Quick Tip - Investing Through the Cycle
In this Quick Tip, Terri Duhon explains how hard it is to try and pick the bottom of any market cycle and the wisdom of investing consistently through market cycles.To listen to more from Terri, here'...
29 Apr 20212min
John L. Smallwood - Markets Never Do What We Expect Them To Do
John L. Smallwood is a Certified Financial Planner™, President of Smallwood Wealth Management, a 6-time recipient of the Five Star℠ Wealth Manager Award. He has spoken at numerous events including the...
26 Apr 202132min
Ethan Widell - Value Investing is NOT a death cult
Ethan Widell is Investment Analyst at Ironhold Capital, a graduate of Columbia University with a double-major in Economics and Psychology, with a passion for Behavioral Economics and previous experien...
20 Apr 202133min
JR Gondeck - Protecting the Wealth of Families
JR Gondeck is a Partner and Managing Director with The Lerner Group, JR works with families to promote intentional communication and drive collaboration between all generations. JR is the co-author of...
12 Apr 202122min
Pat Garrett - The Future of Financial Advice
Pat Garrett is the the co-founder and CEO of Six Park, a leading Australian robo-advice investment management service."Democratization is a word you hear a lot now. Accessibility and affordability ha...
7 Apr 202122min
Stephen Leeb - Gold, As Good As...
Stephen Leeb, is author of China’s Rise and the New Age of Gold. He says that gold’s rise is just beginning. He thinks all investors, and younger Americans in particular, need to invest in gold to pro...
29 Mar 202129min
Quick Tip - What's an Index Fund?
One of the best places to start investing is in an index fund. Robert Farrington from the College Investor explains what an index fund is."That's really the name of the game it's not about what you i...
22 Mar 20211min
Tom Britton - Syndicate Room Startups
Every company was a start-up at one stage. Tom Britton is the cofounder Syndicate Room, a fund that invests in startups. Tom grew up in Los Angeles and, thanks to his Scottish-born father, was always ...
18 Mar 202128min
