Chuck's Mrs. Market Maven: Liz Ann Sonders

A regular guest and guest host on CNBC, Bloomberg TV & Radio, CNN, Fox Business News, and PBS NewsHour as well as named one of the “25 Most Powerful Women in Finance” by American Banker, one of the “Top 50 Women in Wealth” by Wealth Magazine, and twice named one of the “100 Most Influential Women in Finance” by Barron’s Magazine, Liz Ann Sonders has a resume that’s impressive by any measure. She’s worked with industry giants like Marty Zweig and Charles Schwab and has made a name for herself as an investment strategist capable of breaking down complicated and confusing concepts into simple, easy-to-understand takeaways. In this episode of the FEG Insight Bridge, Greg and Liz Ann discuss her storied career, her take on the current markets, and her thoughts on the Fed, the infrastructure plan, and taxes.

Chapters

0:30 Episode Intro

1:27 Liz Ann's Background

3:38 Lessons Learned from Marty Zweig, Charles Schwab, and Others

5:37 Advice for Young Women Who Want to Break Into Finance

7:51 Liz Ann’s View on the Economy

16:19 Three Things Investors Should be Looking Out For This Fall

19:22 Liz Ann’s Take on Taxes, Infrastructure, and Valuations

30:02 The Rise of the Retail Investor

34:41 Informational Resource Recommendations

37:52 How Liz Ann’s Approach Differs from Other Strategists

41:11 Lightning Round

Disclosures

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The information herein was obtained from various sources. FEG does not guarantee the accuracy or completeness of such information provided by third parties. The information in this presentation is given as of the date indicated and believed to be reliable. FEG assumes no obligation to update this information, or to advise on further developments relating to it.