Betterment Comes of Age

Betterment Comes of Age

Sarah Levy, CEO of Betterment, joins the show to talk about how one of the original Robo-Advisors has navigated the past decade and where it is headed in the future. Plus, inflation starts to chip away at investor confidence and we identify the most vulnerable areas of the market. That, and the term of the week that investors need to know. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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The Future of Financial Planning

The Future of Financial Planning

Peter Mallouk, CEO of Creative Planning, joins The Express to help us see the future of financial planning and wealth management as firms like his continue to consolidate the industry. Plus, the S&P 5...

22 Jan 202432min

Big Deals, Little Deals and No Deals for Investors as the Year Begins

Big Deals, Little Deals and No Deals for Investors as the Year Begins

Sam Ro, the author of TKer, comes back aboard to help us discern what we should be paying attention to, and what we should be ignoring as investors to start the year. From the approval of spot Bitcoin...

15 Jan 202431min

Where to Find Opportunities in Unusual Places in 2024

Where to Find Opportunities in Unusual Places in 2024

Anastasia Amoroso, the Chief Investment Strategist at iCapital, rejoins the show to help us identify unusual opportunities in the capital markets this year as the economy slows and rates come down. Pl...

8 Jan 202433min

Resetting our Long-Term Expectations for the Markets as "Sound Money" Returns

Resetting our Long-Term Expectations for the Markets as "Sound Money" Returns

Joe Davis, Vanguard's Chief Global Economist, explains why the return of "Sound Money", with interest rates higher than the rate of inflation, will be good news for long-term investors, but will mean ...

1 Jan 202432min

Breaking out the 2024 Investing Playbook as Stocks Touch New Highs

Breaking out the 2024 Investing Playbook as Stocks Touch New Highs

Liz Ann Sonders, the Chief Investment Strategist at Charles Schwab, tells us what to expect next year for the markets and the economy, and how investors should prepare. Plus, the Fed gave investors an...

18 Dec 202327min

Investopedia's Top Terms of the Year, and What's Behind Bitcoin's Mega-Rally

Investopedia's Top Terms of the Year, and What's Behind Bitcoin's Mega-Rally

It's been a year unlike any other for investors with a bear market in bonds, bank failures. the rise of A.I., and a reality check for the so-called "American Dream". We bring you Investopedia's Most S...

11 Dec 202330min

The Money Advice No One Ever Told Us From Your Rich BFF

The Money Advice No One Ever Told Us From Your Rich BFF

Vivian Tu, aka Your Rich BFF, joins The Express to talk about how she became one of the most followed Fin-fluencers on social media, and shares the personal finance and wealth building secrets no one ...

4 Dec 202333min

As The Bulls Run Wild, Long-term Investors Stay the Course

As The Bulls Run Wild, Long-term Investors Stay the Course

A four-week run for the stock market has a few strategists calling for a time out, just in time for one of the seasonally strongest two week periods for the market. Amid this year's recovery, and foll...

27 Nov 202329min

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