Radio Podcasts
Archives
Radio Appearances
11/20/21 Don’t worry about the little things…get the BIG things right (Corey and Kam’s segment 15:00-39:30)
10/30/21 What could rising interest rates mean for investments? (Adam’s segment 24:50-35:15)
9/25/21 Are we moving into a higher inflation world? (Adam’s segment 17:53-46:49)
8/28/21 Join our team! (Adam’s segment 15:44-24:39)
7/31/21 Half-Time recap (Adam’s segment 12:00-22:59)
7/3/21 Half-Time report (Adam’s segment 14:42-27:30)
6/5/21 Communication is key for an estate plan (Corey’s segment 13:33-39:46)
5/8/21 How do you navigate today’s market? (Adam’s segment 14:18-23:20)
4/10/21 Tax updates (Adam & Rory’s segment 15:17-33:31)
3/13/21 Tax reminders (Adam’s segment 23:32-39:17)
2/13/21 Forecast recap (Adam’s segment 17:07-29:32)
1/16/21 Forecast 2021 event is coming (Corey’s segment 14:08-40:27)
12/19/20 2020 was quite a year (Corey’s segment 11:55-40:23)
11/21/20 No RMDs…Roth conversion?(Adam’s segment 18:40-33:09)
10/17/20 Update to the market presidential prediction (Adam’s segment 16:20-41:59)
9/19/20 Can the market predict the next President? (Corey’s segment 13:15-27:20)
8/15/20 The market of the haves and have nots (Adam’s segment 31:54-40:26)
7/18/20 Question of the day—Is it safe to invest in my 401k? (Adam’s segment 9:10-39:33)
6/13/20 How much risk is in your portfolio? (Adam’s segment 14:54–32:07)
5/9/20 Who’s right, the stock market or the economy? (Adam’s segment 17:44-42:06)
4/4/20 Is the cure worse than the disease? (Adam’s segment 21:52–31:50)
2/29/20 The ugly math of investment losses (Corey’s segment 12:47-23:07)
1/25/20 Negative yielding bonds? (Adam’s segment 12:47-23:07)
12/14/19 Should you consider a Roth conversion? (Adam's segment 10:54-28:24)
11/9/19 Don’t forget your RMDs (Adam’s segment 11:58-25:50)
10/7/19 What 20 years of experience has taught me (Adam’s segment 12:14- 22:55)
8/31/19 The importance of discretion (Adam’s segment 14:38-22:01)
7/27/19 The Fed is expected to cut rates for the first time in 10 years! (Adam’s segment 11:58-22:22)
6/22/19 Why the client experience is EVERYTHING! (Adam’s segment 12:57-24:21)
4/13/19 Tax time is here again! (Adam’s segment 12:40-23:30)
2/2/19 Forecasts event recap (Adam’s segment 10:55-24:15)
12/29/18 What a difference a year makes (Adam’s segment 14:20-24:44)
11/24/18 Year-end reminders…What’s the value of an advisor? (Corey’s segment 25:00-35:06)
10/20/18 Is your financial success dependent upon predicting the future? (Adam’s segment 10:39-20:10)
9/15/18 Is a trust the only way to avoid probate? (Adam’s segment 13:05-21:57)
8/11/18 Half-Time Report recap (Adam’s segment 14:00-22:06)
7/7/18 It’s time for the Half-Time Report (Adam’s segment 24:49-33:24)
6/2/18 The word for the day is…volatile. (Adam’s segment 13:00-23:39)
4/28/18 Life is short...not everything is about tomorrow. (Adam's segment 15:20-26:30)
4/5/18 The FED continues to raise rates. (Adam's segment 9:47-21:40)
2/17/18 Volatility is back! Are you ready? (Adam's segment 11:16-21:51)
1/13/18 The new year means the Forecast event is coming...so are tax cuts. (Adam's segment 26:05-35:39)
12/9/17 What is the purpose of the tax code? Plus year-end tax reminders (Adam's segment 11:45-12:14 and 36:46-38:33)
11/4/17 Is it time to stress test your portfolio? (Adam's segment 11:52-21:51)
9/30/17 Should we be preparing for another lost decade of stock returns? (Adam's segment 10:36-20:58)
8/26/17 Is it 1998 all over again? (Adam's segment 13:05-22:20
7/22/17 The year's half over, what's next? (Adam's segment 12:20-20:55)
6/17/17 The FED raised rates again. What comes next? (Adam's segment 14:00-24:18)
5/13/17 What should a comprehensive finanncial planner do for you? (Adam's segment 15:15-24:50)
4/8/17 After a fast start to the year, has the stock market stalled? (Adam's segment 13:15-21:30)
3/18/17 Are you eligible to fund an HSA and have you funded yours? (Adam's segment 12:20-20:58)
2/11/17 What are the 2017 market predictions for stocks and interest rates? (Adam's segments 3:35-5:18 and 24:06-33:55)
1/7/17 What a difference a year makes (Adam's segment 10:47-22:20)
12/3/16 Is the FED getting ready to raise rates? (Adam's segment 12:23-23:47)
10/29/16 Are long term rates going to contine to rise? (Adam's segment 12:40-28:23)
9/24/16 The FED decides not to raise interest rates...again! (Adam's segment 15:34-25:22)
8/20/16 23% of all bonds have negative yeilds! Adam's son, Declan, makes his radio debut. (Adam's segment 5:57-24:44)
7/16/16 So the British left the European Union....So what? (Adam's segment 12:04-23:15)
6/11/16 Will interest rates go up or down? (Adam's segment 14:39-24:35)
5/7/16 Is it time to stress test your portfolio? (Adam's segment 15:34-27:51)
4/9/16 Tax deadlines and new DOL regulations ( Adam's segment 15:22-27:25)
2/27/16 Does the election affect stock performance? (Adam's segment 24:35-33:21)
1/23/16 Stocks off to a rough start for 2016 (Adam's segment 10:48-22:38)
12/12/15 Here comes Santa Claus and a rate hike (Adam's segment 12:37-24:24)
11/14/15 Will the Fed raise rates this time? (Adam's segment 2:11-22:07)
10/31/15 The importance of a financial plan (Adam's segment 13:30-25:27)
9/12/15 Will the Fed raise rates? (Adam's segment 11:57-22:40)
8/8/15 Who cares about the Chinese stock market?
