COVID-19: Should You Update Your Financial Plan?
Clients are calling nonstop with fears about Coronavirus and their portfolios, says Winnie Sun of Sun Group Wealth Partners. She shares her advice to investors as the pandemic continues to spread.
Stocks Tumble & Oil Price War Wages On
NYSE Trader Peter Tuchman of Quattro Securities weighs in on the biggest market drivers this week and what is fueling the wild swings in stocks and oil. He also explains why circuit breakers are an important tool to help investors absorb information.
How Coronavirus Might Impact Your Portfolio
Marc Odo, Client Portfolio Manager at Swan Global Investments, discusses the recent volatility amid growing Coronavirus concerns and explains what this might mean for long-term investors.
The ETF Show - Prepping for Disruption
David Epstein, CEO of Merlyn.AI examines a multidimensional approach to risk management in bull and bear markets. John Kartsonas, Founder & Managing Partner of Breakwave Advisors focuses on dry bulk freight futures as an indicator of shifts in the economy.
Top Wells Fargo Advisor Outlines Institutional Trends
Joe Montgomery, Managing Director, Investments at The Optimal Service Group of Wells Fargo Advisors, shares trends he is hearing from institutional clients. The Barron's Top 100 Advsior also explains longevity risk and the democratization of investing.
Streaming video competition is heating up
More streaming service options are available to video consumers this awards season. Investment analyst Brad Barrett breaks down the entrants in what some in the media industry have dubbed “streaming wars.”
The ETF Show - Riding the Rally
Gold prices and the technology sector are seeing a steady climb as the bull market extends its record run. William Rhind, Founder & CEO of GraniteShares provides insight into the outlook for gold ETFs and the precious metal. Scott Acheychek, President of REX Shares, considers technology exposure amid volatility in the sector.
#1 RIA Ric Edelman Offers Tips to Advisors
Edelman Financial Engines Founder Ric Edelman weighs in on Reg BI, Coronavirus, Bitcoin and Blockchain. Ranked the #1 Advisory Firm by Barron's, Edelman also offers his advice to advisors hoping to climb the ranks.
The ETF Show - Innovative Strategies
The search for portfolio hedges that mitigate volatility require risk management and may benefit from innovative strategies. Nancy Davis, Managing Partner & Chief Investment Officer at Quadratic Capital Management LLC, examines the interest rate environment OTC and the fixed income options market. Susan Avarde, Co-Founder at Brandometry takes a look at strong brands whose latent value has yet to be realized in their stock price.
Exchange Capital on Helping Clients with Unique Needs
Clients have diverse needs and advisors are increasingly using new technologies and tools to help them them accomplish their unique goals. Andrew Stewart, CFA, CAIA, Chief Investment Officer at Exchange Capital Management weighs in on the latest RIA industry trends.
Strategies for High Net Worth Clients with Evercore Wealth Management
Evercore Wealth Management's Partner and Portfolio Manager, Brian Pollak, highlights the top trends in wealth management and examines the key strategies for advising high-net-worth clients and best practices in the industry.
The ETF Show - Sector Opportunities
Jay Hatfield, CEO and Portfolio Manager at Infrastructure Capital Advisors, focuses on preferreds and offers his insights into the outlook for energy. David Mazza, Managing Director, Head of Product at Direxion, examines sector opportunities and considers value vs. growth.