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09:26
Personal Finance, Retirement Tips & Markets with Mitlin Financial
Mitlin Financial Founder and Wealth Advisor Larry Sprung discusses incorporating insurance into your retirement goals, the potential implications of tax changes, and more.
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12:52
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.
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11:20
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.
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09:03
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.
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11:55
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.
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13:45
Beacon Pointe Advisors on M&A, Culture, & Female Leadership
CEO Shannon Eusey discusses Beacon Pointe Advisors' focus on culture, M&A and female leadership. She says these factors differentiate the firm, which has been consistently ranked a top RIA by Barron's.
