Episodes

  • Tax-Efficient Investing with PIMCO's Alan Trice (#102)

    Tax-Efficient Investing with PIMCO's Alan Trice (#102)
    Jul 8 2021
    With potential changes to tax laws on the horizon, Don Schreiber, Jr. of WBI and PIMCO's Alan Trice will discuss the tax advantages that municipal bonds and dividend income may provide investors with now and in the future. The panelists will also discuss the tax advantages ETFs can provide.
    Show More Show Less
    41 mins
  • Let’s Talk Taxes & Markets! What We Think Investors Need to Know This Summer (#101)

    Let’s Talk Taxes & Markets! What We Think Investors Need to Know This Summer (#101)
    Jun 15 2021
    In this episode, Matt, Don & Rick take a look at the current tax situation and the proposed tax reform from the Biden administration. We also get their takes on fundamentals and what is happening in the markets.
    Show More Show Less
    29 mins
  • It's Bull|Bear Radio Episode 100

    It's Bull|Bear Radio Episode 100
    May 13 2021
    Take a walk down memory lane as we remember the 10 best episodes so far. Since 2017, we've been all about have interesting and informative conversations about investing, the economy, and the financial services industry. Join us as we celebrate 100 episodes!
    Show More Show Less
    32 mins
  • Will tax policy pour cold water on growth fueled by stimulus and infrastructure spending? (#99)

    Will tax policy pour cold water on growth fueled by stimulus and infrastructure spending? (#99)
    Mar 30 2021
    Rick, Don, and Matt discuss how raising taxes too soon may negate the positive effects of government spending. The team also discusses the recent fears by many of runaway inflation. This and more on this week's BBR.
    Show More Show Less
    36 mins
  • Is the 60/40 portfolio dead? (#98)

    Is the 60/40 portfolio dead? (#98)
    Mar 9 2021
    Don, Rick, and Matt talk about the recent selloff and what it may mean for markets. The BRR team also discusses the dated concept of conservative, moderate, and aggressive risk classifications for clients. How can you do it better? The team shares their thoughts on the topic and so much more.
    Show More Show Less
    27 mins
  • COVID-19: The State of the Economy and Corporate Earnings (#97)

    COVID-19: The State of the Economy and Corporate Earnings (#97)
    Mar 1 2021
    The team analyzes the most recent earnings season for the S&P 500 and Russell 2000. What does it mean for the economy on a go forward? Has the economy recovered from COVID-19? Do we need a $1.9 trillion stimulus package? Are stocks in a bubble? These questions and more are answered in this episode of Bull|Bear Radio.
    Show More Show Less
    27 mins
  • 6 Questions Answered About Investing for Retirement In 2021 (#96)

    6 Questions Answered About Investing for Retirement In 2021 (#96)
    Feb 5 2021
    On this episode of Bull Bear Radio, new host Rick Kundracik asks Matt & Don 6 questions on investors' minds in 2021. What might happen with stocks this year? Is the $2 trillion dollar stimulus enough to boost the US economy? How should retiring investors diversify in the 21st century? What do Gen Xers need to know about investing for retirement now? Is there a wrong time to trade an ETF? How will COVID-19 lockdowns look in 2021?
    Show More Show Less
    28 mins
  • New Year, New Host, More Fun! (#95)

    New Year, New Host, More Fun! (#95)
    Jan 13 2021
    Don and Matt are back with a new host! Financial services industry veteran Rick Kundracik joins the team as Bull | Bear Radio’s new host. The team recaps 2020 market performance, the U.S. government’s gravy train, and risk/opportunities in the New Year.
    Show More Show Less
    45 mins