11 episodes

Conversations about making money meaningful.

Dollars and Sense David Greene

    • Business
    • 4.5 • 2 Ratings

Conversations about making money meaningful.

    Dollars and Sense - Looking Forward To 2021

    Dollars and Sense - Looking Forward To 2021

    In this episode, we discuss our hopes, fears, and predictions for 2021. My co-host, Rick Monfred, a fellow principal and financial advisor at Bernstein Private Wealth Management, returns for this third episode of the podcast's second season. 
    If you like this episode - or if you don't - please let me know. You can always reach me via email at David dot Greene at Bernstein dot com. 
    Stay safe and healthy!

    Note to All Listeners: 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. 

    The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. 

    © 2021 AllianceBernstein L.P. 

    • 33 min
    Dollars and Sense - Talking To Your Children About Money

    Dollars and Sense - Talking To Your Children About Money

    My co-host, Rick Monfred, is - like me - a principal and financial advisor at Bernstein Private Wealth Management. In this episode, we discuss how we talk to our own children about money, and how we've helped clients with similar family discussions.

    If you like this episode - or if you don't - please let me know. You can always reach me via email at David dot Greene at Bernstein dot com.

    Stay safe and healthy!

    Note to All Listeners: 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. 

    The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. 

    © 2020 AllianceBernstein L.P. 

    • 29 min
    Dollars and Sense - What Should I Do With Cash?

    Dollars and Sense - What Should I Do With Cash?

    This first episode of what might be a second season of Dollars and Sense is pretty different from last season's episodes. I don't have a guest with me on this episode - instead, I have a co-host. My co-host, Rick Monfred, is - like me - a principal and financial advisor at Bernstein Private Wealth Management. In this episode, we discuss how we're thinking about cash in the current environment.

    If you like this episode - or if you don't - please let me know. You can always reach me via email at David dot Greene at Bernstein dot com.

    Stay safe and healthy!

    Note to All Listeners: 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. 

    The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. 

    © 2020 AllianceBernstein L.P. 

    • 30 min
    Dollars and Sense - Bob London

    Dollars and Sense - Bob London

    Bob London is the founder and CEO of Chief Listening Officers, a B2B insights and strategy firm. At Chief Listening Officers, Bob helps companies develop winning brand messaging strategies by uncovering deep, actionable market insights—what Bob sometimes refers to as the customers' Elevator Rant.
    Bob has served as a Chief Marketing Officer with both public and private technology companies and serves as an entrepreneur in residence at the University of Maryland's Dingman Center for Entrepreneurship. 

    Disclosure

    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.
    © 2019 AllianceBernstein L.P.

    • 25 min
    Dollars and Sense - Haven Pell

    Dollars and Sense - Haven Pell

    Haven Pell began writing about politics in 2011 at the website he founded, LibertyPell. He expects to launch a new website, Pundificator.com, later this year. Prior to becoming the Pundificator, Haven was a navy officer, a lawyer, an investment banker, the director of a family office, and one of the co-founders of the Bernstein office in Washington DC. Haven was my mentor when I came to Bernstein in 2008, and even though he has retired from Bernstein, I still think of Haven as one of the best advisors I have ever known.
    Haven has been married to the artist Simmy Pell for 45 years; he is the father of three children and the grandfather of four.

    Disclosure

    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.
    © 2019 AllianceBernstein L.P.

    • 24 min
    Dollars and Sense - Dante Disparte

    Dollars and Sense - Dante Disparte

    Dante Disparte is the first Head of Policy and Communications for the Libra Association, a newly-formed organization that has brought together social impact organizations and a diverse group of leading businesses from around the world to create a simple global currency and financial infrastructure to empower billions of people. 

    Dante comes to Libra with two decades of experience as an entrepreneur, business leader and global risk expert, most recently as founder and head of Risk Cooperative, a strategic risk advisory and insurance brokerage based in Washington, D.C. Dante also serves as an appointee on the Federal Emergency Management Agency (FEMA) National Advisory Council, the United States’ federal emergency response agency. He is a founding advisor of the Global Blockchain Business Council and a senior fellow with the Blockchain Trust Accelerator where he supports technology and digital transformation initiatives. 

    Dante is the co-author of “Global Risk Agility and Decision Making” (Macmillan, 2016).

    Disclosure

    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.
    © 2019 AllianceBernstein L.P.

    • 23 min

Customer Reviews

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2 Ratings

2 Ratings