Fed on the Rocks - Talking Rates, Bond Portfolio Strategies and Margaritas with Monica Jalife
Amplified Wealth28 Syys 2023

Fed on the Rocks - Talking Rates, Bond Portfolio Strategies and Margaritas with Monica Jalife

In our first episode of Amplified Wealth we discuss the state of the bond market, interest rate policy ahead and how to make the perfect margarita. Nothing contained in this presentation should be construed as personalized advice, or solicitation to buy or sell any securities. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investmen...

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Jaksot(42)

The Diversification Illusion: Investing in the Modern Market with Stone Ridge Asset Management

The Diversification Illusion: Investing in the Modern Market with Stone Ridge Asset Management

In the latest episode of Amplified Wealth, Austin Hagaman and Henry Mercer welcome Allen Steere, Portfolio Manager at Stone Ridge Asset Management, for a timely conversation about one of the most comm...

18 Kesä 56min

AI, Hackers & the Cybersecurity Investment Boom: Insights from First Trust's Ryan Issakainen

AI, Hackers & the Cybersecurity Investment Boom: Insights from First Trust's Ryan Issakainen

In this episode of Amplified Wealth, Austin Hagaman and Mark Lucci welcome Ryan Issakainen, CFA, Senior Vice President and ETF Strategist at First Trust, for a timely conversation on cybersecurity as ...

27 Huhti 1h

401(k) Rollover Rules, Taxes & Mistakes to Avoid | According to Plan

401(k) Rollover Rules, Taxes & Mistakes to Avoid | According to Plan

In the latest episode of Amplified Wealth’s According to Plan, hosts Kate Fishbein and Tom Farrell tackle an important retirement planning question: what should you do with your 401(k) when you leave ...

17 Maalis 54min

Volatility & Valuations - What's Next for Stocks & Bonds - Insights from BlackRock's Mark Peterson

Volatility & Valuations - What's Next for Stocks & Bonds - Insights from BlackRock's Mark Peterson

In this episode of Amplified Wealth, we’re joined by Mark Peterson, Director of Market & Portfolio Insights at BlackRock, for a practical breakdown of what’s driving markets—and how investors can keep...

27 Helmi 54min

Quarterly Market Update Webinar | Winter, 2026

Quarterly Market Update Webinar | Winter, 2026

Markets entered 2026 with momentum, as resilient consumer spending, easing monetary policy, and continued investment in AI and infrastructure have helped extend the current bull market. Yet beneath th...

13 Helmi 1h 1min

Understanding the One Big Beautiful Bill - What Families Should Know

Understanding the One Big Beautiful Bill - What Families Should Know

In this special collaboration episode of Amplified Wealth, Austin Hagaman joins According to Plan co-hosts, Tom Farrell and Kate Fishbein to explore major changes from the One Big Beautiful Bill Act (...

22 Joulu 20251h 2min

According to Plan: RMD Rundown - Withdraw Wisely

According to Plan: RMD Rundown - Withdraw Wisely

In this episode of Amplified Wealth: According to Plan, Kate and Tom get “back to basics” with a topic that impacts millions of retirees: Required Minimum Distributions (RMDs). Whether you're approach...

18 Marras 202554min

Fall 2025 Market Update Webinar

Fall 2025 Market Update Webinar

Listen to the replay of our Fall 2025 Market Update Webinar - and catch up on the market at your convenience. Originally recorded live on October 22nd, 2025 - we examine the crossroads of policy, infl...

31 Loka 202559min

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