Retirement Planning & The Biggest Trends to Watch in 2024 00:07:15 Jamie Hopkins shares more about his new role leading wealth at Bryn Mawr Trust, adaptive based retirement, the impact of the budding long term care crisis, and some of the key themes he will be monitoring in the new year. Create new playlist Create new playlist Should Investors Be Concerned About a Potential Recession in 2024? 00:07:02 Denis Poljak, Partner, Managing Director, Wealth Manager of Poljak Group Wealth Management at Steward Partners, shares his thoughts on the Fed and inflation, market outlook, and more. Create new playlist Create new playlist Why the Amount of Corporate Debt Outstanding Could Be a Problem 00:09:26 Don Burrows, Founder and Managing Partner at Burrows Capital Advisors, explains the recent bear steepening of the yield curve, whether the equity risk premium supports valuations, and how higher interest rates are impacting consumers. Create new playlist Create new playlist The Case for Overweighting Safe Assets in Today’s Environment 00:10:03 Victor Haghani, Founder & CIO at Elm Wealth and Co-Author of The Missing Billionaires, shares how the firm has clients invested today. The former hedge fund manager also reflects on the lessons learned from the fall of Long-Term Capital Management twenty five years ago. Create new playlist Create new playlist The Case for Private Equity 00:07:57 Angeles Wealth Management CEO Jon Foster discusses best practices for allocating to private equity in a time when appetite for alternative investing is on the rise. He redefines democratization, discusses best practices for deal sourcing and much more. Create new playlist Create new playlist Optimizing Athlete Performance Off the Field 00:16:49 Michael Bapis, Vios Group Private Advisor and Head of the Sports & Entertainment Practice of the Rockefeller Global Family Office, discusses athlete financial literacy, optimizing investment outcomes and more as the major sports seasons kick into high gear. A former Division I golfer who played professional basketball in Greece, Bapis touches on the unique pressures athletes face, his approach to risk management and Rockefeller's value proposition. Create new playlist Create new playlist Capital Group and Financial Finesse Expand Financial Coaching Partnership 00:19:42 Capital Group’s Brendan Mahoney and Financial Finesse CEO Liz Davidson discuss what brought the two firms together, what they are hearing from advisors and plan sponsors, and how the program is impacting engagement and growth. Create new playlist Create new playlist What the Latest Inflation Report Really Says About the Economy 00:08:31 The most widely anticipated recession in U.S. history is still yet to materialize. Jon Snare, Managing Partner at Bordeaux Wealth Advisors, shares reasons to be both optimistic and cautious about markets. Create new playlist Create new playlist Evaluating Market Risk and Opportunities 00:06:54 Joining us now with his mid year outlook after a strong start to the year particularly for growth stocks is Eric Beiley, Executive Managing Director of Wealth Management at Steward Partners Global Advisory. Create new playlist Create new playlist Top Tailwinds and Headwinds to Watch in H2 00:06:43 Matthew D. Liebman, CEO of Amplius Wealth Advisors, shares his expert insights on the current market conditions and offers guidance for investors in the second half of 2023. He discusses the impact of interest rate hikes, potential risks in the commercial real estate sector, and political uncertainties. Liebman also highlights tailwinds such as a resilient economy and market skepticism that can influence investment strategies. Create new playlist Create new playlist “Value Innovation” And Helping The Elderly With Their Finances 00:07:24 Marguerita Cheng, CFP®, RICP®, discusses “value innovation” as a founding principle of Blue Ocean Global Wealth, the importance of taking care of our elderly’s finances, and how protecting clients from themselves can present some ethical questions. Create new playlist Create new playlist Insights From A Life Transitions & Divorce Specialist 00:17:05 Aviva Pinto, CDFA, CDS, Managing Director at Wealthspire, discusses how market volatility plays into personal finances during life transitions, biggest financial challenges faced when going through a divorce, and what new couples should do about their finances that might prevent them going down the road to divorce. Create new playlist Create new playlist How to Avoid Costly Roth IRA Mistakes 00:06:35 Roth IRAs are a powerful savings tool, but they aren’t for everyone, says LifeAndMyFinances Founder Derek Sall. He shares the pros and cons, who should invest in one, and how to properly do a roth conversion for those people who are good candidates. Sall also unveils the surprisingly results from a recent Create new playlist Create new playlist Feeling Bearish? How To Prepare 00:13:21 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. Create new playlist Create new playlist Honest Conversations About Current Events Will Keep You "Top of Mind" and Generate Referrals 00:08:08 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. Create new playlist Create new playlist Advisor on the Move to Top RIA Shares How She Serves a Unique Group of Clients 00:10:51 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. Create new playlist Create new playlist Bank Crisis? Debt Ceiling? What Does It All Mean? 00:17:27 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. Create new playlist Create new playlist Cat’s Out of the Bag on Yield 00:05:30 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. Create new playlist Create new playlist Load More
