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Your Life Your Wealth

Exclusive interviews from the nation's most renowned experts on topics ranging from personal finance to global markets and politics. Expert insights for enhancing Your Life and Your Wealth brought to you by Cordasco Financial Network.
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Now displaying: March, 2022
Mar 25, 2022

The Fed has started to increase interest rates, and it may be a good time for you to gain a better understanding of the role bonds play in your investment or retirement portfolio. Cordasco Financial Network’s John Walker is joined by Dennis Jablonoski of our Investment Team and Financial Planner Ryan Flurer. They discuss the appropriate use of bonds and bond funds in your portfolio, and offer clarity on the recently increased attention being given to bond alternatives.

Listening Time: 23 minutes

Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.

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Mar 18, 2022

Recent market volatility resulting from the pandemic, inflation and now the Russian invasion of Ukraine has become a wake-up call for many. For several years, the stock market seemed to be going nowhere but up.  Investor’s confidence in a rising stock market had caused some to more heavily invest in equities. Now may be a good time to take a careful look at your investment mix. Cordasco Financial Network’s John Walker is joined by Tim Joseph CFP® and CPA to discuss the need to ensure that the investment risk you’re taking across all of your accounts, including your 401k, is aligned with your risk tolerance.

Listening Time: 22 minutes

Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.

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Mar 11, 2022

At Cordasco Financial Network we are frequently asked about the use of trusts in estate planning. There are many scenarios where a trust is the most appropriate method for passing your wealth to your heirs. Setting up a trust can be a cost effective option, and is available to everyone regardless of the size of their estate. Trusts avoid probate, offer tax advantages and allow you to keep control of your assets. For details on the many benefits using trusts in estate planning, we’re joined by one of CFN’s new partners at Mercer Advisors. John Walker welcomes  Attorney Jeremiah Barlow, Executive Vice President and Head of Family Wealth Services at Mercer Advisors.

Listening Time: 19 minutes

Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

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