JHG Summer 2025 Podcast: “Inflation: Sticky Situation” Still feel like your grocery bill didn’t get the memo that inflation is over? You’re not alone. While inflation has come down from its 2023 peak, everyday prices still feel high — and the Fed’s elevated interest rates haven’t fully cooled the pressure on food, housing, and energy.
In this episode, we unpack where inflation really stands, why it’s still sticking around, and how investors may want to pivot in a higher-for-longer rate environment.
Are upward interest rates a concern to you? Gain perspective on these changes by watching the latest installment of our podcast, “Financial Fitness with JHG.”
Are you concerned or nervous about the current market volatility? Gain perspective on current conditions and vehicles that may help mitigate or may even totally shield you from any market downside movement. Watch the latest installment of our podcast, “Financial Fitness with JHG.”
Given the continued market volatility, historic high inflation, rising interest rates, and an impending recession, my Podcast “Financial Fitness with JHG” will concentrate on topics related to questions on the top of investors minds. I will discuss why I think this recession might be “shallow and narrow”, and how markets may react.
Our discussion will also be centered on how building a Financial Plan can be a great blueprint for investors peace of mind.
I hope you will enjoy JHG’s 6th Podcast which covers the new Secure Act 2.0 Legislation. Secure 2.0 brings in new RMD Ages, higher contribution limits for all ages, but also energizes Catch-Up Provisions for those of us over 50 years of age, and also incentivizes businesses to roll-out 401k’s by subsidizing the startup and ongoing administration costs associated with having a corporate retirement plan. To be exact there are 92 new Provisions in Secure 2.0 and I hope this Podcast covers some of the important new provisions that, in particular, are very important to investors and our most important assets of all, the JHG Family! Please take 15+ minutes to listen Financial Fitness with JHG, the best part of your day!
As we turn the corner into College and School season, I wanted to share my recent Podcast “Financial Fitness with JHG,” with you, my most valuable asset of all. In this Podcast we have an in-depth discussion about timely topics centered around the new Secure 2.0 Act for tax and funding strategies for educational savings. I think you will find the 15 minutes well spent if you have future scholars and haven’t yet fully employed the tax benefits of a 529 or UTMA, and/or get up to date on the new Secure 2.0 Act tax regulations that can turn the negatives of 529’s into a major positive given one can now convert a portion of a 529 into a ROTH IRA if not used for educational purposes.
This quarter we will explore the potential beneficial uses of Alternative asset classes, such as 1031 DST’s, Opportunities Zones, Interval Funds and Non-Traded Preferred Stocks etc. for both diversifiers, tax mitigation, or higher yields and potential returns such as private equity. The Endowment Model used by many IVY League higher education institutions like Duke and Harvard, Pensions Funds, and even Insurance Companies, use Alternative assets classes such as real estate that have low correlation to the markets to help minimize risks and optimize returns. The Endowment Model tends to favor private investments due to their illiquidity versus typical assets classes such as stocks, bonds and mutual funds or indexing. Use of these types of asset classes certainly requires a long-term horizon however can help mitigate taxes as well as volatility when markets take down turns given Alternatives tend to be less volatile, sometimes even moving in the opposite direction of traditional equites or fixed income. Over my 30-year tenure in the securities industry the alternative space has changed and now many solutions offer liquidity features in conjunction with higher income than current yields at a bank, even in the this higher inflation/yielding market, therefore don’t discount that these assets aren’t applicable to your unique situation. JHG Financial is here to help you navigate this space, therefore if anything sparks your interest, please call my office to setup a call or meeting.
As we turn the corner on 2024, investors are questioning whether we will hit a “soft landing” or will the recession everyone’s been expecting transpire in some way this year. Listen to “The Best Part of your Day” Podcast with JHG Financial and Managing Partner Judson Gee. We’ll discuss the topics of recession or soft landing, when might rates go down internally in the markets or by the Federal Reserve, how that may affect investors’ portfolios, and where opportunities may exist in both scenarios for 2024.
Interest Rates and Inflation: Where we are, Where we are going, and How investors may want to circumnavigate the Current Markets. This quarter’s Best Part of Your Day Podcast with JHG Financial, we will discuss options of how to navigate the current fluctuating interest environment in today’s inflation “data dependent” Federal Reserve.
As regulations in the industry have heightened over the years, my office has put together this Podcast to help our clients and prospective clients what they should expect when working with an Investment Professional, especially a Fiduciary. We’ll cover Q&A such as why we need an in-depth Client Profile based on the Know Your Client regulation, why we now require Drivers Licenses based on Customer Identification Program, now the new Best Interest Rule with Form Client Relationship Summary amongst many other topics. Of course, how often clients might expect to have communication to discuss objectives, with their Advisor. The public may not know these facets of my industry, so we’ll cover why these regulations are in their best interest, and for the benefits of the investing public.
As we turn into the end of each year, most investors are looking to lessen their tax burden, and perhaps optimizing their charitable giving may be on the top of that list. On this Best Part of Your Day Podcast with JHG Financial, we will cover topics of whether it makes sense to donate highly appreciated stock or make a cash donation, perhaps setting up a Charitable Remainder Trust versus a Donor Advised Funds and what each entails, as well as does it make sense to use appreciated stock versus cash, to fund one of those two choices. As always having a trusted tax expert is going to be crucial to answer tax questions unique to your situation and we hope this podcast helps guide you through year-end giving strategies.
With recent volatility in the equity and bond market, JHG wanted to help educate investors and clients alike about the Trump Administration policy changes and tariffs currently rattling markets. Financial Fitness with JHG, podcast 13, we’ll discuss how the recent volatility and tariffs might require investors to adjust, prepare, or if they should react at all. There is much noise out there and some of which is just that, noise, and other headwinds that could be transitional, yet still could be a concern for those with shorter term goals and time frames. We’ll cover those topics and more on Podcast 13, we hope you’ll take a listen to be more informed!
JHG Summer 2025 Podcast: “Inflation: Sticky Situation” Still feel like your grocery bill didn’t get the memo that inflation is over? You’re not alone. While inflation has come down from its 2023 peak, everyday prices still feel high — and the Fed’s elevated interest rates haven’t fully cooled the pressure on food, housing, and energy.
In this episode, we unpack where inflation really stands, why it’s still sticking around, and how investors may want to pivot in a higher-for-longer rate environment.
