))
Investment Analysis and Advice
…
continue reading
CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
…
continue reading
An original podcast series from CFA Society Boston featuring leading industry voices in the investment profession, offering candid conversations and fresh perspectives.
…
continue reading
Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. EI will continue to ...
…
continue reading
Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
…
continue reading
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
…
continue reading
1
Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
…
continue reading
Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.
…
continue reading
Hi, This is Rohit and I am a Stock Trading Coach. I am a CFA Charterholder (USA), a Dale Carnegie Certified Trainer and a Stock Trader.
…
continue reading
David Nelson launches The Money Runner. In the end money touches everything. The show will take on topics that resonate from Wall Street to Main Street and of course Washington.
…
continue reading
Welcome to My Worst Investment Ever podcast hosted by Your Worst Podcast Host, Andrew Stotz, where you will hear stories of loss to keep you winning. In our community, we know that to win in investing you must take the risk, but to win big, you’ve got to reduce it. Your Worst Podcast Host, Andrew Stotz, Ph.D., CFA, is also the CEO of A. Stotz Investment Research and A. Stotz Academy, which helps people create, grow, measure, and protect their wealth. To find more stories like this, previous ...
…
continue reading
The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
…
continue reading
India's Leading Finance & Investing Podcast Through The Voice Of Harsh & Aditya Goela from Goela School Of Finance. Team of CFA | MBA | CA | 1Million+ Following across Youtube and Instagram
…
continue reading
Ready to connect with the investment community here in Cleveland? Want to learn about the people, events, projects, and firms that are making a difference? Want all of that but feel like you don’t have the time? This is the show for you. Welcome to Guardians of Finance. Brought to you by the CFA Society of Cleveland and hosted by Matt McLaughlin, CFA, CAIA and Portfolio Specialist at Diamond Hill Capital Management, Guardians of Finance will provide you with a chance to foster deeper connect ...
…
continue reading
Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of KC Financial Advisors and is a Chartered Financial Analyst (CFA). He has more than 35 years of experience in the investment business.
…
continue reading
Tea and Crumpets is Formidable Asset Management's biweekly podcast that features Formidable's Managing Partner and CEO, Will Brown, and Chief Investment Officer, Adam Eagleston, CFA, talking directly about current events in relation to their expertise and business in a conversational manner.
…
continue reading
Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted through X Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape. In this exciting series, you'll have the rare opportunity to join Michael A. Gayed as ...
…
continue reading
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
…
continue reading
The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
…
continue reading
Welcome to Sal Daher, CFA, where amazing things happen.
…
continue reading
The Sustainability Story features intimate conversations with thought leaders from the world of ESG investing and sustainability. The topics include anything and everything about where finance intersects with the environment, governance, society, climate change, biodiversity, human capital management, regulations, standards, and more. Now reimagined with three hosts, each focused on a unique aspect of the investment industry, we will continue to tell the story of where we are going in the jo ...
…
continue reading
Our mission here at Christian Faith Assembly is to inspire intimate relationships with CHRIST, demonstrate Kingdom CULTURE & release hope in our COMMUNITY.
…
continue reading
Audio lessons on shift leadership at CFA Milford Plaza, covering both Front-of-House and Back-of-House.
…
continue reading
Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
…
continue reading
Communication Foundation for Asia, which is a non-stock, non-profit NGO dedicated to use of the media for total human development, has once again moved forward for another big challenge to disseminate its treasured gems through a modern medium today: a Podcast. CFA SANCTUNER’s mission is to harness the power of radio podcasting to propagate the good moral and Christian values for human social development.
…
continue reading
Quick coverage of the leading practitioner journal in the investment management community. Get a quick overview of each issue with the Editor's Snapshot. Also find article summaries and more.
…
continue reading
In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
…
continue reading
The CFA Institute Research Challenge is an annual educational initiative promoting best practices in equity research among finance students across the world.
…
continue reading
SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. We cover topics that affect your financial life such as financial planning, investing, estate planning, taxes, divorce planning, etc.
