The CFG Podcast Series

Join us in the CFG Podcast Series as we explore the important concepts necessary to construct a comprehensive, long-term retirement plan and investment strategy.

It is our hope that this offering will allow us to bring additional context to our educational platform while also allowing us to build on our regular communications with our clients. Episodes will include regular conversations with our advisor team, institutional money managers discussing market conditions and other specific topics related to client interests. There is no video or additional software that needs to be downloaded with this series. Just select an episode below, turn up the volume on your device and enjoy.


In this episode of the CFG Podcast Series, Matthew A. Costanzo is joined by Andrew J. Costanzo, Jr. to reflect on this past year's challenges and successes. Additionally, included is a special message from our operations team as we prepare to turn the page to 2021.


In part four of the Election Series, Matthew A. Costanzo provides a quick update on what we have seen since election night. Matt discusses its impact on the markets and economy as a whole and begins to address what we can expect going forward.


In part three of the Election Series, BlackRock's head of Thematic Strategy for the Global Allocation Team, Kate Moore, joins Matthew A. Costanzo to discuss what lies ahead for the United States and Global economies as we approach election day.


Matthew A. Costanzo is joined by David Polak to continue our election series.

David Polak is an equity investment director at Capital Group (American Funds), leading the investment specialist team for equities and representing a number of Capital Group's global equity strategies. In addition, he is the global investment director for ESG.

Matthew and David highlight some key economic indicators, discuss Capital Group’s equity and bond strategies and outline how Capital Group intends to navigate through volatility over the coming months.


In this episode of the CFG Podcast Series, Matthew A. Costanzo joins Mitchell Stehly to begin a new educational series focused on the upcoming election's impact on the markets and economy as a whole. Matthew provides his thoughts on the important issues of this election, current market conditions and the pandemic’s impact on your portfolios.


Matthew A. Costanzo welcomes Cetera's Chief Investment Officer & Director of Research, Gene Goldman to the podcast.

Mr. Goldman has more than 26 years of experience in the development of investment strategies, money manager research and overseeing investment analysts. He holds Series 7 and 63 securities registrations and is a Chartered Financial Analyst® (CFA).


Matthew A. Costanzo and BlackRock's Russ Koesterich discuss the contrasts we see in our economy, how those contrasts are reported in the media and the overall impact on our investment strategies and market performance.

Russ Koesterich is one of three Portfolio Managers for the BlackRock Global Allocation Fund, and is the lead portfolio manager for BlackRock's GA Selects Managed Portfolio Strategies. Previously, Russ was BlackRock's Global Chief Investment Strategist and Chairman of the Investment Committee for the Model Portfolio Solutions business, and formerly served as the Global Head of Investment Strategy for scientific active equities.


Andrew J. Costanzo Jr. and Matthew A. Costanzo bring you up to speed on what we have seen in the markets and economy since our last market update.

Why has the market risen when nothing is certain? Unemployment rates remain staggeringly high – what has happened and where do we go from here? How have recent stimulus packages impacted the outlook of the economy? And of course, how do all of these factors impact the management of your portfolios?


Andrew J. Costanzo Jr., Matthew A. Costanzo and two very special guests review the market events over the past weeks and emphasize the importance of managing your mindset in uncertain times. Economic recovery does not have to be complex if we stick to the fundamentals of simplicity and consistency.


Andrew J. Costanzo Jr. and Matthew A. Costanzo review and discuss the market events over the past week, our greatest economic challenges going forward, what industries will lead us out of this and what that will recovery process will look like. Matthew and Andrew also provide additional context to this bear market and reinforce the necessary tools to navigate your Investment and Retirement plans during periods of volatility.


Andrew J. Costanzo Jr. and Matthew A. Costanzo review and discuss the market events over the past week, CFG's strategies for dealing with market volatility and the impact of recent legislation on your Investment and Retirement Planning efforts.


Andrew J. Costanzo Jr. and Matthew A. Costanzo review the market events over the past week and discuss why it's important to have more context and data before using words like "recession." Additionally, Andrew and Matthew discuss how economic anxiety and partisanship can distort the messages we need to hear.


Matthew A. Costanzo reviews the events over the past week, the impact of COVID-19 on the global economy, how this market compares to others and what steps our organization has taken to ensure continuity of service.


BlackRock’s Timothy J. Miller CFP, CIMA joins the show to discuss COVID-19’s impact on the global economy, the psychological impact on investor decision making and what we should expect in the coming weeks.


Andrew J. Costanzo, Jr. joins Matthew A. Costanzo to provide additional context to the current market conditions.


Matthew A. Costanzo further contextualizes the drivers behind the recent market volatility, addresses the potential impact to your portfolios and lays out our plan for managing risk over the coming months.


Matthew A. Costanzo provides an update on current market conditions.


BlackRock’s head of Thematic Strategy for the Global Allocation Fund, Kate Moore, joins Matthew A. Costanzo to discuss what lies ahead for the United States and Global economies at the outset of 2020.


Andrew J. Costanzo, Jr. joins Mitchell Stehly to provide a detailed reflection of 2019 and discuss what our team is striving to accomplish in 2020.


Andrew J. Costanzo, Jr., Matthew A. Costanzo, Brian D. Dick and Mitchell Stehly analyze the asset accumulation phase, the appropriate time to begin preparing for retirement and some key tools to assist you in managing retirement income over a lifetime.


Brian D. Dick and Matthew A. Costanzo address two very important areas that are central to the family finance conversation: the “money talk” and education saving plans


Andrew J. Costanzo, Jr. joins the show to reinforce important estate planning concepts and their relevance to the Investment and Retirement Planning process.


Matthew A. Costanzo joins the show to outline the tools necessary to insulate your retirement plan and investment management strategy from emerging risk. How do we make sure that your retirement income is durable over a 20 to 30-year period and is not dramatically impacted by any number of factors that a family may face over the course of their lives?


Andrew J. Costanzo, Jr. and Matthew A. Costanzo lead a roundtable discussion regarding best practices to consider when designing a comprehensive investment strategy that aims to serve your short, medium and long-term financial objectives. The panel discusses the role that the investment strategy plays in the retirement planning process and how it needs to be managed over time.


A preview to what is to come with the CFG Podcast Series.