32 episodes

On this podcast I talk to industry leaders on matters related to your money, markets, and issues near and far from personal finance.

Marc To Markets Marc Penziner

    • Investing

On this podcast I talk to industry leaders on matters related to your money, markets, and issues near and far from personal finance.

    Reflections on 2019 & Outlook for 2020

    Reflections on 2019 & Outlook for 2020

    On this episode, I switch places and answer questions from Client Advisor, Amanda Beebe about the markets and economy. We cover an eventful year, starting with what I got right and wrong in my predictions for 2019. I discuss where stock and bond markets stand now and what you can expect over the next 12 months. Amanda asks what has me worried for 2020? We finish with a discussion of how to think of 2020 in the context of your larger investment plan. With any questions or comments, I can be reached at marc.penziner@bernstein.com or 212-969-6655. The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

    • 19 min
    All About IPOs

    All About IPOs

    On this episode, we cover IPOs from the perspective of the investor and from individuals who work at or own a private company that is going public. In Part I, I’m joined by Matt Palazzolo, a Senior Investment Strategist at Bernstein, to explain what an IPO is and how investors should think about them (0:00-12:00). In Part II, I discuss with Jonah Gruda, a Partner in the Private Client Services Department of MazarsUSA, how owners and executives at private companies should prepare for an IPO (12:00-14:30). Jonah explains the different types of restricted stocks and options and their tax-implications (14:30-24:30). We discuss risk management techniques and how to incorporate this trans-formative process into your financial plan (24:00-30:00). Any questions or comments, I can be reached at marc.penziner@bernstein.com or 212-969-6655. The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

    • 30 min
    Modeling Your Financial Future

    Modeling Your Financial Future

    On this episode we discuss the importance of financial modeling. People use everything from Excel, to simplistic Apps, to high end models. What are the pros and cons of these different models? How important is having a financial model and what is the right type of model for you? We discuss how a sophisticated modeling can be used for charitable and legacy planning, optimal trust management, and addressing large stock positions. I'm joined by Bernstein's Director of Research Tara Thompson Popernik. Any questions or comments, I can be reached at marc.penziner@bernstein.com or 212-969-6655. The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

    • 20 min
    The Rise Of Artificial Intelligence

    The Rise Of Artificial Intelligence

    One of the most talked about topics in recent years is the rise in Artificial Intelligence and machine learning. I'm joined by Senior Portfolio Manager Paul Robertson to understand what AI is and how companies are using it to increase profitability. Paul explains how it is not just the big tech companies but how even more traditional companies like McDonalds are leveraging AI. We discuss how AI is impacting portfolio management and trading strategies and end with a conversation about how AI can, and cannot be, incorporated into your financial plan. Any questions or comments, I can be reached at marc.penziner@bernstein.com or 212-969-6655. The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

    • 32 min
    Back To School: Finance 101

    Back To School: Finance 101

    With the new school year upon us I thought I'd take the podcast back to to school for Finance 101. I'm joined by Damon Amendolara of CBS Radio to discuss some of the most important and practical parts of your financial plan. We cover how much cash to keep in the bank, how to think about student and credit card debt, saving for college, the right size of your mortgage, the impact of a potential recession on the housing market, and the basics of stock and bond investments. Any questions or comments, I can be reached at marc.penziner@bernstein.com or 212-969-6655. The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

    • 22 min
    The Business & Culture of Youth Sports

    The Business & Culture of Youth Sports

    Youth sports is an enormous industry. Childhood athletics is no longer just signing up for town rec soccer, little league, or a bunch of teenagers playing basketball at the local court. If you are a parent or a grandparent, you will be interested in my discussion on the culture of youth sports. I chat with Jason Sacks, Executive Vice President of the Positive Coaching Alliance, a non-profit whose mission is to highlight the positive impact that sports can have on a child now and in the future. He shares his insight into current climate and business aspect of youth sports, and how to ensure children have a happy and healthy experience with athletics. Any questions or comments, I can be reached at marc.penziner@bernstein.com or 212-969-6655. The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

    • 27 min

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