Financial Planning with J. Daniel Pluff

Financial Planning with J. Daniel Pluff is a series of podcasts addressing specific issues in investing and financial planning. Listeners can expect tips for planning for your future and investment advice, along with market analysis. Special guests will be featured periodically to share their insight and expertise.

Questions or suggestions can be directed to J. Daniel Pluff.

About J. Daniel Pluff:

J. Daniel Pluff
J. Daniel Pluff; Senior Vice President, Financial Advisor, Investment Management Consultant; Morgan Stanley

Dan is a Senior Vice President who joined Morgan Stanley in 1988, and continues to be a member of the Firm’s “President’s Club.”  He has been in the financial services industry for over 25 years.

Dan is a graduate of the S. I. Newhouse School at Syracuse University.  Upon the completion of executive education courses at the Wharton School at the University of Pennsylvania and the Graduate School of Business at the University of Chicago, he received a designation of Investment Management Consultant and currently serves a variety of individual, corporate and non-profit clients seeking investment and financial planning.

Working with The Pluff Hooley Black Group at Morgan Stanley, Dan focuses on investment planning and asset allocation, growth and income strategies and handles much of the Fixed Income analysis and trading.

Dan is active in the community and has previously served on the Board of Directors for Hospice of Central New York and was Chairman, Board of Directors for the OnCenter Complex in Syracuse.  He currently serves on the Upstate Medical University Board.  He and his wife Diane established a Fund through the Central New York Community Foundation to benefit hearing impaired children and they remain active in this charitable cause.

Dan created “Financial Fitness” on WCNY-TV, Syracuse and previously served as host and producer of the popular show for over 20 years.

Dan lives in Jamesville with his wife, Diane and daughters Sophia and Anna.

Daniel and guest Chris Fossum describe the process of index investing and exchange traded funds, discussing their recent popularity with investors.
 

Daniel discusses some better options when withdrawing income for and during your retirement, cautioning against any 'one size fits all' plan.

In a new era of saving for your future, J. Daniel Pluff outlines some things to consider when planning for retirement.

J. Daniel Pluff talks about the municipal bond investment market with guest Carey Fortnam of Alliance Bernstein based in New York City.

Outlook: 2014

Feb 6, 2014

In this episode, Daniel provides an outlook on the year ahead in the markets, and some things to watch out for.

Against the backdrop of Wall Streets' storied history, Daniel talks about the volatility and potential in today's marketplace.

Now What?

Dec 2, 2013

In this episode, Daniel discusses potential investment plans for the future and offers analysis on the lessons learned from the financial crisis of 2008.

Buy and Hold?

Sep 9, 2013

In this episode, Daniel examines the often forgotten strategy of "buy and hold" with your personal portfolio. 

Stocks For Income

Sep 9, 2013

In this episode, Daniel has a conversation with Richard Spence, CFP. They talk about the notion of investors looking to the equity markets as a source for potential income. 

This report, one in a series on Retirement Planning, focuses on Social Security. Grace Ghezzi, CFP, joins Dan to discuss the role of Social Security for income planning along with when and how individuals should begin taking payments.

For the past several years, bond investors have done very well, but concerns are on the rise regarding the outlook for bonds. In this report, Daniel discusses the often overlooked risks of the bond market and the impact of rising interest rates. Is it possible investors will experience losses in their bond portfolios in the future?

Asset Allocation

May 13, 2013