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07:15
Retirement Planning & The Biggest Trends to Watch in 2024
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.
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07:02
Should Investors Be Concerned About a Potential Recession in 2024?
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.
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09:26
Why the Amount of Corporate Debt Outstanding Could Be a Problem
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.
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10:03
The Case for Overweighting Safe Assets in Today’s Environment
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.
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07:57
The Case for Private Equity
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.
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16:49
Optimizing Athlete Performance Off the Field
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.
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19:42
Capital Group and Financial Finesse Expand Financial Coaching Partnership
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.
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08:31
What the Latest Inflation Report Really Says About the Economy
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.
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06:54
Evaluating Market Risk and Opportunities
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.
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06:43
Top Tailwinds and Headwinds to Watch in H2
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.
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07:24
“Value Innovation” And Helping The Elderly With Their Finances
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.
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17:05
Insights From A Life Transitions & Divorce Specialist
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.
