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Dollars and Sense: Creating Your Fulfilled Life

Dollars and Sense: Creating Your Fulfilled Life

著者: Nicole Romito
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Welcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine. We believe your Private Vista encompasses your financial and personal goals. Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goalsCopyright 2025 Dollars and Sense: Creating Your Fulfilled Life 個人ファイナンス 経済学
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  • Bonds, Tariffs, and Turbulence: How to Stay Grounded in a Shaky Economy with Bill Campbell (Ep. 66)
    2025/06/11

    Ever wondered how the bond market could be your secret weapon in times of economic uncertainty? Strap in as Nicole Romito hosts Bill Campbell from DoubleLine in an eye-opening discussion on the oft-overlooked bond market and its role during turbulent times.

    Bill dives into the complexities of the current economic landscape, unpacking the ripple effects of tariffs, debt management, and U.S. domestic policy on global markets. As this vibrant conversation unfolds, you’ll gain insights into how these factors can influence fixed income strategies and your investment portfolio’s stability.

    • Unraveling Tariff Impacts and Market Volatility [00:07:37]
    • Exploring Fair Reciprocation and Trade Goals [00:15:42]
    • Navigating Bond Markets Amidst Policy Changes [00:24:15]
    • The Global Currency Context and The Future of the Dollar [00:34:31]

    Connect with Nicole Romito:

    • LinkedIn: Nicole Romito
    • MyPrivateVista.com
    • info@myprivatevista.com
    • Call: 312-831-4370

    Connect with Bill Campbell:

    • LinkedIn: Bill Campbell
    • DoubleLine

    About Bill Campbell:

    Bill Campbell is a Portfolio Manager at DoubleLine Capital LP, where he co-manages the DoubleLine Global Bond Strategy and serves as a permanent member of the firm’s Fixed Income Asset Allocation Committee. With a focus on Developed Markets, CEEMEA (Central and Eastern Europe, Middle East, and Africa), and China, he plays a key role in shaping global fixed income strategy. Since joining DoubleLine in 2013, Bill has become a trusted voice in navigating complex macroeconomic environments and emerging market dynamics.

    Prior to his tenure at DoubleLine, Bill built a robust background in investment management. He held roles at Peridiem Global Investors as a Global Fixed Income Research Analyst and Portfolio Manager, and previously worked at Nuveen Investments and John Hancock Financial. Bill holds a Bachelor of Science in Business Economics and International Business, as well as a Bachelor of Arts in English from Pennsylvania State University. Known for his sharp analytical skills and global perspective, he continues to be a leading figure in fixed income investing.

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    51 分
  • Uncovering Opportunity Beyond U.S. Borders with Matt McLaughlin (Ep. 65)
    2025/05/28

    If you could buy a luxury car at half price overseas, would you hesitate? That’s how some investors view global markets right now.

    Nicole Romito chats with Matthew McLaughlin, CFA, CAIA, from Diamond Hill on this all-new episode of Dollar$ and $ense. Listen as they explore the dynamics of international investing, shedding light on the overlooked value opportunities outside the U.S. Learn why international markets remain “on sale,” how geopolitical tensions (like Ukraine and Gaza) impact investor sentiment, and why active management is crucial when investing overseas.

    From cultural differences in corporate governance to finding diamonds in undervalued regions, Matt offers a behind-the-scenes look at global investing strategies.

    Key topics in this week’s release include:

    • Europe’s new defense and infrastructure spending initiatives [00:07:00]
    • Japan’s corporate governance reform [00:14:00]
    • China and India’s contrasting economic dynamics [00:16:30]
    • The implications of global trade deficits [00:24:00]
    • How international conflicts, like those in Ukraine and Israel, impact markets [00:28:00]
    • And more!

