All Episodes
Marc To Markets — 111 episodes
2026 Q1 Review
The Future of Global Trade
Market Update After A Volatile Week
2025 Review and 2026 Outlook
The Wealth Management Industry and How Best to Advise Clients
Roth Conversions and All Things IRA
2025 3rd Quarter Review and Outlook For the Rest of the Year
Recent Data Drives Markets To New Highs
2025 1st Half Review and Outlook for Remainder of the Year
Investing Into A Volatile Market
Tariff Turmoil Rattles Markets
Municipal Bond Management
The Year in Review and Outlook for 2025
Wealth Beyond Measure: Insights From Ultra-High Net Worth Interviews
2024 3Q Review and Current Outlook
Replay of Book Lunch: Power Players-Sports, Politics, and the American Presidency
The US National Debt: Debt or Alive
2024 Mid-Year Review
The Top Investment Topics Of 2024
Special Needs Trusts and Maximizing Government Benefits
Q1 Recap and Market Outlook
Artificial Intelligence Is All The Rage
Tax Reports In Advance of April 15th
2023 Recap and 2024 Outlook
Year End Tax Planning and Portfolio Management
3rd Quarter 2023 Market Review & Outlook
Cross Border Wealth Creates Unique Opportunities & Challenges
1st Half 2023 Market Review
Interest rates, banking crisis, and debt ceilings..oh my
1st Quarter 2023 Review
Tax Planning With Retirement Accounts and The SECURE Act
Residential Real Estate Takes Center Stage
Is Traditional Asset Allocation Dead?
Financial and Cyber Security In the Modern World
3rd Quarter Market Review
Navigating Overseas Investment Opportunities
2022 First Half Review
Private Wealth Intersects With Family Engagement
Markets Back in Crisis Mode
ESG Investing Is All The Rage
2022 First Quarter Review
Tax Time
The Digital World
The Bond Market In Focus
2021 Review, Recent Market Volatility, and The Outlook For 2022
Keeping Up With The Art Market
Where Do We Go From Here?
Inflation, Inflation, & Inflation
3rd Quarter Review and Outlook Going Forward
Back to School: Finance 201
Working Together During Covid & Behind Marc to Markets
Medical & Dental Practices Are Consolidating Like Never Before
2021 1st Half Review and Outlook for Remainder of Year
The Biden Tax Plan Explained
Succession Planning and Preparing to Sell a Business
1st Quarter 2021 Review and the Path Forward
Managing Your Cash Conundrum
March Madness Returns: Winning Your Bracket
Today's Top Market Stories: Inflation, Growth, GameStop & Bitcoin
Real Estate Before, During, and After Covid
2021 Outlook and 2020 Year In Review
Outdoor Dining During Covid: Innovation Amidst Disruption
Post Election & Year-End Tax Planning
Market Outlook and the Planning For the U.S. Election
Here Today, Gone Tomorrow: Corporate Bankruptcy During Covid-19
Top Trending Investment Questions Answered
Back to (Virtual) Business
The Markets at Mid-Year
Covid-19's Impact on Hospitals and Healthcare
Covid-19: Market & Economic Update - June 2020
Covid-19‘s Impact on the Restaurant Industry
Covid-19 Update and A Look Inside The Fed
Planning & Investment Opportunities In A Bear Market
Covid-19’s Impact on the Sports World
Covid 19: Q1 Review & The Path Forward
Covid-19 Update 2 & Planning in Bear Markets
Covid-19 & Market Turmoil
Politics, Economics & The Coronavirus
Cancer: Treatment Today, Cutting Edge Innovation, and The Investment Opportunity
Reflections on 2019 & Outlook for 2020
All About IPOs
Modeling Your Financial Future
The Rise Of Artificial Intelligence
Back To School: Finance 101
The Business & Culture of Youth Sports
The Markets At Mid-Year
Everything You Want to Know About Cannabis But Are Afraid To Ask
Replay of Book Lunch: The History of the Deli
Bonds In A Low Interest Rate World
March Madness is Here: Fill Out Your Brackets and Win Your Pool
Inside Philanthropy
Understanding Millennials
Reflections on 2018 & Outlook for 2019
Where Have All The Traders Gone? Computer Trading Takes Over Wall Street
The October Correction: What It Tells Us About The Market and How To Manage Portfolios
How to Protect Yourself and Your Money If and When Bad Things Happen
Sustainable Investing: You have heard of it, now learn about it.
Why Being Good at Investing Isn't Part Of Human Nature
China: Ghost Cities or Global Growth Leader
The Amazon Effect
Bitcoin, Blockchain, and Cryptocurrency: Fad or the Future?
A Roundtable On Residential Real Estate
A Discussion on Financial Security
A View From the C-Suite
Trumpcare and Obamacare, the Truth Behind the Headlines
The Trump Tax Plan: What It Is and What To Do
2017 Outlook For The Capital Markets
The Municipal Bond Market Now
Can The Stock Market Keep Going Up?
The US Oil and Energy Market: An Overlooked Opportunity?
Economic Outlook 2016 and Best Planning Strategies For The Year Ahead