The hosts discuss the company's plans to reach a target of $25 million in Assets Under Management (AUM) by the end of the year and their future expansion to international investors. An ad from EY emphasizes the importance of cyber preparedness for finance leaders.
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Opinion International Affairs Columnist Marc Champion discusses Tucker Carlson’s interview with Russian president Vladimir Putin. Marc also shares his thoughts on the Israel, Hamas war. H&R Block CEO Jeff Jones talks about the company's recent earnings and the start of tax season. Ryan Detrick, Chief Market Strategist at the Carson Group, shares his thoughts on the S&P flirting with 5,000. Blake West and Mike Sall Co-Founders of Heron Finance explain using blockchain technology to provide access to portfolios of private credit deals. And we Drive to the Close with Andrew Slimmon, Senior Portfolio Manager at Morgan Stanley Investment Management. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.