Marc To Markets

Send us Fan Mail The end of the year always comes with lots of discussions about capital gains, income, and all aspects of taxes. This episode is a deep dive on taxes and how best to manage a portfolio to limit the tax liability. To learn more I'm joined by John McLaughlin, the Director of Tax and Transition Services at Bernstein. We cover everything from how managing for after-tax return is...

Send us Fan Mail The 3rd quarter was a period of change for investors. Stocks continued to rally early in the summer but then as investors began to digest a new interest rate regime, stock and bond markets sold off meaningfully to end the quarter. Treasury yields have risen to rates not seen in over 15 years. On this podcast I delve into the following topics and more:   The performance of stock an...

Send us Fan Mail The first half of the year had stocks in rally mode and bond markets stabilizing. We have reached the inflection point where the next steps by the Fed are likely to decide the course of markets over the remainder of the year. On this episode I cover:  The performance of stock and bonds markets year-to-date; Why the US stock market is up so much; The recession that’s always predict...

Send us Fan Mail As the world gets smaller more and more families are living cross border lives. With family members living in multiple countries the planning concepts and tax considerations only get more complex. To learn more about how global families have unique investment and financial planning challenges I'm joined on this episode by Chris Opie, a Managing Director at Bernstein who leads...

Send us Fan Mail On this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein.  Roosevelt and I discuss all the hot topics in the markets today; fed policy, inflation, the banking crisis, the debt ceiling, and how to be opportunistic.  With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212...

Send us Fan Mail The first quarter saw a recovery in both stock and bond markets but questions and worries remain. Topics covered include: The performance of stock and bonds markets year-to-date; A deep dive on bond portfolio positioning; The impact of the Silicon Valley Bank failure; The outlook for inflation, the fed, and interest rates; Planning for the debt ceiling; Projections for returns acr...

Send us Fan Mail The Setting Every Community Up for Retirement Enhancement (“SECURE”) Act of 2019 was the most significant retirement-related legislation since the Pension Protection Act of 2006. The Act significantly altered the estate planning landscape for retirement account owners by eliminating the stretch IRA for most non-spouse beneficiaries and introducing new rules for trust beneficiaries...

Send us Fan Mail On this episode, I'm joined by Jed Lewin, an expert real estate broker at The Agency. Jed and I discuss all aspects of the residential real estate market from both the buyer and seller’s perspectives. We address how buyers can make their offers more attractive, and Jed shares his advice on how to position your property for sale. We also assess how rising interest rates are ch...

Send us Fan Mail After a historically bad year for both equity and fixed income markets investors are wondering if the traditional stock/bond asset allocation framework is broken. At the same time alternative asset classes such as private equity, private credit, hedge funds, and even crypto have all risen in popularity. How does this all come together for investors? How should investors think abou...

Send us Fan Mail On this episode we focus on how best to protect your assets from fraud, identity theft, and all other forms of financial crime.   I'm joined by FBI Supervising Special Agent Milan Kosanovich.  Milan specializes in white collar crime and has spoken internationally on topics ranging from cybersecurity, cryptocurrency, and corporate fraud.   We cover everything from ways to prot...

Send us Fan Mail Stock and bond markets continued to decline in the 3rd quarter.  This made for one of the more difficult investing environments in a number of years.  But there is a path forward and a way to manage your finances through this period of volatility.  On this episode  I cover: How we got here and where we go from here The fed rate hiking policy and what it means for both the economy...

Send us Fan Mail So much economic news has been coming out of the US that it is easy to forget about the investment landscape across the rest of the globe.  On this podcast we focus on international investing.  To learn more about the topic I'm joined by Moira McLachlan, a Senior Investment Strategist at Bernstein.  Our discussion ranges from why investors should look overseas, to handling ge...

Send us Fan Mail Market volatility across nearly all asset classes dominated the 1st half of 2022.  Inflation worries and recession concerns are contrasted by a strong labor market and continued growth of corporate earnings.  On this webinar I cover: The likelihood of a recession What the stock and bond markets are currently pricing in If inflation has peaked How to think about bonds while interes...

