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Something More is a Financial Talk Show. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

Jan 11, 2023

The team gets into why it’s worth having a financial advisor, mentioning the benefits of having a professional on your side to characterize aspects of your financial plan you might not think about. How active are financial planners in tending to your portfolio goals in times of economic and geopolitical changes? Chris and Jeff talk about techniques financial planners take to help mitigate risks with the continued goal of maintaining returns, diversification and strong investment allocation.

CIO Brian Regan, CFA®, joins to discuss implications of China policies, Russia/Ukraine war, the US dollar, and more on international investments and opportunities. Will we see de-globalization in a world with high geopolitical tensions? Brian shares his thoughts on the matter.

Brian looks at what we know for certain versus what is speculation on changing geopolitical dynamics and how that contributes to the exposure and types of international equities.