Marc To Markets

Send us Fan Mail With the new school year upon us I thought I'd take the podcast back to school for Finance 201.  Prior to the pandemic we did a Finance 101 episode so to continue the class I'm joined again by Damon Amendolara of CBS Radio to discuss some of the hottest topics investors are thinking about today.   We cover how to think about cryptocurrency, the impact of low interest rat...

Send us Fan Mail On this episode I talked about how working with a financial advisor has changed during Covid.  I ponder what that might look like through the rest of the 2021, and how it changes when move through Covid and into the "new normal".   I also try to give you an insight into the genesis of Marc to Markets and look for ways in which in can improve going forward.   The episode...

Send us Fan Mail You may have noticed over the past few years that your local doctor has joined a larger medical group or a hospital system.  Why did that happen?  As a physician, or as an advisor to a healthcare practice, you may be considering  selling a practice as a retirement plan or way to increase reimbursements and decrease expenses.  In this episode I speak with Daniel Brunello, a Directo...

Send us Fan Mail On this episode I look back on the 1st half of 2021  and provide an outlook for the path forward.  Topics covered include:  Why would the market go up from here? Our perspective on inflation What is happening in overseas markets Do fundamentals and research matter anymore? An update on the ever changing future of taxes This episode is a replay of a client webinar from April 19, 20...

Send us Fan Mail The Biden administration has proposed sweeping legislation, which would create major changes to the tax code and impact current capital gains, corporate, and estate tax treatment.  I'm joined by Bernstein's Director of Wealth Strategies Research Tara Thompson Popernik to make sense of the proposed changes.  We discuss how to manage your portfolio in this environment, whe...

Send us Fan Mail The sale of a closely held business is often a defining moment for a family.   A successful transition plan encompasses not only financial consideration, but the personal, family, legacy, and gift/income/and estate tax issues that surround a deal.  To go more in-depth, I talk with two experts on the subject.  First, I'm joined by attorney Thomas Collura.  Tom is a Partner at...

Send us Fan Mail On this episode I look back on the 1st quarter and provide an outlook for the path forward.  Topics covered include: An analysis of the market 1 year since the start of the Covid crisis? Is the economic impact of Covid behind us? After a 78% rally in the US, what is left to drive markets higher?  Are higher interest rates, tax rates, and inflation a reason to be worried about your...

Send us Fan Mail Many investors are stuck with too much cash on their balance sheet and are paralyzed by how to put it to work in what appears to be a very unclear outlook for investments.  Stocks are high, interest rates are low.   Many are asking themselves the following questions: I de risked in March; that was a mistake…what can I do now?  Do I buy stocks with the market is at an all time high...

Send us Fan Mail On a special Marc to Markets episode, we go about as far away from finance as possible.  I break down College Basketball's March Madness Tournament with Damon Amendolara, host of CBS Sports Radio's The D.A. Show, and Dave Friedman, the Play-By-Play announcer of Winthrop Basketball.  We cover the landscape of sports during Covid-19 and the financial importance of March Ma...

Send us Fan Mail On this episode I'm joined by Roosevelt Bowman, a Senior Investment Strategist at Bernstein.  We discuss the impact of massive stimulus on the economy and stock market both in 2021 and long term, the far reaching impact of the recent stock movement in GameStop, how technology is changing the rules of investing, and we end with our thoughts on Bitcoin.      With any questions...

Send us Fan Mail On this episode I talk with David Lieberman of Oxford Properties, Kim Shankman of DouglasElliman, and Michael Levinson of Houlihan Lawrence to discuss the state of real estate.  My conversation with Dave focuses on the commercial market, with Kim NYC residential, and with Michael the suburbs.  We cover how each has fared through Covid, the state of the industry today, and where we...

Send us Fan Mail On this episode I discuss the market and economy as we enter the new year.  Some of the topics include: Our research into the future path of Covid-19, the most interesting opportunities in the market, are municipal bonds risky, and will there be a wave of large defaults, and the impact of the Biden administration on markets and tax policy. This episode is a replay of a client webi...

