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Showing episodes and shows of
Janney Montgomery Scott
Shows
Money Life with Chuck Jaffe
Janney's Luschini: Economy momentum should continue throughout '25
Mark Luschini, chief investment strategist for Janney Montgomery Scott, says that "the U.S. economy seems to be in pretty good shape," noting that there's a healthy amount of momentum — built on the strength of the labor market — that is creating solid underpinnings to will keep the economy and the stock market in a good place at least through 2025. Luschini thinks that earnings expectations — which he sees as a key for stocks continuing to post gains — are reasonable right now, though he does expect the market will be more volatile around news events, especially as it relates to earnings. Mark Ham...
2025-01-29
58 min
The Food Delivery Daily Brief
DoorDash Investment Analysis & Uber Eats Incident in Galveston Bay
Stay updated with the latest in the food delivery sector. This episode begins with a welcome and an overview of top stories. Delve into Janney Montgomery Scott's recent investment and their analysis of DoorDash's market position. Explore the trends in institutional investments within the food delivery industry. Get an overview of a recent Uber Eats incident in Galveston Bay and the broader challenges faced by the gig economy. Gain insights into Uber Eats' tech solutions and operational strategies. The episode wraps up with closing remarks and a reminder to subscribe for more updates in the tech-driven food delivery landscape. (0:00) Welcome...
2024-11-11
04 min
Unboxing Careers
13 Financial Advisor Career w/ Mike Reynolds
Discover your career: http://www.UnboxingCareersPodcast.com ON THIS EPISODE: Mike Reynolds, a financial advisor at Janney Montgomery Scott, discusses the field of financial planning. As a financial advisor, Mike's role involves servicing existing clients, building new client relationships, and helping clients navigate their financial lives. He discusses the certifications required in the finance industry, the importance of continuous learning, insights into the work-life balance, and the stress of being entrusted with clients' financial security. Mike emphasizes the importance of internships and connections for college students interested in finance, and discusses the misconception that financial planners only f...
2024-09-24
31 min
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Interest Rates, Lending, and the Current State of the Economy with Janney Director of Research Chris Marinac
Hosts Scott Phelan and Kevin Myers discuss interest rates, lending, and the current state of the economy with Chris Marinac, Director of Equity Research for Janney Montgomery Scott LLC. No matter where you are in life - just starting out, in your peak earning years, nearing retirement, or contemplating your legacy - Phelan and Myers Wealth […] The post PHELAN & MYERS 2 FOR 20: Interest Rates, Lending, and the Current State of the Economy with Janney Director of Research Chris Marinac appeared first on Business RadioX ®.
2024-08-23
22 min
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Interest Rates, Lending, and the Current State of the Economy with Janney Director of Research Chris Marinac
Hosts Scott Phelan and Kevin Myers discuss interest rates, lending, and the current state of the economy with Chris Marinac, Director of Equity Research for Janney Montgomery Scott LLC. No matter where you are in life - just starting out, in your peak earning years, nearing retirement, or contemplating your legacy - Phelan and Myers Wealth […] The post PHELAN & MYERS 2 FOR 20: Interest Rates, Lending, and the Current State of the Economy with Janney Director of Research Chris Marinac appeared first on Business RadioX ®.
2024-08-23
00 min
The Banker Next Door
Episode 181: Interview with Chad Hull from Janney
This episode is an interview with Investment Banker Chad Hull from Janney. We discussed his role as an investment banker, his career, the history of Janney and the company’s products. We get into the current bank merger and acquisition environment. As always, we get into his favorite business book and business related movie. If you would like to learn more about Janney, a link to the company’s website is listed below. Link: Janney Montgomery Scott | Beyond Investing - Connecting
2024-07-20
30 min
Bloomberg Surveillance
Bloomberg Surveillance TV: July 16, 2024
-David Malpass, Fmr. World Bank President-Rep Mike Lawler, (R) New York-Chris Marinac, Janney Montgomery Scott Director of Research-Greg Daco, Ernst Young Chief Economist-Andrew Husby, BNP Sr. US EconomistFormer World Bank President David Malpass shares insights on JD Vance and his policies. Rep. Mike Lawler of New York discusses the Trump/Vance 2024 ticket and potential legislation to enhance Secret Service measures following Saturday’s assassination attempt on former President Trump. Chris Marinac of Janney Montgomery Scott breaks down Bank of America’s earnings. Greg Daco of Ernst Young and Andr...
2024-07-16
27 min
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Artificial Intelligence (AI) with James Walters of TeK7 Business Services
Hosts Scott Phelan and Kevin Myers discuss the latest in artificial intelligence (AI) with James Walters of TeK7 Business Services. No matter where you are in life - just starting out, in your peak earning years, nearing retirement, or contemplating your legacy - Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. […] The post PHELAN & MYERS 2 FOR 20: Artificial Intelligence (AI) with James Walters of TeK7 Business Services appeared first on Business RadioX ®.
2024-03-07
17 min
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Artificial Intelligence (AI) with James Walters of TeK7 Business Services
Hosts Scott Phelan and Kevin Myers discuss the latest in artificial intelligence (AI) with James Walters of TeK7 Business Services. No matter where you are in life - just starting out, in your peak earning years, nearing retirement, or contemplating your legacy - Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. […] The post PHELAN & MYERS 2 FOR 20: Artificial Intelligence (AI) with James Walters of TeK7 Business Services appeared first on Business RadioX ®.
