Nuveen’s Global Fixed Income CIO Sees Rocky...
Many investors hoped the new year marked a new chapter in the inflation story. Nuveen Global Fixed Income CIO Anders Persson thinks it’s going to be a rocky road until the second half of 2023.
The ETF Show - Accessing Smart Income And...
Darren Schuringa, CFA, CEO of ASYMmetric ETFs discusses the launch of ASYMmetric’s most recent Smart Income (MORE) and Smart Alpha (ZSPY) ETFs for investors looking for outsized returns with abated risk, and Anson Frericks, Co-founder...
Meet the RIA: Bartlett Wealth Management
Bartlett Wealth Management President Holly Hirt Mazzocca, CFP® reflects on how the firm has found success and grown to $6.9billion in AUM since its founding in 1898. She also shares her strategy for finding the best independent wealth management firms, how she is engaging with talent across all levels of Bartlett.
UBS Value Added Partners Differentiated...
Harold Elish, CFP®, CPWA® and Kevin M. O'Leary, CFA, CFP®, two of the senior partners at Value Added Partners, discuss what they are hearing from their clients and how they are approaching the management of their practice.
Q4 Earnings Season Recap and S&P 500...
Tim Anderson, Managing Director at TJM Investments discusses 2023’s worst week for markets so far, fourth quarter earnings, and a projected record-breaking year for stock buybacks.
FOMC Meeting & Market Price Action
Michael Reinking, CFA, for the New York Stock Exchange, discusses the market’s reaction to the release of the most recent FOMC meeting notes, the recent uptick in MoM inflation, and mortgage applications being at a low last seen in 1995.