In this podcast for investing, Stacie Jacobsen, Senior National Director, provides insights on the economy, global markets, and all the complexities of wealth management.
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On this podcast I talk to industry leaders on matters related to your money, markets, and issues near and far from personal finance.
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A forum where female founders, philanthropists, and women in all stages of life discuss their personal stories, money lessons, and how they’ve learned to make money meaningful.
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Bernstein’s Head of Foundation and Institutional Advisory Clare Golla informs and educates organizations and individuals who strive to invest purposefully- with and for a mission.
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Behind every entrepreneur is a distinct and inspiring story of how they navigated an Inflection Point. These moments illustrate their ambition, grit, failure, and success. We believe there is value in sharing their journey and lessons learned. Please join our host Brian Haloossim as he engages some of today’s most influential business leaders and innovators. During each conversation, we will discover what was behind those pivotal moments, and how they are preparing for new challenges and opp ...
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On Purpose is a new Bernstein podcast focused on responsible investing and intentionally aligning your portfolio with your values. In each episode, the series’ host, Senior Investment Strategist and National Managing Director, Travis Allen, is joined by business, academic, and other leaders at the intersection of wealth building, profit, and making a difference. There is a lot to learn from companies and individuals that make concerns for the environment, society, and good corporate behavior ...
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Changing the Trajectory is a podcast hosted by James Seth Thompson that seeks to inspire and empower meaningful generational planning and legacy building through intentional and deliberate action. Featuring roundtable discussions that highlight multicultural markets and communities as breeding grounds for success and change, we offer fresh perspectives on responsibility and investing. Learn to prioritize core values and act with intent to leverage influence and create lasting impact. We won’ ...
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This is The Big Stage, where host Adam Sansiveri, Bernstein Managing Director and Co-lead of Sports & Entertainment, along with Bernstein advisors, will talk to the biggest names in pop culture, sports, and the arts about their lives and legacies. We offer behind-the-scenes insights into how ambitious and successful individuals make investments, manage multiple business and social ventures, and give back to their communities. Tune in to find out how these esteemed athletes, artists, and ente ...
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Life throws lots of challenges at you at every stage. We’re here to talk about them by connecting you with experts on handling the issues you face. Join me, Emily Grace, as we address topics of interest to dynamic families at every stage in their life. At the end of the day, planning for all of the stages in life is crucial. Working with dynamic families at Bernstein Private Wealth Management I’ve helped people through many acts by helping them plan and invest in a straightforward and values ...
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Confronting the Cliff: Why You Should Revisit Your Estate Plan Before 2026
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The lifetime exclusion amount for gift and estate taxes is scheduled to fall by half in 2026. Who does this change affect—and how can they manage the financial impact? Estate planning expert Jennifer Goode explains the potential impacts of the looming tax cliff and shares insights on tax-conscious wealth transfer strategies. Note to All Readers: Th…
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The first half of the year was largely very productive for investors. Stocks reached new highs while bonds held steady with yields as high as we have seen in over a decade. I’ll cover the following topics and more: The performance of stock and bonds markets year-to-date; The outlook for inflation, the fed, and interest rates; What is driving the st…
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Happy Campers: CEO Jeffrey Hunter on Storyteller Overland’s Success
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Storyteller Overland has succeeded by embracing exploration and innovation while forging close connections among #vanlifers. Hear how in this insightful conversation with CEO Jeffrey Hunter. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of t…
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Broad Horizons: Advice from an Expert on Global Relocation
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Wealthy families often benefit from moving assets abroad or establishing footholds in different countries. Hear from an expert on everything families need to consider for establishing a global presence. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reli…
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Crunching Numbers: Expert Insights on Muni Bonds from Bernstein’s Daryl Clements
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After a slow start to 2024, municipal bonds have rallied amid a surge in reinvestment and tighter supply. Learn from Bernstein Portfolio Manager Daryl Clements why opportunities in the muni market should not be overlooked. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources …
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On this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein. Roosevelt and I discuss all the hot topics in the markets today: Fed policy, inflation and interest rates, the outlook for the stock market, S&P 500 concentration, and how to be opportunistic. With any questions or comments, or to discuss your own financial s…
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Equity Edge: Strategic Insights on Private Equity Investing with Wrug Ved
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Despite concerns around illiquidity and transparency, private equity’s impressive returns have made it increasingly popular with individual investors. Find out why in this in-depth discussion with Bernstein’s Wrug Ved. For more detail, read our white paper Private Equity: The Missing Pillar in Your Portfolio? Note to All Listeners: The information …