2024-03-07
00 min
Octus Radio
Alice Cheng of Janney Montgomery Scott Discusses the Outlook for Municipal Market in 2024
This week, to kick off the new year, Reorg’s municipals reporter Hoa Nguyen joins Alice Cheng, vice president of the capital markets group at Janney Montgomery Scott, for a discussion about the 2024 outlook for the municipal market, the bright spots across sectors as well as signs for concerns as pandemic relief funds begin to sunset in the new year. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our la...
2024-01-08
34 min
Good2Give Podcast
Wayne Naugle, Families 4 Families, and Scott Phelan, Janney Montgomery Scott
Wayne Naugle, Families 4 Families, and Scott Phelan, Janney Montgomery Scott (Good2Give Podcast, Episode 6) Wayne Naugle, Executive Director of Families 4 Families, and Scott Phelan, Janney Montgomery Scott, joined hosts Maria Walden-Sullivan and DePriest Waddy on this edition of the Good2Give Podcast. Wayne shared his own story of adopting two girls through the foster […] The post Wayne Naugle, Families 4 Families, and Scott Phelan, Janney Montgomery Scott appeared first on Business RadioX ®.
2023-11-20
39 min
Money Life with Chuck Jaffe
Janney's Luschini: Expect the 2023 recession to arrive in '24
Mark Luschini, chief investment strategist for Janney Montgomery Scott, says that the economic downturn everyone saw as happening this year wound up being postponed for solid economic reasons, but it hasn't been canceled and more likely just pushed back into 2024. Luschini says investors should be defensive, taking advantage of higher bond yields and not being sucked into low valuations on international investments, staying balanced but not too aggressive until the economy and market are on more solid ground. His forecast for a 2024 recession is in keeping with that of D.R. Barton Jr., chief investment strategist at Finiac, who...
2023-11-07
59 min
Money Life with Chuck Jaffe
Janney's Luschini: The coming recession will be mild and brief
Mark Luschini, chief investment strategist for Janney Montgomery Scott, says the market's wild swings after its hot start are the kind of action investors will have to put up with until the market sees inflation start to give way and confidence grows that the Federal reserve has made real progress. That said, he expects a recession this year but notes that the economy is lacking the conditions that typically make a downturn deep and protracted so he believes it will be mild and brief before a recovery starts. Also on the show, John Cole Scott, president at Closed-End Fund...
2023-04-10
1h 00
America‘s Commercial Real Estate Show
Bank & Lending Outlook for Real Estate
Chris Marinac with Janney Montgomery Scott joins Michael Bull in Studio One to discuss the outlook for US banks and its effect on commercial real estate. Chris leads the Bank Research Team at Janney, so get ready for some inside knowledge! Brought to you by: Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @B...
2023-04-04
28 min
The Smart Influencer Podcast
Influencer Retirement 101
In this episode Christina and Corinne sit down with Ryan Wilson, of Wilson Wealth Advisory Group, to discuss retirement for influencers. They discuss the best ways to save and how to create a plan of action to reach your retirement goal.LINKS MENTIONED IN THIS EPISODE:Smart Influencer Legacy OrganizerTrueRankerLink Whisper********************************This is being provided solely for informational and illustrative purposes, is not an offer to sell or a solicitation of an offer to buy any securities. The factual information given herein is taken from sources that we believe to be reliable...
2023-04-04
36 min
North Fulton Business Radio
What's Going on with the Banking Industry?, with Christopher Marinac, Director of Research, Janney Montgomery Scott
What's Going on with the Banking Industry?, with Christopher Marinac, Director of Research, Janney Montgomery Scott (North Fulton Business Radio, Episode 622) What's going on in the banking industry? In the aftermath of the Silicon Valley Bank failure and media reports of problems at other banks, veteran analyst and banking industry observer Christopher Marinac joined […] The post What's Going on with the Banking Industry?, with Christopher Marinac, Director of Research, Janney Montgomery Scott appeared first on Business RadioX ®.
2023-03-15
45 min
North Fulton Business Radio
What's Going on with the Banking Industry?, with Christopher Marinac, Director of Research, Janney Montgomery Scott
What's Going on with the Banking Industry?, with Christopher Marinac, Director of Research, Janney Montgomery Scott (North Fulton Business Radio, Episode 622) What's going on in the banking industry? In the aftermath of the Silicon Valley Bank failure and media reports of problems at other banks, veteran analyst and banking industry observer Christopher Marinac joined […] The post What's Going on with the Banking Industry?, with Christopher Marinac, Director of Research, Janney Montgomery Scott appeared first on Business RadioX ®.
2023-03-15
45 min
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: What To Expect From The Markets and Economy in 2023
No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources...
2023-02-01
24 min
Live Well and Fully
How to plan your financial future in midlife and beyond (#12)
Why you’ve got to check out today’s episode What are the most common mistakes people make with their financial planning? Discover how an individual becomes “wise” about their financial future. Find out what many people are worried about financially and how to move forward. Resources/Links To learn more about Julie and her work at Janney, Montgomery, Scott, LLC, visit this link. Klcwealthadvisory.com You can also call or email Julie for a complimentary conversation. Email: julieknight@janney.com Phone: (610) 674-6981 “There's a lack of understand...