…
continue reading
We started the Innovators & Investors podcast to bring you exclusive insights from the founders of early-stage AI and SaaS companies, as well as the high net worth individuals, family offices and venture capital partners who support them. Listeners gain valuable market insights, stay updated on industry trends, and benefit from the experiences and strategies shared by successful entrepreneurs and investors, all while becoming part of a dynamic and engaged community. Think you'd be a great gu ...
…
continue reading
The official podcast of the California Faculty Association. Your place for union news, insights and solidarity. More info: https://www.calfac.org/radio-free-csu
…
continue reading
Deal Flow with Michael Pouliot, CFA, CAIA serves as an authoritative platform dedicated to the intersection of real estate and advanced technologies, such as AI and machine learning. Focusing on B2B private equity real estate within the middle market. Deal Flow aims to foster thought leadership by engaging with top dealmakers, capital allocators, and industry experts who are shaping the future of real estate investments through innovative technology applications. By providing deep insights i ...
…
continue reading
Join Kevin Freeman, the host of Pirate Money Radio, where he talks about the issues of the day and how they apply to money and the economy through a biblical lens. In each episode, Kevin dives into how the geopolitics, markets, and cultural trends impact you and what you can do about it! Kevin Freeman, CFA, is the nation's foremost economic warfare expert and a NY Times bestselling author. The Pentagon hired him to explain the 2008 financial crisis and has briefed virtually all the three-let ...
…
continue reading
We speak to exceptional individuals to uncover deep insights into business, entrepreneurship, personal growth, investing, and multidisciplinary thinking. Learn how to improve your finances, find better investments, and pursue authentic lifelong growth, wisdom and happiness. Ken Majmudar, CFA is a Harvard Law grad and founder of Ridgewood Investments.
…
continue reading
On Money Notes, financial advisors Nancy Lottridge Anderson, Ph.D., CFA and Ryder Taff, CFA, CIPM discuss personal finance topics. We are independent, fee-only investment advisors who want you to learn to grow your wealth through good savings habits and prudent investing.
…
continue reading
Welcome to Blue Marble Research Advisory's media blog Media appearances and in-depth Interviews with leading Investment Strategists, Economists, Geopolitical experts, and other key thought leaders
…
continue reading
CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are nearly 200,000 CFA Charterholders worldwide in more than 160 markets. CFA Insti ...
…
continue reading
Our goal... Be more than just another boring personal finance podcast. How do we do it: - We interview individuals at different points along their financial journey to provide you motivation and ideas. From student loans to retirement. - We dive deep into the mental side of money so you can achieve true financial freedom. - We do episodes where we take individual finance topics and deeper dive into them. These aren't your typical finance topics either... Come join the party...
…
continue reading
Review Powerpoints for Basic Biology
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Presented by CFA Society Pittsburgh, this is a show about Pittsburgh and finance. Each episode, we meet an accomplished Pittsburgher living and working in the Burgh. Whether born here or transplanted here, each guest will share stories about their connection to Pittsburgh. You’ll hear their successes and failures to get where they are today and where they’re going tomorrow. Bridge to the Burgh is hosted by Bradley Jones, CFA, CAIA, EA, CAP®, the Investment Manager of External Portfolios for ...
…
continue reading
This is a podcast for retail investors who want to achieve financial freedom through TechnoFunda Investing Process. Hosted by Vivek Mashrani, CFA. Disclaimer: This is for educational purposes only. Investments in securities are subject to market risks. Read all the related documents carefully before investing. The securities quoted (if any) are for illustration only and are not recommendatory.
…
continue reading
Money Talks focuses on personal finance as it applies to Mississippians. In any given week, we’ll talk about anything from preparing your taxes to saving for college or investing in the stock market. Our experts, Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives, are both Chartered Financial Analysts and Ryder also holds the Certificate in Investment Performance Measurement from the CFA Institute. They join Kevin Farrell in the ...
…
continue reading
This podcast keeps you up to date on the latest sermons happening each week at CFA! Our hope is that each sermon will bless your life as God speaks to your heart. Thanks for joining us!
