The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor. Support this podcast: https://anchor.fm/investinalts/support
Welcome to Fidelity International's monthly asset allocation podcast hosted by Richard Edgar, Editor in Chief. Each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? If you enjoy Rich Pickings then be sure to try our other podcast, 'Fidelity Answers'. From ...
Market Narratives is a podcast series hosted by Alex Proimos, head of institutional content, at Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as th ...
Bloomberg Opinion columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
Lazard Insights Conference Calls are part of an ongoing series of conference calls discussing timely issues in today's market. The calls are not specific to any Lazard product, and are designed to bring value-added insights to clients and prospects and to promote our intellectual capital. © 2018 Lazard Asset Management LLC.
Sound Investing for Every Stage of Life
Meet the people who allocate vast pools of capital and the processes they employ. New episodes release on Monday's
Our monthly Wealth Insights podcast focuses on the most important moments in life – whether it is starting a business, building up a fortune, moving abroad, preparing for retirement or transferring wealth to the next generation. We ask the relevant questions and provide answers from a wealth management perspective.
SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.
Get stock, fund, and ETF picks, plus personal finance advice, investing tips, and exclusive fund manager interviews. -- Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.
The 401k Owner's Manual with George Huss. The one they couldn't put in your 401k enrollment packet. Profit from these tips on how to rank your 401k investment options; how to set up a portfolio; and, how to let your winners run and cut your losses short. ( The book is now available on Amazon ! Print on demand or Kindle! Grab your own copy now, at: http://ftp2.co/amz )
The Small Business Millionaire podcast teaches you the secret small business strategies that the most successful entrepreneurs use to build profitable and growing businesses, and then, the magic formula for creating personal wealth beyond your greatest dreams. Our blog host, Jeff Wiener, ran a profitable and cash-flow positive business for 288 months in-a-row, including managing through three recessions, and sold his 50-employee small business in 2017 for 8-figures. Jeff will guide you throu ...
The Encrypted Economy podcast explores the business, laws, regulation, and security relating to our most valuable digital data...whether financial assets, proprietary data or personal information. Join us each week as we delve into what makes up the new encrypted economy as well as the developments that are shaping our economies and world.
Investment and Financial strategies explained through interviews with flourishing business leaders and thorough research. Our content is created with the aim of growing everyone’s financial literacy and freedom, so you can make money work for you, instead of spending a lifetime chasing it.
Conversations about trading, investing, and personal finance with the smartest people in the industry.
The Investment Innovation Institute [i3] is committed to better investment outcomes through education. You can subscribe to our complimentary newsletter at: https://i3-invest.com/subscribe/
Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.
Commercial Real Estate Veterans, Joe Muratore and Ryan Swehla, demystify Commercial Real Estate Investing with an inside look into the strategies they use on a day-to-day basis at their company: Graceada Partners.
Hosted by Sunsuper's Dream Team - Chief Economist Brian Parker and Head of Advice and Retirement Anne Fuchs, it's essential listening if you want to make sure you're on the right track to understand your super and achieve your dreams in retirement.
Mutual Fund Investments and Personal Finance Simplified
Husband and wife financial gurus David and Cindy provide a refreshing view on personal finance with a side of humor. They also share offbeat current events and real-life experiences. The two hosts crack jokes while also diving into financial literacy and success. This podcast finds the perfect balance between having a laugh and getting down to business. Cindy has been a leader in the financial industry for the last 27 years. She is a registered professional and COO for a nationally recognize ...
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Quick coverage of the leading practitioner journal in the investment management community. Get a 5 minute snapshot of each issue of the Financial Analysts Journal in the Editor's Snapshot with Managing Editor Heidi Raubenheimer. Also find summaries of the research articles and interviews with authors. All the original Journal articles can be found on https://www.tandfonline.com/toc/ufaj20/current
