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.
Veterans Day Special--Judge Dominic Lodato and Mike Marotta
Veterans 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.
5 Sept 2023
A conversation with Vice Chairman Ed Montero
In 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.
5 Sept 2023
Leadership with Joe Moglia & Tom Huvane
Tom 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.
5 Sept 2023
Episode #1 of the Huvane Wealth Management Next Gen Investor Program
There'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
5 Sept 2023
Ready to pay more taxes?
President 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
5 Sept 2023
Sustainable Investing with Giselle Rivera and Thomas Huvane Jr.
April 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
5 Sept 2023
Gender Lens Investing with Kelly Coyne, VP Global Women's Strategies at IMPAX Asset Management
As we wrap up National Women's History Month, a month aimed at recognizing and celebrating the historic accomplishments of women, I recently had the pleasure of hosting a conversation on Gender Lens Investing with Kelly Coyne, VP Global Women's Strategies at IMPAX Asset Management During our 20 minute conversation we discussed what Gender Lens Investing is and why it's important. Why does it work and why I continue to be a fan of Gender Lens investing and why you should too. We hope you find the conversation insightful. Recorded 3/29/21
5 Sept 2023
Sustainable Innovation with James Chin Moody, CEO & Founder of Sendle
I had the pleasure of hosting a conversation on Sustainable Innovation with James Chin Moody, CEO & Founder of Sendle - the only 100% Carbon Neutral Delivery Service in both Australia and the U.S. During our 20 minute conversation we discussed how James came to start Sendle, how they cut carbon emissions and kept the company competitive and why it’s important to match your company with your values. We hope you find the conversation insightful. Recorded 2/22/21
5 Sept 2023
The 2020 Election and Your Investment Portfolio
Jeb Hensarling and Mike Ryan join us to discuss the 2020 election results. During our 25 minute conversation, we discussed the current election outlook, its effect on equity markets and taxes and how to position your portfolio in this environment. We hope you find this podcast insightful and would appreciate your questions and feedback. Recorded 10/27/20
5 Sept 2023
An Introduction to 529 College Savings Plans
Listen to this conversation between Tom and Kris Adrian, a 529 plan specialist at JP Morgan. You’ll learn the current costs of a public and private university and how to calculate future college costs. They discuss grants and scholarships and the factors that matter most when applying for financial aid. Finally, what is a 529 plan and why it might be a solution to your college savings plans.
5 Sept 2023
A conversation with Vice Chairman Mark Gilbert
Mark Gilbert was appointed vice chairman of UBS Private Wealth Management in 2017, with over 30 years of experience in the financial industry. Prior to the financial industry, Mark played professional baseball for 8 seasons, reaching the major leagues with the Chicago White Sox in 1985 and is the first Major League Baseball player to become a United States Ambassador to New Zealand and the Independent State of Samoa.
5 Sept 2023
Suzy Amis Cameron – Sustainable Education
Please enjoy our conversation with Suzy Amis Cameron on Sustainable Education and Environmental advocacy. Suzy is a former actress who has been featured in over 25 featured films including, “Fandango”, “Unusual Suspects” and “Titanic”. Suzy has also founded The New School in California which is the first school in California to be fully sustainable. Suzy is also the creator of the OMD plan and book.
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