesn't get much attention from investors, but with interest rates on the move they are now a top of mind topic for many investors. To have a deep discussion, I’m joined by Matthew Norton, a Senior Municipal Bond Portfolio Manager at Bernstein. We discuss the forecast for...