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09:00
Everything Is Expensive, Says Barron's...
Chief Investment Officer Mike Vogelzang reveals that CAPTRUST is taking some of its winnings off the table, but he also warns investors not to get too caught up in the moment, encouraging them to focus on the longterm. CAPTRUST manages more than $70 billion and recently earned the #6 spot on Barron's list of the Top 100 RIA Firms in the United States.
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09:26
Personal Finance, Retirement Tips &...
Mitlin Financial Founder and Wealth Advisor Larry Sprung discusses incorporating insurance into your retirement goals, the potential implications of tax changes, and more.
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12:52
Inflation: The Question of the Month
Winthrop Wealth Co-Chief Investment Officer Andrew Murphy, CFA talks about overcoming different challenges over the years, ranging from an office fire to a pandemic. He also explains how inflation impacts different asset classes.
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11:20
Evoke Advisors: Build It and They Will Come
Evoke Advisors Co-CIO and Managing Partner Alex Shahidi shares tips for protecting your portfolio, how he built a practice that manages more than $20 billion, and ways to surround yourself with the right people.
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09:03
Time in the Market, More Important than...
Bartlett Wealth Management President, Wealth Advisor and Principal Holly Hirt Mazzocca, CFP® describes the firm's investment approach, culture, focus on diversity & inclusion, and growth strategy.
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11:55
Growth Is Not the Goal, It's the...
Johnson Investment Counsel President and CIO Jason Jackman shares why people and culture are crucial to his RIA's success. He also discusses how the firm is using technology, focusing on diversity and inclusion, and getting more employees involved in the goals and planning process.