Podcasts about adviser investments

As we move into the New Year, we take a closer look at the market's historic year, offer a preview on the year to come, look at bond predictions, global investing and much more. Today on the podcast, Rusty and Robyn are joined by Jeff DeMaso - editor and founder of The Independent Vanguard Adviser. Jeff was previously the co-editor and research director of The Independent Adviser for Vanguard Investors. He also served as Portfolio Manager, Director of Research and the interim CIO at Adviser Investments, LLC—a leading investment advisory firm. He has been quoted in Forbes, The Wall Street Journal, Barron's, InvestmentNews and Kiplinger, to name a few. Citywire named him a Rising Star of manager research in 2019. Jeff graduated magna cum laude from Tufts University with a B.A. in economics in 2006 and holds the Chartered Financial Analyst designation.Key Takeaways[03:04] - Jeff's research, professional background and what drives him.[05:57] - What really motivates Jeff's newsletter, The Independent Vanguard Adviser?[07:40] - What were some of the biggest events for Vanguard in 2023 and which are the ones that investors should care about the most?[09:30] - What does Jeff like best about Vanguard and where does he think they could improve?[11:02] - Vanguard's latest thoughts on ESG strategies.[13:55] - The top highlights and lowlights for the 2023 market.[15:58] - Jeff's  economic and market outlook for 2024.[19:00] - Jeff's view on the healthcare sector moving forward.[21:00] - How should investors be treating their bond allocations these days?[22:35] - Are many of Jeff's readers asking if they should move their investment funds to money market accounts? If so, how is he addressing this with them?[24:23] - Jeff's take on  non-US stocks, both strategically and tactically, in balanced portfolios.[26:17] - What is his favorite investment idea, currently, for 2024?Quotes[04:18] - "That's going to be my career hack…find the person you can learn the most from and go work with them as closely as possible. Ask questions, don't be afraid to make mistakes and just keep learning." ~ Jeff DeMaso[10:15] - "...Vanguard's service in tech…continues to fall short of its competitors, and I cannot wait for the day when I get to write the article that says ‘Hey, Vanguard has really stepped up their game and their service is  firing on all cylinders' - today is not that day." ~ Jeff DeMasoLinksJeff DeMaso on LinkedInThe Independent Vanguard AdviserAloe Blacc - The Man (Explicit)Just One Thing PodcastMorgan Housel PodcastConnect with UsMeet Rusty Vanneman, Orion's Chief Investment OfficerCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0031-OPS-1/5/2024Disclosure(s)Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

In this episode, Rusty talks with Jeff DeMaso, Editor and Founder of The Independent Vanguard Adviser. Jeff is also the interim CIO and Director of Research at Adviser Investments. He has been quoted in USA Today, Forbes, The Wall Street Journal, Barron's, InvestmentNews, and Kiplinger, to name a few, and named a Rising Star of manager research in 2019 by Citywire.  Jeff launched The Independent Vanguard Adviser to provide independent, honest, and unbiased coverage of all things Vanguard. The goal is to give practical investment advice and education in a language everyone can understand. Jeff talks with Rusty about what's great about Vanguard, what could be improved, why the company is having a tough year of sales, and a whole lot more.  Key Takeaways [02:30] - Jeff's career history and how he came to be in The Independent Vanguard Adviser. [05:22] - The best things about Vanguard as a company and a product. [08:50] - What Vanguard needs to do better. [11:50] - Why Vanguard is having its worst year of sales. [14:21] - Jeff's take on ETFs as the new trend. [17:04] - What Jeff thinks about Vanguard's asset allocation products. [21:09] - How Jeff rates Vanguard Wellesley Income. [22:13] - What Jeff expects for 2023. [25:22] - Jeff's outlook on inflation. [29:05] - Jeff's thoughts on real assets. [31:52] - The qualities Jeff looks for in a team member. [33:13] - How Jeff personally invests. [34:03] - How Jeff maintains mental and physical health to perform at his best. [35:30] - The people Jeff is grateful for on a professional level. [38:33] - Jeff's recommendations for content. Quotes [05:45] - "There's a lot to like about Vanguard. It's bringing low-cost investing to the masses. And not just within Vanguard, they put fee pressure on other players in the industry. We can thank Vanguard for that general pressure on fees coming down and making it such a great time to be an investor today." ~ Jeff DeMaso [09:07] - "There are some things Vanguard could improve upon, without a doubt. The biggest one is the customer service and technology side. And this is the other coin of their low-cost effort, where Vanguard has been cutting costs for years and years." ~ Jeff DeMaso [18:50] - "I always recommend ETFs and index funds, particularly for someone looking to get exposure to the market, keep costs low, keep things straightforward, and don't feel they have an edge." ~ Jeff DeMaso   Links  Jeff DeMaso on LinkedIn Jeff DeMaso on Twitter The Independent Vanguard Adviser Storm by Yoshida Brothers Morningstar VWINX - Vanguard Wellesley Income Fund Investor Shares VWELX - Vanguard Wellington fund Investor Shares VNQ Real Estate ETF Daniel Wiener Palm Valley Capital Baillie Gifford Sir John Templeton Warren Buffett Charlie Munger John Bogle Diversification Works Common Sense on Mutual Funds Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts   2253-OPS-11/21/2022

