Crypto Could Be a Canary in the Coal Mine for Risk Assets
Scott Minerd, Chairman of Guggenheim Investments and Global CIO, visits Bloomberg TV to discuss cryptocurrency, stocks, bonds, and the path of Fed policy.
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.
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.
Fed Day: Talking About Talking About Tapering
Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV on Fed Day to discuss the FOMC announcement and the possible timing of future monetary policy actions.
Time in the Market, More Important than Timing the Market
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.
How to have crucial client conversations
Financial professionals play an important role in helping put clients’ concerns into context. In this video, we offer a proven, four-step framework for an effective client conversation, with distinct goals for each step. The simplicity of this tool makes it easy to use in any situation. To attend future webinar events, visit PracticeLab Webinars. How to have crucial client conversations slides [PDF]. Visit PracticeLabTM – your practice management destination from Capital Group.
How to reach high net worth prospects on LinkedIn
Did you know that high net worth individuals are more highly engaged on LinkedIn than the average user? Even better, 71% of them are not yet connected to a financial advisor.* This may represent an untapped opportunity for your business. Here are three easy ways to use LinkedIn for client prospecting. *Source: LinkedIn, 2020. To attend future webinar events, visit PracticeLab Webinars. Visit PracticeLabTM – your practice management destination from Capital Group.
Taxes Are Top of Mind for Investors, Says RIA Founder
Your Dedicated Fiduciary® Wealth Strategist & Founder D. Vance Barse, AIF® discusses the #1 concern he is hearing from clients right now: taxes. He also outlines Morningstar's updated categories, reflects on what it was like leading a company through a pandemic, and shares his longterm outlook on the financial services industry.
Infrastructure Seeing Improved Cash Flow Visibility
In the latest Valuation of Infrastructure Assets, Portfolio Manager Shane Hurst discusses, among other topics, how the increasing speed of the vaccine rollout (especially in the developed world) led to improved visibility in cash flows from toll roads and freight rail, how the outlook for traffic on commuter rail and airports remains limited but is expected to improve through 2021 and how some renewables valuations became stretched after very strong performance in 2020.
Kevin O'Leary on His Dual-Class Crypto Predictions & 28 SPAC Investments
Kevin O'Leary reveals why he invested in 28 SPACs and why he thinks "blank check companies" are here to stay. He also predicts that we will see two categories of cryptocurrency in the future: "Clean Green Coin" and "Blood Coin," adding that he would be willing to pay a premium for the better option. His comments come as institutional investors raise concerns about the sustainability and ethics of coin mining.
Growth Is Not the Goal, It's the Outcome: Johnson Investment Counsel
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.
Interest Rate Rise to Test the Federal Reserve
Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV to discuss the recent spike in long rates and possible Federal Reserve options. Read CIO Outlook