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Wealth and Well-Being: Navigating the Complex Relationship Between Wealth and Mental Health Issues
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Studies have shown that children and teens from affluent families are at greater risk for substance abuse and mental health issues like depression and anxiety. Learn how expert Arden O’Connor and her colleagues help families of wealth plan and implement successful approaches to navigating a family member’s mental health or addiction challenges. To …
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Branching Out: Challenges for Banks Present Opportunities for Investors
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Bernstein Senior Investment Strategist Ben Goetsch joins host Stacie Jacobsen to discuss recent developments in the banking industry, from proposed stricter capital requirements to expanding opportunities in private credit. For more detail, read Ben’s white paper, “Banking on Opportunity.” Note to All Readers: The information contained here reflect…
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Special Needs Trusts and Maximizing Government Benefits
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The importance of creating a financial plan, in which care for a loved one is paramount, is critical for many investors. In some cases, these plans include creating a Special Needs Trust ("SNT") as well as maximizing government assistance from Social Security and Medicaid. On this episode we dive deep into this important topic with Ashley Velategui…
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The first quarter was terrific for stocks, but just two weeks into April that may already feel like a distant memory. As discussed in my last quarterly update, the fed and interest rates were the focus to start the year. And while the delay in interest rate cuts came as a surprise to most market participants, it was in line with my outlook last qua…
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Calm and Collected: Expert Advice for Protecting the Value of Personal Collections
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Do you collect? Whether it’s wine, watches, cars, art or baseball cards, a collection driven by passion can have significant value. Listen for insights on sound financial practices around collectibles from expert Colleen Boyle. For more detail, read our white paper, Collections: Rare Finds Can Become Slippery Slopes for Wealth Transfer Note to All …
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Higher From Here? An Updated 2024 Market Outlook with Matt Palazzolo
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Stocks soared to record highs in the first quarter. What can we expect from the rest of the year? Bernstein’s Matt Palazzolo offers expert insights. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein…
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The Great Wealth Transfer: An Inflection Point for Women Investors
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Women are gaining control of more assets and increasingly taking the reins on financial planning. Hear the latest insights on empowering women investors from Bernstein’s Kara Lewis and host Stacie Jacobsen. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are …
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Shifting Sands: How Investors Can Find Their Footing in 2024
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The Magnificent 7 dominated 2023’s equity returns, but what sectors and themes should investors look to in 2024? Bernstein’s Shri Singhvi shares his perspective on where the market is heading. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of…
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Everywhere you look people are talking about Artificial Intelligence (AI). How will AI change the world? Will AI put millions of people out of work? Will AI mean a stock market boom or the end of many companies as we know them? Why is AI powering the S&P 500 gains of the past 6 months and is it sustainable? I dig into all of these questions and mor…
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Flourishing Families: Jay Hughes on the True Meaning of Wealth
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Family governance expert Jay Hughes has spent decades helping families preserve their wealth and position younger generations for success. He joins host Stacie Jacobsen for an insightful conversation you won’t want to miss. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources…
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As we get closer to April 15th taxes take center stage. On this episode I walk you through all the reporting information to pass along to your accountant or tax preparer. I cover when reports will be released, which reports to use, which reports are best for each account type and need. With any questions or comments, or to discuss your own financia…
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Powering Progress: Insights on AI from Investment Strategist Roosevelt Bowman
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Stacie Jacobsen welcomes Bernstein Senior Investment Strategist Roosevelt Bowman, who draws on his background in data science to explain what it takes to create workable AI models and what investors should look for when evaluating AI initiatives. To hear the July 2023 conversation with Lei Qiu referenced in this episode, click here or scroll in you…
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Deep Dive into Debt: Exploring the Deficit’s Economic Impact with Eric Winograd
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Bernstein's Chief Economist Eric Winograd joins host Stacie Jacobsen for a look at U.S. fiscal policy. They discuss the potential costs of running large deficits and accumulating mounting long-term debt in the U.S. and elsewhere. For more context on how the U.S. dollar’s reserve currency status could be affected by the national debt, listen to the …
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2023 was an interesting year for stocks. Commonly held worries about inflation and a slowing economy were proven incorrect. After 3 quarters of middling returns for stocks and negative returns for bonds, 4th quarter was a period of enormous gains for investors across all asset classes. On this episode I cover 2023 with a focus on 4th quarter and pr…
