-
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.
-
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.
-
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.
-
06:41
Why 529 Plans?
529 Savings Plans are one of the most popular ways to save for higher education and they recently got an update that makes them even more enticing to those looking to save for school. Kevin O’Leary, CFA, CFP®, one of the Senior Partners with Value Added Partners discusses the advantages of and updates to 529 Plans.
-
07:49
Meet the RIA: Carson Group
Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning & Advanced Solutions at Carson Group, shares more about the top RIA’s philosophy and how their approach differs from other firms.
-
17:06
Regulation Changes To Inherited IRAs
Erika Safran, CFP ® Principal at Safran Wealth Advisors, discusses the changes to inherited IRA accounts that came with the passing of the Secure and Secure 2.0 Acts and what they mean for account beneficiaries.