2023-01-10
08 min
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Year-End Tax Planning Strategies
No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources...
2022-12-10
22 min
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Understanding Medicare
No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources...
2022-10-17
15 min
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: State of the Real Estate & Mortgage Market in Atlanta
No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources...
2022-07-08
21 min
Feeney Talks With Friends
Episode #55: Feeney Talks With Evan and Jim (Glastonbury Wealth Management)
Evan Gilchrest and Jim Poliner work at Glastonbury Wealth Management. Evan is the Executive Vice-President. egilchrest@janney.com. 860-657-5882 Jim is the Vice-President. jpoliner@janney.com. 860-657-5882 Glastonbury Wealth Management of Janney Montgomery Scott 180 Glastonbury Boulevard Suite 302 Glastonbury CT 06033 It was great to sit down, talk and eat donuts with Evan and Jim! We talked about: The "Double Nickel" Game (minute 0.40) 3 Keys (sponsored by West Hartford Lock) to being a Financial Advisor (minute 2.20) ...
2022-07-02
1h 25
The Diamond Podcast for Financial Advisors
A Nearly 200-Year-Old Success Story: How Janney Montgomery Scott Built a $135B Firm
Jerry Lombard, President of Janney’s Private Client Group talks about the regional firm’s exponential growth over recent years, plus how their unique balance of freedom and flexibility makes the employee model an attractive alternative for advisors.
2022-03-03
48 min
Investment Strategy
Central Bank Policies, Real Yield, and Equity Volatility
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: • Influence of foreign central bank policy on interest rates • Understanding the effect of changes in real yield on the incentive to invest in other assets • Factors affecting the recent volatility in the equity markets • Investor appetite for risk assets and long-term outlook for the stock market
2022-02-03
11 min
Investment Strategy
Market Volatility and Rising Interest Rates to Start 2022
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: • Reasons for rising interest rates to start the year • Inflation hedging strategies beyond Treasury inflation-protected securities (TIPS). • Review of underlying equity market fundamentals • Short- and long-term outlook for stock market
2022-01-07
13 min
Investment Strategy
Interest Rates and Recent Equity Market Volatility
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: • Potential impact of budget deficits and Federal Reserve bond buying on interest rates • Short-term outlook for 10-year Treasury yields • Contributing factors to recent equity market volatility • End-of-year outlook for stocks and economy
2021-12-08
13 min
Around Town Carroll County
Around Town with Doug Velnoskey, CFP of Janney Montgomery Scott LLC
Today we're talking with Doug Velnoskey, CFP of Janney Montgomery Scott LLC located in Westminster, MD. Doug is a wonderful person, massive contributor to our community, and a trusted name when it comes to wealth management. Join us as we talk with Doug about life, work and the place we all love... Carroll County.--- Support this podcast: https://anchor.fm/aroundtowncc/support
2021-12-07
53 min
Investment Strategy
The Current State of Inflation, Interest Rates, and the Economy
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: • Effect of supply and demand imbalance on inflation • Increased interest rate volatility following central banks’ response to inflation • Impact of supply chain bottlenecks on the stock market • Outlook for consumer spending and positive economic activity • Opportunities in the fixed income and equity markets
2021-11-10
10 min
Investment Strategy
Update on Federal Reserve Policy, Inflation, and Economic Conditions
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: • Federal Reserve policy and inflation concerns • Long-term interest rate expectations • Potential impact of a legislative standoff related to the debt ceiling • Economic conditions amid pending infrastructure bill and President Biden’s Build Back Better plan
2021-10-07
12 min
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Meet Scott and Kevin
No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it's about going beyond investing. It's about connecting your life and your finances. […] The post PHELAN & MYERS 2 FOR 20: Meet Scott and Kevin appeared first on Business RadioX ®.
2021-09-08
00 min
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Meet Scott and Kevin
No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it's about going beyond investing. It's about connecting your life and your finances. […] The post PHELAN & MYERS 2 FOR 20: Meet Scott and Kevin appeared first on Business RadioX ®.
2021-09-08
21 min
Investment Strategy
Federal Reserve Policy Expectations and Update on Economic Growth
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: Expectations for Federal Reserve policy Tapering of Federal Reserve bond purchasing and impact on interest rates Fiscal and monetary stimulus supporting economic growth State of stock market and what to expect moving forward
2021-09-01
11 min
Money Life with Chuck Jaffe
Janney's Luschini: Corporate profits will lead market higher into 2023
Mark Luschini, chief investment strategist for Janney Montgomery Scott, says that the stock market is likely to follow the growth of corporate profits, which bodes well for heady gains over the next year or two, despite inflation and other concerns that will increase volatility and potentially cause setbacks. Luschini says that since grizzly and protracted bear markets rarely occur outside of a recession -- and with recession seeming like a remote possibility in the next 12 to 24 months -- investors should be prepared to stay the course but ride out the bumps. Also on the show, John Smallwood of Smallwood...