Two highly experienced wealth advisors sharing practical insights on wealth management with the goal of helping listeners feel more comfortable with their money. Hosted by Christie Matwee MSc, MBA, CFA and Shawna Perron MBA, CIM, FEA. Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth investors grow and preserve their wealth. Whether you're new to investing or have been investing for years and need a refresher on some of the fundamentals, ...
Video Lecture for NAIT FNCE2280 Online Students
The Dough Roller Money Podcast helps people make the most of their money. Through interviews, news, tips and resources, the show helps you take your finances to the next level. Whether you are just starting out, under a mountain of debt, or nearing retirement, the Dough Roller Podcast can help you achieve your financial goals. And remember, the best thing money can buy is financial freedom.
The Paisa Vaisa podcast helps you understand all things money so that you can make well-informed financial decisions. Understand the basics every week as host, Anupam Gupta, talks with experts across a wide spectrum of the banking and financial services industry: CIOs, CEOs, startup founders, bloggers, advisers, even kids - all of them are part of the awesome line up of guests on the show.
Money with Monika is a weekly personal finance show that answers your queries on all investment matters. Monika Halan, Consulting Editor of Mint and author of Let’s Talk Money, takes you through the various avenues of savings open to you - deposits, stocks, bonds, mutual funds, insurance and pension funds. This is a Mint production, brought to you by HT Smartcast.
Let’s Talk ETFs is Seeking Alpha's podcast dedicated to the exchange traded fund space. Hosted by Seeking Alpha’s ETF expert, Jonathan Liss, the podcast features long-form conversations with industry insiders, ETF issuers, asset managers and investment advisers to explore the ways in which ETFs continue to evolve, helping investors to reach their financial goals.
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.
The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
Here, we are Entrepreneurs Through Acquisition #ETA. Here, is where we come to find one another, to learn new ways to play our game, and get ideas on entirely new games to try - short, long and infinite. Here, we are working to learn and share the knowledge of investors, investment bankers, lawyers, accountants, founders, leaders, builders and their advisors so that we may apply it ourselves and share it with anyone else seeking the path.Listen and learn how to buy, operate and grow a proven ...
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
To help you with your financial planning you need up to the minute information. At RaboDirect we are creating a suite of podcasts to help your money work even harder for you. Our podcasts are not just about money, but about many things you might find useful when deciding how best to make your money more active. We plan on launching a range of new podcasts over the coming months, so subscribe now. Your money will thank you for it!
The Alpha Architect mission is to empower investors through education, and our Compound Your Knowledge podcast is meant to be an educational journey that slowly builds confidence in one’s own ability to understand financial concepts and financial research. We believe an educated investor is a sustainable investor, which is critical for the success of any long-horizon active investor. As Ben Franklin is reputed to have said, “An investment in knowledge pays the best interest.”
Hall of Fame podcaster Gary Leland produces these short news updates about Bitcoin to help keep you up to date with the ever changing world of Bitcoin. Get your daily dose of Bitcoin news every week day in 4 minutes or less on the 4 Minute Bitcoin Show. This is a https://BitBlockBoom.com production.
Join Pat the Shuffler and Dave from Strong Money Australia as they discuss how to reach Financial Independence and Retire Early (FIRE) in Australia. Learn to build a strong financial base of high savings and robust investments, so you can create your best life, and enjoy a happy early retirement.
As the world's leading and most diverse derivatives marketplace, CME Group is where the world comes to manage risk. We offer the widest range of global benchmark products across all major asset classes, helping businesses everywhere mitigate the myriad risks they face in today's uncertain global economy. The information provided in our podcast is for educational purposes. To view our regulatory disclaimers relating to this podcast, please visit cmegroup.com.
The ultimate guide to ETF investing for Canadians. Hosted by Justin Bender of PWL Capital.
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The Alt Asset Allocation Podcast

