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Behind the Markets Podcast: Preston McSwain, Adam Butler, Andrew Miller
Episode 84

Behind the Markets Podcast: Preston McSwain, Adam Butler, Andrew Miller

Stocks, Bonds, Volatility, & Portfolio Building

Behind the Markets Podcast · Behind the Markets on Wharton Business Radio

October 5, 201853m 27s

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Show Notes

Host Jeremy Schwartz talks to three investment managers about their current strategies in this sometimes volatile market, as well as how they are managing withdrawal rates for clients that are retiring. Should you be moving some money into bonds? And what is a better bet right now—large cap stocks or small caps? Tune in


Guests:

Preston McSwain – Fiduciary Wealth Partners

Adam Butler – CIO of Resolve Asset Management

Andrew Miller – CIO of Miller Financial Management


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