Podcast
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Portfolio Intelligence podcast: market outlook—what's changed since the election?
How might the recent presidential election influence markets in the coming months? Podcast host John P. Bryson speaks with our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA.
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Portfolio Intelligence podcast: Medicare decisions for today’s retirees
Danielle K. Roberts, co-founding partner of the health insurance agency Boomer Benefits, returns to the podcast to discuss what today’s retirees and near-retirees need to know about Medicare and how to factor healthcare costs into overall financial plans.
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Portfolio Intelligence podcast: how should retail investors approach private credit?
What is private credit and does it deserve a place in your portfolio? Podcast host John P. Bryson speaks to an expert on the subject. Listen now.
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Portfolio Intelligence podcast: how should investors approach portfolio positioning as rate cuts begin?
Historically, the start of a rate-cut cycle had created some interesting opportunities for investors. Will that apply to today's markets? Hear what our co-investment strategists have to say.
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Portfolio Intelligence podcast: paying for college without falling into deep debt
How to get through college and enjoy the financial benefits of higher education without falling into a debt trap? Lael Oldmixon, executive director of the Education Trust of Alaska, shares insight on student loans, 529 savings accounts, financial aid, scholarships, balancing academics with a job, and more.
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Portfolio Intelligence podcast: looking beyond mega-tech
The dominance of mega-cap technology stocks in the past year has prompted concerns about market concentration. Might the recent rally in small-cap stocks be a prelude to a broader stock-rotation to come?
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Portfolio Intelligence podcast: finding value in today's market
Investor enthusiasm toward the technology sector has sparked comparisons with the dot-com bubble. Are these concerns warranted and does the sector still offer opportunities for return-seeking investors? Listen to our podcast.
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Portfolio Intelligence podcast: amid uncertainty, is stock rotation the way forward?
Dusting off the stock-rotation playbook in the first few months of 2024 may have turned out to be a good decision for some investors, but will the investment strategy remain relevant as we head into the second half of 2024? Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA share their views.
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Portfolio Intelligence podcast: tips for making college admissions officers say, "Wow"
How do you make your college application and essay stand now that AI can influence how application materials are generated and screened? Nancy Steenson, a college admissions coach, explores how admissions officers are adjusting how they assess standardized test scores, grades, essays, extracurricular activities, and interviews.
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Portfolio intelligence podcast: investing with patience in a higher-for-longer rate environment
With interest-rate cuts no longer appearing to be imminent, has the outlook for U.S. equities and fixed income been upended? Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, discuss the need for investors to be patient and focus on fundamentals.
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