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35: Jumping full time into Real Estate Investing in Colorado with Merrill Stillwell
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For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Merrill Stillwell is Managing Partner at Blue Mountain Investments, a real estate firm with operations in Denver and the Vail Valley. Blue Mountain Investments operates in real estate development and management and specializes in creative and unique…
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SA For FAs


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The Asset Allocator: Alternative Currencies (Podcast)
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The dollar is worth about one-twenty-sixth of its value a century ago, and loose fiscal and monetary policies portend a deepening of the trend. This podcast (8:03) looks at the few currencies that have held up well to the dollar over a decade or more, reflecting underlying monetary and fiscal discipline. Learn more about your ad choices. Visit mega…
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Rich Pickings: Fidelity's Asset Allocation Podcast


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Counting down the days: The 2021 Analyst Survey
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The results are in for Fidelity's annual Analyst Survey. Over 140 sector experts from across the world have been asked for a detailed picture of how they expect to see their companies perform in the coming year, from the health of balance sheets to the confidence of management teams, and the outlook is encouraging. Richard Edgar talks to the survey…
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The Encrypted Economy


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Matt Hougan, CIO of Bitwise: Allocating To Digital Assets, Bitcoin ETF and The First Ever DeFi Index Fund
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This week on The Encrypted Economy, my guest is Matt Hougan, the CIO of Bitwise Asset Management. Bitwise was founded in 2017 and brought investors the first cryptocurrency index fund. Now they are one of the key players in the push for a Bitcoin ETF, and as of last week they became the provider of the first index based DeFi fund. Matt and Bitwise …
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Citywire Wealth Manager


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Asset Allocation: ‘ESG is in the eye of the beholder’
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In this extract from our asset allocation debate, we discussed ESG products, and how Covid-19 has increased their popularity. But has this trend fundamentally changed asset allocation for the year ahead, and are ESG ratings really giving portfolio managers enough information? Speakers in this podcast include : Justin Onuekwusi - Legal & General Suz…
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Something On My Mind | Personal Finance, Budgeting, Investing


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#46 - 401(k) Asset Allocation with Mutual Funds in the Stock Market & Valentine's Day Break Up Therapy
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In this episode David and Cindy discuss the details about how to allocate assets in your 401(k), Roth 401(k), 403(b) and 457(b) plans. They cover many types of mutual funds that invest in the stock market including large-cap, mid-cap, small-cap, international funds, value funds, balance funds, bond funds, and money market funds. They also cover the…
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Capital Allocators


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[REPLAY] Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81)
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Jennifer Prosek is the founder and CEO of Prosek Partners, a leading international public relations and financial communications consultancy with offices in New York, London, Los Angeles and Connecticut. Prosek Partners ranks among the top 10 independent public relations firms in the U.S., and among the top financial communications consultancies. T…
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Masters in Business


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Ben Inker on Value and Asset Allocation (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with Ben Inker, the head of asset allocation at GMO, which manages about $60 billion in assets. In his nearly three decades at GMO, Inker has served as an analyst for the quantitative equity and asset allocation teams, as a portfolio manager of several equity and asset allocation portfolios, as a co…
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Market Narratives


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Rich Nuzum | Allocating capital, market forces and the balancing act of risk
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All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.By Alex Proimos
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Durable Value: An Investor's Podcast


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How We Apply Ray Dalio's "Holy Grail" of Investing to Commercial Real Estate
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Billionaire Ray Dalio, is well known for articulating his investing philosophies publicly. Ray is perhaps most well known for what he calls "The Holy Grail of Investing", and in this episode, we talk about how we apply it to commercial real estate.By Graceada Partners
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Something On My Mind | Personal Finance, Budgeting, Investing


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PFT# 12 - Personal Finance Tip of the Week: How Shopping For Medical Procedures Can Save Money on the Budget
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For the personal finance tip of the week, David and Cindy provide tips on how save on your medical procedures whether you have health insurance or not. By obtaining the medical procedure codes and working with your doctors, they are often willing to lower your budgetary costs. https://www.instagram.com/somm.podcast/ https://www.somethingonmymind.ne…
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Let's Talk ETFs


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The Year Of The Dow: Why 2021 Will Finally See DIA Outperform
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In the decade-plus since the post-global financial crisis bull market rally began, the DJIA has been crushed by top U.S. index benchmark peers the S&P 500 and Nasdaq 100. The fact the Dow is "price weighted" has meant high-flying growth stocks have been left out of the index relative to value-oriented names in underperforming sectors like healthcar…
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Citywire Wealth Manager


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AAA-rated Jourdan: Private companies given unfair advantage from corporation tax hike
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In Rishi Sunak’s Spring Budget it was announced that corporation tax is raising to 25% in 2023.But what does this mean for small cap firms? I spoke with veteran smaller companies fund manager Paul Jourdan, from Amati, to get his reactions to the Budget.By Citywire
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Money For the Rest of Us