CNBC's Bob Pisani spoke with Jerome Schneider, Head of Short-Term Portfolio Management at PIMCO – along with Dan Wiener, editor of The Independent Adviser for Vanguard Investments and Chairman of Adviser Investments and Todd Rosenbluth, Director of Research at Vetta-Fi. They discussed ETF flows as bond funds finally experience a reversal in fortune and start to enjoy inflows again – following a dismal first half of 2022. Could this be the bottom investors have been waiting for? Plus, they weighed in the active vs. passive debate – as passive indexing overtakes active funds for the first time ever in the U.S. In the Markets ‘102' portion of the podcast, Bob continues the conversation with Dan Wiener from Adviser Investments.

Jim Lowell, CIO at Adviser Investments, talks about markets, investing, and the economy in 2022. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses Snap, the NASDAQ, and other stories in Big Tech. Guillermo Cornejo, co-founder and CEO of Riders Share, discusses his company, the “AirBnb of Motorcycles,” and the health of that business. Jason Greenblath, Senior Portoflio Manager at American Century Investments, talks about credit and investing. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Jim Lowell, CIO of Adviser Investments, talks about investment strategies for 2022 amid interest rate hikes and Fed tapering. Bill Oplinger, CFO and Executive VP at Alcoa, talks about the company's Q4 earnings, the aluminum market, and pivoting into a carbon-conscious future. Nina Deka, Senior Research Analyst with ROBO Global, discusses health tech investment. David Kudla, Founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about the markets and gives his economic outlook for 2022. Hosted by Paul Sweeney and Kriti Gupta. See omnystudio.com/listener for privacy information.

CNBC’s Bob Pisani speaks with Armando Senra, head of iShares Americas at BlackRock, Jim Lowell, chief investment officer at Adviser Investments and Kevin O’Leary, chairman of O’Shares ETFs. They discussed major themes this fall, several hot new product launches and what impact the presidential election might have on the ETF world. In the 'markets 102' portion of the podcast, Bob discusses fund flows both in September and for the year.

Chris Lu, Former Deputy Secretary of Labor, talks about the economic impact of the July jobs report. Bloomberg Businessweek Editor Joel Weber and Bloomberg News P&I Reporter Vernon Silver discuss Italy's $1,000 bicycle bailout pitting recovery against inequality. We hear sound from Bloomberg Equality guests Henry R. Kravis, Co-Chairman and Co-CEO at KKR and William Goodloe, SEO President & CEO. And we Drive to the Close with Jim Lowell, CIO of Adviser Investments. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Chris Lu, Former Deputy Secretary of Labor, talks about the economic impact of the July jobs report. Bloomberg Businessweek Editor Joel Weber and Bloomberg News P&I Reporter Vernon Silver discuss Italy’s $1,000 bicycle bailout pitting recovery against inequality. We hear sound from Bloomberg Equality guests Henry R. Kravis, Co-Chairman and Co-CEO at KKR and William Goodloe, SEO President & CEO. And we Drive to the Close with Jim Lowell, CIO of Adviser Investments. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.

