
On this episode Frank Congilose and Bob Farrell discuss the current state of the market as we enter the 4th quarter of 2022. Frank and Bob reflect on how the year has been so far and provide and outlook and insight on where we could be headed.
Oct 5, 2022
24 min

Sam Soprano and Adina Abercrombie of C&A Financial Group discuss key points on the importance and benefits of implementing a Financial Wellness Program in the workplace.
Aug 1, 2022
17 min

This month Mike Trudel of BlackRock and Frank Congilose share their perspectives on the current state of the market, the impact on the economy and GDP and how to move forward. They give insight to topics such as market volatility, inflation and recession.Michael Trudel, CFA, JD, Managing Director, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group. He is a global strategist, primarily responsible for macro strategy and portfolio analysis.2022 141341
Jul 22, 2022
27 min

This month Frank Congilose and Bob Farrell, Investment Manager at Tomoro Financial, have a conversation about current inflation and how it is affecting the markets.
Jul 14, 2022
20 min

May is Disability Income Awareness Month. This month Richard Pasick, C&A Financial Group, joins Frank Congilose to give insight and helpful strategies for protection when it comes to planning for an unexpected disability. The insights shared on this podcast include valuable information on how disability works, how to know if your group insurance is sufficient and key factors to look for when researching disability plans. www.DisabilityCanHappen.Org2022-137507
Apr 29, 2022
19 min

Bob Farrell, Investment Manager at Tomoro Financial, returns this month to join Frank Congilose and discuss the volatility happening in the market.
Mar 9, 2022
17 min

This month Frank Congilose, C and A Financial Group, welcomes Russ Koesterich, CFA, JD, from BlackRock. At BlackRock Russ is Managing Director and portfolio manager, and is a member of the Global Allocation team. In this episode Frank and Russ discuss the current state of the market, what has happened in the past two years during the pandemic, and some insight into the direction of the market going forward.2022 -132935.
Jan 28, 2022
23 min

In this episode Frank Congilose and David Suckey of C&A Financial Group look back at 2021 and discuss some lessons learned and takeaways from this past year.2021-131200
Dec 15, 2021
16 min

For July Frank Congilose has a conversation with Matt Downing, Regional VP at Allianz, about annuities. Together they share some general information about types of annuity products such as variable annuities and RILAs and strategies as to how they can be used in distribution planning.2021-123718
Jul 7, 2021
16 min

May is Disability Awareness Month and Richard Pasick joins Frank Congilose. They give some insight, information, and strategies for protection when it comes to planning for an unexpected disability.www.DisabilityCanHappen.Org2021-120987
May 7, 2021
13 min
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