The Bull, The Bear, and You – Monday, September 8, 2025
Are rate cuts on the horizon? Tune in to the latest episode of The Bull, The Bear, and You as we discuss inflation, jobs, and potential market volatility.
Archived Around the Table – Episodes
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The Bull, The Bear, and You – Monday, August 25, 2025
Powell’s Jackson Hole remarks, a “curious” labor market, and the outlook for AI stocks — we break it all down on the latest The Bull, The Bear and You
The Bull, The Bear, and You – Monday, August 11, 2025
This week's panel covers why the U.S. market remains resilient, what could derail it, and what weak international headlines mean for investors.
The Bull, The Bear, and You – Monday, July 28, 2025
Tune into this week’s episode! We cover how asset allocation guides position sizing, whether 401(k)s should include private equity and alts, and one employment data point that’s flashing a different signal than the rest.
The Bull, The Bear, and You – Monday, June 30, 2025
This week’s podcast dives into two big topics: the impact of the housing market on stocks and the growing influence of artificial intelligence. We keep it real and break down what it all means for your portfolio. Don’t miss it.
The Bull, The Bear, and You – Monday, June 2, 2025
Sell in May and go away” — is it still relevant in today’s market? Plus, our panel has historically been skeptical of cryptocurrency, but has that stance shifted? Tune in to hear our candid take on both.
This material is intended strictly for educational purposes and is not a recommendation for or against cryptocurrency.
The Bull, The Bear, and You – Wednesday, May 21, 2025
In our latest episode, we tackled the market rebound, the potential of international investments for diversification, and the ongoing disruption in the Treasury market. Always a dynamic conversation with our panel.
The Bull, The Bear, and You – Monday, April 21, 2025
In this week’s episode, we dive into how investors should be approaching the current market volatility – sell, buy or hold? We’re also covering bond market turbulence and why keeping an eye on economic data matters more than ever.
The Bull, The Bear, and You – Monday, April 7, 2025
In this episode, we break down the factors driving the extreme market volatility over the past week and offer key insights into what investors should consider in these uncertain times.
The Bull, The Bear, and You – Monday, March 24, 2025
Stagflation is a word that makes investors uneasy, but what does it really mean for the markets and your portfolio? In this video, we break down what stagflation is, key investment considerations to navigate this environment, and how to separate sensational headlines from real economic data. Don’t let uncertainty derail your strategy—watch now to stay informed and in control.
The Bull, The Bear, and You – Monday, Tuesday, March 11, 2025
As an investor, how do you maneuver through the uncertainty of the current market environment? What impact do trade wars have on an economy? The panel also discusses the potential future risk that exists within the private credit market.
The Bull, The Bear, and You – Monday, February 24th, 2025
Markets took a hit with the biggest one-day drop—what’s next? In the latest episode of The Bull, The Bear and You, we break down the market reaction, the impact tariffs will have on companies and consumers, and shifting consumer spending trends, including what’s happening in housing. Tune in for insights on where the economy might be headed!
The Bull, The Bear, and You – Monday, February 10th, 2025
With market swings dominating headlines, this week’s segment of The Bull, The Bear, and You breaks down what’s driving the volatility, from earnings reports to government policy shifts. We discuss key investment trends, including AI spending, tariffs, and consumer sentiment, to help investors navigate uncertainty.
The Bull, The Bear, and You – Monday, January 13, 2025
This week on The Bull, The Bear, and You, we explore how the economy might fare in a shifting interest rate environment and the risks of trying to outsmart the market. Discover perspectives that will be helpful to stay on track and why this year’s market winners could look very different from last year’s.
The Bull, The Bear, and You – Monday, December 2, 2024
Tune in to the latest episode of The Bull, The Bear, and You for an in-depth look at market performance as we approach year-end. We’ll analyze the latest consumer and retail sales data, unpack the ongoing debates around inflation, jobs and tariffs, and explore if these trends impact your investment portfolio. This material is intended strictly for educational purposes and is not a recommendation for or against cryptocurrency.
The Bull, The Bear, and You – Monday, November 18, 2024
Should you be concerned about how the political landscape may impact your portfolio? Are you implementing the appropriate tax strategies to mitigate the anticipated onslaught of what looks to be significant capital gains distributions from many growth oriented mutuals? Check out the most recent edition of The Bull, The Bear, and You for a deep dive into the current economic landscape and what it means for your financial strategies moving forward.
The Bull, The Bear, and You – Monday, November 4, 2024
This is a big week for the economy and the markets. Tune-in to hear how the election and this week’s federal reserve meeting may impact your portfolio.
Around the Table with Stacy Smith – Monday, February 12th, 2024
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There are approximately 3 million more retirees than pre-COVID projections estimated. Many people have predicted that aging baby boomers will be a headwind to economic growth and the stock market. Tune-in to hear our thoughts on this subject and 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, January 29th, 2024
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This week’s discussion is focused on the Federal Reserve’s next interest rate move, how to select a financial advisor and 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, January 8th, 2024
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How frequently should you make changes to your portfolio? What should you do when a stock is downgraded by analysts? Tune-in to this week's program for answers to these questions and 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 – Wednesday, December 27th, 2023
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This is the time of year for 2024 stock market predictions! This week our panel discusses some risks that are not getting headlines.” 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, December 11th, 2023
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Can you create predictability from unpredictable markets? Should you be taking advantage of higher money market rates? You may be surprised by our answers. Tune-in to this week’s edition for this and 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, 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 – Tuesday, September 5th, 2023
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What should investors expect from the economy and markets during the remainder of the year? Tune-in to watch a healthy debate on this subject.
Around the Table with Stacy Smith – Monday, August 21st, 2023
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How is asset allocation working this year? Are money market funds worth considering for your portfolio? This and more on this week’s edition of Around the Table with Stacy Smith.
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 10th, 2023
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Is it true that people are more productive working from home? The economic data is eye opening. Tune-in to this week’s edition to better understand how the work from home culture is impacting the economy.
Around the Table with Stacy Smith – Monday, June 26th, 2023
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Do you know how much money to invest into stocks, bonds and other asset classes? Tune in this week to hear our panel discuss this subject and more.
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 – Mon
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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 17th, 2023
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It is earnings season! Tune-in to find out what corporate earnings are telling us about the economy. Is now the time to get more aggressive with your portfolio?
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
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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
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International, Interest Rates and Stock Bubbles.
Around the Table-January 3, 2022
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Interest rates, jobs and market valuation.
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Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.