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Episode | Date |
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What Are the Odds of Seeing Stagflation in the Economy and How Should Investors Prepare with Michael Arone of State Street Global Advisors
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May 07, 2024 |
Managing Risk and The Art and Science of Portfolio Management with Brian Storey and Andrew Goins of Brinker Capital
|
Apr 30, 2024 |
Securitized Income and Structured Products: We’ll Break Down These Terms and What You Should Know About Them with Ricky Schneider of Fort Washington Investment Advisors
|
Apr 23, 2024 |
Alternative Investments: The Most Popular Alternative Strategies and What’s Ahead for the Market with Matt Brown of CAIS
|
Apr 16, 2024 |
Municipal Bonds: The Fastest Growing Segment in the Muni Market and the Outlook for 2024 with Jason Mertz of AllianceBernstein
|
Apr 09, 2024 |
ETFs: Their Impressive Growth and the Future of the Industry with Eduardo Repetto of Avantis Investors
|
Apr 02, 2024 |
Diversifying Asset Classes: What Are They and Why Do You Want Them With Josh Flade of Orion
|
Mar 26, 2024 |
Direct Indexing: How it Works and What You Need to Know About it with Frank Nickel and Tom LaBarbera from Orion
|
Mar 19, 2024 |
Let’s Talk Crypto with Chris King of Eaglebrook Advisors
|
Mar 12, 2024 |
What Happened to the Markets in 2023 and What’s Ahead for 2024 With Fritz Folts of 3EDGE Asset Management
|
Feb 27, 2024 |
It’s All About Due Diligence with Ron Ahluwalia, Mili Rosen and Will Girton of Brinker Capital
|
Feb 20, 2024 |
The Goldilocks Economy: How Long Can it Last with Jeff Sherman of DoubleLine Capital
|
Feb 13, 2024 |
The Market Outlook for 2024 and Top Geopolitical Trends with Ron Temple of Lazard Asset Management
|
Feb 06, 2024 |
Protective Investing: What Is It and Can It Work for Your Clients with Alex Rabinovich of Halo Investing
|
Jan 30, 2024 |
What's Ahead in 2024 with Phil Toews of Toews Asset Management
|
Jan 23, 2024 |
Vanguard’s Biggest Moves in 2023 with The Independent Vanguard Adviser’s Jeff DeMaso
|
Jan 16, 2024 |
Market Outlooks with Kim Arthur of Main Management
|
Jan 12, 2024 |
How to Find the Best Talent for Your Firm with New Planner Recruiting’s Caleb Brown
|
Jan 09, 2024 |
Investing in Texas and the Future of the ETF Industry with Texas Capital Bank's Edward Rosenberg
|
Dec 26, 2023 |
Exploring Investment Opportunities in the Growing Music Industry with MUSQ's David Schulhof
|
Dec 19, 2023 |
Value Investing: How Value Outperforms Growth with Barrow Hanley Global Investor's Rand Wrighton
|
Dec 12, 2023 |
Navigating Volatility in the Interest Rate Markets with Merganser Capital Management's Andy Smock
|
Dec 05, 2023 |
The Five Criteria for Building Successful Client Relationships with Invesco Consulting's Brett Van Bortel
|
Nov 28, 2023 |
Investing in High-Quality International Stocks with Polen Capital Management's Todd Morris and Daniel Fields
|
Nov 21, 2023 |
The Rise of Liquid Alternatives with Simplify Asset Management's Michael Green
|
Nov 14, 2023 |
Growth Investing and the Future of Active Management with Columbia Management's Tom Galvin
|
Nov 07, 2023 |
Aligning Investments and Personal Values with Crossmark Global Investments' Bob Doll
|
Oct 31, 2023 |
FinTech Trends That Help Advisors Win More Business with Orion's George Svagera and Ryan Donovan
|
Oct 24, 2023 |
ETF Model Portfolios and Factor Investing with Astoria Portfolio Advisors' John Davi
|
Oct 17, 2023 |
How to Navigate the ETF Marketplace with ETF Action's Mike Akins
|
Oct 10, 2023 |
The Complexity of Managing High-Net-Worth Portfolios with City National Rochdale's Vern Montross
|
Oct 03, 2023 |
Investing in Freedom with Democracy Investments' Julie Cane
|
Sep 26, 2023 |
What's on Your Bookshelf with Orion's Dr. Daniel Crosby
|
Sep 19, 2023 |
Investing in Value with Newton Investment Management Group's Brian Ferguson
|
Sep 12, 2023 |
