What Financial Advisors are Telling Their Clients Today

What Financial Advisors are Telling Their Clients Today

As a challenging year heads down the home stretch, we caught up with some of the nation's top independent financial advisors to hear the most pressing questions from their clients, and how they are advising them. Listen to these words of wisdom from Peter Lazaroff, Malcolm Etheridge, James Demmert, Brian Vendig, Helen Stephens and Rob Santos. Plus, why are options traders betting against the market at its seasonally strongest time of the year? LINKS FOR SHOW NOTES: https://pressroom.aboutschwab.com/press-releases/press-release/2022/Schwab-Q4-Trader-Sentiment-Survey-A-Recession-May-Already-Be-Here-But-Traders-Say-It-Will-Be-Short-Lived/default.aspx https://www.cboe.com/us/options/market_statistics/daily/ https://impact.schwab.com/ https://www.findyourindependentadvisor.com/ https://peterlazaroff.com/ https://www.malcolmethridge.com/ https://www.ms-research.com/team/james-demmert https://www.mjpwealthadvisors.com/brian-vendig-cpa https://www.cifinancial.com/ci-privatewealth/us/en/learn-more.html https://www.aspenwealthmgmt.com/team/helen-stephens-cfp/ https://cdn.nrf.com/sites/default/files/2022-09/National%20Retail%20Security%20Survey%20Organized%20Retail%20Crime%202022.pdf https://www.youtube.com/watch?v=76DbHi8e9Ws Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Riding the Thin Edge of a Rail with Risk Reversal

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Decoding the Fed's Latest Decision for Clues to the Future

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27 Maalis 202334min

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20 Maalis 202333min

What Really Brought Down Silicon Valley Bank and What Happens Next

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Christopher Whalen, Chairman of Whalen Global Advisors, and author of the Institutional Risk Analyst newsletter, joins the show to explain how SVB's mismanagement and the Fed's lack of awareness of th...

13 Maalis 202333min

The Journey to Investing and Financial Wellness with Phil Pearlman

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6 Maalis 202330min

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27 Helmi 202330min

Why Investors May be Irrationally Exuberant Right Now

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20 Helmi 202333min

There is an ETF for That!

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The Express heads to ETF Exchange to learn what is coming down the tracks for investors who ride the exchange traded funds rails. Todd Rosenbluth of VettaFi and Reggie Browne of GTS join the show to t...

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