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How The Covid Shock Nearly Destroyed The Financial System
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Why the Federal Reserve had to step in again to sop runs on money market mutual funds and keep the financial system from imploding. Topics covered include: What are the differences between shocks and vulnerabilities What are the four main vulnerabilities the Federal Reserve monitors How deleveraging and demands for liquidity lead to market stresses…
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Sound Investing


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How to simplify the Ultimate Buy and Hold and get higher returns
1:00:28
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Listen to Sound Investing on your favorite listening platforms: This is the second podcast in a series of what Paul Merriman thinks are "the most important investment information” the Merriman Financial Education Foundation updates annually. Paul starts with a quick review of the previous podcast, The Ultimate Buy and Hold Strategy Update 2021 rega…
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[i3] Podcast


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55: Trillium's Matt Patsky – Trump, Facebook and Fiction in Media
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Matt Patsky is Chief Executive Officer and Portfolio Manager at sustainable investment firm Trillium, which was recently acquired by Perpetual. In this interview, we talk about the power of Facebook, truth and fiction in media, excessive remuneration and rainbow washing.We also discuss the impact the Trump presidency has had on the ESG industry. “A…
Check out the ranking change among the Six Major Asset Classes and the change in Sector rankings within Domestic US Equities. Remember, there is hope. Don’t miss episode 337 of The 401k Owner's Manual !By George Huss
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The Encrypted Economy


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John Verry, Founder of Pivot Point Security: A New Cybersecurity Standard Is Emerging and Is Here To Stay
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This week on The Encrypted Economy, my guest is John Verry. John is the Founder of Pivot Point Security, as well as the host of his own podcast called The Virtual CISO. He helps organizations of all shapes and sizes become certified in accordance with leading security frameworks like ISO 27001, and the new CMMC standard. John also specializes in re…
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The Alt Asset Allocation Podcast

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34: Regulation of Cryptocurrencies with Dave Rodman
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For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ With Bitcoin and Cryptocurrencies reclaiming all time highs, "regulatory uncertainty" is still high in the cryptocurrency industry. Don't miss this episode with Dave Rodman going into detail on the state of regulations in the cryptocurrency industry…
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Capital Allocators


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Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
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Alex Shahidi and Damien Bisserier are the Co-CIOs and of Evoke Wealth and ARIS Consulting, a $19 billion registered investment advisor they co-founded in 2014. Alex came at the business from a long tenure advising portfolios at Merrill Lynch, and Damien joined after nine years at Bridgewater. Our conversation covers their respective backgrounds, sh…
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Something On My Mind | Personal Finance, Budgeting, Investing


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#48 - No Budget Typically Means no Planned Retirement: We Tell You How to Achieve Personal Finance Success
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In this episode David and Cindy cover the budget and why it is critical to your success for a balanced life. If you don't budget, odds are you will not be able to retire unless you are forced to. They also cover the hidden piece in managing the budget by ensuring that every bill is transformed into a fixed amount just the like mortgage and the car …
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Paisa Vaisa with Anupam Gupta


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Ep. 285: The Future of Wealth Management Special
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In this week's episode of 'Paisa Vaisa', host Anupam Gupta is in conversation with Jayanth Nanjappa, Investment Strategist at 90-10 Financial Planners Pvt Ltd. & Co-Founder of 'The Econormist Podcast'. Anupam and Jayanth talk about the future of wealth management and its current scenario in India. They discuss his journey to start the Econormist Po…
I am working on several new projects and one of the newer projects I have put together is BitBlockBarbeque. BITBLOCKBOOM The great Bitcoin Conference in Dallas, Texas https://BitBlockBoom.com MY WEBSITES https://CryptoCousins.com https://ArlingtonCrypto.com https://CryptoPodcaster.com https://GaryLeland.com MY CONTACT INFO Email me at TheCryptoCous…
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Masters in Business


