The One Big Beautiful Bill Act (OBBBA) has introduced sweeping changes to federal financial aid, student loans, and college savings plans. Financial aid expert Mark Kantrowitz discusses how OBBBA affects students and families planning for college.

As we wrap up the summer, evolving economic indicators and interest rate policies are at the forefront of market discussions. Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, provide their insight into today’s market dynamics and explore strategic opportunities in bonds and equities.

Understanding the nuances of private and public fixed-income portfolios is crucial for advisors to deliver effective outcomes for clients. Our Head of Investment Product Management Matthew C. Hammer, CRPC, discusses strategies for crafting resilient fixed-income portfolios.

While the Social Security Fairness Act is poised to redefine retirement benefits for millions, the recently approved law remains a complex topic. Our Practice Management Specialist Brooke Baker, CEPA, helps us understand the legislation’s impact.

Active ETFs have witnessed significant growth in AUM in the past year,1 and now the likelihood of an ETF share class has the potential to transform the asset management industry. What should investors consider in regard to this development? Steven L. Deroian, our head of asset allocation models and ETF strategy, joins the podcast to break down these investment vehicles.

Tariff-related policy changes and political developments have been influencing market valuations and skewing economic signals. As we step into the second half of a volatile year, our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, believe it might be time to separate hard data from sentiment.

The college admissions process can be incredibly competitive and stressful―intense strategizing is required. The lack of clarity around the role that standardized admissions tests such as the SAT and ACT play in the process doesn’t help. College admissions coach Nancy Steenson joins podcast host John Bryson on how best to navigate the evolving college admissions environment.

Spring, they say, can really hang you up the most―and that’s the tune that’s played out in the markets so far, in the wake of Liberation Day. Might the proposed tariffs lead to a recession? How should investors position their portfolios amid uncertainty? Take a listen to what Matthew D. Miskin, CFA, our co-chief investment strategist, has to say.

For many of us, the word “investor” tends to be closely associated with the male gender. This may need to change soon because women are on track to control 38% of investable wealth by 2030. Our Director of Practice Management, Kathleen Pritchard, and Divisional Sales Manager, Megan Hopps, explain why it’s time for the industry to reframe the way it approaches women and wealth.

Tariffs―a topic that’s dominated many conversations in recent days, and likely, for many more to come. Alex Grassino, global chief economist at Manulife Investment Management, joins podcast host John P. Bryson to explore how tariffs can affect the way businesses and consumers think about their decisions. Alex also explains why the relationship between tariffs and inflation may not be as straightforward as it seems.

Markets started the year on a slightly uneven footing as issues such as stock-price valuation, tariffs, and U.S. interest rates weighed on sentiment. While our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, think compelling investing opportunities can still be found, they feel that it may be time for investors to adjust their expectations.

A new year typically ushers in new hopes. Where Wall Street’s concerned, 2025 may well ring in new highs. Emory W. (Sandy) Sanders, Jr., CFA, Senior Portfolio Manager at Manulife Investment Management shares his investment approach with podcast host, John P. Bryson, and explains why he’s feeling sanguine about the coming year.

After an initial burst of euphoria following the election, investors appear to have adopted a more cautious mood as they assess how the incoming administration might shape financial markets. Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, share their views.

Danielle K. Roberts, co-founding partner of the insurance agency Boomer Benefits, joins podcast host John P. Bryson to discuss what today’s retirees and near-retirees need to know about Medicare and how to factor healthcare costs into their overall financial plans and decision-making. Danielle, author of the book 10 Costly Medicare Mistakes You Can’t Afford to Make, outlines the different parts of Medicare coverage and explores key considerations in choosing between Medicare Advantage and Medigap coverage. She also offers advice to help investment professionals assist clients who are trying to adapt to recent and pending changes to the federal program.

It wasn’t that long ago when private credit, as an asset class, was all but available to everyday investors. But that’s changing, thanks to growing retail interest in alternative assets. What should investors know about private credit before making room for the asset class in their portfolio? Podcast host John P. Bryson speaks with Alex C. Catterick, global head of alternative investment solutions at Manulife Investment Management.

Judging by market reaction, the U.S. Federal Reserve’s decision to lower rates at its recent meeting appears to have assuaged concerns about a pending recession. Podcast host John P. Bryson caught up with our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, and asked them if the rate cut had influenced their view of the markets.

Financial literacy is especially important for college students, given the costs of taking on excessive student debt or selecting a school or major that isn’t a good match. With a background in college admissions, recruitment, and finance, the University of Alaska’s Lael Oldmixon shares insight on navigating today’s costly higher education environment as she explores student loans, 529 savings accounts, and balancing academics with a job. Lael, the executive director of the Education Trust of Alaska, also discusses considerations in choosing the right college, making the most of aid and scholarships, and selecting the right type of student loan, if one is necessary. Among the pieces of advice she shares with podcast host John Bryson: If one is available, choose a subsidized loan over an unsubsidized one and try to avoid using a credit card to cover college costs.

In a year where investor focus was squarely trained on mega-cap technology stocks, small caps finally found their moment in the second week of July. Was it just a momentary break from normal service, or is it a signal of a broader stock rotation to come? Matthew D. Miskin, CFA, our Co-Chief Investment Strategist, shares his views.

The continuing sense of euphoria surrounding the technology sector may suggest that growth stocks are the place to be. But at what point does valuation become a stumbling block for investors? Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, share their views.

Dusting off the stock-rotation playbook in the past few months turned out to be a good decision for some investors, but will it continue to be relevant going forward? Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, take stock of recent market developments and explain why, amid the uncertainty, it may not be a good idea to sell in May and go away.