Around the Table – Episode
Around the Table with Stacy Smith – Monday, November 27th, 2023
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This week we discuss the strategies of year-end tax loss harvesting and navigating the intricacies of mutual fund capital gains distributions. If you want to optimize your investment portfolio for greater tax efficiency, be sure to tune-in. 2021 Forbes Top Women Wealth Advisors, created by Shook Research. Presented in March 2021 based on data gathered from Sept 2019 to Sept 2020. 9,785 Advisors were considered, 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Forbes for more award information.
Around the Table with Stacy Smith – Monday, November 13th, 2023
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How well is the market doing if you take out the “magnificent seven stocks?” You may be surprised. Tune-in to this week’s edition for the answer and a lot more. 2021 Forbes Top Women Wealth Advisors, created by Shook Research. Presented in March 2021 based on data gathered from Sept 2019 to Sept 2020. 9,785 Advisors were considered, 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Forbes for more award information.
Around the Table with Stacy Smith – Monday, October 30th, 2023
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What is going on in the housing market? Should investors make changes as economic data is released? This and more on this week’s edition of Around the Table with Stacy Smith. 2021 Forbes Top Women Wealth Advisors, created by Shook Research. Presented in March 2021 based on data gathered from Sept 2019 to Sept 2020. 9,785 Advisors were considered, 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Forbes for more award information.
Around the Table with Stacy Smith – Monday, October 16th, 2023
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This week, we focus on the investment implications of geopolitical issues along with a discussion on inflation and wages. 2021 Forbes Top Women Wealth Advisors, created by Shook Research. Presented in March 2021 based on data gathered from Sept 2019 to Sept 2020. 9,785 Advisors were considered, 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Forbes for more award information.
Around the Table with Stacy Smith – Monday, October 2nd, 2023
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Lots of talk about retirement planning on this week’s Around the Table with Stacy Smith. How much should you have saved? What happens when the market is volatile? Will markets continue to be choppy the rest of the year? These are just a few of the topics discussed on this week’s episode. 2012-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in June 2023 based on data gathered between September, 2022 through March, 2023. 1,818 wealth managers were considered; 233 were named. The Five Star organization does not receive a fee in exchange for rankings. Advisors pay a fee to be able to utilize marketing materials. Not indicative of Advisor’s future performance. Your experience may vary. For more information visit www.fivestarprofessional.com.
Around the Table with Stacy Smith – Thursday, September 21st, 2023
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How should investors react to policy changes by the Fed? What economic indicators influence the stock and bond markets? This and more on Around the Table with Stacy Smith. 2021 Forbes Top Women Wealth Advisors, created by Shook Research. Presented in March 2021 based on data gathered from Sept 2019 to Sept 2020. 9,785 Advisors were considered, 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Forbes for more award information.
Around the Table with Stacy Smith – Monday, July 24th, 2023
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Tune in to this edition of Around the Table with Stacy Smith to hear Shana Bielich, Vice President at Coghill Investment Strategies, discuss the state of the U.S. economy along with other wealth management topics including taxes and estate planning.
Around the Table with Stacy Smith – Monday, August 7th, 2023
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What does the downgrade of U.S. government debt mean to you? Is China’s deflation a problem for U.S. equities? Tune-in to this week’s edition of Around the Table with Stacy Smith.
Around the Table with Stacy Smith – Monday, June 5th, 2023
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Tune-in to this week’s episode for a discussion about interest rate sensitive investments. Is now a good time to add them to your portfolio? Also, how does economic data factor into how a portfolio should be managed.
Around the Table with Stacy Smith – Monday, May 22nd, 2023
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How important is the debt ceiling and a possible default to one’s investments? Are there sectors that are primed to keep heading higher? This and more on Around the Table with Stacy Smith.
Around the Table with Stacy Smith – Monday, May 1st, 2023
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How will the market react if the Fed raises rates this week? Can the market continue to go up from here? And what about housing? Is now a good time to be in the housing market? Tune in for the latest edition of Around the Table with Stacy Smith.
Around the Table with Stacy Smith – Monday, April 3rd, 2023
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What are the biggest positives and negatives for the markets as we head into Q2? Should you consider investing in alternative asset classes? This and more on Around the Table with Stacy Smith.
Around the Table with Stacy Smith – March 20th, 2023
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With so much turmoil in the banking industry, should investors consider making changes to their portfolios? Also, how does the Federal Reserve manage these issues while fighting inflation? This and more on Around the Table with Stacy Smith.
Around the Table with Stacy Smith – March 6th, 2023
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Should you be considering investing internationally? Our panel has differing views. We also have a good debate about the use of Target Date Funds. Tune-in now for the latest edition of Around the Table with Stacy Smith.
Around the Table with Stacy Smith – February 20th, 2023
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Are the actions of the Federal Reserve working? Or, is inflation going to be with us for longer than expected? Tune into this week's show for a healthy debate about the future of the economy.
Around the Table with Stacy Smith – February 6th, 2023
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The most recent jobs report is leaving everyone questioning what the next step will be for the Federal Reserve and interest rates. Tune-in to this week’s episode for our insights.
Around the Table with Stacy Smith – January 23rd, 2023
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It’s earning season! What are our expectations and how do we think the stock market will respond? We also discuss the current state of corporate layoffs. Join us for this week’s edition of Around the Table with Stacy Smith.