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Jean Hynes, Wellington’s Incoming CEO (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with Jean Hynes, Wellington’s incoming CEO, on rising through the ranks, managing one of the world’s largest asset managers, and investing in health care in the days of Covid. She manages the $51 billion Vanguard Health Care Fund.By Bloomberg Radio
In this week’s podcast, Ben Johnson looks back on the market crash through the ETF lens, we highlight two active ETFs we like, Jason Kephart shares a hands-off solution for retirement savers, and Christine Benz suggests a vehicle to give investors a tax advantage.By Morningstar
Not sure whether to invest in your RRSP or TFSA? Listen in as we discuss why and how you should think of these as part of your long term wealth management strategy, including the benefits of each account type and how to make the most of your contributions to leave more money in your hands at the end of the day. This communication is for information…
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Something On My Mind | Personal Finance, Budgeting, Investing


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PFT #11 - Buying Used Tires Online Can Be 50% Cheaper for Your Budget
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For the personal finance tip of the week, David and Cindy reveal that the cost for owning cars including the payments, gasoline, insurance and maintenance can be the largest collective cost in the monthly budget. Part of this cost is for tires than can be $500 - $1,000 to repalce. One solution is to buy quality used tires online and the cost can of…
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Let's Talk ETFs


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From Fad To Sustainable Trend: The ESG Juggernaut Continues To Pick Up Steam
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Essentially unheard of a decade ago, investing strategies that screen holdings for compliance to Environmental, Social and Governance values have captured increasing investor interest. Tony Campos, Head of Sustainable Investment, Americas, FTSE Russell, joins the podcast to explain how the process of ESG screening works at FTSE Russell. Not wanting…
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Money For the Rest of Us


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What Is Tail Risk and Are You Taking Too Much Of It?
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When should you protect against rare, but extreme events? When should you self-insure? Under what circumstance should you sell tail risk protection to others? Topics covered include: How tail events differ from tail risk Why volatility is not the best measure of risk for individuals What does it cost to protect against large stock market losses Why…
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Citywire Wealth Manager


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'Scottish Mortgage discount could be an opportunity'
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16:24
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Tech stocks have taken a bashing this week, but is this correction likely to be sustained?Scottish Mortgage trust has been one of the most severe casualties on the FTSE, after an exceptional run over the past year. The largest UK investment trust has significant allocations to the likes of Tesla and Amazon, as well as Chinese tech giants Alibaba an…
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Sound Investing


1
The Ultimate Buy and Hold Strategy: 2021 Update
1:00:28
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Listen to Sound Investing on your favorite listening platforms: Paul Merriman discusses the 2021 updated Ultimate Buy and Hold Strategy, designed to show why the 10 equity asset classes should be part of a diversified portfolio. This new study uses an expanded base of returns so that all 10 equity asset classes are reflected in the 1970 to 2020 per…
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Kuvera Insights

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Kuvera Insights: Investing in Debt Mutual Funds
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In this episode of #KuveraInsights, Mahendra Kumar Jajoo, CIO – Fixed Income , Mirae Asset Investment Managers, Renu Yadav, Asst Editor, Mint and Gaurav Rastogi, Founder & CEO – Kuvera.in discuss debt mutual funds and dig deeper into the stability they offer a portfolio Following are the points and questions discussed: Q: what are the few changes …
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Lazard Insights


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Beyond Cash: China Pulls Central Banks into the Digital Currency Race
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The now ubiquitous bitcoin and other cryptocurrencies are creating a decentralized, alternative global financial system. Hoping to push back against the competition, central banks, led by the People’s Bank of China, are investigating what it would take to launch their own digital currencies.By Lazard Asset Management
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The Alt Asset Allocation Podcast

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33: Investing with Inflation on the rise with Ronnie Stöferle
1:05:28
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For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Is your portfolio prepared for Inflation? Ronnie Stöferle has written the In Gold We Trust report for 14 years now, and has some pretty unique views on why we should worry more about inflation and its impacts on our portfolios. In this conversation …
Today we're going to share how to nail down the big categories of spending, to ramp up your savings rate and reach FI much faster! These are ideas we've implemented in our own lives so we wanted to pass them on to our listeners :) Discussion points... Housing costs (02:32) Super-cheap interest rates (10:51) Cars and transport (17:21) Food and cooki…
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Something On My Mind | Personal Finance, Budgeting, Investing


