Andy Schwartz

Join Andy Schwartz, a Managing Partner at Bleakley Financial Group, and Peter Boockvar, its CIO, as they dive into the unpredictable impact of political events on market volatility. They discuss gold’s surprisingly stable position as a reserve asset against the backdrop of a strong dollar and rising interest rates. The duo also dissects the complexities of tariffs, drawing parallels to historical trade wars, while weighing in on smart investing strategies amidst today’s market dynamics. Tune in for valuable insights!

Peter Boockvar, CIO of Bleakley Financial Group and market analysis guru, joins Andy Schwartz, CEO and certified financial planner, for an engaging discussion. They uncover why the S&P is hitting record highs despite economic uncertainty. The risks tied to rate cuts and easy money are dissected, as are the implications of a recent A.I. victory that may entice investors. They debate the value of wealth managers versus DIY approaches, revealing how professional guidance can potentially outweigh costs.

This week, Terri Kallsen chats with Andy Schwartz, a seasoned CFP and CEO of Bleakley Financial, and David Mandelbaum, a former healthcare attorney turned savvy portfolio manager. They delve into Nvidia's staggering market cap crossing $4 trillion and warn of the risks in today's overheated markets. The duo highlights healthcare as a hidden gem and discusses the implications of new tariffs on pharmaceuticals. They also share insights for retail investors contemplating private equity and dissect the recent chaos surrounding Tesla.

In this insightful discussion, Andy Schwartz, a CFP and CEO at Bleakley Financial Group, and David Mandelbaum, a portfolio manager and healthcare expert, delve into the unsettling state of the economy and markets. They discuss negative GDP trends and shifting client behaviors, warning that we’re not at the market bottom yet. Key topics include the potential of healthcare investments, the impact of tariffs, and strategies for navigating volatility, as well as when to get back into the market and the essential role of diversification.

Join financial experts Peter Boockvar, CIO of Bleakley Financial Group, and Andy Schwartz, co-founder there, as they dissect current market turmoil. They delve into the factors driving market volatility, including tariff tensions and potential shifts away from the famed 'Magnificent Seven' stocks. The conversation also touches on the recent downturn in Bitcoin, weighing its risks, and the implications for crypto investors. With insights on financial planning amidst uncertainty, this discussion offers essential strategies for navigating today’s complex investment landscape.