Description
Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, return to the podcast to discuss their market outlook at midyear 2023. Among the topics covered: How will the U.S. Federal Reserve keep inflation in check without risking a recession and what are the implications for fixed-income investors? Where does the U.S. economy stand relative to those of other developed nations? What’s ahead for the U.S. equity market and international markets in the wake of recent gains? Which economic indicators are the key ones to watch now? How does this all affect portfolio positioning for the third quarter and beyond?
Danielle K. Roberts, co-founding partner of the insurance agency Boomer Benefits, joins podcast host John P. Bryson to discuss what today’s retirees and near-retirees need to know about Medicare and how to factor healthcare costs into their overall financial plans and decision-making. Danielle,...
Published 11/25/24
It wasn’t that long ago when private credit, as an asset class, was all but available to everyday investors. But that’s changing, thanks to growing retail interest in alternative assets. What should investors know about private credit before making room for the asset class in their portfolio?...
Published 10/30/24