…
continue reading
Hello and welcome to the Invest Like a Pro podcast! I'm Manish Kataria and I'm here to show you how simple it can be to invest in the financial markets, in shares, ETFs and options to achieve financial security. This is all about diversifying, this is all about long term compounded investing for inflation beating growth and creating additional streams of income with financial markets. I'm really excited to bring you all the tools and the knowledge and to show you how simple it can be to achi ...
…
continue reading
1
Macro Matters - post election, post FOMC recap
56:21
56:21
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
56:21
Tony Zhang Phd, CFA and Rich Excell CFA, CMT get together to recap the events of the week. We hardly discussed the CFASC Annual Dinner because there was so much else going on!
…
continue reading
1
Part 1: The Long and Short on Tax-Aware, Long-Short (TALS) Investing
45:24
45:24
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
45:24
For successful investors and high-income earners, this is an episode not to miss... Sure, you can own an S&P 500 ETF or mutual fund. You could also own the 500 stocks individually, a strategy nowadays called direct indexing. Direct indexing aims to capitalize on individual stock volatility and add tax benefits by harvesting losses. Or you may choos…
…
continue reading
1
Nick Raich, CFA – Founder & CEO of The Earnings Scout
33:49
33:49
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
33:49
In this episode, we talk with Nick Raich, Founder & CEO at The Earnings Scout. Nick was born and raised in Youngstown before his career journey took him to Chicago and then back to NE Ohio where he now lives on the west side of Cleveland. After working for several large organizations, he founded The Earnings Scout in 2013, using his background in a…
…
continue reading
1
Shaping the Next Generation of Financial Leaders: A Conversation with Sarah Samuels
27:59
27:59
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
27:59
In our season 2 premiere, host Asha Mehta, CFA, sits down with Sarah Samuels, CFA, CAIA, Partner at NEPC, founder of 30 Seconds of Bravery, author of "Braving Our Savings," and former chair of CFA Society Boston. Sarah shares her inspiring career journey, emphasizing the power of community, education, and role models. They discuss strategies for ca…
…
continue reading
1
Eric Green, CFA: Why Small Cap's Time Has Come
14:44
14:44
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
14:44
Small cap equities and fixed are having a moment. Hear how one portfolio manager's credit and equity analysis shows how it will goCFA Society New York által
…
continue reading
1
Episode 75, Bogleheads on Investing, Jason Zweig talks about his life, career, books, and Benjiman Graham, host Rick Ferri
Jason is a well-known personal finance journalist, author, and a long-time friend of the Bogleheads.Rick Ferri, CFA által
…
continue reading
1
Stephen Foerster, CFA: Trailblazers, Heroes, and Crooks
26:03
26:03
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
26:03
Stephen Foerster, CFA, discusses his new book, "Trailblazers Heroes and Crooks: Stories to Make You a Smarter Investor." In the book, Professor Foerster shares intriguing stories that illustrate valuable lessons for investors, drawing from diverse topics such as professional sports, fraud cases, and even wildlife encounters. The conversation kicks …
…
continue reading
1
Silver is Better than GOLD for Investing 🔥 | GOLD vs SILVER | Harsh Goela
17:18
17:18
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
17:18
In this video, Harsh Goela will tell you why Silver is Better than GOLD for Investing amid gold price hike. Here is the complete analysis of silver investing.#HarshGoela #stockmarket #silver #gold #investing #investment #money #india #trading 0:00 - Intro1:10 - Silver as Investment4:40 - Silver as a Hedge Against Markets05:29 - Biggest Secret about…
…
continue reading
1
Julie Abbett of JPMorgan - ETFs Keep Growing, But There’s a Lot More to Learn About Them
20:48
20:48
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
20:48
Today, Rusty and Robyn are joined by Julie Abbett, Head of Americas ETF Sales for Equity and Credit at JPMorgan. Julie focuses on the J.P. Morgan’s ETF execution sales model through strategic partnerships within the ETF market. Julie joined J.P. Morgan from Deutsche Bank where she headed up the ETF execution Sales effort covering the RIAs, ETF Port…
…
continue reading
1
How to Accurately Value Real Estate: 3 Proven Strategies for Investors
45:44
45:44
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
45:44
