4.5 • 775 Ratings
🗓️ 14 January 2025
⏱️ 51 minutes
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0:00.0 | At Jackson, we've created a digital retirement planning experience with you and mine. |
0:05.5 | Visit jackson.com to explore our easy-to-understand resources and user-friendly tools |
0:10.1 | that are designed to enable financial professionals and clients to plan a path to financial freedom. |
0:15.5 | Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan, |
0:20.5 | and Jackson National Life Insurance Company of New York. |
0:23.3 | Purchase New York. |
0:26.6 | Please stay tuned for important disclosure information at the conclusion of this episode. |
0:32.8 | Hi, and welcome to the Longview. |
0:34.6 | I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morning Star. |
0:38.8 | And I'm Dan Lefkowitz, strategist for Morning Star Indexes. |
0:42.1 | On the podcast this week, we welcome back Dave Sikara. |
0:45.5 | Dave is the chief U.S. market strategist for Morningstar Research Services. |
0:49.7 | In his role, Dave publishes research and commentary on the state of the markets and economy |
0:54.0 | and is a leading voice on Morningstar.com and our other platforms. his role, Dave publishes research and commentary on the state of the markets and economy, |
0:54.6 | and is a leading voice on Morningstar.com and our other platforms. |
0:58.7 | Dave and Susan Jubinsky also do a weekly show for Morningstar.com called the Morning |
1:02.8 | Filter. |
1:04.2 | Before assuming his current role, Dave was a managing director for DBRS Morningstar. |
1:09.5 | Prior to joining Morningstar in 2010, |
1:11.7 | Dave worked in the alternative asset management field. |
1:15.0 | He earned his bachelor's degree in finance |
1:17.0 | and decision sciences for Miami University |
... |
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