The Big 3 Breakdown: SLG, T, and PM – Insights from Schwab Network's Trading 360

In this dynamic episode of Wise Up With Your Money, host Aquiles Larrea Jr., AIF® – founder and CEO of Larrea Wealth Management – sits down for an exclusive interview with the team from Schwab Network's popular segment The Big 3. As a nationally recognized financial advisor specializing in tax-efficient wealth strategies for high-net-worth executives, Aquiles brings his sharp market analysis to the table. This segment dives deep into three powerhouse stocks: SLG (SL Green Realty Corp.), T (AT&T Inc.), and PM (Philip Morris International Inc.). Recorded amid the fast-evolving 2025 market landscape, the discussion uncovers growth potential, risks, and strategic plays for savvy investors looking to optimize their portfolios. Key Discussion Points: SLG (SL Green Realty Corp.): Aquiles explores the resilience of this Manhattan-focused REIT in a post-pandemic real estate rebound. With New York City's office market stabilizing and hybrid work models boosting demand for premium spaces, he highlights SLG's dividend yield (currently around 5.2%) as a defensive anchor for income-focused investors. However, he warns of interest rate sensitivity and potential overvaluation if Fed cuts slow down – a must-watch for real estate enthusiasts eyeing urban recovery.
T (AT&T Inc.): Shifting to telecom giants, the conversation unpacks AT&T's pivot toward 5G and fiber optics amid cord-cutting trends. Aquiles praises the company's debt reduction efforts and steady 6% dividend payout, positioning T as a "boring but beautiful" blue-chip for long-term holders. He debates competitive pressures from rivals like Verizon and the upside of media spin-offs, offering tips on timing entries during market dips.
PM (Philip Morris International Inc.): Rounding out The Big 3, Aquiles spotlights PM's bold transition to smoke-free products like IQOS, which now drives over 35% of revenue. With global tobacco regulations tightening, he sees PM's innovation edge as a hedge against declining cigarette sales, backed by a robust 4.8% yield and share buybacks. Risks like emerging-market volatility are addressed, with actionable advice on balancing ethical investing with alpha generation.

Guest Highlights: Schwab Network's The Big 3 Team: Representing Trading 360, the guests bring real-time trading insights and on-air energy, drawing from Schwab's vast market data to challenge Aquiles on volatility and sector rotations. Their collaborative vibe makes this a lively exchange between Wall Street pros and wealth builders.

Why Listen?
Whether you're a seven-figure executive streamlining taxes or a retail investor hunting dividends, this episode equips you with Larrea's no-BS framework for spotting opportunities in volatile markets. Learn how to "wise up" your money by blending income stability with growth bets – all while avoiding common pitfalls like over-diversification traps.