Artificial Intelligence Is All The Rage
Everywhere you look people are talking about Artificial Intelligence (AI). How will AI change the...
29:00
Tax Reports In Advance of April 15th
As we get closer to April 15th taxes take center stage. On this episode I walk you through all...
08:02
2023 was an interesting year for stocks. Commonly held worries about inflation and a slowing...
38:12
Year End Tax Planning and Portfolio Management
The end of the year always comes with lots of discussions about capital gains, income, and all...
29:40
3rd Quarter 2023 Market Review & Outlook
The 3rd quarter was a period of change for investors. Stocks continued to rally early in the...
39:23
Cross Border Wealth Creates Unique Opportunities & Challenges
As the world gets smaller more and more families are living cross border lives. With family...
23:04
The first half of the year had stocks in rally mode and bond markets stabilizing. We have reached...
46:52
Interest rates, banking crisis, and debt ceilings..oh my
On this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein....
35:58
The first quarter saw a recovery in both stock and bond markets but questions and worries remain....
41:50
Tax Planning With Retirement Accounts and The SECURE Act
The Setting Every Community Up for Retirement Enhancement (“SECURE”) Act of 2019 was the most...
23:36
Residential Real Estate Takes Center Stage
On this episode, I'm joined by Jed Lewin, an expert real estate broker at The Agency. Jed...
25:52
Is Traditional Asset Allocation Dead?
After a historically bad year for both equity and fixed income markets investors are wondering if...
21:44
Financial and Cyber Security In the Modern World
On this episode we focus on how best to protect your assets from fraud, identity theft, and all...
23:29
Stock and bond markets continued to decline in the 3rd quarter. This made for one of the more...
43:37
Navigating Overseas Investment Opportunities
So much economic news has been coming out of the US that it is easy to forget about the...
30:23
Market volatility across nearly all asset classes dominated the 1st half of 2022. Inflation...
47:24
Private Wealth Intersects With Family Engagement
No two families are the same and no two families think about their wealth the same way. The...
26:28
The start of 2022 has been a difficult year in both stock and bond markets. This episode is a...
23:03
Environmental, Social, and Governance Investing is a topic on every financial tv show, radio...
20:38
It has been an eventful quarter in the markets. We have had the first major conflict in Europe...
52:55
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