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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Reexamining Our Perceptions About The Best Long Term Investments

Reexamining Our Perceptions About The Best Long Term Investments

Stocks have fallen out of favor as Americans’ perception of the best long term investment according to a recent Gallup poll - even as the market is recovering from 2022’s losses. Michael Batnick and B...

30 Maj 202335min

What Cardboard Box Demand and Movie Tickets Tell Us About the Markets

What Cardboard Box Demand and Movie Tickets Tell Us About the Markets

Jeff Kleintop, the Chief Global Investment Strategist for Charles Schwab rejoins The Express to share his favorite economic and market indicators, what to watch out for in the debt-ceiling showdown, a...

22 Maj 202332min

Inside the Most Important Charts in the World as the Debt Ceiling Deadline Looms

Inside the Most Important Charts in the World as the Debt Ceiling Deadline Looms

JC Parets of AllStarCharts rejoins The Express to help us find where the bulls are running across the entire global stock market, and shares his favorite wines for the Spring season. Plus, the debt ce...

15 Maj 202329min

Inside Brazil's Experiment to Transform its Economy

Inside Brazil's Experiment to Transform its Economy

The Express steamed down to Rio de Janeiro for a quick trip to discover a city trying to transform itself into Latin America's tech capital, and change the course of Brazil's economic future. From the...

8 Maj 202333min

Breaking Down Money Myths and Discovering Wealth Hacks with Mrs. Dow Jones

Breaking Down Money Myths and Discovering Wealth Hacks with Mrs. Dow Jones

Mrs. Dow Jones rejoins the Express in front of a live audience to dispel the biggest money myths about making money, and shares hacks to help us earn more, keep more, and make our money last longer. P...

1 Maj 202333min

What Happens When an Economist Turns Financial Advice Upside Down?

What Happens When an Economist Turns Financial Advice Upside Down?

Larry Kotlikoff, Professor of Economics at Boston University and a two-time presidential candidate, turns the world of financial planning and advice upside down in his book, “Money Magic: An Economist...

24 Apr 202329min

Trading and Investing Goes Hyper-Social

Trading and Investing Goes Hyper-Social

Callie Cox, eToro's Investment Analyst, joins the show to talk about the social online broker's new deal with Twitter to allow users to trade directly from the platform, how young investors are behavi...

17 Apr 202331min

Inside the Eye of the Fiscal and Monetary Policy Storm

Inside the Eye of the Fiscal and Monetary Policy Storm

Professor Alan Blinder of Princeton University, and former Vice-Chair of the Federal Reserve, joins the show to talk about what the Fed missed, which era in history this most clearly resembles, why th...

10 Apr 202331min

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