Shows
Marc To MarketsTax TimeSend us a textApril is tax season. On this episode, I'm joined by our Senior Investment Strategist Paul Robertson. We take a deep dive into everyone’s favorite topic and cover the following tax-related issues: Why were capital gains comparably higher in 2021? How do we think about loss harvesting? Can trading be customized per client? Are there stock portfolios that are designed to be ultra-tax-sensitive, and what are the pros and cons? With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-665...2022-04-0733 minMarc To MarketsThe Rise Of Artificial IntelligenceSend us a textOne of the most discussed topics in recent years is the rise in Artificial Intelligence (AI) and machine learning. I'm joined by Senior Investment Strategist, Paul Robertson, to understand what AI is, and how companies are using it to increase profitability. Paul explains that it is not just tech companies, but even more traditional companies like McDonald’s that are leveraging AI. We discuss how AI is impacting portfolio management and trading strategies, and conclude with a conversation about how AI can, and cannot, be incorporated into your financial plan. Any question...2019-10-0832 minMarc To MarketsUnderstanding MillennialsSend us a textMillennials are rapidly becoming the largest demographic in the country. They are already changing everything from the way we work, to how we communicate, to how we shop. On this episode I talk with Paul Robertson, a Senior Portfolio Manager at Bernstein, to learn about who they are, what they want, and what makes them different than prior generations. We discuss how understanding Millennials is critical for an investment manager as we think about the success of companies and economies in the future.With any questions or comments, I can be rea...2019-02-0134 min