2021-08-30
59 min
Investment Strategy
Interest Rate Outlook and Drivers of Equity Market Returns
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: Factors contributing to the rally in interest rates Long-term inflation outlook and yield expectations Corporate earnings and equity market returns Update on economic activity domestically and abroad
2021-08-05
11 min
Investment Strategy
Interest Rate Outlook and Update on Economic Recovery
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: Factors driving the recent rally in interest rates following the selloff earlier this year Update on economic activity and upcoming earnings announcements Recent activity in the equity market and what to expect moving forward Investor considerations related to the U.S. dollar and international markets
2021-07-14
15 min
The Tony Sirianni Podcast
A Conversation with Jeff Smith, Director of Recruiting at Janney Montgomery Scott
This week, AdvisorHub’s CEO, Tony Sirianni talks with Jeff Smith, Director of Recruiting and Business Development at Janney Montgomery Scott. The two discuss how new efficiencies were discovered during the pandemic, lifestyle and business choices of going independent, how the culture at regional firms starts at the top, and the entrepreneurial spirit at Janney. LISTEN TO ADDITIONAL EPISODES Watch This Episode in Video
2021-07-07
19 min
Investment Strategy
Inflation, Interest Rates and Equity Market Valuations
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: Expectations for inflation in the months ahead Outlook for interest rates and Federal Reserve bond buying Acceleration of economic activity and relation to pro-growth cyclical sectors Update on equity market valuation and price-to-earnings ratios
2021-06-03
12 min
Investment Strategy
Measuring Inflation Risk and Market and Economic Update
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: Outlook for short and long-term interest rates Measuring inflationary pressures and long-term expectations Cyclical sector advance in the equity markets Accelerating pace of economic activity Long-term outlook for the stock market
2021-05-06
15 min
Investment Strategy
Fixed Income and Equity Markets Update
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: A review of Fed policy and the potential for a rising rate environment Outlook for corporate, municipal and treasury bonds Reasons for an optimistic outlook for the economy Overview of equity market activity and valuations
2021-04-08
15 min
Speaking to Influence
Karen Shakoske, SVP Communications, Janney Montgomery Scott: Team Assessment & Recognition
On today’s episode Karen Shakoske explains how she focuses on communication and recognition to keep her team energized and productive during the pandemic. Laura and Karen also explore how Karen identifies the best way to reward her team, how they use DiSC assessments to identify strengths, and the essential interpersonal skills you need to lead a team effectively. Karen Shakoske leads Marketing and Corporate Communications at Janney. In this role, she is responsible for the delivery of the firm’s brand strategy, digital strategy, marketing communications for sales and business development support, corporate communications, and community and...
2021-04-06
27 min
Investment Strategy
Interest Rates, Market Plumbing and Equity Market Outlook
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: Overview of yields, credit spreads, and recent activity in fixed income markets Market plumbing and the impact on interest rates The state of the economic recovery Corporate profits and sectors that stand to benefit from government stimulus and improving pandemic conditions
2021-03-04
18 min
Investment Strategy
A Booming Housing Market and an Update on Economic News
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: The impact of the housing sector on the economy What a booming housing market means for inflation and fixed income Update on recent economic news and activity
2021-02-04
11 min
Investment Strategy
Federal Reserve Policy Meeting and Factors Driving the Equity Markets
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: Highlights from January’s Federal Reserve policy meeting Factors driving the equity market short term Longer-term outlook for the economy Overview of recent market news
2021-01-28
11 min
Investment Strategy
Global Fixed Income Outlook and Investor Expectations for Equity Markets
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: State of non-U.S. fixed income markets Outlook for Chinese, European, and Japanese bonds Economic implications of Biden Administration policies Current expectations for the equity market over the short and long term
2021-01-21
12 min
Investment Strategy
Podcast: Long-Term Interest Rates and Equity Market Outlook
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: Long-term interest rates Fiscal stimulus proposals Equity market fundamentals Accelerating economic activity and profit growth
2021-01-14
13 min
Investment Strategy
Podcast: Fixed Income Market Update and Expectations for Future Stimulus
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss latest developments in the fixed income and equity markets. Topics covered include: Impact of Georgia senate elections on the fixed income market Infrastructure spending package and interest rates Outlook for the equity market in the year ahead Fiscal stimulus and other factors driving equity markets
2021-01-07
09 min
Investment Strategy
Fixed Income and Equity Markets in 2021
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the fixed income and equity markets in 2020 and their expectations for the year ahead. Topics covered include: Recap of the interest rate market in 2020 and expectations moving into 2021 Areas of opportunity in fixed income in the year ahead Economic recovery into the new year and prospect for fiscal stimulus Sectors that stand to benefit from improving economic conditions
2020-12-17
10 min
Wealthies Circle
Creating Programs for Advisors at Janney Montgomery Scott – With Guest Tony Miller
In this episode, David Armstrong is joined by Tony Miller, chief administrative officer at Janney Montgomery Scott as they discuss the programs that led Janney to be recognized as a finalist in this year’s WealthManagement.com Industry Awards. In this conversation, you’ll learn: What Janney Montgomery Scott does as a firm What the Women’s Interactive Network … Continue reading Creating Programs for Advisors at Janney Montgomery Scott – With Guest Tony Miller →
2020-12-17
34 min
Investment Strategy
Inflation Expectations and the Latest Economic Data
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss expectations for inflation, as well as the current economic landscape and the weakening U.S. dollar. Topics covered include: Monthly consumer price index data and inflation expectations Potential for rising inflation and impact on interest rates Overview of recent economic data and stimulus discussions The weakening dollar and the impact on inflation and the equity markets
2020-12-10
11 min
Investment Strategy
Interest Rates and Potential for Santa Claus Rally
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the path for interest rates moving forward, as well as recent equity market returns and what to expect over the final weeks of 2020 and beyond. Topics covered include: The path for higher interest rates moving forward The relationship between total return swaps, the dollar and interest rates Historical returns and the potential for a Santa Claus rally Outlook for the economy and stock market
2020-12-03
10 min
Investment Strategy
Impact of COVID-19 Vaccine News on the Fixed Income and Equity Markets
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the impact of recent COVID-19 vaccine news on the fixed income and equity markets, as well as what to expect from macroeconomic conditions in the weeks ahead. Topics covered include: The effect of recent COVID-19 vaccine news on the bond market Changes in economic reopening prospects and influence on corporate bonds, particularly in the airline, travel and energy sectors Focus on cyclical sectors in the equity markets both domestically and abroad Forecast for m...
