The CFG Podcast Series: Retirement Planning

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses how Tariffs impacted the global economy and what drove these decisions.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses how the media narrative and market volatility could impact our retirement planning and investment management efforts.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo reviews the recent market volatility, the contributing factors and then prioritize what may impact our retirement planning and investment management efforts.

Today's episode will cover the guidance coming from the Federal Reserve, the most recent job report, a re-cap of the first month in the market and how we should set our intention towards our investment management efforts in 2025. 

In this latest episode of the CFG Podcast Series, Registered Principal Andrew J. Costanzo, Jr. and Investment Advisor Representative Matthew A. Costanzo reflect on 2024 and outline what is on the horizon in 2025.  

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo reviews the upcoming political election and how specific policy could impact the markets over the next year.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo reviews the economy and how recent volatility could impact investors outlook over the coming months.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo reviews the most recent events in our economy and if the markets will see its volatility shadow.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo launches our 2024 CFG Investment Theme Party.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the disconnect between the media and investor in assessing the health of today's economy.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo recaps 2023 for the markets and sets the stage for 2024.  

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses this most recent market cycle.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses this market cycle.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the debt ceiling negotiations and potential outcomes.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the most recent interest rate hike from the Federal Reserve and other important economic activity.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the headlines over the past month and how the markets have responded.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo interviews Lauren Goodwin, Economist and Director of Portfolio Strategy at New York Life Investments for a timely market update. Lauren Goodwin is an Economist and Director of Portfolio Strategy at New York Life Investments. Lauren's work focuses on mapping global macro and capital markets trends to asset management strategy. She is responsible for economic and market research, asset allocation, and thought leadership, providing regular insights through multi-media coverage and as host of the firm's economic and market podcast, Market Matters. Lauren regularly represents firm at conferences and as spokesperson in television and print media outlets such as: Bloomberg, CNBC, the New York Times, Nikkei and Barron's.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the health of consumers, corporations, and the recent Federal Reserve activity.

Investment Advisor Representative Matthew A. Costanzo analyzes how a specific mindset can help us identify important planning tools to thrive during volatile times.

Investment Advisor Representative Matthew A. Costanzo provides a market recap to kick off 2023 and why he is focused on working towards significance over short-term success.

Matthew A. Costanzo is joined by Andrew J. Costanzo, Jr. to reflect on this past year, review important firm announcements and deliver a special holiday message from the CFG team. 

Investment Advisor Representative Matthew Costanzo provides a market recap for November, the Federal Reserve's speech and a look forward into 2023.     

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew Costanzo provides some context to how the midterm elections will impact how we view the markets.

Putnam Investments' Senior Market Strategist, Chris Galipeau, joins Registered Representative Mitchell Stehly. Mr. Galipeau is a Senior Market Strategist and the Team Leader of Capital Market Strategies in the Global Investment Strategies group. He is responsible for communicating Putnam's investment views and opinions to internal and external clients. Additionally, Mr. Galipeau leads the team's research efforts and shares key insights on the economy and financial markets with Putnam clients. Mr. Galipeau joined Putnam in 2013 and has been in the investment industry since 1992.

Lauren Goodwin is an Economist and Director of Portfolio Strategy at New York Life Investments. Lauren's work focuses on mapping global macro and capital markets trends to asset management strategy. She is responsible for economic and market research, asset allocation, and thought leadership, providing regular insights through multi-media coverage and as host of the firm's economic and market podcast, Market Matters. Lauren regularly represents firm at conferences and as spokesperson in television and print media outlets such as: Bloomberg, CNBC, the New York Times, Nikkei and Barron's.

Matt Potter is Director of Investment Services for Independent Advisor Solutions by SEI. Matt is responsible for supporting the delivery of advice-driven asset management solutions for SEI's advisors and their clients. This includes custom investment case analysis and proposal support for SEI advisors, as well as technical investment support for SEI's advisors and relationship managers. Matt is also a regular speaker at SEI and advisor-sponsored events on topics such as the economy and financial markets.

Jeremy Schwartz oversees research across the WisdomTree equity index family. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel's head research assistant and helped with the research and writing of Stocks for the Long Run and The Future for Investors. He is also co-author of the Financial Analysts Journal paper "What Happened to the Original Stocks in the S&P 500?" Jeremy graduated from The Wharton School of the University of Pennsylvania and currently stays involved with Wharton by hosting the Wharton Business Radio program “Behind the Markets” on SiriusXM 132. Jeremy is also a member of the CFA Society of Philadelphia.

