Tag Archives: Markets

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Learn How To Allocate Your Assets To Meet Goals (Ep.83)



Do you know what to do when the markets are saturated?

A good idea is to reallocate your assets to protect your investment portfolio.

This week, John and Michael Parise go back to basics with a conversation on asset classes. They categorize them while explaining what to do with them, what to expect from them, and how to protect them.

John and Michael discuss:

  • How CDs work
  • What are the pros and cons of bonds
  • Stock investing and when you should buy into the market
  • Real estate as a wealth-producing asset
  • The truth about investing in gold, silver, and commodities to balance out stresses in the market
  • And more!

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72. 10 Concerns On The Minds of Our Clients: Part 1



Have you ever wondered what happens if you outlive your money? Is concern about inflation on your mind? Others in your situation are likely thinking about the same thing.

In this multi-part series, John and Michael Parise cover 10 concerns on the minds of their clients. In this episode, John and Michael cover market volatility, jobs and education, inflation, and outliving your money. John shares how inflation has changed over time, and how you can deal with inflation. 

John and Michael discuss:

  • Market volatility
  • The effect of inflation on the market, and why it’s something you have to pay attention to
  • The problem with living too long
  • The hot topic of jobs and education
  • And more

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65. What’s Going On With The Markets And Where Are We Heading? With Peter Andersen



John and Michael are routinely asked about what’s going on with the markets, with the pandemic and what the expectations are with stocks and bonds and real estate. Today, they look to answer many of these questions. 

In this episode, John and Michael speak with Peter Andersen, CFA, of Anderson Capital Management. Peter provides some clarity surrounding the current markets and where the trends are pointing, as Peter shares his optimism for the future.

Peter discusses:

  • The current state of the market
  • How your anxieties and fears about the market are played on by the media
  • Whether he thinks the tax proposals in Washington will pass, and what that could mean for you
  • Why he’s so confident that we are going to come out of the post-COVID era stronger
  • And more

Connect with Peter

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About Our Guest: 

Peter C. Andersen, CFA, has managed money for a wide range of clients since 1993.  He has direct experience managing separate accounts & over 10 mutual funds throughout his career, including IPO’s for two NYSE-listed closed end funds. He has deep experience with stocks of all kinds, junk bonds, and world asset classes.

Peter Andersen earned an MPA degree from Harvard University, where he was designated a Seamans Fellow. He holds an MS in physics from Yale University, where he was named a JD Skinner Fellow. Mr. Andersen received a BS, summa cum laude, from Northeastern University where he graduated first in his major of physics. He is on the board of the Boston Symphony Orchestra, where he is Chairman of the Annual Funds and a member of the Investment & Nominating Committees. Andersen is also an overseer of the Peabody Essex Museum.  He was on the investment committee of the Goldhirsh Foundation, several other non-profits, and elected to the executive committee of the Yale Graduate School Alumni Association.