Huvane Wealth Management Conversations
The families we work with are successful, busy, and overloaded with financial information. Our mission at Huvane Wealth Management is to separate the “noise” from the “information” and help our clients make smart financial decisions. The Huvane Wealth Management Conversations will cover topics dedicated to educating you on current trends and topics ranging from portfolio strategy, tax changes, next generation investors and sustainable investing. We hope you find them insightful and, as always, appreciate your questions and feedback.
UBS advisor podcasts
Veterans Day Special--Judge Dominic Lodato and Mike Marotta
01:04:08Veterans Judge Lodato and Team Administrator, Mike Marotta, sit down to have a one on one conversation about what Veterans day means to them, and their time from both serving our country to shifting into the workforce.
A conversation with Vice Chairman Ed Montero
00:00In his very first podcast, Ed Montero - UBS Americas Vice Chairman - who joined UBS after a prestigious 50-year career at Citibank, joins Tom Huvane - UBS Managing Director to discuss Ed’s valuable career advice for young professionals, his immigrant experience, and opportunities in emerging markets.
Leadership with Joe Moglia & Tom Huvane
00:00Tom Huvane and former TD Ameritrade CEO Joe Moglia discuss leadership. Joe Moglia is the former CEO and Chairman of TD Ameritrade, Chairman of Fundamental Global Investors and Capital Wealth Advisors, and Chair of Athletics and Executive Advisor to the President at Coastal Carolina University. In 2012, Joe became the Head Football Coach at Coastal Carolina Joe has received multiple Coach of the Year honors, including the Eddie Robinson National Coach of the Year award, was the recipient of the Vince Lombardi Award and was inducted into the Lombardi Hall of Fame.
Episode #1 of the Huvane Wealth Management Next Gen Investor Program
00:00There's been a great deal of interest in the stock market lately, especially with young investors who are thinking differently about investing. I like to think it's because we are "wiser", but the growth of technology & social media has given us access to many more resources on investments than prior generations. In addition, the coronavirus pandemic has upended our job prospects and financial security which emphasizes how important it is to build wealth for the long-term. Recorded 5/20/21
Ready to pay more taxes?
16:11President Biden recently unveiled his new tax proposals which seeks to raise $1.5T over the next decade via increased taxes on the wealthy. This brings up several questions: Will our income, estate and capital gains taxes go up and if so when? What is the impact to investment portfolios with these potential tax increases? What strategies can we deploy to hedge against the threat of higher taxes? To answer these questions, I recently sat down with Chris Hennessy, a member of the Putnam Advisory Group. Recorded 5/6/21
Sustainable Investing with Giselle Rivera and Thomas Huvane Jr.
10:07April is National Financial Literacy Month. Building financial knowledge is the foundation for a brighter future. No matter the age of our children, putting the know-how and resources at their fingertips will give them the power to make smart decisions now and in the future. There is no better time to start than the present. That's why we're so excited to launch The Huvane Wealth Management NextGen Investor Program. Our goal is to support the next generation of investors primarily ages 15-30 in their pursuit of personal financial education through special events, research projects, podcasts, online and print content. My very own NextGen Investor – son Thomas – will lead this program. Recorded 4/22/21
