Latest
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02:10
The ETF Show - Fund Focused On Fundamentals
Joel Hirsh, CFA, Co-CIO, Kovitz Investment Group Partners discusses the Kovitz Core Equity ETF (EQTY), built to be the core compounding vehicle in a portfolio, and how the fund’s focus on fundamentals might actually benefit from a higher rate environment.
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07:08
Meet the RIA: Kovitz Investment Group
Chris Nicholson, CFP®, Principal, Senior Wealth Advisor and Director of Wealth Management at Kovitz Investment Group Partners, one of Barron’s top 100 RIAs, discusses how the RIA has gained success and loyalty as a value-oriented investment advisor.
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01:15
Fed’s Fight With Inflation Not Over
T. Rowe Price’s Thomas Poullaouec commented on the Federal Reserve’s tenth consecutive rate hike, saying that while central banks are getting close to their terminal rates, tight labor markets are still putting upward pressure on inflation and it will take six to 18 months to see the full impacts of the hikes. In the meantime, Poullaouec expects Central banks to continue to focus on curbing...
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03:07
The ETF Show - Floating Income + Tactical...
Sandra Testani, CFA, CAIA, Vice President, ETF Product and Strategy for American Century Investments discusses the newly launched Multisector Floating Income ETF (ticker: FUSI), which seeks to complement an investor's core bond holdings with current income, broad diversification, and the potential to mitigate the impact of rising rates.
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07:37
Meet the RIA: Johnson Investment Counsel
Jason Jackman, CFA, CEO of Johnson Investment Counsel discusses the firm’s inception, which it’s founder, Tim Johnson, Ph.D., described as “a hobby that got outta hand”, and the philosophy and approach allowed it to grow into one of the nation’s largest RIAs managing over $17 billion.
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09:48
Lingering Regional Bank Stress and Recession...
Jason Jackman, CFA, CEO Johnson Investment Counsel discusses Q1 earnings, stress within regional banks, the likelihood of a recession, and where he’s investing client funds right now.