7/4/15 Half-Time Report is coming up
5/30/14 Are you getting the same service experience as "ultra high net worth" clients?
5/2/15 Is it time to stress test your portfolio?
3/21/15 Last minute tax strategies
2/14/15 Predictions from our 2015 Forecasts event (Adam's segment 14:10-24:19)
1/24/15 The ECB is trying to light a fire. Will they succeed at warming up the economy or will they burn the house down? (Adam's segment 16:30-33:27)
12/13/14 Will interest rates rise in 2015? (Adam's segment 5:20-22:02)
11/22/14 A sound financial plan can bring piece of mind. (Adam's segment 12:16-22:15)
11/1/14 Bank of Japan ramps up QE as the FED exits (Adam's segment 13:34-22:36)
9/13/14 ECB starts buying asset-backed securites. (Adam's segment 26:00-33:40)
8/23/14 What is your "Family Index"? (Adam's segment 12:36-24:18)
7/19/14 How does a plane crash affect mortgage rates? (Adam's segment 11:42-20:40)
5/31/14 Stress test your portfolio (Adam's segment 15:51-29:33)
4/26/14 The value of a financial advisor (Adam's segment 15:13-22:50)
3/22/14 IRA funding strategies (Adam's segment 14:39-24:16)
2/15/14 The importance of assessing risk tolerance (Adam's segment 12:12-22:05)
1/11/14 2013 Recap (Adam's segment 10:12-18:32)
12/7/13 Interest rate history lesson (Adam's segment 10:30-20:42)
11/2/13 Janet Yellen nominated as next Fed chief (Adam's segment 9:00-19:24)
9/28/13 Fed says "No" to tapering (Adam's segment 11:50-20:39)
8/17/13 Half-Time Report & the Family Index (Adam's segment 12:27-21:41)
7/13/13 What is the future of the housing market? (Adam's segment 9:46-20:53)
6/22/13 Will the FED allow higher interest rates to derail the housing market? (Adam's segment 15:42-24:03)
5/18/13 Dinner with John P. Calamos Sr. (Adam's segment 17:17-25:45)
4/13/13 Portfolio stress test (Adam's segment 14:15-23:03)
3/9/13 Real estate investing and building a wealth plan (Adam's segment 11:40-43:33)
2/2/13 Forecasts 2013 (Adam's segment 26:32-35:35)
1/12/13 "Fiscal Cliff" deal (Adam's segment 11:52-40:12)
11/25/12 The upcoming "Fiscal Cliff" (Adam's segment 28:51-38:05)
10/14/12 Election year market statistics (Adams segment 31:24-40:07)
9/16/12 The FED's announcement of QE Infinity (Adam's segment 26:25-38:27)
8/12/12 2012 market Halftime Report (Adam's segment 16:42-33:26)
7/8/12 Real estate investment (Adam's segment 27:34-46:24)
6/3/12 The European debt crisis (Adam's segment 23:55-33:57)
4/28/12 Public distrust of the financial industry (Adam's segment 12:42-21:08)
3/24/12 "Family Index Stress Test" (Adam's segment 15:31-23:32)
2/18/12 Fast start for stocks in 2012 (Adam's segment 6:30-29:59)
1/14/12 Why investors may not have done as well as the index in 2011 (Adam's segment 10:40-19:19)
12/10/11 Evaluating the level of risk in your portfolio (Adam's segment 8:33-15:35)
11/26/11 Long-term market trends (Adam's segment 15:03-23:03)