Inflation, De-globalization and Leaving 2022 Behind - Podcast Associate Director of Client Service Zach Greiner, CFP is joined by Director of Research Roger Lee, CFA, CPA after an eventful final quarter of 2022 filled with mid-term elections, spending bills, inflation reports, rate hikes and more. Roger and Zach break down how Fed [...]
Reflecting on the Bear Market and One Way to Take Advantage - Podcast Associate Director of Client Service Zach Greiner, CFP sits down with our Chief Investment Officer Mark Foster, CFA to reflect on where the market stands after most indices finished Q3 in bear market territory and use history to look [...]
A Look at the Market After a Volatile First Half of the Year - Podcast Associate Director of Client Service Zach Greiner is joined by Chief Investment Officer Mark Foster, CFA to examine the economic environment after the 5th worst first half of the year in the history of the stock market [...]
How war, high inflation and the Fed have impacted financial markets, plus options for investing idle cash - Podcast After a quarter where the S&P 500 saw +10% swings in both directions, Associate Director of Client Service Zach Greiner is joined by Chief Investment Officer Mark Foster, CFA to examine what factors [...]
IBJ Podcast: How to survive 2022's volatile stock market From IBJ's Podcast Announcement: There are few things more disturbing than watching your retirement savings evaporate over the course of a few weeks because the machine you trusted to build it up has decided to tear it down. The first month [...]
The Normalcy of Volatility and End-of-Year Tax Checklist - Podcast Associate Director of Client Service Zach Greiner is joined by Chief Investment Officer Mark Foster, CFA for the first half of our latest podcast to discuss inflation, Fed policy and why its important to remember that stocks are inherently volatile and long [...]
Not Knowing the Difference Between Speculating and Investing Can Be Disastrous to Your Financial Health - Podcast Given these are exciting and dangerous times for inexperienced investors being lured to and encouraged to “trade your way to prosperity” by commission-free brokerage platforms like Robinhood, educating the next generation of investors is one [...]
Where the Market Stands a Year After Pandemic Lows - Podcast Kirr, Marbach’s quarterly podcast continues with a discussion between Associate Director of Client Service Zach Greiner, CFP and Chief Investment Officer Mark Foster, CFA on the implications of rising rates on the equity markets, specifically value stocks. Associate Director of Client [...]
Five Takeaways from 2020 - Podcast In our latest podcast, Associate Director of Client Service Zach Greiner and Chief Investment Officer Mark Foster, CFA look back on this strange and difficult year and examine the time-tested investing principles that applied. Zach and Mark also discuss expectations for 2021 and some of the [...]
The Uneven Recovery and What Lies Ahead - Podcast Associate Director of Client Service Zach Greiner is joined by Chief Investment Officer Mark Foster, CFA and Senior Research Analyst Roger Lee, CFA to discuss the K-shaped economic and stock market recovery as well as how recent Fed commentary affects stocks. Zach, Mark [...]
