Marc To Markets
On this podcast I talk to industry leaders on matters related to your money, markets, and issues near and far from personal finance.
Podcasting since 2016 • 109 episodes
Marc To Markets
Latest Episodes
Market Update After A Volatile Week
On this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein. Market volatility materially increased this week as war returned to the Middle East. We cover the four big issues in the market today: 1) The Iran war an...
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Season 11
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Episode 3
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19:14
2025 Review and 2026 Outlook
2025 was a successful year for investors, even with a heightened degree of uncertainty. On this episode, some of the topics I covered include: Performance across various asset classes in 2025The outlook for 2026
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Season 11
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Episode 2
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34:52
The Wealth Management Industry and How Best to Advise Clients
We kick off Season 11 of Marc to Markets with Rick Meyers, Bernstein's Head of Client and Advisory Practice. On this episode we discuss:How the wealth management industry has changed over time and the impact it has had on inv...
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Season 11
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Episode 1
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27:56
Roth Conversions and All Things IRA
Many investors have questions about IRAs and Roth IRAs as we approach year-end. On this episode I am joined by Andrew Bishop, a Senior Wealth Strategist at Bernstein. We start with the basics on contribution limits, then dive into the impact of...
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Season 10
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Episode 8
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22:31
2025 3rd Quarter Review and Outlook For the Rest of the Year
During the third quarter, the stock market continued to rally upon the backdrop of data points and events ranging from weakening labor markets and a government shutdown, to improving corporate profitability and a more accommodative federal rese...
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Season 10
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Episode 7
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37:30