2020-11-19
09 min
Investment Strategy
Post-Election Environment for Fixed Income and Equity Markets
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the fixed income and equity market landscape post-election. Topics covered include: Post-election environment for fixed income Supply and demand impact of treasury auctions Update on recent economic data Outlook for corporate profits and the equity market
2020-11-12
10 min
Investment Strategy
Election Special: Outlook for Fixed Income and Equity Markets
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the election results, specifically how the outcome may influence the fixed income and equity markets. Topics covered include: Importance of private sector growth and capital flows on long term economic prospects Potential impact of economic stimulus and infrastructure spending on fixed income markets Outlook for equity markets before and after election results State of economic recovery and sectors to watch in the months ahead
2020-11-04
11 min
Investment Strategy
What Investors Should Know About GDP Growth, Interest Rates and the Economic Recovery
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss GDP data and interest rates, as well as the recent volatility in the equity market and economic factors to watch in the coming weeks. Topics covered include: Relationship between GDP growth and intermediate- to long-term interest rates Current domestic and global backdrop for the equity markets and economy Expectations surrounding near-term volatility
2020-10-29
10 min
Investment Strategy
High Yield Corporate Bonds and State of Economic Recovery
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the high yield corporate bond market and factors influencing the economy, including coronavirus, stimulus discussions and election uncertainty. Topics covered include: What to know about the high yield corporate bond market Current risk and reward considerations of high yield bonds The state of the economic recovery Market reaction to stimulus discussions and election uncertainty
2020-10-22
10 min
Investment Strategy
Foreign Buyers in the U.S. Bond Market and Recent Stock Market News
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the cause of recent bond buying from overseas as well as the potential impact recent stimulus discussions and new coronavirus cases could have on the economic recovery. Topics covered include: How foreign buyers view the U.S. bond markets Relationship between hedging costs and U.S. yields Recent equity market strength and stimulus discussions back on table New coronavirus cases and potential impact on economic recovery
2020-10-15
10 min
Investment Strategy
Loan Loss Reserves and Economic Areas to Watch
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income markets, the start of third quarter earnings season, and the state of the economic recovery. Topics covered include: Regulatory restrictions on banks paying dividends and buying back shares What overcapitalization in the banking sector means for the stock market The economic recovery and stimulus updates Short- and long-term expectations for the S&P 500
2020-10-08
12 min
Investment Strategy
Long-Term Interest Rates and Economic Indicators to Watch
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss why long-term interest rates posted their biggest one-day increase in a month, and economic indicators to watch in the coming weeks. Topics covered include: Three factors that led to an increase in long-term rates on September 30, the end of third quarter The influence election results tend to have on the bond market Sectors to watch if there is an increase in global and domestic economic activity The state of the economic recovery and s...
2020-10-01
11 min
Investment Strategy
Podcast: What’s Driving Recent Market Volatility?
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss factors driving the recent short-term equity market volatility, and economic areas to watch in the months ahead. Topics covered include: What’s keeping interest rates in such a narrow range Factors that may move the equity market as we move toward the election What recent economic data is telling us about the recovery The U.S. dollar and recent weakness in gold prices
2020-09-24
10 min
Investment Strategy
Federal Reserve September Policy Meeting and Update on Economic Data
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the Federal Reserve’s latest policy statement, as well as an update on economic data, fiscal stimulus and extension of unemployment benefits. Topics covered include: The Fed’s decision to keep short-term interest rates unchanged at near zero What to know about average inflation targeting Update on economic data, including recent retail sales number Expectations for fiscal stimulus and extension of unemployment benefits
2020-09-17
10 min
Investment Strategy
Podcast: Portfolio Diversification and Potential Impact of Government Stimulus
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss utilizing bonds for portfolio diversification in the current environment, and the potential impact on the stock market if a deal is not reached for additional government stimulus. Topics covered include: Portfolio diversification and correlation between bond and stock prices Valuation expectations and return to normalization Potential market reaction if there is no additional government stimulus
2020-09-10
10 min
Investment Strategy
Why Do Bond Markets Care About the Federal Reserve?
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, to discuss the influence the Federal Reserve has on the bond market and why it matters for investors. Topics covered include: Why do bond markets care so much about the Federal Reserve? Why does the Fed’s average inflation targeting policy carry so much importance? What else matters for the bond markets other than the Fed right now?