Daniel Wiener, Chairman of Adviser Investments discusses what you should look for when choosing a financial advisor.

Dr. Jeremy Levin, CEO at Ovid Therapeutics, discusses the race for a COVID-19 vaccine. Bloomberg News White House Correspondent Josh Wingrove walks through the latest on politics in D.C. Bloomberg New Economy Editorial Director Andy Browne talks about his newsletter on Beijing wanting another term for President Trump. And we Drive to the Close with Jim Lowell, CIO at Adviser Investments. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Dr. Jeremy Levin, CEO at Ovid Therapeutics, discusses the race for a COVID-19 vaccine. Bloomberg News White House Correspondent Josh Wingrove walks through the latest on politics in D.C. Bloomberg New Economy Editorial Director Andy Browne talks about his newsletter on Beijing wanting another term for President Trump. And we Drive to the Close with Jim Lowell, CIO at Adviser Investments. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. 

Chief Investment Officer Jim Lowell appeared on CNBC World to discuss the unprecedented action of the Federal Reserve that, while meant to provide a foundation of confidence, came at a scale that suggested urgent action was necessary. Jim also explained why he believes that upcoming economic data is relatively meaningless; what matters over the short term is the medical data related to COVID-19 or any promising news of potential treatments.

Meb Faber, head of the Cambria Funds and a noted observer of the investment world, says that while the depth and scope of the current downturn is breathtaking, the best way to deal with it remains being steadfast about your investment plans and changing nothing. Also on the show, Kyle Guske of New Constructs puts two popular brand-name stocks in the Danger Zone, and Dan Wiener, co-editor at The Independent Adviser for Vanguard Investors and chairman at Adviser Investments returns to the Market Call to talk mutual funds and ETFs.

Chief Investment Officer Jim Lowell appeared on CNBC with a look at what this week’s market sell-off portends for investors. After a banner 2019, more volatility was likely in the cards in 2020 no matter what, Jim said, but while the coronavirus may continue to drive down stock prices in the near term, long-term investors should be grateful for the opportunity to pick up some valuable assets at attractive valuations.

Bloomberg News Tech Reporter Dana Hull discusses Tesla offering $2 billion of stock. Bloomberg News Technology Reporter Sarah Frier talks about Facebook heading to court. Bloomberg Businessweek Editor Joel Weber and Businessweek Features Editor Jeremy Keehn share their insight on P&G developing its next big thing. Bloomberg News Finance Reporter Sridhar Natarajan explains how Goldman trader Beth Hammack is charting her way up the ranks of the firm's all-male top tier. And we Drive to the Close with Jim Lowell, CIO of Adviser Investments. Hosts: Jason Kelly and Taylor Riggs. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg News Tech Reporter Dana Hull discusses Tesla offering $2 billion of stock. Bloomberg News Technology Reporter Sarah Frier talks about Facebook heading to court. Bloomberg Businessweek Editor Joel Weber and Businessweek Features Editor Jeremy Keehn share their insight on P&G developing its next big thing. Bloomberg News Finance Reporter Sridhar Natarajan explains how Goldman trader Beth Hammack is charting her way up the ranks of the firm’s all-male top tier. And we Drive to the Close with Jim Lowell, CIO of Adviser Investments. Hosts: Jason Kelly and Taylor Riggs. Producer: Doni Holloway.

Amid flashpoints at home and abroad, markets have retested record territory. But despite the challenges and heightened uncertainty of investing during crises, we believe that opportunities remain for long-term investors with well-diversified portfolios. This webinar is your chance to hear from our chief investment strategists—Chairman Dan Wiener, Chief Investment Officer Jim Lowell, Director of Research Jeff DeMaso, Vice President Steve Johnson and Equity Research Analyst Kate Austin—as they discuss critical subjects for investors like you. We hope you find our insights helpful and informative—thank you for watching! Please contact us with any questions at info@adviserinvestments.com or (800) 492-6868.

