Scott Schwartz

Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, and Scott Schwartz, a certified financial planner, dive deep into the recent market turmoil triggered by significant tariff announcements. They discuss how these tariffs could impact supply chains and increase recession risks. The duo evaluates the sectors hit hardest and whether it's wise to buy the dip. They also explore safe havens like gold and treasuries, offering strategies for investors to navigate the prevailing economic uncertainty. Tune in for critical insights on positioning portfolios during chaotic times!

Scott Schwartz and Jeffrey Miller, partners at Bleakley Financial, dive into the silver linings of tough economic data. They explain how a weaker dollar presents overseas investment opportunities and discuss the impact of the 'Mag 7' tech stocks on the market. Listeners will discover strategies for building an 'all weather' portfolio and the crucial differences between financial independence and retirement planning. Plus, insights on inflation and practical ways to navigate these challenging economic times.

Scott Schwartz and Alexis Miller from Bleakley Financial join the discussion to unpack the recent market recovery. They explore the implications of the U.S.-China tariff pause on investments. The duo highlights why international and value stocks may outperform in the near future and provides insights on optimizing bond portfolios in today's environment. They also debate the sustainability of the Mag 7 comeback and assess Bitcoin's role in diversification strategies, emphasizing disciplined rebalancing over market-timing tactics.

Scott Schwartz, a Senior Partner at Bleakley Financial, shares insights on navigating volatile markets. He discusses the concept of European Exceptionalism and what it means for investors. Schwartz dives into alternative investments, explaining their significance in today’s portfolios, including options like gold and Bitcoin. The conversation explores strategies to manage concentration risks and mitigate them through non-correlating assets. Listeners also gain tips on upcoming economic indicators that could impact their financial decisions.

Scott Schwartz, a seasoned financial planner with over 30 years at Bleakley Financial Group, joins hosts Terri Kallsen and Joe Duran for an insightful discussion. They cover the impact of new U.S. policies on inflation, tariffs, and tax cuts. The trio dives into navigating market volatility while stressing the importance of selective strategies amidst high valuations. They also unravel upcoming changes to inherited IRA rules and explore the promising and challenging market effects of AI and changing tech earnings.