From analyzing comparable sales to estimating construction costs and future income potential, there are techniques that offer powerful insights into real estate valuation. Today's Stocks & Topics: GEV - GE Vernova Inc., Market Wrap, FNMA - Fannie Mae, How to Accurately Value Real Estate: 3 Proven Strategies for Investors, RDDT - Reddit Inc., ONON -…
…
continue reading
1
Enrich Your Future 19: The Gold Illusion: Why Investing in Gold May Not Be Safe
32:30
32:30
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
32:30
In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 19: Is Gold a Safe Haven Asset? LEARNING: Do not allocate more than 5% of gold to your portfolio. “I don’t have a problem with people allocating a very small amount of g…
…
continue reading
1
Trump, Student Loans, & What Borrowers Should Expect in 2025
11:27
11:27
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
11:27
The recent election has brought major changes to Washington, and with Trump back in office, the future of student loans is once again in the spotlight. What will these shifts mean for borrowers in 2025? In this podcast, we’ll cover: The potential impact on Public Service Loan Forgiveness (PSLF) and the SAVE plan. Key updates around income-driven re…
…
continue reading
1
Anthony Crudele on Futures Trading Evolution, Risk Management Tactics, and Embracing Mindful Market Strategies
44:37
44:37
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
44:37
Join us as we welcome Anthony Crudele, a seasoned trader with a remarkable journey from the fast-paced CME Group floor to a more mindful approach to trading. After experiencing a life-altering heart attack at the age of 36, Anthony shares how he took inspiration from sports icons like Tom Brady and Michael Jordan to cultivate a calm and reflective …
…
continue reading
1
These Financial Experts Got It WRONG!
26:32
26:32
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
26:32
Investopedia recently published a report stating they expect the average annual return over the next decade to shrink. It sure sounds a lot like what Vanguard said at the end of 2021. But were they right? Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: beco…
…
continue reading
A Spousal Lifetime Access Trust is an irrevocable trust for high-wealth couples that helps increase tax efficiency in your estate and gives your partner a financial safety net. If you think a SLAT could be the right choice for you, now is the time to act. SLATs can help you take advantage of current tax laws expiring in 2025. Jason and Mac explain …
…
continue reading
1
Deep Dive Into Real Estate Investing & Sector Analysis 📌 | Harsh Goela
24:44
24:44
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
24:44
Explore the latest real estate sector analysis and uncover growth opportunities in 2024! 🏠 From trends driving the market to investment strategies, this video offers actionable insights for investors, developers, and real estate enthusiasts. Learn about market dynamics, government policies, and the future outlook of the real estate industry. Don’t …
…
continue reading
1
Katie Stockton on Technical Analysis Mastery, Sector Rotation Strategies, and Navigating Market Shifts
28:29
28:29
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
28:29
Unlock the secrets to mastering the art of technical analysis with insights from the brilliant Katie Stockton of Fairlead Strategies. Together, we dissect the intricate world of investing strategies, emphasizing the pivotal importance of diversified exposure in financial markets. Learn how to navigate the emotional rollercoaster of fear of missing …
…
continue reading
1
Leland Miller on China's Economic Intricacies, Geopolitical Strategies, and Market Sector Dynamics
44:31
44:31
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
44:31
Join us for an enlightening discussion with Leland Miller from China Beige Book as we unpack the intricate web of China's economic landscape. From the challenges faced by Chinese households in securing diversified investments to the enigmatic nature of the stock market, we navigate a realm where policy often overshadows growth. Discover why even th…
…
continue reading
1
Hyundai Motor IPO Detailed Analysis ✅ | Hyundai IPO Review | Harsh Goela
26:50
26:50
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
26:50
In this video, Harsh Goela will give you a detailed analysis of the Hyundai Motor IPO, which will open on 15th October 2024. We will break down the Hyundai IPO with an in-depth review and analysis. Learn about Hyundai's business model, key financials, growth prospects, risks, and IPO valuation. Stay informed to make smart investment decisions! Shar…
…
continue reading
1
How Will the New Trump Administration Impact You?
