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.
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.
Tricia and Teri talk with Baird Wealth Strategist Kenan Peterson to discuss the unique and sophisticated needs that business owners and high net worth families have and the expertise that The Hollander Group and the Baird Wealth Solutions Group can provide to navigate those complexities.
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.
Tricia and Teri talk with Baird Wealth Strategist Kenan Peterson to discuss the unique and sophisticated needs that business owners and high net worth families have and the expertise that The Hollander Group and the Baird Wealth Solutions Group can provide to navigate those complexities.