Send us Fan Mail Everywhere you look, restaurants are building outdoor dining accommodations ranging from tents to upscale structures with uniquely branded al fresco experiences.  How did an entire industry pivot to adapt during Covid? I get that answer on this episode from Arsean Maqami, Principal at DB Partners - one of New York City’s leaders in the building of outdoor dining spaces. Any questi...

Send us Fan Mail On this episode we talk about year-end tax planning and how it is different in 2020 post-elections in the U.S.  I am joined by Tara Popernik, the Director of Research in the Wealth Strategies Group at Bernstein.  We cover: Proposed changes to the income, capital gains, and estate tax, who should do extra planning before year-end, and the likelihood of tax reform over the coming ye...

Send us Fan Mail On this episode I update my Covid-19 scorecard through October, dig into the extent of the US economic recovery, discuss different election scenarios and what each means for the stock and bond markets, and cover year-end tax planning guidance for various election outcomes. This episode is a replay of a client webinar from October 13, 2020.  For the Zoom video and slides please con...

Send us Fan Mail Since March, it seems like nearly every week a different company or familiar brand is filing for bankruptcy. On this episode, I explore how corporate bankruptcy works, and how the virus has impacted and accelerated restructurings. Listen in for perspectives on the path forward for several well-known industries, and why individuals choose to invest in this space.  On this episode I...

Send us Fan Mail This is an audio recording from a client webinar on August 24th.  Some of the topics include: Why does the market continue to go up when the news is so bad?  What is the impact of the election on markets?  Is the whole rise in the market based on tech stocks?  How to be opportunistic today if your goal is to target long-term growth?  How to protect your retirement in an uncertain...

Send us Fan Mail On this episode, I’m joined by Adam Levinson, Co-Founder of Medal Dash.  We discuss the business of virtual runs, and why his company is thriving during the coronavirus pandemic.  Adam explains how social distancing is reshaping the fitness industry. We then broaden the conversation to cover topics ranging from why an online community can thrive during the pandemic, how to use soc...

Send us Fan Mail On this episode I update to my Covid-19 scorecard through June, explore the apparent disconnect between the weakness of the economy and the strength of the stock market, discuss putting money to work in such a volatile market, and review potential election outcomes on the market.  This episode is a replay of a client webinar from June 20, 2020.  For the Zoom video and slides pleas...

Send us Fan Mail On this episode, I’m joined by Matthew Penziner, an Executive Director at NYU Langone Health to discuss the impact of Covid-19 on hospitals and the healthcare system.  We discuss the basic economics of a hospital system.   We cover how Covid-19 has impacted the financial strength of the healthcare system, how the state and federal government can ensure hospitals are well positione...

Send us Fan Mail On this episode I discuss the market and economy as it relates to the Coronavirus.  Some of the topics include: An explanation of the current market run-up and the risks that continue to exist; Some of the most interesting charts from the past few week; and the market impact of an explosion of new retail investors.  This episode is a replay of a client webinar from April 13, 2020....

Send us Fan Mail On this episode I am joined by Josh Goodman, Chief Financial Officer and Founding Partner of Frenchette in New York City.  Frenchette won the 2019 James Beard Award for Best New Restaurant in America.  Josh has over 20 years of restaurant experience including leadership positions at Balthazar, Miss Lily's, and the McKittrick Hotel.  We discuss the impact of the Coronavirus on...

Send us Fan Mail On this episode I am joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein and former Research Analyst at the Federal Reserve.  This is an audio recording from a client webinar on May 18th.  Some of the topics we cover include: Where the market is today and the forecast going forward, the impact of unprecedented monetary policy and potential for inflation, the role...

Send us Fan Mail On this episode I am joined by Tara Popernik, the Director of Research in the Wealth Strategies Group at Bernstein.  This is an audio recording from a client webinar on April 27th.  Some of the topics we cover include: Where the market is today and the forecast going forward, the top planning opportunities in a bear market (including IRAs, trusts, charitable giving, and estate pla...

Send us Fan Mail On this episode I discuss the market turmoil related to the Coronavirus in the 1st quarter and where markets and the economy go from here.  This episode is a replay of a client webinar from April 13, 2020.    With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655. The information presented and opi...