48:40
48:40
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
48:40
Join Kevin Freeman for a post-election analysis as he unpacks the economic implications of the new Trump administration. Join Kevin and Mike Carter as they break down what this victory means for Republicans and the rest of America. Will federal spending finally get under control? Will the Republican majority do business as usual, or will the politi…
…
continue reading
1
Spotting Breakout Stocks: 7 Essential Strategies for Investors
46:19
46:19
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
46:19
From analyzing competitive advantages to tracking market trends and monitoring volume patterns, investors can learn to spot the next big winner. Today's Stocks & Topics: WU - Western Union Co., Market Wrap, Economy Numbers, JPM - JPMorgan Chase & Co., Spotting Breakout Stocks: 7 Essential Strategies for Investors, LUMN - Lumen Technologies Inc., FL…
…
continue reading
1
Axel Merk on Gold Investing Dynamics, Mining Sector Strategies, and Diversification Essentials
44:55
44:55
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
44:55
Axel Merk from Merk Investments joins us to unravel the complex and ever-evolving world of gold investing. If you're curious about how economic cycles and Federal Reserve policies shape gold's trajectory, this episode promises enlightening insights. Axel’s multifaceted background in AI and currency management brings a fresh perspective to understan…
…
continue reading
1
The REAL Ways People Build Wealth
36:51
36:51
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
36:51
It’s the show you’ve all been waiting for! As always, we show you the numbers here at the Money Guy show, and that’s exactly what we’re gonna do today. We’re going to take you through the life of a financial mutant! So, let’s jump right in. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the …
…
continue reading
1
Treasury Yields Skyrocket: Is the Fed's Rate Cut Party Over?
46:36
46:36
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
46:36
The unexpected surge in Treasury yields is signaling a potential shift in market expectations for future interest rate cuts. Today's Stocks & Topics: USB - U.S. Bancorp, UI - Ubiquiti Inc., Market Wrap, Treasury Yields Skyrocket: Is the Fed's Rate Cut Party Over?, REITs Space, LII - Lennox International Inc., Mortgage Rates, Tariffs, TSCO - Tractor…
…
continue reading
For many, estate planning feels like something to worry about later in life. However, Chace Campbell, a seasoned attorney, sheds light on why new parents should make this a […] The post Why New Parents Need a Will appeared first on Intelligent Investing.Hans Blake, CFA, CPA által
…
continue reading
1
Real Estate Resilience: Navigating Multifamily’s Biggest Challenges with Kenneth Wellar of GREA
36:20
36:20
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
36:20
Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. In this episode of Deal Flow, host Michael Pouliot (CFA, CAIA) interviews Kenneth Wellar, Fou…
…
continue reading
1
Cem Karsan on Options Market Evolution, Global Investment Dynamics, and Navigating Economic Complexity
48:15
48:15
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
48:15
What if the key to understanding asset value lay not in traditional stocks or bonds, but in the complexity of options? Join us as we sit down with seasoned trader Cem Karsan, who offers an insightful look into how options are transforming from mere derivatives to pivotal elements in market analysis. With a staggering $30 trillion in new investments…
…
continue reading
1
3 - AI-Driven Marketing for Law Firms with FirmPilot Founder Jake Soffer
21:39
21:39
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
21:39
In this episode of the Innovators & Investors Podcast, host Kristian Marquez speaks with the CEO and Founder of FirmPilot, Jake Soffer. Jake shares his journey of creating FirmPilot to help law firms with marketing and SEO challenges, inspired by assisting his attorney brother. Jake covers the value of using AI and data-driven strategies, focusing …
…
continue reading
1
Volkswagen in Crisis: Can Germany's Auto Giant Survive the Shift?
