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)

Jay Williams and Joe McLean on Investing in Sports and Building Brands Outside the Lines

Jay Williams and Joe McLean on Investing in Sports and Building Brands Outside the Lines

Live from the Future Proof Wealth Festival, Jay Williams, former NBA player, TV host and college legend, and Joe McLean of MAI Capital, talk about how investing in sports is exploding as teams and ath...

18 Sep 202339min

What the Most Important Charts in the Stock Market are Telling Us Right Now

What the Most Important Charts in the Stock Market are Telling Us Right Now

Katie Stockton, founder and managing partner of Fairlead Strategies, climbs back aboard The Express to share what the most important charts and indicators in the stock market are telling us right now....

11 Sep 202333min

Organized Labor's Summer Uprising and the Future of Unions

Organized Labor's Summer Uprising and the Future of Unions

It's been the summer of discontent for labor unions across industries, and the future of the way millions of people work and earn is in the balance. Suresh Naidu, Professor of Labor Economics at Colum...

5 Sep 202331min

Live from Invest Fest 2023 with Real Life Lessons in Wealth Building

Live from Invest Fest 2023 with Real Life Lessons in Wealth Building

The Express is live and direct from Invest Fest 2023, the flagship event from Earn Your Leisure, as 20,000 attendees flock to Atlanta to learn wealth building, entrepreneurship, and investing lessons ...

28 Aug 202331min

The Present and Future Prospects for Big Tech Stocks

The Present and Future Prospects for Big Tech Stocks

Dan Ives, the senior equity analyst for Wedbush Securities and one of the industry's top analysts, takes stake of the recent sell-off in tech stocks, and paints a picture of the A.I. future for compan...

21 Aug 202331min

Diving Deep into Value Investing with Rob Arnott

Diving Deep into Value Investing with Rob Arnott

Legendary value investor and innovator Rob Arnott of Research Affiliates joins The Express to explain what Value investing really means today, and why the time is right for this style of portfolio all...

14 Aug 202336min

Taking Investors' Temperatures as the U.S. loses its AAA Credit Rating

Taking Investors' Temperatures as the U.S. loses its AAA Credit Rating

Lindsey Bell, Chief Strategist at 248 Ventures, climbs back aboard The Express to take investors' temperatures following the Fitch credit rating downgrade. What's the message behind the drop from AAA ...

7 Aug 202328min

Now That We Know What We Know, What Could Go Wrong?

Now That We Know What We Know, What Could Go Wrong?

After the Fed's latest rate hike, which may not have been its last, we search for points of weakness, and areas of continued strength in the markets with Kenny Polcari. Plus, Kenny drops one of his cl...

31 Jul 202330min

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