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Mar 13, 2019

While many of us may have 2018 tax returns on our minds, it’s not too soon to begin making tax-saving moves for 2019. Listen to Vice President Rick Winters and Financial Planner Victor Colella discuss seven key steps investors should consider as they look ahead to 2020.

If you like this podcast or are looking for some...


Feb 12, 2019

ESG investing has burst into the mainstream over the last decade and there are now many different approaches for investors to choose among. In this episode, Brian, Liz and Kate, three members of Adviser Investments’ research and investments team, break down the philosophy driving the different types of socially...


Jan 25, 2019

Many of us avoid taking inventory of our financial affairs, but it isn’t as complicated as it may seem. And we are here to help! Two of our financial planners join an Adviser Investments portfolio executive to detail five financial planning resolutions for the new year.

As discussed in this episode, we’ve created a...


Jan 10, 2019

Getting the most out of Social Security may not be as complicated as it seems. And yet there are a lot of people who don’t get the full benefits they are due. In the second installment of a three-part series, two of our wealth planning professionals discuss some lesser-known Social Security benefits and how to figure...


Dec 6, 2018

A bit of knowledge can really pay off. Learning about Medicare today will help you avoid penalties and find the most cost-effective coverage down the line. Andrew, Brad and Victor, three of our experienced financial planning professionals, cover everything you need to know about Medicare and how to view it as part of...