2020-09-03
09 min
BIF Bites
Breaking Into the Industry & Mini Question Palooza
Visit BIFBites.com to view the question discussed during this episode. This month we start with a quick run down of basic CFP® Exam-style questions before moving on to the main event... Brendan and Mike catch up with Robin Miller who is a former Bryant CFP® student and newly minted CFP® Professional. The trio discuss how each broke into the industry and the early struggles that came with starting a practice. They also discuss how to network effectively and efficiently, how to differentiate oneself and the ramifications of being a woman in a male dominated industry. Really interesting stuff tbh. The...
2020-09-03
1h 17
Investment Strategy
Inflation Targeting and Shift in Monetary Policy
In this audio update, Market Strategist Gregory Drahuschak speaks with Mark Luschini, Chief Investment Strategist, to discuss the Federal Reserve’s shift in monetary policy related to inflation targeting, as well as how it might impact the economy and markets moving forward. Topics covered include: Market buying power and technology sector Federal Reserve shift on inflation targeting Dovish shift in monetary policy Unemployment benefits and need for additional stimulus
2020-08-27
10 min
Investment Strategy
Federal Reserve Policy and Update on Economic Activity
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss what to know about the recently released Fed minutes as well as how fiscal and monetary stimulus can continue to stimulate a recovery. Topics covered include: Federal Reserve policy expectations for forward guidance and yield curve control Update on investor sentiment Expectations for future economic activity
2020-08-20
11 min
Investment Strategy
Real Versus Nominal Interest Rates and Market Sentiment
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the relationship between real and nominal interest rates and the economy, as well as the latest developments in the equity markets, including the disparity in market sentiment. Topics covered include: Real versus nominal interest rates Mismatch between market sentiment and economic activity Equity market valuations and corporate profit growth Improving economic activity in the U.S. and abroad
2020-08-13
10 min
Investment Strategy
Long-Term Yields and Upcoming Employment Report
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss long-term yields, the state of the economic recovery, and the upcoming employment report. Topics covered include: Analysis of long-term interest rates Impact of the Federal Reserve and inflation on yields Second quarter GDP and job growth Significance of the upcoming employment report
2020-08-06
09 min
BIF Bites
Monetary vs. Fiscal Policy, Impact of Reg BI
Visit BIFBites.com to view the question discussed during this episode. On this month's episode the crew dives into economic policy. Why does the “c” in Fiscal stand for Congress? How does the Fed set monetary policy in crisis conditions? The focus then shifts to Reg BI, which just went into effect. Is it a big deal? How will it affect you and your fellow advisors? What does Reg BI mean for the financial industry as a whole? Tune in for answers. The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants...
2020-07-28
58 min
Investment Strategy
The Impact of Inflation on Bond Returns and Equity Market Valuations
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the impact of inflation and deflation on bonds as well as the current equity market conditions with a focus on stock valuations and earnings growth. Topics covered include: Deflation and inflation in the current economic environment Potential for a bullish climate in the equity market The influence of the technology sector on the market performance
2020-07-23
09 min
Investment Strategy
European Central Bank Programs and U.S. Economic News
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss fiscal support by the European Central Bank, as well as the outlook for the economy and equity markets in the U.S. Topics covered include: European Central Bank programs to support the Eurozone Impact of monetary and fiscal stimulus domestically and abroad Current economic conditions
2020-07-16
10 min
Investment Strategy
Federal Reserve Influence and Equity Market Outlook
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the fixed income market, equity market developments, and economic trends for the months ahead. Topics covered include: The influence of the Federal Reserve in the bond market Stock market outlook in light of the increase in coronavirus cases The secular growth characteristics of the technology sector
2020-07-09
09 min
Investment Strategy
Fixed Income and Equity Markets Mid-Year Outlook
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to recap the first half of the year, and provide their outlook and expectations for the remainder of 2020. Topics covered include: Review of the fixed income market this year The search for yield in credit markets Outlook for the economy and equity markets for the remainder of the year
2020-07-01
08 min
Investment Strategy
Economic Recovery Update and the Relationship Between Equities and Credit Spreads
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the correlation between investment grade bonds and equity markets, as well as the state of the economic recovery. Topics covered include: Relationship between equity markets and credit spreads, and what the correlation says about the markets State of the economic recovery Potential uptick in coronavirus cases in economically significant states and impact on the equity markets
2020-06-25
10 min
Investment Strategy
Investment Grade Corporate Bonds and Timing of an Economic Recovery
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the corporate bond market as well as the current state of an economic recovery. Topics covered include: The Fed’s corporate bond purchase program Factors leading to disconnect between the stock market and economy Improvement of recent economic data, including manufacturing data Timing of an economic recovery
2020-06-18
10 min
Investment Strategy
Fed Policy Meeting and Indicators of Market and Economic Improvement
In this audio update, Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, discuss the latest Fed policy meeting, as well as the current state of the markets and economy, particularly indicators to watch. Topics covered include: Latest Fed statement and “lower for longer” mantra Impact of Fed expansionary policy on fixed income and equity markets Current economic environment as states begin to reopen Leading indicators for the market and economy
2020-06-11
10 min
Investment Strategy
Taking a Global View of the Fixed Income and Equity Markets
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the global fixed income market and outlook for interest rates, as well as factors signaling the potential for economic health and sustainable growth. Topics covered include: The global fixed income landscape, including an outlook for interest rates Global currency indicators of risk on versus risk off sentiment, including the Australian dollar and Japanese yen Potential opportunities in economically sensitive sectors due to changing market participant sentiment The outlook for sustainable growth as...