Chief Investment Officer Jim Lowell joined CNBC’s “Street Signs” to discuss the presidential impeachment inquiry’s potential impact on stock market volatility. Jim emphasized that although the proceedings may dominate short-term headlines, our economy’s long-term fundamentals will likely remain unchanged. Jim remarked, “I think this will be a nervous time to be an investor but if you’re disciplined it could also be a great time to add some of your best ideas at discounted prices … You stay vigilant. You stay focused on your long-term investment goals while also safeguarding your shorter-term income needs.” Jim further emphasized, “We think that making sure you have your buffers in place—having actively managed bonds and even cash reserves makes good sense even if you’re a growth investor … We think those buffers will play a measurable role in smoothing some of what we expect will be heightened volatility and enable you to stay the investment course.”

Chief Investment Officer Jim Lowell appeared on CNBC World and discussed the market's jittery mood in recent weeks, saying that though the data still shows a slow-growth economy here at home, there are clear threats to global growth and reason for investors to be nervous—but the Fed's recent attempts to anticipate the market's moves rather than react to them may further erode confidence.

Adviser Investments’ Chief Investment Officer Jim Lowell appeared on CNBC’s “Squawk Alley” to share his perspective on the Dow Jones Industrial Average’s 800-point drop on August 14, 2019. Although that 3% pullback marks the index’s greatest point decline this year and the fourth-largest of all time, Jim noted that investors should be making sure that their short-term income needs are met and that their long-term goals haven’t changed in what he thinks will continue to be a “momentum-driven market with a lot of volatility.” Jim also emphasized that the investing environment will remain challenging "not just for nerves, but also for those of us who take our task seriously and put shareholder interests first.”

Adviser Investments Senior Vice President Chris Keith joined NBC10 on August 14, 2019 to comment on the day’s 3% declines for the Dow Jones Industrial Average, S&P 500 and NASDAQ Composite. Chris pointed out that although this market volatility can be worrisome for short-term investors, long-term economic indicators remain strong. In the meantime, he recommended that investors diversify with high-quality bonds that continue to “do their job” despite the fact that bond yields are currently experiencing multi-year lows.

Adviser Investments’ Chief Investment Officer Jim Lowell appeared on CNBC on August 9, 2019. Along with co-panelist Kristina Hooper, Jim discussed recession fears and where to find opportunity in the current investing environment. Highlighting small- and mid-cap emerging markets, dividend-growth stocks, and select health-care opportunities as potential bright spots, Jim noted, “Long-term, we think this is the kind of market that creates opportunities. Near term, we absolutely understand that it’s the day-to-day event-driven news that’s determining both the direction, the velocity and the volatility of the momentum.”

Adviser Investments Chief Investment Officer Jim Lowell has the market analysis for Friday, August 2. All major U.S. stock market indexes declined, with the Dow Jones Industrial Average, S&P 500 and NASDAQ Composite down 0.4%, 0.7% and 1.3%, respectively. President Trump announced on Twitter that Chinese imports should expect more tariffs, taking investors around the globe by surprise and sending Asian, European and U.S. markets down.

Adviser Investments Vice President Chris Hagan has the market analysis for Thursday, August 1. All major U.S. stock indexes declined after one of the most volatile trading days of 2019. The Dow Jones Industrial Average, S&P 500 and NASDAQ Composite fell 1.0%, 0.9%, 0.8%, respectively. In addition to discouraging manufacturing and construction spending data, investors also responded to President Trump’s announcement for an additional 10% of tariffs on $300 billion of Chinese imports. Benchmark 10-year Treasury yields fell to a nearly three-year low. Oil prices also fell nearly 8%, marking the largest single-day decline since early 2015. Meanwhile, Pinterest’s stock jumped 14% in after-hours trading after second-quarter revenue shot up by 62%.

David Mastroianni, account executive at Adviser Investments, has the market analysis for Tuesday, July 30. All major U.S. stock market indexes declined, with the Dow Jones Industrial Average, S&P 500 and NASDAQ Composite down 0.1%, 0.3% and 0.2%, respectively. Capital One fell nearly 6% after a hacker was arrested after stealing data of more than 100 million of its customers. In tech, Apple’s second-quarter earnings beat expectations even after iPhone sales fell shy of estimates.

