Ep. 36: Could New Stock Market Highs Be A Warning Sign To Investors? With Duncan Rolph

1

Introduction

00:00 • 2min

2

How to Avoid Negative Rates in the Market

01:59 • 2min

3

How I Got Started in the Tech Industry

04:09 • 2min

4

The Evolution of the Independent Channel

06:29 • 3min

5

The Future of Financial Planning for Wealthier Clients

09:20 • 2min

6

The Differences Between Wealthy and Wealthy Clients

11:44 • 2min

7

How to Manage Risk and How Fundamentals Drive the Stocks

13:22 • 5min

8

The Importance of Due Diligence

18:32 • 2min

9

The Importance of Emotional Conversations With Financial Advisors

20:50 • 2min

10

The Importance of Consciousness in Advice

22:36 • 3min

11

The Importance of Asset Allocation and Risk Tolerance

25:36 • 2min

12

The Pros and Cons of Brookfield Asset Management

27:57 • 3min

13

CVS: The Best Stock in the Markets

30:59 • 3min

14

Focus Financial Partners: A Stock That's a Value Play

34:08 • 3min

15

The Cost Savings of Investing in a Firm

37:23 • 2min

16

The Future of Robo Advising

39:02 • 3min