Episode number 2021-1 In the first podcast of the year, Barry discusses the overall investment environment and outlook for 2021. This article or material was written or produced prior to the LPL Registered Representative’s association with LPL Financial. These views are those of the author, not of the broker-dealer or its affiliates. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be...
Episode number 2020-3 Barry discusses some tax issues and tax saving ideas that investors should consider as the year-end approaches. This article or material was written or produced prior to the LPL Registered Representative’s association with LPL Financial. These views are those of the author, not of the broker-dealer or its affiliates. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be...
Episode number 2020-2 Whether we realize it or not, our emotions and personal biases can influence us while making investing decisions. Barry discusses how to recognize this and avoid making poor decisions due to emotional influences. This article or material was written or produced prior to the LPL Registered Representative’s association with LPL Financial. These views are those of the author, not of the broker-dealer or its affiliates. This material contains an assessment of the...
Episode number 2020-1 Elections, especially Presidential elections, receive a great deal of media attention and can cause some volatility in the markets. Barry (Interviewee) discusses how markets have reacted in the past during various election results and how investors should prepare for it. This article or material was written or produced prior to the LPL Registered Representative’s association with LPL Financial. Jim Newstead is not affiliated with Viaggio Wealth Partners or LPL Financial. These views...