    Connect with Nicole Romito:

    • LinkedIn: Nicole Romito
    • MyPrivateVista.com
    • info@myprivatevista.com
    • Call: 312-831-4370

    Connect with Matthew McLaughlin:

    • LinkedIn: Matthew McLaughlin, CFA, CAIA
    • Diamond Hill Capital Management

    About Our Guest:

    Matt serves as a portfolio specialist for Diamond Hill and joined the firm in 2023.

    Prior to joining Diamond Hill, Matt served in a number of roles, including vice president — research, for Harbor Capital Advisors from 2008 to 2016, portfolio specialist for William Blair Investment Management from 2016 to 2019, and senior vice president, regional investment consultant for Harbor Capital Advisors from 2019 to 2023. Matt has a Bachelor of Arts in finance and marketing from Loras College.

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    44 分
  • What You Need to Know About Divorce with Dr. Lydia Richardson (Part 2)
    2025/05/14

    What role do emotions play in navigating divorce, especially when children are involved?

    Nicole Romito from Private Vista is back with Dr. Lydia Richardson for part two of their series on dealing with divorce. While part one focused on self-care for adults, this installment dives into supporting children through the emotional ups and downs of their parents’ separation.

    Dr. Richardson, a seasoned clinical psychologist specializing in family dynamics, brings her insights on minimizing the negative impacts of divorce on children. From establishing consistent routines to managing difficult conversations, this episode is packed with practical tips and candid discussions.

    Key conversations include:

    • The impact of divorce on children of various ages [05:35]
    • Essential behaviors to avoid during this difficult time [06:22]
    • The importance of parental self-awareness and control [15:19]
    • Strategies for creating a stable environment during transitions [20:26]
    • Navigating co-parenting challenges while keeping kids’ best interests at heart [26:16]
    • And more!

    Connect with Nicole Romito:

    • LinkedIn: Nicole Romito
    • MyPrivateVista.com
    • info@myprivatevista.com
    • Call: 312-831-4370

    Connect with Dr. Lydia Richardson:

    • info@drlydiarichardson.com
    • LinkedIn: Lydia C. Richardson
    • Richardson Psychology

    About Our Guest:

    Lydia Richardson is a licensed clinical psychologist, Divorce Mediator, Collaborative Law Coach, and Child Specialist who has provided services to adults, couples, and families in a variety of settings since 2004. She is fluent in Spanish and Danish; her multicultural background enables her to bring cultural sensitivity and competence to all aspects of her work, and she is committed to fostering diversity and inclusion in all aspects of life. Her business experience in banking and finance gives her a unique perspective and ability to problem-solve effectively and work efficiently to help clients achieve their goals. She earned her B.A. from New York University (Economics/Politics) and worked in business and finance for several years before returning to school to study psychology. She earned her M.A. in industrial/organizational psychology and her doctorate in clinical psychology (both from Roosevelt University). She has worked extensively with the families of children with developmental disorders, in foster care, and with adolescents in juvenile detention. She is also trained in neuropsychological assessment of adults and children and has consulted to companies seeking executive coaching and team-building.

    She is a Past President of the Collaborative Divorce Illinois (CDI) Board of Directors and continues to serve on the Board as the Vice President of Mental Health. She is passionate about and hopes to promote alternative dispute resolution and help facilitate less conflict in divorce so as to promote happier families and more productive co-parenting. She believes that families can transcend the difficulty of divorce and evolve into happy and productive individuals and co-parents. She is a member of other professional organizations, including the International Association of Collaborative Professionals (IACP), the Association of Family and Conciliation Courts (AFCC), and the American Psychological Association (APA). She also enjoys teaching graduate psychology courses at Roosevelt University in Chicago and providing consultation to other mental health professionals.

    A native New Yorker, she has lived in Chicago for over 20 years and calls it home. She is the proud mother of three children who are all in graduate school now, forging their own futures as fellow peacemakers. In her spare time, she is outdoors as much as possible, biking, hiking, skiing, and walking the Chicago lakefront.

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    32 分

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