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#47 - 2020 Tax Filing Review: Why You Don't Want a Tax Return & How The Money Improves the Budget and Increases Your Retirement
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In this episode David and Cindy cover the 2021 tax filing season. They review whether it is more beneficial to choose the standard deduction or itemize deductions. They also review many of the common deductions that many tax filers qualify for. In addition, the goal is not to receive a tax return; the average refund is $3,000 and this money can be …
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Capital Allocators


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Acting Chairman Rostin Behnam – CFTC Regulatory Perspectives on Crypto and Climate (Capital Allocators, EP.178)
1:05:42
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Rostin Behnam is the Acting Chairman of the Commodities Futures Trading Commission. He was nominated and approved by the prior administration in 2017 to serve as one of five Commissioners of the CFTC and in January, accepted the role as Acting Chairman. The CFTC has a mission to promote the integrity, resilience, and vibrancy of the U.S. derivative…
In this week's episode of 'Paisa Vaisa', host Anupam Gupta is in conversation with Erik Hon, Managing Director of iFAST Financial India Pvt Ltd. iFAST Corporation is one of Asia's largest wealth management fintech platform. It was founded in the year 2000 and is based in Singapore. Anupam and Erik talk about the concept of Global Investing - in par…
In this episode, we will be covering fundamental aspects of the stock market and discussing how people with a limited income should start their investment journey, along with effective investment strategies.By Vinamra Hirawat
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Masters in Business


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Doug Braunstein on Investment Banking (Podcast)
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Bloomberg Opinion columnist Barry Ritholtz speaks with Doug Braunstein, founder and managing partner at Hudson Executive Capital, which has underwritten several successful SPAC offerings and manages $1.6 billion in assets. Braunstein previously held several roles at JPMorgan Chase — including working directly with Jamie Dimon as chief financial off…
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Investing Insights


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Lessons Learned and Mistakes Made from the 2020 Bear Market
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In this week’s podcast, Christine Benz commemorates the one-year anniversary of the 2020 bear market, we add three new stocks to our coverage, Ben Johnson suggests two dividend ETF picks, and Margaret Giles shows us how to create a budget.By Morningstar
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Let's Talk ETFs


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Riding The Blue Wave: Utilities For 2021 And Beyond With UTES' John Bartlett
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Despite the S&P 500 being up an impressive 18% in 2020, the utilities sector did not take part in the rally finishing the year flat. Reaves' John Bartlett has spent nearly 30 years closely tracking Utilities names through every type of investing environment. Bartlett currently co-manages the firm's flagship Reaves Utility Income Fund (UTG), as clos…
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Something On My Mind | Personal Finance, Budgeting, Investing


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PFT #10 - Personal Finance Tip of the Week: How Coffee Slowly Drips Away at Your Monthly Budget
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For the personal finance tip of the week, David and Cindy discuss how much money that you save by cutting back on buying coffee from a barista. It is possible that a family of four can spend up to $7,700 per year. Next they explain how much money can be accumulated by investing the savings and letting the compound interest grow. https://www.instagr…
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Durable Value: An Investor's Podcast


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5 Strategies We're Employing to Add Value to Office Space Post-COVID
29:31
29:31
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In our recent webinar, we shared 5 strategies that we're using in the office asset class. Even with remote work becoming the norm, office space isn't going away. In fact, we are acquiring more of it because we see collaboration and other office dynamics having a crucial role for many years to come.By Graceada Partners
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Sound Investing


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Paula Pant and Paul Merriman: The present and future of investing
1:00:28
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Listen to Sound Investing on your favorite listening platforms: In this fast-paced, fun and educational interview by Paula Pant — the self-described “writer and instigator” behind the weekly podcast, “Afford Anything” — Paul and Paula discuss: Meeting Vanguard founder John Bogle 2 Funds for Life What’s wrong with Target Funds? What’s different abou…
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Market Narratives


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Rob Petrini | The efficacy of private credit, partner mentality and the myth of too much capital
30:51
30:51
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All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.By Alex Proimos
Discover what history tells us about Market Crashes and Bear Markets. Also, grab the update on the Six Major Asset Classes and the change in Sector rankings within Domestic US Equities ! Remember, there is hope. Don’t miss episode 336 of The 401k Owner's Manual !By George Huss