The Importance of Adding a Personal Touch to Your Work 00:10:21 Larrea Wealth Management CEO Aquiles Larrea Jr., AIF® discusses how he is helping clients navigate their investments as markets feel the volatility from Russia invading Ukraine. He also reflects back on his decision to launch his own RIA two decades ago and what he has learned along the way. Create new playlist Create new playlist Ex-Merrill Team Launches $1.1 Billion RIA with "Fun, Flexible, Casual" Culture 00:08:15 Amplius Wealth Advisors is celebrating is getting ready to celebrate its one year anniversary. Founding Partner & Chief Executive Officer Matthew D. Liebman, CFA®, CRPC®, CAIA® shares what it was like going independent, plans for 2022, and how the $1.1 billion RIA is working with Dynasty and Fidelity. Create new playlist Create new playlist Financial Wellness and the Intersection of Health & Wealth 00:11:33 Whealthcare Planning Founder and CEO Chris Heye, PhD discusses how COVID has changed the way people think about the relationships between health and wealth. He also looks at financial wellness and how advisors can help their clients more effectively identify and mitigate health-related financial risks. Create new playlist Create new playlist Key 2022 Money Considerations from a Top Advisory Firm 00:09:58 The end of the year is an excellent time to review your overall investment portfolio and evaluate your existing asset allocation. Ross Cohen, CFP® shares important tips for investors who want a more financially stable future. Cohen is a Wealth Advisor at Bartlett Wealth Management, which is a Barron's Top 100 RIA. Create new playlist Create new playlist Everything Is Expensive, Says Barron's Top 10 Independent Advisor 00:09:00 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. Create new playlist Create new playlist Personal Finance, Retirement Tips & Markets with Mitlin Financial 00:09:26 Mitlin Financial Founder and Wealth Advisor Larry Sprung discusses incorporating insurance into your retirement goals, the potential implications of tax changes, and more. Create new playlist Create new playlist Load More