Send us Fan Mail No two families are the same and no two families think about their wealth the same way.   The success of a financial plan strikes the right balance between the monetary goals and emotional well-being.   To learn more about how this can be done, I'm joined by Anne Bucciarelli, a Director in Bernstein's Family Engagement Institute.   We cover a range of topics from: How do...

Send us Fan Mail The start of 2022 has been a difficult year in both stock and bond markets.  This episode is a replay of a client webinar from May 25, 2022.  Topics I covered include:  Our forecast for the economy Where the stock and bond market go from here Positioning updates in portfolios This episode is a replay of a client webinar from May 25, 2022.  With any questions or comments, or to dis...

Send us Fan Mail Environmental, Social, and Governance Investing is a topic on every financial tv show, radio program, and newspaper.  ESG can be a catch all term that ranges from "green investing" to a much more nuanced research approach.   To learn more about the topic I'm joined by Roosevelt Bowman, a Senior Investment Strategist at Bernstein.  We discuss everything from how to u...

Send us Fan Mail It has been an eventful quarter in the markets.  We have had the first major conflict in Europe in decades, inflation at levels that we have not seen in 40+ years, Coronavirus shutting down large parts of China, and the Fed beginning to move interest rates meaningfully higher for the 1st time in what feels like forever.  Topics covered include:   The impact of the Ukraine war on t...

Send us Fan Mail April is tax season.   On this episode, I'm joined by our Senior Investment Strategist Paul Robertson.   We take a deep dive into everyone’s favorite topic and cover the following tax-related issues: Why were capital gains comparably higher in 2021?  How do we think about loss harvesting?  Can trading be customized per client?   Are there stock portfolios that are designed to...

Send us Fan Mail Many discussions about the future of finance and currency are focused on bitcoin, NFTs, and the Metaverse.  On this episode, I'm joined by Jonah Ballow,  Founder and Head of Content Strategy at Heartlent Group, to learn how it all comes together.   Heartlent Group is a social-first marketing collective that specializes in the digital world.  https://www.heartlent.com/   We di...

Send us Fan Mail The bond market often doesn't get much attention from investors, but with interest rates on the move they are now a top of mind topic for many investors.   To have a deep discussion, I’m joined by Matthew Norton, a Senior Municipal Bond Portfolio Manager at Bernstein. We discuss the forecast for interest rates, how rates will impact bond prices, yields today and going forward...

Send us Fan Mail Market volatility has picked up in the New Year with the NASDAQ, DOW, and S&P 500 all hovering around a correction.  Although Global Markets were up 18% in 2021, many investors feel on edge about the path forward.  Topics I cover include:   How the market can be up so much during a pandemic The impact of inflation and our outlook for the Fed’s response Whether stocks are overv...

Send us Fan Mail The Art Market has been going through a period of enormous appreciation and transformation.  To understand what is fueling both, I sit down with Hilde Lynn Helphenstein & Matthew Capasso.  You may know Hilde as @jerrygogosian where she satirizes and influences the art market amongst her many other endevors.  She is an artist and curator as well as art dealer. She studied fine...

Send us Fan Mail On this episode I'm joined by Roosevelt Bowman, a Senior Investment Strategist at Bernstein.  We discuss all the hot topics in the markets today; fed policy, inflation, the impact of massive stimulus on the economy, market valuations, what to be worried about, and where to be opportunistic.    With any questions or comments, or to discuss your own financial situation, I can b...

Send us Fan Mail On this episode, I talk about the topic on everyone's mind: inflation. To have a deep discussion, I’m joined by Chris Brigham, a Senior Research Analyst in Bernstein's Investment Strategy Group. We discuss why inflation matters and how it impacts investors’ portfolios.  Chris shares the near-term outlook for inflation and covers how today's policies may impact infla...

Send us Fan Mail On this episode I recap markets as we close out Q3 and look forward to the end of the year.   Topics I cover include: The outlook for inflation, who is most sensitive, and how to protect your portfolio The state of the economy and what to make of recent weakness in some of the data Should you expect a sharp and sustained market selloff? What could be an opportunity in the current...