The CFG Podcast Series: Retirement Planning & Investment Management

Putnam Investments' Senior Market Strategist, Chris Galipeau, joins Registered Representative Mitchell Stehly. Mr. Galipeau is a Senior Market Strategist and the Team Leader of Capital Market Strategies in the Global Investment Strategies group. He is responsible for communicating Putnam's investment views and opinions to internal and external clients. Additionally, Mr. Galipeau leads the team's r...

Lauren Goodwin is an Economist and Director of Portfolio Strategy at New York Life Investments. Lauren's work focuses on mapping global macro and capital markets trends to asset management strategy. She is responsible for economic and market research, asset allocation, and thought leadership, providing regular insights through multi-media coverage and as host of the firm's economic and market podc...

Matt Potter is Director of Investment Services for Independent Advisor Solutions by SEI. Matt is responsible for supporting the delivery of advice-driven asset management solutions for SEI's advisors and their clients. This includes custom investment case analysis and proposal support for SEI advisors, as well as technical investment support for SEI's advisors and relationship managers. Matt is al...

Jeremy Schwartz oversees research across the WisdomTree equity index family. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel's head research assistant and helped with the research and writing of Stocks for the Long Run and The Future for Investors. He is also co-author of the Financial Analysts Journal paper "What Happened to the Original Stocks in the S&P 500?" Jeremy graduated fr...

Leslie Geller is a wealth strategist at Capital Group (American Funds). She has 15 years of industry experience and has been with Capital Group for three years. Prior to joining Capital, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra high-net-worth clients on all matters related to taxation, wealth transfer and family governance

Invesco Global Market Strategist, Brian Levitt, joins Investment Advisor Representative Matthew A. Costanzo in the latest episode of the CFG Podcast Series Brian Levitt is responsible for the development and communication of the firm's investment outlooks and insights. He is also the co-host of Invesco's "Greater Possibilities" podcast. He joined Invesco when the firm combined with OppenheimerFund...

American Funds (Capital Group) equity and multi-asset investment director, Mario DiVito, joins Investment Advisor Representative Matthew A. Costanzo in the latest episode of the CFG Podcast Series. Mario DiVito has 33 years of investment industry experience and has been with Capital Group for 17 years. Prior to joining Capital, Mario was a relationship manager at MFS Investment Management. Before...

BlackRock's Senior Strategist for North America, Kurt Reiman, joins Investment Advisor Representative Matthew A. Costanzo in the latest episode of the CFG Podcast Series. Kurt Reiman, Managing Director, is a member of the BlackRock Investment Institute (BII) and Senior Strategist for North America. In this role, Kurt contributes to the formation of BII's tactical investment views and delivers the...

Investment Advisor Representative Matthew A. Costanzo provides a midyear outlook and looks ahead to what we can expect in the rest of 2022 in the latest episode of the CFG Podcast Series.

With recent volatility in the markets, Investment Advisor Representative Matthew A. Costanzo provides another market and economy update on the latest news. 

With recent volatility in the markets, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update in the latest episode of the CFG Podcast Series.

Matthew A. Costanzo and Andrew J. Costanzo, Jr. share CFG's important announcement. 

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update:

In this special episode of the CFG Podcast Series, Matthew A. Costanzo is joined by Andrew J. Costanzo, Jr. to reflect on this past year's successes. Matt and Andy also discuss the economy and their future vision for CFG.

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update.

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update.

In part two of CFG News Updates, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update.

In this edition of the CFG Podcast Series, Mitchell Stehly is joined by Capital Group's David Polak to continue discuss the U.S. and global markets. David Polak is an equity investment director at Capital Group, leading the investment specialist team for equities and representing a number of Capital Group's global equity strategies. In addition, he is the global investment director for ESG. He has...

Over the past year, we have been learning a lot from our listeners. We have found that our clients want to know more about current events and ultimately how that relates to their retirement planning and investment management efforts. To meet that need, we are moving forward with delivering a series of short episodes to keep you informed.  In this episode of the CFG Podcast Series, Investment Advis...

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo is joined by BlackRock's Director of Multi-Asset Strategy & Solutions & Senior Strategist for the Target Allocation Portfolios, Tushar Yadava. Matt and Tushar discuss a variety of topics with a focus on the latest in the global and U.S. markets.

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to conclude our short summer series. In this episode, we discuss the psychology of investing.

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to continue our new series in which we will release short episodes on current issues and topics at the forefront of national conversations regarding the market and economy. In this episode, we discuss information security

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to continue our new series in which we will release short episodes on current issues and topics at the forefront of national conversations regarding the market and economy. In this episode, we discuss some key market and economy indicators as it relates to where we were pre-pandem...

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to continue our new series in which we will release short episodes on current issues and topics at the forefront of national conversations regarding the market and economy. In this episode, we discuss the basics of cryptocurrency