Todd Peters, senior vice president at Adviser Investments, has the market analysis for Monday, July 29. U.S. indexes closed with mixed results: The Dow Jones Industrial Average rose 0.1% while the S&P 500 and NASDAQ Composite fell 0.1% and 0.4%, The Federal Reserve is set to cut rates for first time since 2008 in hopes of preventing a potential downturn in the economy. In the market, Pfizer’s stock announced merging its Upjohn business with Mylan. The stock was down 3% though, due to shortcomings in revenue estimates.

Andrew Busa, financial planner at Adviser Investments, has the market analysis for Friday, July 26. Major U.S. stock markets rose on encouraging economic data and strong earnings reports. The Dow Jones Industrial Average, S&P 500 and NASDAQ Composite gained 0.2%, 0.7% and 1.1%, respectively, with the S&P and NASDAQ both hitting new high-water marks. The Bureau of Economic Analysis estimated second-quarter economic growth (GDP) at 2.1%, surpassing the 2.0% figure that analysts had forecast on the back of strong consumer spending. However, this number represents a decline from last quarter’s 3.1%. Also making headlines, Sprint’s stock rose 7% and T-Mobile saw 6% gains after the Justice Department approved the telecom providers’ $26 billion merger.

Diana Linn, account manager at Adviser Investments, has the market analysis for Thursday, July 25. The Dow Jones Industrial Average and S&P 500 each fell 0.5% while the NASDAQ Composite inched down 1%. Amazon’s stock slipped 1% in after-hours trading owing to it falling shy of second-quarter profit expectations by more than $600 million. Notably, however, the online retail giant also saw quarterly revenue spike nearly 20% year-over-year propelled by strong sales from its cloud computing business. Alphabet, on the other hand, saw after-hours gains topping 10% after the company beat both sales and profit forecasts. Alphabet’s board also approved the repurchase of an additional $25 billion in Class C capital stock to fund future growth and investments.

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Adviser Investments Chief Investment Officer Jim Lowell has the market analysis for Wednesday, July 24. The S&P 500 and NASDAQ Composite closed at record highs today, up 0.5% and 0.8% respectively. The Dow Jones Industrial Average was down 0.3%. The Dow declined as Caterpillar and Boeing delivered disappointing second-quarter results, sending both down about 3%. Elsewhere, Facebook agreed to pay a record fine of $5 billion over privacy violations as well as failing to disclose a data leak that occurred years ago.

Adviser Investments Senior Vice President Chris Keith has the market analysis for Tuesday, July 23. For the second consecutive day, all major U.S. stock indexes increased with the Dow Jones Industrial Average and S&P 500 up 0.7% and the NASDAQ Composite rising 0.6%. Existing home sales came in below expectations—while still elevated at 5.27 million annualized, record high prices are leaving would-be buyers on the sidelines. United Technologies Corporation released its first earnings report since the Raytheon merger. Since then, UTX increased their profit forecast and the stock was up about 1.5% on the day.

Adviser Investments Vice President Josh Jones has the market analysis for Monday, July 22. Major U.S. stock market indexes began the week in the black, as the Dow Jones Industrial Average, S&P 500 and NASDAQ Composite were up 0.1%, 0.7% and 0.3%, respectively. China’s newest stock market—the STAR Market, composed of 25 homegrown tech firms—opened for trading today with price gains soaring past expectations. Halliburton, one of the world’s oil-field services companies, exceeded analysts’ second-quarter profit estimates, sending its stock up 9%.

Adviser Investments Vice President Chris Hagan has the market analysis for Friday, July 19. All major U.S. stock indexes declined, with the Dow Jones Industrial Average, S&P 500 and the NASDAQ Composite down 0.3%, 0.6%, 0.7%, respectively. State Street dominated corporate headlines locally—its stock rose 7% after the company beat second-quarter earnings expectations, even as those earnings plunged 29%. Quarterly sales also surpassed the $2.85 billion forecast but declined 6% year-over-year. State Street announced plans to cut an additional 800 jobs before the year is out.