Around the Table with Stacy Smith – January 9th, 2023
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For those of you planning to retire soon, how will the current market environment affect those plans? When is the right time to start planning for your financial future? How does the stock market fit into your strategy? Tune-in to this week’s episode for this and more.
Around the Table with Stacy Smith – December 26th, 2022
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Is a volatile 2022 setting us up for opportunity in 2023? The two most important rules for investors and tax loss harvesting explained. Don’t miss this week’s episode!
Around the Table with Stacy Smith – December 12th, 2022
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The biggest surprise of 2022 was the dramatic decline in the bond market. Tune into this week’s program for a discussion about bonds and a preview of our outlook for 2023.
Around the Table with Stacy Smith – November 14th, 2022
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How should investors discern the recent market volatility? With the FTX bankruptcy in the crypto-markets, how should investors view this sector? What about the jobs market? Are we expecting to see more job layoffs? This and more on this week’s edition of “Around the Table with Stacy Smith.”
Around the Table with Stacy Smith – October 31th, 2022
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How will additional interest rate increases impact the housing market? Will a slowdown in housing impact the overall economy? Is the sell off in tech stocks as bad as the tech bubble bursting 20 years ago?
Around the Table with Stacy Smith – October 17th, 2022
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What should investors know about the upcoming elections? It is also earnings season. What should investors focus on as companies report?
Around the Table with Stacy Smith – October 3rd, 2022
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Tune-in to this week’s edition of Around the Table with Stacy Smith to hear the latest comments about the stock market from Coghill Investment Strategies’ Vice President, Shana Bielich. Along with the show’s other panelist, Shana provides insight about the current market decline and various investment strategies.
Around the Table with Stacy Smith – September 19, 2022
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How are you managing your portfolio through this turbulent environment? Are you taking advantage of tax-loss harvesting opportunities? Tune-in to this week’s edition of Around the Table with Stacy Smith to hear about these portfolio management strategies, along with an overall discussion about the economy.
Around the Table with Stacy Smith – September 6, 2022
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This week’s edition of Around the Table with Stacy Smith focuses on the volatility that the stock market is experiencing and a few other topics such as meme stocks.
Around the Table with Stacy Smith – August 15, 2022
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There has been some encouraging news for the economy on the inflation front, but it’s too early to say we are out of the woods in regard to inflation and a possible recession. This and more on the latest edition of “Around the Table with Stacy Smith.”
Around the Table with Stacy Smith – August 1, 2022
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How have corporate earnings faired so far in the second quarter? What is the difference between mutual funds and ETFs? Is short selling a viable strategy for the individual investor? This and more on the latest edition of “Around the Table with Stacy Smith.”
Around the Table with Stacy Smith – July 18, 2022
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It is earnings season! How does higher interest rates and inflation impact corporate profits? What about analyst expectations? How much weight should what they say have on your investment decisions?
Around the Table with Stacy Smith – July 5, 2022
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Is real estate a good investment? How’s does an investor incorporate this asset class into their portfolio? What is our current take on the stock market: optimistic, pessimistic, or guarded? Tune in to this week’s edition of “Around the Table with Stacy Smith” for insights on these topics.
Around the Table with Stacy Smith – June 27, 2022
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Learn the difference between “Growth” stocks and “Value” stocks. Is now a good time to rebalance your portfolio?
Around the Table with Stacy Smith – June 6, 2022
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Tune into this week’s Around the Table with Stacy Smith to hear about our take on the warnings being issued about the current state of the economy.
Around the Table with Stacy Smith – May 23, 2022
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Is the stock market like a boulder cascading down the hillside? Will there be a ledge that stops the tumble? Tune in to this week’s edition of “Around the Table with Stacy Smith” for insights on these topics.
Around the Table with Stacy Smith – May 09, 2022
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How do you deal with extreme volatility in your portfolio? Is there a point when you should take losses? What kind of stocks should you be looking to buy in a bear market? Tune in to this week’s edition of “Around the Table with Stacy Smith” for insights on these topics.
Around the Table with Stacy Smith – April 25, 2022
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Are we in a bear market? How high will the Fed push interest rates? How to select a Financial Advisor?
Around the Table with Stacy Smith – April 11, 2022
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Is the economy strong or are we heading into a recession? The impact of interest rates on bonds. Why asset allocation is important.
Around the Table with Stacy Smith – March 28, 2022
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It is tax season! What should you be doing to reduce the taxes you pay? Also, a discussion about the health of the economy. Are we headed into a recession?
Around the Table with Stacy Smith – March 14, 2022
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Understanding how Jerome Powell thinks? The impact of rising interest rates. How to manage a portfolio during heightened periods of uncertainty.
Around the Table with Stacy Smith – February 28, 2022
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What should investors do now that Russia has invaded Ukraine? Does age matter when it comes to investing?
Around the Table with Stacy Smith – February 14, 2022
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Tune into this episode to hear Shana Bielich’s view on the markets and economy.
Around the Table-January 31, 2022
Tune into this episode to hear Carrie’s view about the future movement of interest rates. You may be surprised!
Around the Table-January 18, 2022
International, Interest Rates and Stock Bubbles.
Around the Table-January 3, 2022
Interest rates, jobs and market valuation.
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