Trends with Benefits

Ed speaks with Ed Slott, CPA and author of The New Retirement Savings Time Bomb about what investors need to understand about retirement and how they can keep more of what they've saved.

Ed speaks with Envestnet's Dana D'Auria about challenges to traditional asset allocation approaches, navigating "hot" investment trends, the growth versus value dynamic and the alpha thesis of ESG.

In this episode I chat with Sue van der Linden, wealth advisor at Bluestone Planning Group about her advocacy of females in finance.

I continue our special crypto podcast series by welcoming Ari Paul, CIO of BlockTower Capital to the show to discuss how bitcoin is traded and the market outlook for the cryptocurrency amidst its growing acceptance and long awaited legitimization by the government, financial services industry and most importantly, investors.

This week's episode features a discussion with Mike Alexander, President of Wealth Management for Broadridge about building a next generation advisory practice.

This week's episode delves into the world of REIT income. I chat with Brad Thomas, CEO of Wide Moat Research to discuss COVID's impact on REITS, sector trends he's seeing, identifying quality and the impact of rising rates.

Ed welcomes Howard Lindzon, co-founder of StockTwits back to the show, to discuss the rise of the individual investor.

Andrew Lane, Director of Equity Research, Index Strategies with Morningstar joins me to talk about Morningstar's Wide Moat approach to stock selection and valuation.

I continue our special crypto podcast series by welcoming Dan Tapiero, Manager Partner and CEO of 10T Holdings and Co-founder of Gold Bullion International, to discuss the investment case for Bitcoin when it comes to institutions.

Jamie Wise, CEO of Periscope Capital and Founder of Buzz Holdings joins me this week to discuss social sentiment as an investment strategy.