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  • Education Planning With A 529
    05:03

    Education Planning With A 529

    A discussion on the key features and benefits of a 529, a tax-advantaged savings plan designed to encourage saving for future education costs.

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  • Looking For A Terminal Rate And A Market...
    10:50

    Looking For A Terminal Rate And A Market...

    A discussion on the current market drop and how The Fed can bring up federal funds rates.

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  • El-Erian Fears Fed Will Flip-Flop
    03:08

    El-Erian Fears Fed Will Flip-Flop

    Dr. Mohamed El-Erian, President of Queens' College, Cambridge and chief economic adviser at Allianz, is worried the Federal Reserve will flip-flop between policies as it strives to balance curbing inflation with maintaining a healthy economy.

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  • Meet The RIA - Sweet Financial
    08:25

    Meet The RIA - Sweet Financial

    Brittany Anderson, President of Sweet Financial, shares why her team decided to break away from Raymond James to launch their own RIA and foster their own unique client experience, which includes a dream wall and freshly baked cookies daily. She also discusses their three target niches, accomplishments, and future goals.

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  • Newday Impact Launches Ocean Health ETF (...
    06:31

    Newday Impact Launches Ocean Health ETF (...

    Newday Impact Investing launches its first exchange traded fund and one of the few ETFs dedicated to protecting and restoring healthy marine ecosystems – builds on the company’s five years of impact investing and strong relationships with grassroots nonprofit organizations working to mitigate environmental damage to the world’s oceans. Over 80% of Portfolio Actively Involved in Protecting Ocean...

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  • Q2 2022 Market Outlook with Joe Davis
    09:41

    Q2 2022 Market Outlook with Joe Davis

    Stonebriar Wealth Management LLC's President and Wealth Advisor, Joe Davis, CFP®, provides his market outlook heading into the end of the year and offers his insights for the coming year.

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