Leslie Geller is a wealth strategist at Capital Group (American Funds). She has 15 years of industry experience and has been with Capital Group for three years. Prior to joining Capital, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra high-net-worth clients on all matters related to taxation, wealth transfer and family governance

Invesco Global Market Strategist, Brian Levitt, joins Investment Advisor Representative Matthew A. Costanzo in the latest episode of the CFG Podcast Series Brian Levitt is responsible for the development and communication of the firm's investment outlooks and insights. He is also the co-host of Invesco's “Greater Possibilities” podcast. He joined Invesco when the firm combined with OppenheimerFunds in 2019. He started at OppenheimerFunds in fixed income product management in 2000 and then transitioned into the macro and investment strategy group in 2005. He has also been quoted in the press, including Barron's, Financial Times, and The Wall Street Journal. He has appeared on CNBC, Bloomberg, and Yahoo! Finance.

American Funds (Capital Group) equity and multi-asset investment director, Mario DiVito, joins Investment Advisor Representative Matthew A. Costanzo in the latest episode of the CFG Podcast Series. Mario DiVito has 33 years of investment industry experience and has been with Capital Group for 17 years. Prior to joining Capital, Mario was a relationship manager at MFS Investment Management. Before that, he was a research analyst and an investment consultant at SEI Corporation.

BlackRock's Senior Strategist for North America, Kurt Reiman, joins Investment Advisor Representative Matthew A. Costanzo in the latest episode of the CFG Podcast Series. Kurt Reiman, Managing Director, is a member of the BlackRock Investment Institute (BII) and Senior Strategist for North America. In this role, Kurt contributes to the formation of BII's tactical investment views and delivers the team's macroeconomic and financial market outlook to investment professionals and the media throughout the U.S. and Canada.

Investment Advisor Representative Matthew A. Costanzo provides a midyear outlook and looks ahead to what we can expect in the rest of 2022 in the latest episode of the CFG Podcast Series.

With recent volatility in the markets, Investment Advisor Representative Matthew A. Costanzo provides another market and economy update on the latest news. 

With recent volatility in the markets, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update in the latest episode of the CFG Podcast Series.

Matthew A. Costanzo and Andrew J. Costanzo, Jr. share CFG's important announcement. 

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update:

In this special episode of the CFG Podcast Series, Matthew A. Costanzo is joined by Andrew J. Costanzo, Jr. to reflect on this past year's successes. Matt and Andy also discuss the economy and their future vision for CFG.

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update.

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update.

In part two of CFG News Updates, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update.

In this edition of the CFG Podcast Series, Mitchell Stehly is joined by Capital Group's David Polak to continue discuss the U.S. and global markets. David Polak is an equity investment director at Capital Group, leading the investment specialist team for equities and representing a number of Capital Group's global equity strategies. In addition, he is the global investment director for ESG. He has 36 years of investment industry experience and has been with Capital Group for 14 years. Prior to joining Capital Group, he was a managing director in the equity businesses of UBS and Deutsche Bank. He holds a bachelor's degree in economics from University College London graduating with honors. David is based in New York.

Over the past year, we have been learning a lot from our listeners. We have found that our clients want to know more about current events and ultimately how that relates to their retirement planning and investment management efforts. To meet that need, we are moving forward with delivering a series of short episodes to keep you informed.  In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update.

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo is joined by BlackRock's Director of Multi-Asset Strategy & Solutions & Senior Strategist for the Target Allocation Portfolios, Tushar Yadava. Matt and Tushar discuss a variety of topics with a focus on the latest in the global and U.S. markets.

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to conclude our short summer series. In this episode, we discuss the psychology of investing.

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to continue our new series in which we will release short episodes on current issues and topics at the forefront of national conversations regarding the market and economy. In this episode, we discuss information security

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to continue our new series in which we will release short episodes on current issues and topics at the forefront of national conversations regarding the market and economy. In this episode, we discuss some key market and economy indicators as it relates to where we were pre-pandemic, during the pandemic and where we are now.

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to continue our new series in which we will release short episodes on current issues and topics at the forefront of national conversations regarding the market and economy. In this episode, we discuss the basics of cryptocurrency

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to continue our new series in which we will release short episodes on current issues and topics at the forefront of national conversations regarding the market and economy. In this episode, we discuss employee savings plans.

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to continue our new series in which we will release short episodes on current issues and topics at the forefront of national conversations regarding the market and economy. In this episode, we have a “Market 101” discussion in which we cover the basics of exchanges, indexing, investing, managing risk and more.

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to continue our new series in which we will release short episodes on current issues and topics at the forefront of national conversations regarding the market and economy. In this episode, we discuss what we are seeing with low interest rates in savings accounts.