46:36
46:36
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
46:36
The automaker's challenges reflect broader issues within the country's industrial sector, signaling potential shifts in Germany's economic landscape. Today's Stocks & Topics: ZIM - ZIM Integrated Shipping Services Ltd., Market Wrap, EMA - Emera Inc., DG - Dollar General Corp., AMAT - Applied Materials Inc., S - SentinelOne Inc., Volkswagen in Crisi…
…
continue reading
1
Kevin Mahn on AI Investment Opportunities, NVIDIA's Market Role, and Nuclear Power's Green Future
12:59
12:59
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
12:59
Join us as we uncover the untapped potential of AI investing with expert Kevin Mahn, who challenges the notion that NVIDIA is the be-all and end-all of the AI world. Maughan, fresh from his presentation at the Money Show, shares his insights on the broader AI ecosystem that includes exciting opportunities in semiconductors, software, hardware, and …
…
continue reading
1
How to Financially Prepare for Having a Baby
28:30
28:30
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
28:30
"My wife and I are expecting a baby in March next year. She makes a significant part of our income and will be on maternity leave for about 3 months. What is the best way for us to prepare financially?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goal…
…
continue reading
1
Retiring Next Year? Do THIS With Your Retirement Savings!
16:02
16:02
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
16:02
5 Steps to prepare your savings within 12 months of your retirement. When you’re on the verge of retirement, say within the next 12 months, you might think you’ve done everything you need to do: saving diligently, investing wisely, and maybe even attending a webinar or two. But have you truly prepared for the retirement you want? Based on real-life…
…
continue reading
1
Wall Street's Hot Streak: Will the Stock Market Keep Soaring?
46:47
46:47
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
46:47
With seasonal trends and positive economic indicators at play, many experts anticipate continued stock market growth. Today's Stocks & Topics: OKE - ONEOK Inc., Market Wrap, NVT - nVent Electric PLC, MUSA - Murphy USA Inc., HAYW - Hayward Holdings Inc., Wall Street's Hot Streak: Will the Stock Market Keep Soaring?, CCJ - Cameco Corp., The President…
…
continue reading
1
Sam Stovall on Fed Policy Impacts, Election Year Market Trends, and Strategic Sector Rotation
33:47
33:47
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
33:47
Explore the fascinating interplay between Federal Reserve policies and market trends with our guest, Sam Stovall, Chief Investment Strategist at CFRA Research. Ever wondered how election years shape market behavior? We unravel historical patterns that suggest why 2023's equity markets showed resilience and what might be on the horizon for 2024, inc…
…
continue reading
1
Episode 151: Financial Strategies for Early Retirement
42:40
42:40
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
42:40
In this episode of 'Retire with Style', hosts Alex Murguia and Wade Pfau with Jessica Wunder from McLean Asset Management delve into the complexities of early withdrawals from retirement accounts, specifically IRAs and 401(k)s. They discuss the penalties associated with early withdrawals, the Rule of 55, and various exceptions allowing penalty-free…
…
continue reading
1
Money Talks| The history of credit
46:11
46:11
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
46:11
Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, a discussion on the history of credit. Hosted on Acast. See acast.com/privacy for more information.…
…
continue reading
1
2 - Revolutionizing the Hourly / Shift Workplace with GAGE Founder Justin Henshaw
22:12
22:12
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
22:12
In this episode of the Innovators & Investors Podcast, host Kristian Marquez speaks with the Founder and CEO of GAGE, Justin Henshaw. Justin shares his entrepreneurial journey, highlighting his military background and transition into business. He discusses the inspiration behind GAGE, a platform designed to recognize and score the contributions of …
…
continue reading
1
John Kerschner of JanusHenderson - CLOs: What Are They and Why Should Investors and Financial Advisors Be Interested?
1:04:50
1:04:50
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:04:50
Today, Rusty and Robyn are joined by John Kerschner, Head of US Securitized Products and a portfolio manager at Janus Henderson Investors. He is a member of the Securitized Credit and US Fixed Income Teams and leads the teams in finding innovative ways to utilize structured products in JHI portfolios. Prior to joining Janus in 2010, John was direct…
…
continue reading