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What’s in Store in ’24: Market Outlook with Matt Palazzolo
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Bernstein's National Director of Investment Insights Matt Palazzolo joins host Stacie Jacobsen to recap 2023’s market developments and provide insight into how 2024 could play out. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of…
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The voluntary turnover rate for nonprofit organizations in 2023 is nearly 60% higher than the overall labor market average. What’s driving this high staff turnover? And more importantly, what can social sector leaders do about it? Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and …
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Year End Tax Planning and Portfolio Management
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The end of the year always comes with lots of discussions about capital gains, income, and all aspects of taxes. This episode is a deep dive on taxes and how best to manage a portfolio to limit the tax liability. To learn more I'm joined by John McLaughlin, the Director of Tax and Transition Services at Bernstein. We cover everything from how manag…
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Keeping the Peace: Conflict Coach Jane Beddall on Making Wealth-Related Family Discussions More Harmonious
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With holiday family gatherings right around the corner, an expert shares insights on communicating effectively around questions of wealth. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. make…
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Best Foot Forward: Founder Justin Schneider Shares Insights on the Company’s Values-Driven Success
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Justin Schneider of Wolf & Shepherd offers his perspective on building a successful business aligned with personal values. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representat…
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Putting the “Effect” in Effective Philanthropy: How to Make the Most of Your Giving, with Alison Morse and Phil Buchanan
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Stacie Jacobsen welcomes National Philanthropic Trust’s Alison Morse and the Center for Effective Philanthropy’s Phil Buchanan, who offer insights on the urgent need for giving and the best ways to do it. For more information on end-of-year giving, take a look at our philanthropic team's blog post: https://www.bernstein.com/our-insights/insights/20…
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The 3rd quarter was a period of change for investors. Stocks continued to rally early in the summer but then as investors began to digest a new interest rate regime, stock and bond markets sold off meaningfully to end the quarter. Treasury yields have risen to rates not seen in over 15 years. On this podcast I delve into the following topics and mo…
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Taking Stock: Bernstein’s Matt Palazzolo Assesses the Impact of Recent Events
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Bernstein Senior Investment Strategist Matt Palazzolo joins host Stacie Jacobsen to discuss where the financial markets may be heading as 2024 approaches. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBer…
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Joining Forces: The Rise of Giving Circles
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The growth of giving circles shows no signs of slowing. But what’s fueling them—and how are giving circles addressing new developments like trust-based philanthropy and giving beyond the check? Whether you're new to philanthropy or a seasoned donor, you’ll appreciate the valuable insights into the power of collective giving and the benefits of join…
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Strike While Hot: A Summer of Labor Action Continues Into the Fall, While Beyoncé, Taylor Swift, And Barbie Fire Up the Economy
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Bernstein’s Chief Economist Eric Winograd joins Stacie to talk about why he updated his economic forecast on account of Taylor Swift (see his recent blog post here: https://www.alliancebernstein.com/corporate/en/insights/economic-perspectives/barbie-beyonce-taylor-swift-and-the-economic-outlook.html), and the long-term outlook in the context of rec…
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Removing Barriers: Brandon Nicholson Explains How the Hidden Genius Project Expands Opportunities for Black Male Youth
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What if every young Black boy in America were encouraged to believe in their own hidden genius? Hear from the CEO of a nonprofit striving to make that goal a reality. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast.…
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Sharon Schneider is a philanthropy expert, impact investor, and social change strategist who advises some of the world’s most prominent families. Her new book, Handbook for an Integrated Life, captures a growing trend—aligning mission, vision or values with decision making across all facets of a social sector organization’s enterprise, or all facet…
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Clearing a Path: The Critical Need for Clarity of Purpose in Succession Planning
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Stacie Jacobsen, Deacon Turner, Ben Berger and Champ Rawls discuss the need for clarity of purpose in succession planning, and the steep risks of failing to clear a path for the next generation. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as …
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With summer in full swing, siblings are spending increasingly more time together. Thinking about how to manage sibling relationships, especially when they are your children, can be really tricky. You also have to manage your feelings about someone else relationships. Listen as I speak with Mariana Weiss, parenting consultant, on effective strategie…
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Going Long: NFL Veteran Kyle Rudolph on Building a Legacy of Giving
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Two-time Pro Bowl tight end Kyle Rudolph shares valuable insights on succeeding in sports, business, and charitable giving. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representa…
