Broker Check

THG Podcasts

The Hollander Group works 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, Teri and Tricia speak with Jeannette Lowe, Director of Policy Research at Strategas Research Partners. In this capacity, she researches government policy initiatives for their impact on financial markets. The three converse about topics such as stimulus, infrastructure, and health care, as well as look ahead to the 2022 Midterms. 

To listen to the May 13, 2021 interview, click on the link below.

      May 13, 2021 Podcast - Jeannette Lowe

Tricia and Teri had the opportunity to talk with their friend Jamie Levy, the President and Chief Vision Officer of JDLevy & Associates. Jamie is a published writer, keynote speaker, and through his teaching and consulting has become recognized for his expertise in the area of philanthropic sustainability and development. The three dig deep into the subject of charitable gifting and how to make sure your gifts are meaningful and impactful.

To listen to the April 8, 2021 interview, click on the link below.

      April 8, 2021 Podcast - Jamie Levy

The Hollander Group chats with Kelsey Clair, CPA - currently the Tax Strategist for Baird's Private Wealth Management Group. Year end is a great time for clients to evaluate the full year and take advantage of opportunities available to them. Tricia, Teri, and Kelsey highlight the benefits of tax loss harvesting, charitable giving, and other beneficial strategies as well as considerations due to the shift in administration. 

To listen to the December 3, 2020 interview, click on the link below.

      December 3, 2020 Podcast - Kelsey Clair

Teri and Tricia sit down with Patricia Avers, who works with College Choice Advisors as a registered representative of Ascensus Broker Dealer Services, LLC to discuss some of the advanced strategies available for 529 education savings plans.

Investors should consider the investment objectives, risks, charges and expenses associated with a 529 Plan before investing. This and other information is available in a plan’s official statement. The official statement should be read carefully before investing.

Depending on your state of residence, there may be an in-state plan that provides tax and other benefits such as financial aid, scholarships and creditor protection that are not available through an out-of-state plan. Before investing in any state’s 529 plan, you should consult your tax advisor.

To listen to the September 14, 2020 interview, click on the link below.

      September 14, 2020 Podcast - Patricia Avers

In this episode, Tricia and Teri speak with Linda Grant Smith, CPWA, CFP, who is a Regional Financial Planner with Baird. Listen as the three define and discuss various details of Roth Conversions and how they may benefit your overall financial plan. To listen to the July 21, 2020 interview, click on the link below.

      July 21, 2020 Podcast - Linda Grant Smith

The Hollander Group had the pleasure of discussing evidence based investing and crafting your lifeboat, as well as other behavioral finance strategies with Michael Antonelli, Market Strategist - Baird Private Wealth Management. To listen to the June 30, 2020 interview, click on the link below.

      June 30, 2020 Podcast - Michael Antonelli

Bruce Bittles is Chief Investment Strategist with Baird.  The Hollander Group spent time with Bruce for an informative overview of market conditions and economic prospects.  Don't miss Bruce's years of insight to help put the ever-changing economic landscape into perspective as we wrap up the month of May.  To listen to the May 28, 2020 interview, click on the link below.

      May 28, 2020 Podcast - Bruce Bittles

William Delwiche, CMT, CFA is Investment Strategist with Baird Wealth Solutions Group.  Teri and Tricia spent some time with Willie to get his thoughts on the markets and what we might look for beyond the big numbers to identify a path forward.  To listen to the May 14, 2020 interview, click on the link below.

      May 14, 2020 Podcast - William Delwiche

Tricia and Teri had the opportunity to interview Mark Nickel, President and Chief Investment Officer with Hilliard Lyons Trust - A Baird Company for his perspective on markets and the economy.  To listen to the April 24, 2020 interview, click on the link below.

        April 24, 2020 Podcast - Mark Nickel