Marc To Markets

Send us a text Many investors have questions about IRAs and Roth IRAs as we approach year-end. On this episode I am joined by Andrew Bishop, a Senior Wealth Strategist at Bernstein. We start with the basics on contribution limits, then dive into the impact of the one big beautiful bill act (OBBBA) on retirement planning, the math around Roth IRA conversions, and then get into some of the complexities of using IRAs for generational wealth planning. With any questions or comments, or to ...

Send us a text During the third quarter, the stock market continued to rally upon the backdrop of data points and events ranging from weakening labor markets and a government shutdown, to improving corporate profitability and a more accommodative federal reserve. It makes for an incredibly interesting time to review markets and economies. On this podcast, some of the topics I cover include: Stock market returns, both in the US and abroad, through Q3Our outlook for interest rates, fed po...

Send us a text On this episode I'm joined by frequent guest Roosevelt Bowman, Senior Investment Strategist at Bernstein. We discuss the recently released economic data on jobs and inflation. We cover what this data means for the economy, the stock market, and bonds. We discuss the impact of the AI trade on the stock market and how to think opportunistically even with markets at all-time highs. With any questions or comments, or to discuss your own financial situation, I can be reached at marc...

Send us a text It was a volatile 2nd quarter with markets falling sharply after Liberation Day, only to be followed by a historic turnaround which brought markets to new all-time highs. And now as we enter earning seasons, will the data on the first half of the year be indicative of the path forward? Topics I cover: Performance of markets through the first half of the year, including the large rally in overseas stocksThe state of the economy, inflation, and employmentThe impact on tarif...

Send us a text A common question today is how best to invest during a period of high volatility. One of the most common approaches is dollar-cost-averaging. On this episode, I dig into the topic with Chris Brigham, a Senior Research Analyst at Bernstein. His team recently updated their research on this approach. We discuss the pros and cons, who it works best for, how to implement and how to customize dollar-cost-averaging for your own asset allocation strategy. With any questions or comments...