2020-06-05
08 min
Investment Strategy
Cyclical Sectors in the Equity Markets
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the fixed income market, expectations for economic data moving forward, as well as how cyclical sectors stand to benefit from improving conditions. Topics covered include: Update on the corporate bond market Recent run up in high-yield bonds and left tail risk How cyclical sectors, including financials and industrials, stand to benefit from economic growth conditions When we might begin to see improvements in economic data
2020-05-28
09 min
Investment Strategy
Asset-backed Securities and Expectations for Economic Data
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss recent events in the asset-backed securities space, as well as expectations for the market and economy moving forward. Topics covered include: Asset-backed securities compared to other more traditional options Expectations for economic data in the coming weeks and the economic recovery What improvements in cyclical industries, such as financials and industrials, could mean for a durable bottom in the equity markets
2020-05-22
09 min
Investment Strategy
Podcast: Negative Interest Rates and Equity Market Update
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss comments from Federal Reserve’s Jerome Powell, as well as the impact of current unemployment on the markets and economy. Topics covered include: Why negative interest rates are unlikely in the U.S. Takeaways from Federal Reserve Chair Jerome Powell’s presentation and equity market reaction Impact of current unemployment on the markets and economy Application of Fibonacci’s Golden Ratio and retracement levels in the equity market
2020-05-14
11 min
Investment Strategy
Outlook for Interest Rates and Equity Market Update
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss their outlook for interest rates, the economic impact as states begin to reopen, as well as opportunities in the current market environment. Topics covered include: Interest rate outlook and the new 20-year Treasury bond Near-term economic data expectations and impact on recovery shape Market outlook and volatility over the next 9-12 months Potential opportunities in risk and cyclical assets
2020-05-07
10 min
Investment Strategy
Federal Reserve Policy and Market Outlook
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the Fed’s aggressive monetary actions and policy statements, as well as the latest market and economic news. Topics covered include: Federal Reserve policy and actions Expectations for fiscal policy from global governments Economic outlook and potential market headwinds
2020-04-30
10 min
Investment Strategy
The Shape of Economic Recoveries and Municipal Bond Investing
In this podcast, Market Strategist Gregory Drahuschak speaks with Mark Luschini, Chief Investment Strategist, and Guy LeBas, Chief Fixed Income Strategist, to discuss their recent articles looking at the what the economic recovery might look like and the coronavirus and the municipal bond market. Topics covered include: Update on the equity markets The historical shape of economic recoveries Three recovery scenarios: V-shaped, U-shaped, and L-shaped The COVID-19 crisis impact on municipal bonds and where to seek opportunity in the short term
2020-04-23
10 min
Investment Strategy
Market Outlook and the Federal Reserve’s Policies
In this podcast, Market Strategist Gregory Drahuschak speaks with Mark Luschini, Chief Investment Strategist, and Guy LeBas, Chief Fixed Income Strategist, to discuss their outlook for equity market using previous events as a prologue for the potential path ahead, and the Fed’s expanded programs to support corporate and municipal markets. Topics covered include: Market performance during equity bear markets Indicators that markets might still be amidst a bottoming process The Fed’s expanded programs and portfolio balance channel
2020-04-16
08 min
Investment Strategy
Have markets reached a durable bottom?
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, for an update on fixed income, the recent rally in equity markets, and how the economic stimulus might impact conditions moving forward. Topics covered include: Fixed income market outlook The recent market rally and whether we have reached a durable market bottom to propel a recovery The $4 trillion stimulus as a tailwind to support activity over the next 12-18 months
2020-04-09
09 min
Investment Strategy
Impact of recent stimulus measures on the markets and economy
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to review recent monetary and fiscal measures designed to stimulate the economy. The current state of the fixed income and equity markets are also discussed. Topics covered include: Impact of recent Federal Reserve programs on the fixed income market Factors that could indicate a market bottom Areas to watch in the coming weeks
2020-04-02
08 min
Investment Strategy
Indicators for Market Stability and Economic Recovery
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the state of the market and the economic implications resulting from the coronavirus. Topics covered include: Signs of stability in the fixed income market Indicators for an equity market recovery The impact of monetary and fiscal stimulus
2020-03-24
08 min
Investment Strategy
Protocol or not, 3 steps you can take now
Wherever you are in the decision-making process, it’s a good time to hear from inside experts on what makes for a successful transition. Play the podcast below to listen as Jerry Lombard and Jeff Smith discuss the steps you can take now.
2020-03-23
25 min
Investment Strategy
Coronavirus’ impact on equity and fixed income markets
In this podcast, Market Strategist Gregory Drahschak is joined by Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the state of the markets amid uncertainty and volatility resulting from the impact of coronavirus on the economy.
