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

Episoder(292)

The Driving Forces Pushing Financial Literacy into America's Public Schools

The Driving Forces Pushing Financial Literacy into America's Public Schools

While most people agree that teaching financial literacy in high school is the right thing to do, only 23 states require at least one semester of financial education or personal finance curriculum in ...

13 Nov 202334min

Setting up for the Stock Market's Best Six-Month Stretch

Setting up for the Stock Market's Best Six-Month Stretch

Jeff Hisrsch, editor of The Stock Trader's Almanac, on why 'seasonality' matters for investors, and why the next six months are usually the strongest of the year. Plus, how his father, Yale Hirsch, de...

6 Nov 202331min

Searching for Signs of Hope Amid the Selloff

Searching for Signs of Hope Amid the Selloff

Shannon Sacoccia, the Chief Investment Officer for NB Private Wealth, climbs back aboard The Express to put the recent selloff into perspective, and to help us identify the signals to watch for that w...

30 Okt 202332min

Redefining Retirement as Peak 65 Approaches

Redefining Retirement as Peak 65 Approaches

Dan Houston, President and CEO of the Principal Financial Group, joins The Express to talk about how we need to rethink, redefine and reeducate ourselves about retirement given rising costs, longer li...

23 Okt 202331min

The Geopolitical and Economic Impact of the War in Israel on the Middle East

The Geopolitical and Economic Impact of the War in Israel on the Middle East

The attack on Israel came at a critical time in the Middle East as the country was forming new economic alliances with Saudi Arabia and other nations that would reshape the geopolitical landscape in t...

16 Okt 202332min

Facing our Fears in Money and Life

Facing our Fears in Money and Life

Farnoosh Torabi joins the show to talk about her new book, "A Healthy State of Panic", and how we can use our fears to conquer our biggest challenges in money and life. Plus, investor anxiety is peaki...

9 Okt 202333min

Permission to Dream with the CEO of Happyness

Permission to Dream with the CEO of Happyness

Christopher P. Gardner, the self-proclaimed CEO of Happyness, describes his journey from the depths of despair as a single, homeless father, to finding his path as a stock broker, investment manager, ...

2 Okt 202331min

The Real Story of the Taming of Wall Street Amid its Darkest Days

The Real Story of the Taming of Wall Street Amid its Darkest Days

Diana Henriques, author of the new book, "Taming the Street: The Old Guard, The New Deal, and FDR's Fight to Save American Capitalism", joins the show to talk about how President Franklin Delano Roose...

25 Sep 202333min

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