Brian Mackey, deputy director of research at Adviser Investments, has the market analysis for Thursday, July 18. Major U.S. indexes rebounded following two consecutive down days, with the Dow Jones Industrial Average seeing fractional gains, the S&P 500 up 0.4% and the NASDAQ Composite rising 0.3%. Although markets began with flat trading, they responded positively to late-day remarks from New York Fed President, John Williams, signaling an imminent potential rate cut. Meanwhile, Netflix’s stock tumbled 10% on weak quarterly subscriber counts. Netflix lost 130,000 U.S. subscribers during the second quarter—its first drop since 2011. On the earnings front, Microsoft rose nearly 3% in after-hours trading after reporting nearly $33 billion in quarterly revenue. This marks a 12% sales gain, topping analyst projections by nearly $1 billion.

Brian Mackey, deputy director of research at Adviser Investments, joined “NECN Business” to discuss Senator Elizabeth Warren’s proposal to regulate private equity firms. Mackey discusses why private equity is under scrutiny and what investors should know.

Josh Jurbala, quantitative investments manager at Adviser Investments, has the market analysis for Thursday, July 11. Major U.S. market indexes closed with mixed results, with the Dow Jones Industrial Average and S&P 500 up 0.8% and 0.2%, respectively, and the NASDAQ Composite dipping less than 0.1%. In earning news, Delta Air Lines’ stock rose nearly 2% after beating second-quarter earnings expectations. The company posted quarterly earnings of $2.35 per share on $12.5 billion in revenue—a new record high as earnings continue to be boosted by robust summer travel bookings.

Todd Peters, senior vice president at Adviser Investments, has the market analysis for Wednesday, July 10. Major U.S. stock market indexes advanced on Fed Chair Jerome Powell’s comments signaling a likely interest-rate cut. The Dow Jones Industrial Average was up 0.3%, while the S&P 500 gained 0.5% and the NASDAQ Composite rose 0.8%, with all indexes hitting intraday high-water marks. Also making headlines, Lady Gaga revealed her new Haus Laboratories cosmetic line that will be distributed exclusively through Amazon. The online retail giant also announced a partnership with the U.K.’s state-funded National Health Service through which digital assistant “Alexa” will offer basic diagnoses and medical advice. Amazon’s stock gained 1.5% on today’s news.

Kate Austin, equity research analyst at Adviser Investments, has the market analysis for Monday, July 8. Major U.S. stock indexes declined, with the Dow Jones Industrial Average down 0.4%, the S&P dropping 0.5% and the NASDAQ Composite off 0.8%. Deutsche Bank fell more than 5% after announcing that the company will reduce its global headcount by nearly 20,000 employees. Also making headlines, Procter & Gamble unveiled its new Zevo bug control product offerings. Unlike Johnson & Johnson’s Raid, Zevo’s active ingredients are “bio-selective” and approved for use around children and pets.

Ryan Christensen, account executive at Adviser Investments, has the market analysis for Friday, July 5. Major U.S. stock indexes closed down on the day: The Dow Jones Industrial Average and S&P 500 lost 0.2% while the NASDAQ Composite was off 0.1%. Although the Labor Department reported that nonfarm payrolls saw their largest monthly gain since January, that encouraging economic data contributed to today’s market volatility as investors pondered the diminished likelihood of an interest-rate cut after the Federal Reserve meeting at the end of July. Meanwhile, pharmaceutical stocks declined after President Trump proposed a “favored-nation clause” to help regulate drug prices. Eli Lilly, Merck and Johnson & Johnson each closed down more than 1%.

Rick Winters, vice president at Adviser Investments, has the market analysis for Wednesday, July 3. Tech stocks led today’s abbreviated-trading gains as all major U.S. market indexes closed at record highs: The Dow Jones Industrial Average and S&P 500 each rose 0.7% while the NASDAQ Composite ticked up 0.2%. Meanwhile, ADP reported 102,000 new private-sector jobs were added to the U.S. economy in June, shy of the 140,000 that economists forecasted.