Trends with Benefits

In this discussion, Eric Mancini, a partner and director at Traphagen Investment Advisors, delves into the burgeoning world of private investments and their role in reshaping portfolios. He highlights how alternative assets can provide lower correlations and new growth opportunities. The conversation also touches on retirement planning myths, the benefits of annuities, and emerging technologies like AI ETFs. Eric shares inspiring client success stories, emphasizing the balance between financial security and enjoying life's experiences.

Learn how ETF pioneer Jim Wiandt is using AI, fintech, and venture capital to enhance advisor-client gaps, build smart infrastructure, and shape the future of personalized investing.

Find out about the future of nuclear power in the U.S.

Dr. David Mieczkowski of AgAmerica discusses trade impacts, farmland investing, ag lending trends, and the future of U.S. farming in a changing economic and demographic landscape.

Mary Ann Bartels unpacks 2025 market volatility, AI trends, crypto, and how Star Trek may have predicted our digital financial future.

Discover the current state of global markets, tariff risks, implications for investors, and opportunities beyond the U.S., including Israel.

Learn how institutional investing, proper diversification, and goal-driven planning are transforming wealth management for modern families.

Javier Avalos, CEO of CapLite, brings his expertise on the VC secondary market, shedding light on its explosive growth from $25 billion to an estimated $120 billion. He discusses how the shift towards longer private company lifespans has created liquidity demands and the emerging role of Chief Liquidity Officers. The conversation also tackles the democratization of venture capital through private credit ETFs, making investments accessible to more than just the affluent. Plus, Javier shares insights on biohacking for startup founders to optimize their health amidst demanding environments.

In this engaging conversation, Craig Robson, founding principal of Region Peak Wealth Advisors, shares his expertise in navigating private investments. He reveals the growing allure of alternatives like private equity and digital assets for portfolio diversification. Discussions include the unique returns of various asset classes, alongside strategies for identifying suitable investors. Craig also delves into the risks of private equity secondaries and the future of healthcare investments, offering insights on the evolving financial landscape for wealth creators.

VanEck's Matthew Sigel reflects on his 2024 crypto predictions—wins, misses, and what's next for 2025, including his bitcoin price target and the Trump administration's impact on crypto.