Episode #117: Steve Lockshin, AdvicePeriod, “We Think the Estate and Tax Planning Levers are the Most Important Levers to Push on for Clients”
Episode #117: Steve Lockshin, AdvicePeriod, “We Think the Estate and Tax Planning Levers are the Most Important Levers to Push on for Clients”
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Bonus Episode: Todd Tresidder – The Great Financial Forecasting Hoax
Bonus Episode: Todd Tresidder – The Great Financial Forecasting Hoax
Author: Todd Tresidder is a financial expert, having created Financial Mentor...
Episode #116: Sarah Ketterer, Causeway Capital, “Without a Quant Risk Model, I’d Argue an Investment Manager Is Completely Blind”
Episode #116: Sarah Ketterer, Causeway Capital, “Without a Quant Risk Model, I’d Argue an Investment Manager Is Completely Blind”
Guest: Sarah...
“Nobody Ever Got Fired for Buying Vanguard…” Well, Maybe They Should Be?
"Nobody ever got fired for buying IBM".
The etymology of this phrase comes from the early days of the computing era, when the technology was...
Episode #115: Steve Glickman, Economic Innovation Group, “Ultimately, If You Hold for…10 Years or More…You Don’t Pay Any New Capital Gains – Ever”
Episode #115: Steve Glickman, Economic Innovation Group, “Ultimately, If You Hold for…10 Years or More…You Don’t Pay Any New Capital Gains – Ever”
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Episode #114: David Gladstone, Gladstone Capital, “Farmland Is One of the Most Stable Assets One Can Own”
Episode #114: David Gladstone, Gladstone Capital, “Farmland Is One of the Most Stable Assets One Can Own”
Guest: David Gladstone is...
Episode #113: Stanley Altshuller, Novus Partners, “I’m Bullish On Active Management, But I Think That You Need A Correction For People To Remember Why Hedge Funds Exist In The...
Episode #113: Stanley Altshuller, Novus Partners, “I’m Bullish On Active Management, But I Think That You Need A Correction For People To Remember Why...
Episode #112: Peter Ricchiuti, Tulane University, “You’re Better Off Investing When Things Look Miserable”
Episode #112: Peter Ricchiuti, Tulane University, “You’re Better Off Investing When Things Look Miserable”
Guest: Professor Peter Ricchiuti teaches classes on...