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How AI Can Help the Social Sector Make a Greater Impact
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Discover how Generative AI can streamline operations, optimize fundraising strategies, and create compelling content for social sector organizations while also learning about the risks to privacy, accuracy, and bias. Join us as we explore the pros and cons of using AI in the social sector and how it can enhance human staff to make a greater impact.…
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Bond Ambition: Why There's Never Been More Opportunity In Municipal Bonds
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Bernstein Muni Bond Portfolio Manager Daryl Clements explains why now might be the right time to invest in municipals. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations…
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The first half of the year had stocks in rally mode and bond markets stabilizing. We have reached the inflection point where the next steps by the Fed are likely to decide the course of markets over the remainder of the year. On this episode I cover: The performance of stock and bonds markets year-to-date; Why the US stock market is up so much; The…
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Cross Border Wealth Creates Unique Opportunities & Challenges
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As the world gets smaller more and more families are living cross border lives. With family members living in multiple countries the planning concepts and tax considerations only get more complex. To learn more about how global families have unique investment and financial planning challenges I'm joined on this episode by Chris Opie, a Managing Dir…
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Rethinking the Prenup: Planning for Happily Ever After
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Contrary to popular belief, pre-nuptial agreements are not just about divorce. Our guest explains how marital agreements can ease potential tensions over finances. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. Al…
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The Giving USA 2023 report has raised some concerns in the social sector due to headlines like “steepest drop ever”. But we think there’s more to the results than meets the eye. To dig beneath the headlines, we asked two experts to share their read and provide some much-needed context. That’s when a more nuanced story emerged. For discounted access…
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Turning Point: The Transformative Potential of AI
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ChatGPT has captured the imagination of the public. What's next in AI? How should investors evaluate the business prospects of AI-related ventures? Hear from Lei Qiu, portfolio manager of Alliance Bernstein International Technology Fund and AB Disruptors ETF. Note to All Readers: The information contained here reflects the views of AllianceBernstei…
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Creating Clarity: An Invaluable Gift to Your Loved Ones
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While 68% of Americans agree that it’s important to make end-of-life plans, only 35% have done so. With legal, medical, financial and legacy decisions at stake, it's essential to communicate your wishes to your loved ones and trusted advisors. Our experts explain why. Note to All Readers: The information contained here reflects the views of Allianc…
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Generational Success Through Family Governance
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Family governance is a written and agreed-upon framework for communication and decision-making between family members who have shared assets over generations. That sounds simple, but it often involves considerable negotiation and agreement between everyone. When is the time right to put such a roadmap in place and why? We welcome special guest Moll…
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Blurring the Lines Between Business, Social Impact, and Giving to Individuals
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What do you get when you connect the dots between business and philanthropy? E4E Relief, an ingenious social enterprise that provides workforce and supply chain relief for companies and their key stakeholders. In the past five years, E4E Relief’s humanitarian solution has helped businesses serve as financial first responders, awarding over $250 mil…
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Overcoming Adversity: Michael Oher’s Life and Mission
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The rumors are true: Super Bowl Champion and subject of the Oscar-winning film "The Blind Side," Michael Oher, wore the same white t-shirt to school every day of his 8th-grade year. Today, Michael's childhood spent overcoming the effects of extreme poverty and homelessness keeps his purpose clear. As Founder of The Oher Foundation, Michael's missio…
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How we plan for our financial future and that of our loved ones is no easy task, and this is an area where one size definitely does not fit all. While too little planning is clearly an error, so is over-planning. And what tax considerations need to be taken into account? We hear from Tara Popernik, Bernstein’s Director of Research for the Wealth St…
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The Microbiome Movement: An AAPI Founder's Vision for Healthy Skin
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Monique Meneses is glowing from within as she launches her new skincare line designed to nourish the skin microbiome. Discover the secrets to your body’s largest organ from an AAPI female entrepreneur who is breaking barriers in beauty and changing the skincare game. Note to All Readers: The information contained here reflects the views of Alliance…
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Interest rates, banking crisis, and debt ceilings..oh my
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On this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein. Roosevelt and I discuss all the hot topics in the markets today; fed policy, inflation, the banking crisis, the debt ceiling, and how to be opportunistic. With any questions or comments, or to discuss your own financial situation, I can be reached at marc.pen…
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