SK Wealth's Solutions & Knowledge podcast

Volatility is back in a big way in the financial markets. In this episode I will continue the discussion with Mike Arone, Managing Director and Chief Investment Strategist at State Street Global Advisors and Steve Antunes a certified financial planner and relationship manager at SK Wealth. We experienced the first 10% correction in 2 years following by a series of aftershocks. This has added uncertainty to the economy and the financial markets. Based on these changes to the landscape, we are going to discuss the road ahead in the financial markets for the remainder of 2018.  

The return of volatility and changing government policies has suddenly created uncertainty in the financial markets. We will discuss these recent changes and thoughts on strategies to help investors cope with these changes. I am joined by Mike Arone, Managing Director and Chief Investment Strategist at State Street Global Advisors and Steve Antunes, a certified financial planner and relationship manager at SK Wealth Management. Steve's client base is diverse which provides him with a broad exposure to a variety of client views and concerns.

In this episode we continue the discussion on the new Tax Cuts and Jobs Act. However, in the episode we switch gears and discuss how the Act affects small and medium-sized businesses. The Act has been touted as a clear win for U.S. businesses, and while that might ring true for those that stand to pay a much lower corporate tax rate, the benefits for America's small and medium-sized businesses are a little more complicated to decipher. To gain insight on this topic, I am joined by a panel of tax experts from Sansiveri Kimball & Co. LLP. This includes Michael DeCataldo, Managing Partner and Head of the Tax Group, Sue Windle, Tax Partner and Ann Pisaturo, Principal.

In this episode, we discuss the new Tax Cut and Jobs Act and how it will affect individual tax payers. Who wins and who loses? What strategies should you think about as you start your tax planning? I am joined by Michael DeCataldo, Managing Partner & Head of the Tax Group at Sansiveri Kimball & Co. LLP and Cheryl Ethier, Senior Relationship Manager at SK Wealth Management to discuss these important topics.

In this episode, we celebrate the Season of Giving by discussing charitable gift planning. Cheryl Ethier, Senior Client Relationship Manager at SK Wealth, has a discussion with Stephanie Diamond, Managing Director and Charitable Planning Consultant at Schwab Charitable. Also, in our Long View Segment we give an update on some current events effecting the markets both in the near-term and in the long-term.

We take an integrated approach to improve your financial lives and create financial independence. In this episode, we interview Abdur Nimeri, PhD, Senior VP and Senior Strategist at Northern Trust. Abdur has been instrumental in developing Environmental, Social & Governance (ESG) investment products at Northern Trust and FlexShares their ETF provider. We discuss the growing revolution of ESG investing, how it is shaping the behavior of corporate management, and how to implement ESG concepts into client portfolios. We give an update on the financial markets and discuss issues that will affect the future direction of the markets.

We take an integrated approach to improve your financial lives and create financial independence. In this episode, we interview Kathleen McQuiggan, a longtime advocate for advancing women in leadership and women & wealth initiatives. We give an update on the financial markets with an emphasis on the future direction of the markets. We also discuss a real life story of a woman who faced a life changing event and how we helped her through it. 

SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances.

In this episode:

We interview Bob Schmidt, Brandes Institute, on the behavioral finance and its effects on individual's investing behavior.

Long View - Review of the financial markets with an emphasis on topics and issues that will affect the future direction of the markets.

Success Story - an actual success story where SK Wealth Management helped a family with a financial planning issue.