We work with many industry professionals in staying abreast of markets, economic conditions and wealth management and planning opportunities. It is our pleasure to offer periodic podcasts to share some of their expertise with you.
In this episode of The Hollander Group Podcast, Tricia M. Hollander Henning and Teri M. Hollander Albin sit down with Courtney Gelman of Strategas Research Partners to discuss the market and current economic landscape as we move through a mid‑term election year. They explore key downside risks investors should be aware of, and how historical mid‑term election patterns, and the broader economy.
Tricia Hollander Henning and Teri Hollander Albin speak with Mark Eibel, CFA, of Russell Investments, about what’s driving strong markets despite weak consumer sentiment. They discuss the Federal Reserve’s latest moves, global investment opportunities, and why diversification matters in 2025. Mark also shares three timeless investor principles: have a plan, manage your taxes, and stay in the game.
Tricia and Teri talk with Ryan Katona, Regional Director at Russell Investments. They discuss the hidden impact of taxes on portfolio returns; particularly tax drag, which refers to lower net returns due to the impact of taxes on a portfolio. Ryan explains strategies to minimize tax drag, such as reducing turnover, avoiding tax-inefficient investments, and utilizing tax loss harvesting. Ryan also introduces direct indexing, a strategy that allows investors to own individual stocks that aim to track an index’s return while actively harvesting losses along the way.
In this episode of The Hollander Group Vodcast, Tricia M. Hollander Henning and Teri M. Hollander Albin sit down with Courtney Gelman of Strategas Research Partners to discuss the market and current economic landscape as we move through a mid‑term election year. They explore key downside risks investors should be aware of, and how historical mid‑term election patterns, and the broader economy.
Tricia Hollander Henning and Teri Hollander Albin speak with Mark Eibel, CFA, of Russell Investments, about what’s driving strong markets despite weak consumer sentiment. They discuss the Federal Reserve’s latest moves, global investment opportunities, and why diversification matters in 2025. Mark also shares three timeless investor principles: have a plan, manage your taxes, and stay in the game.
Tricia and Teri talk with Ryan Katona, Regional Director at Russell Investments. They discuss the hidden impact of taxes on portfolio returns; particularly tax drag, which refers to lower net returns due to the impact of taxes on a portfolio. Ryan explains strategies to minimize tax drag, such as reducing turnover, avoiding tax-inefficient investments, and utilizing tax loss harvesting. Ryan also introduces direct indexing, a strategy that allows investors to own individual stocks that aim to track an index’s return while actively harvesting losses along the way.
