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13:21
Feeling Bearish? How To Prepare
David Stryzewski, CSA, NSSA, CEO of “Sound Planning Group” is feeling bearish and shares what he's talking about with his clients and other advisors, how he’s adjusting his allocations, and where he still sees ample opportunity.
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08:08
Honest Conversations About Current Events...
Allan Pelkonen, CFP®ChFC®, President and CEO of Pelkonen and Associates Wealth Management Solutions discusses the banner year his firm is having and how he is helping his clients deal with the current macroeconomic uncertainty.
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07:46
Meet the RIA: Creative Planning
Peter Mallouk, CEO of Creative Planning, provides insights into their highly successful wealth management strategies, highlighting their personalized approach that has contributed to their remarkable growth. He shares valuable information on how they tailor their services to meet individual client needs, prioritize transparency and collaboration, and leverage technology to deliver exceptional...
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10:51
Advisor on the Move to Top RIA Shares How...
Jenny McCosley, CFP®, CAP® recently joined Beacon Pointe as a Senior Wealth Advisor with a specialized set of skills. She gives an overview of the changing wealth management landscape, explores creative ways families can help children with disabilities, and looks at the impact that markets have had on planning.
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17:27
Bank Crisis? Debt Ceiling? What Does It All...
Joe Davis, President and Wealth Advisor at Stonebriar Wealth Management shares his outlook for H2 2023, covering inflation, interest rates, what he expects the Fed to do, and where he sees opportunity in the market.
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05:30
Cat’s Out of the Bag on Yield
D. Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, is getting a lot of questions from clients about the banking crisis. He shares his response to them, how he is playing duration and equities, and why he thinks a hard landing is likely in the cards.
