The CFG Podcast Series: Retirement Planning & Investment Management

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 employee savings plans.

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 have a "Market 101" discussion in which we cover the basics of exchanges, indexing, inve...

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 what we are seeing with low interest rates in savings accounts.

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 how supply chain has triggered rising costs and the loss of the customer experie...

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 government spending.

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to kick off a 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 inflation.

In this episode of the CFG Podcast Series, Andrew J. Costanzo Jr. joins Mitchell Stehly to continue our series on the financial planning lifecycle, this time focusing on what you should be thinking about when approaching retirement. Andy discusses what tools you can utilize to save for retirement, debt management, assessing the feasibility of your plan, diversification and asset allocation, estate...

BlackRock's Kurt Reiman joins Investment Advisor Representative Matthew Costanzo for an important economic and market update. 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 team's macroeconomic and financial market out...

In this episode of the CFG Podcast Series, Matthew A. Costanzo joins Mitchell Stehly to provide a market update and discuss how you or someone you know can maximize the prime earning years stage of the financial planning lifecycle.

Matthew A. Costanzo joins Mitchell Stehly to provide a market update and discuss how you can actively prepare for each stage of the financial planning lifecycle.

In this episode of the CFG Podcast Series, Matthew A. Costanzo is joined by Andrew J. Costanzo, Jr. to reflect on this past year's challenges and successes. Additionally, included is a special message from our operations team as we prepare to turn the page to 2021.

In part four of the Election Series, Matthew A. Costanzo provides a quick update on what we have seen since election night. Matt discusses its impact on the markets and economy as a whole and begins to address what we can expect going forward.

In part three of the Election Series, BlackRock's head of Thematic Strategy for the Global Allocation Team, Kate Moore, joins Matthew A. Costanzo to discuss what lies ahead for the United States and Global economies as we approach election day.

Matthew A. Costanzo is joined by David Polak to continue our election series. David Polak is an equity investment director at Capital Group (American Funds), 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. Matthew and David highlight some key economic indicators, di...

In this episode of the CFG Podcast Series, Matthew A. Costanzo joins Mitchell Stehly to begin a new educational series focused on the upcoming election's impact on the markets and economy as a whole. Matthew provides his thoughts on the important issues of this election, current market conditions and the pandemic's impact on your portfolios.

Matthew A. Costanzo welcomes Cetera's Chief Investment Officer & Director of Research, Gene Goldman to the podcast.  Mr. Goldman has more than 26 years of experience in the development of investment strategies, money manager research and overseeing investment analysts. He holds Series 7 and 63 securities registrations and is a Chartered Financial Analyst® (CFA).

Matthew A. Costanzo and BlackRock's Russ Koesterich discuss the contrasts we see in our economy, how those contrasts are reported in the media and the overall impact on our investment strategies and market performance. Russ Koesterich is one of three Portfolio Managers for the BlackRock Global Allocation Fund, and is the lead portfolio manager for BlackRock's GA Selects Managed Portfolio Strategie...

Andrew J. Costanzo Jr. and Matthew A. Costanzo bring you up to speed on what we have seen in the markets and economy since our last market update. Why has the market risen when nothing is certain? Unemployment rates remain staggeringly high – what has happened and where do we go from here? How have recent stimulus packages impacted the outlook of the economy? And of course, how do all of these fac...

Andrew J. Costanzo Jr., Matthew A. Costanzo and two very special guests review the market events over the past weeks and emphasize the importance of managing your mindset in uncertain times.  Economic recovery does not have to be complex if we stick to the fundamentals of simplicity and consistency.

Andrew J. Costanzo Jr. and Matthew A. Costanzo review and discuss the market events over the past week, our greatest economic challenges going forward, what industries will lead us out of this and what that will recovery process will look like. Matthew and Andrew also provide additional context to this bear market and reinforce the necessary tools to navigate your Investment and Retirement plans d...

Andrew J. Costanzo Jr. and Matthew A. Costanzo review and discuss the market events over the past week, CFG's strategies for dealing with market volatility and the impact of recent legislation on your Investment and Retirement Planning efforts.

Andrew J. Costanzo Jr. and Matthew A. Costanzo review the market events over the past week and discuss why it's important to have more context and data before using words like "recession." Additionally, Andrew and Matthew discuss how economic anxiety and partisanship can distort the messages we need to hear.

Matthew A. Costanzo reviews the events over the past week, the impact of COVID-19 on the global economy, how this market compares to others and what steps our organization has taken to ensure continuity of service.

BlackRock's Timothy J. Miller CFP, CIMA joins the show to discuss COVID-19's impact on the global economy, the psychological impact on investor decision making and what we should expect in the coming weeks.

Andrew J. Costanzo, Jr. joins Matthew A. Costanzo to provide additional context to the current market conditions.