How do you manage concentrated stock portfolios? With the tech industry thriving, many investors are discovering that their portfolios are heavily reliant on a few major tech stocks, making it a challenging landscape to navigate. Nicole Romito converses with her colleague Randy Porzel, CFP®, and RICP® from Private Vista. Together, they explore the intricacies of …
Assembling a smart financial team could be the key to your long-term financial success. Financial planning isn’t just about the numbers; it’s about orchestrating a professional team that grows with you, helping further secure your financial future and peace of mind. Nicole Romito sits down with Greg Bogdan, Senior Advisor at Private Vista, to discuss …
As the U.S. elections approach, many investors find themselves questioning whether to adjust their portfolios in anticipation of potential market changes. Nicole Romito is joined by Jeremy Bell, Chief Investment Officer for Conway Investment Research, to discuss the impact of US elections on financial markets and how to navigate the resulting volatility. With elections just …
Did you know medical professionals typically face over $200,000 in student loan debt upon completing their education? This significant financial burden, paired with a delayed start in their earning potential, makes financial planning uniquely challenging. In this second part of Nicole Romito and Stephanie Nanney’s conversation about financial planning for medical professionals, they dive deeper …
Contrary to popular belief, earning a salary as a medical professional can sometimes cap your financial growth. Exploring different compensation models could open doors to greater control and profitability. Join Nicole Romito as she sits down with her partner at Private Vista, Stephanie Nanney to peel back the layers of financial planning for medical professionals, …
Navigating the complexities of estate planning can feel overwhelming, and many of us are uncertain about how to initiate this crucial conversation with our families But don’t let your fears of the unknown stop you from planning this important piece of your legacy. Join guest Lindsey Markus, Asset Protection Attorney and Shareholder Principal at Chuhak …
Have you heard of the 529 plan? It could be your new key to unlocking a brighter future for your kids while being financially efficient. Join Nicole Romito as she and her colleague, Colleen Dwyer share the essentials of 529 plans, the tax advantages they offer, and how they can be an integral part of …
Are you going through a divorce and need some financial wisdom? Recently Nicole Romito was a guest on The Divorce and Beyond Podcast with Susan Guthrie. Today’s episode features a replay of an insightful conversation that delves into complex financial issues during and after divorce. Gain insights on matters that arise during divorce – including …
Jumping into managing your finances can be overwhelming, especially straight out of college. But don’t worry, this week on Dollar$ and $ense we are replaying a popular episode that includes an insightful conversation about how young adults can build healthy financial habits. Join Nicole Romito as she chats with Carrie Shoener (nee Mangan) about the …
Reflecting on the loss of a loved one is an agonizing journey nobody willingly embarks on. Yet, those who take proactive steps to brace themselves for such an inevitable occurrence are often spared the crippling weight of financial burden and the relentless onslaught of emotional upheaval in the aftermath. Join Nicole Romito as she welcomes …