The CFG Podcast Series: Retirement Planning

Today's episode features Jacob Gerber, who is an equity and multi-asset investment director at the Capital Group. Jacob will cover investment themes for 2026 and how the economy is processing all the news from the first quarter.

Matthew A. Costanzo, Investment Advisor Representative, kicks off a new season of the CFG Podcast Series with a discussion around the markets reaching new highs, the Federal reserve taking center stage and how corporate earnings shocked the system.   

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses how Tariffs impacted the global economy and what drove these decisions.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses how the media narrative and market volatility could impact our retirement planning and investment management efforts.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo reviews the recent market volatility, the contributing factors and then prioritize what may impact our retirement planning and investment management efforts.

Today’s episode will cover the guidance coming from the Federal Reserve, the most recent job report, a re-cap of the first month in the market and how we should set our intention towards our investment management efforts in 2025. 

In this latest episode of the CFG Podcast Series, Registered Principal Andrew J. Costanzo, Jr. and Investment Advisor Representative Matthew A. Costanzo reflect on 2024 and outline what is on the horizon in 2025.  

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo reviews the upcoming political election and how specific policy could impact the markets over the next year.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo reviews the economy and how recent volatility could impact investors outlook over the coming months.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo reviews the most recent events in our economy and if the markets will see its volatility shadow.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo launches our 2024 CFG Investment Theme Party.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the disconnect between the media and investor in assessing the health of today’s economy.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo recaps 2023 for the markets and sets the stage for 2024.  

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses this most recent market cycle.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses this market cycle.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the debt ceiling negotiations and potential outcomes.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the most recent interest rate hike from the Federal Reserve and other important economic activity.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the headlines over the past month and how the markets have responded.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo interviews Lauren Goodwin, Economist and Director of Portfolio Strategy at New York Life Investments for a timely market update. Lauren Goodwin is an Economist and Director of Portfolio Strategy at New York Life Investments. Lauren’s work focuses on mapping global macro and capital markets trends to asset management strategy. She is responsible for economic and market research, asset allocation, and thought leadership, providing regular insights through multi-media coverage and as host of the firm’s economic and market podcast, Market Matters. Lauren regularly represents firm at conferences and as spokesperson in television and print media outlets such as: Bloomberg, CNBC, the New York Times, Nikkei and Barron’s.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the health of consumers, corporations, and the recent Federal Reserve activity.