Stock and bond markets, interest rates, and inflation take center stage as Steve Cordasco talks with Don Calcagni, MBA, MST, CFP®, AIF®, Chief Investment Officer with our new partners at Mercer Advisors. They help you better understand how current volatile market conditions impact your portfolio design.
Listening Time: 34 minutes
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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.
There are distinct differences between the money management needs of men and women. Women also have particular retirement planning needs. Pay disparity, career pauses for child or elder care, and the fact that women, most-often, live longer than men create unique challenges. The convergence of these facts help us better understand why women often have quite different planning requirements when compared to their male counterparts. CFN’s John Walker welcomes Kara Duckworth, CFP®, CDFA®, Managing Director of Client Experience at CFN’s new partner, Mercer Advisors. They discuss financial and retirement planning specifically designed to address the needs of women.
Listening Time: 24 minutes
Additional Mercer-Cordasco Disclosure Information
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.
Purchasing a home without a mortgage is increasingly common in today’s hot real estate market. Investors owning cryptocurrency is not unusual. The IRS, of course, has taken notice and is increasing scrutiny of these and other financial activities to make certain you pay your fair share of taxes. Ian Comisky, partner in the law firm of Fox Rothschild, author and law professor at the University of Pennsylvania joins today’s podcast. Ian joins Steve Cordasco each year at this time to discuss new tax law, forthcoming federal regulations and IRS enforcement.
Listening Time: 20 minutes
Additional Mercer-Cordasco Disclosure Information
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.
Encouraging news for retirement savers may be coming, thanks to SECURE Act 2.0 legislation. The acronym stands for Setting Every Community Up for Retirement Enhancement. This is a follow-up to the original SECURE Act that passed with bipartisan support in Congress a couple of years back. Today, Steve Cordasco details many provisions of the bill aimed at making saving for retirement easier and more beneficial to an even larger pool of participants.
Listening Time: 26 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. Securities offered through Andrew Garrett Inc, member FINRA/SIPC. Andrew Garrett is not affiliated with Cordasco Financial or Mercer Global Advisors.
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Over the last 2 years we’ve experienced a boom in the housing market with prices and demand at an all-time high, and interest rates and inventory at historic lows. Now, mortgage rates are beginning rise. CFN’s John Walker is joined by Dr. Jessica Lautz, Vice President of Demographics and Behavioral Insights for the National Association of Realtors. They discuss the current state of the housing market and how home values may be impacted, if interest rates continue to rise.
Listening Time: 26 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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