2020-03-19
08 min
Water In Real Life
84: Mazars Women of Water Event Mashup
We were so excited to get to speak with several of the panelists at the Mazars Women of Water Event that took place in Washington DC on January 9, 2020. We also got to hit the networking floor at the post-event gathering and get the "word on the street" takeaways from the event too! Our panelist interviewees included:Pat Sinicropi, Executive Director, WateReuse Association, the only national organization dedicated solely to advancing policy, technology, innovation and public acceptance for water reuse. Pat has nearly two decades of experience as a policy expert and advocate on water-related issues i...
2020-02-03
1h 14
ExitReadiness®️ PODCAST
Cash Balance Retirement Plans & Your Business Exit Ft. Erik Fromm and Les Risell
In this episode we discuss the effective use of Cash Balance Retirement Plans in planning your exit with Financial Advisor Erik Fromm and Retirement Specialist Les Risell.Connect with Erik Fromm | Financial Advisor – CSG Capital Partners ofJanney Montgomery Scott in Wash DC: https://www.linkedin.com/in/erikfrommcfp/Connect with Les Risell | Senior Retirement Specialist – JanneyMontgomery Scott: https://www.linkedin.com/in/lrisell/Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/
2019-09-12
28 min
Investment Strategy
Economic Dissonance, Fixed Income Recap, and Recalibration
Looking back at the previous year, our analysts provide insights for the market moving into 2019.
2019-01-07
15 min
Boomer Generation Radio
Legacies, philanthropy, and financial planning, on the January 10 Boomer Generation Radio show
On the January 10, 2017 Boomer Generation Radio show, Barbara Shaiman of Embrace Your Legacy discusses strategies and activities to help people “live their legacies,” become more philanthropic and create projects for social change. In the second half of the show, Peter Hecht discusses financial planning in the New Year. About the Guests Barbara Greenspan Shaiman, M.Ed., began her career as a teacher, developing curriculum for at-risk youth, and later directed Eisenbud & Associates, an executive search firm that specialized in recruiting physicians and healthcare executives nationally. As a leader in this field, she presented frequently on human...
2017-01-10
57 min
Boomer Generation Radio
BGR 2/16/16: Bridge Meadows and Intergenerational Neighborhoods, Boomer Financial Planning
On the February 16, 2016 Boomer Generation Radio, Rabbi Address talks with Dr. Derenda Schubert, executive director, and Renee Moseley, associate director, of Bridge Meadows. Bridge Meadows has the mission of developing and sustaining intergenerational neighborhoods for adoptive families of foster children that promote permanency, community and caring relationships, while offering safety and meaningful purpose in the daily lives of older adults. Peter Hecht In the second half of the show, Rabbi Address talks with Peter Hecht, principal of Hecht Investment Group, an affiliate of Janney Montgomery Scott, to discuss family financial planning issues for “club sandwich generation” baby boome...
2016-02-16
56 min
Hearsay On the Air Podcast
HS44- Interview with Chris Johnson and JP Cummins of Janney Montgomery Scott
In episode 44 we visit Janney Montgomery Scott (@Janney1832) in Philadelphia and interview Chris Johnson (@CJohnson_Janney), Private Client Group Marketing Consultant, and JP Cummins, Financial Advisor. In our conversation we explore how Janney is embracing digital technology and empowering advisors like JP to connect with clients, share content, and extend thought leadership via the Hearsay Social solution. Join the conversation with @victorgaxiola and @elizelig on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion please send us an e-mail to OnAir@HearsayCorp.com. Like our NEW page on Facebook and follow the progress of our good frien...
2015-06-02
1h 01
Philadelphia Bar Association - Speaker Programs
Mark Luschini and Brendan Tierney of Janney Montgomery Scott offer their 2015 outlook for the global economy at the April 23, 2015 CLE program presented by the Private Equity and Venture Capital & Mergers and Acquisitions Committees.
Mark Luschini and Brendan Tierney of Janney Montgomery Scott offer their 2015 outlook for the global economy at the April 23, 2015 CLE program presented by the Private Equity and Venture Capital & Mergers and Acquisitions Committees.
2015-04-23
00 min
The Credit Report with Bill Lewis
ICYMI: Financial Planner Drew Pickard
South Florida financial planner Drew Pickard - a Sr. Vice President from Janney Montgomery Scott LLC in Fort Lauderdale, Florida - appearing solo in an old version of The Credit Report with Bill Lewis on AM 740 WSBR. and AM 1470 WWNN.Several years later, Drew Pickard is still a successful financial planner and remains at Janney Montgomery Scott LLC._____________________After more than nine years on the South Florida airwaves, political consultant and radio host Bill Lewis – host of The Credit Report with Bill Lewis – recently quit his morning drive show on AM 740 WSBR and AM 1470 WWNN.
2014-07-28
1h 00
The Credit Report with Bill Lewis
Financial Planner Drew Pickard
South Florida financial planner Drew Pickard - a Sr. Vice President from Janney Montgomery Scott LLC in Fort Lauderdale, Florida - appears with Bill Lewis in an old version of The Credit Report with Bill Lewis on AM 740 WSBR.Several years later, Drew Pickard is still a successful financial planner and remains at Janney Montgomery Scott LLC._____________________After more than nine years on the South Florida airwaves, political consultant and radio host Bill Lewis – host of The Credit Report with Bill Lewis – recently quit his morning drive show on AM 740 WSBR and AM 1470 WWNN.
2014-07-18
57 min