The Rise of Insourced Chief Investment Officer (ICIO) with Helios’ Chris Shuba
|
Sep 05, 2023 |
Replay: Investing in the Face of Market Risks with AQR’s Daniel Villalon
|
Aug 29, 2023 |
Portfolio Construction Strategy and Market Outlooks with Janus Henderson's Adam Hetts
|
Aug 22, 2023 |
The Future of Holistic Wealth Management with Orion’s Charles Goldman
|
Aug 15, 2023 |
Exploring Fixed Income SMAs with BlackRock's Chris Ryan
|
Aug 08, 2023 |
Value Investing: A Time-Tested Strategy for Long-Term Success with Schafer Cullen's Jim Cullen
|
Aug 01, 2023 |
Defined Outcome ETFs with Innovator ETFs’ Bruce Bond
|
Jul 25, 2023 |
Why Behavioral Finance Is Important with think2perform's Doug Lennick
|
Jul 18, 2023 |
Multi-Asset Investing with 3EDGE Asset Management's Fritz Folts
|
Jul 11, 2023 |
Rethinking Value Investing with Pacer ETFs' Sean O'Hara
|
Jul 04, 2023 |
Shaping a Sustainable Future Through Activist Investing with Engine No.1's Jennifer Grancio
|
Jun 27, 2023 |
Macro-Economy and Market Dynamics with Invictus Research's Mike Singleton
|
Jun 20, 2023 |
The Five Key Concepts of Building Successful Investment Models with Dynamic Advisor Solutions' Kostya Etus
|
Jun 13, 2023 |
Tactical Income Strategies with Hilton Capital Management's Alex Oxenham
|
Jun 06, 2023 |
Advice Beyond Investing with Bento Engine's Philipp Hecker
|
May 30, 2023 |
Why Emotional Intelligence Is Important for Financial Advisors with Jeff Strese Consulting Group's Jeff Strese
|
May 23, 2023 |
The Future of RIAs with Dakota Wealth Management's Bryan Keller
|
May 16, 2023 |
Understanding the State of the Economy and Markets with AAMA's Phil Voelker
|
May 09, 2023 |
Becoming an Admired Financial Advisor with Buckingham Strategic Partners' Steven Atkinson
|
May 02, 2023 |
Creating Personalized Portfolios to Attract and Retain Clients with Orion's Andrew Rosenberger
|
Apr 25, 2023 |
Unlocking the Potential of ETFs, Sustainable Investing, and Alternative Investments with BlackRock's Eric Mueller
|
Apr 11, 2023 |
The Hidden Implications of Global Debt with Phillip Toews
|
Apr 04, 2023 |
How People, Culture, and Technology Drive Business Success with Orion’s Brian McLaughlin
|
Mar 28, 2023 |
Inflation and Economics From a Trader's Seat with Enduring Investments’ Michael Ashton
|
Mar 21, 2023 |
The Foundation of a Successful Succession Plan with FP Transitions' Eric Godes
|
Mar 14, 2023 |
Why Due Diligence Is Critical for Successful Investments with Christopher Hart
|
Mar 07, 2023 |
Navigating the World of ETF (Exchange-Traded Fund) with Eric Biegeleisen
|
Feb 28, 2023 |
Direct Indexing and the Future of FinTech and Managed Accounts with Art Lutschaunig
|
Feb 21, 2023 |
What Investors Need to Know About Today's Economy with Paula Wieck
|
Feb 14, 2023 |
The Beauty of Investing in Municipal Bonds with Stanley Sattler
|
Jan 31, 2023 |
Technical Analysis Strategies and Market Outlook for 2023 with David Lundgren
|
Jan 24, 2023 |
Sustainable Credit Strategies with Venk Reddy
|
Jan 17, 2023 |
The Economic Outlook for 2023 with Kim Arthur
|
Jan 10, 2023 |
Outsourced Chief Investment Officer (OCIO) Services for Institutions and Advisory Firms with Kurt Brown
|
Jan 03, 2023 |
The Unique Benefits of Investing in Natural Resources and Commodities with Shawn Reynolds
|
Dec 27, 2022 |
An Independent Voice on Vanguard with Jeff DeMaso
|
Dec 20, 2022 |
Helping Advisors Build a Better Portfolio with Paul Ma
|
Dec 13, 2022 |
Bringing Systematic Investment Strategies to Advisors with Bryce Skaff
|
Dec 06, 2022 |
The Possibility of a Global Recession with Colleen Ambrose
|
Nov 29, 2022 |
Tactical Investment Strategies with James St. Aubin and Kenneth Sleeper
|
Nov 22, 2022 |
Fixed Income Asset Allocation with Samuel Lau
|
Nov 15, 2022 |
Bringing Hedge Fund Portfolio Solutions to Investors with Andrew Beer
|
Nov 08, 2022 |
Enhancing Top Client Retention with Brett Van Bortel
|
Oct 25, 2022 |
The Current State of Inflation, Bond Markets, and Growth Stocks with Glenn Dorsey
|
Oct 18, 2022 |
A Tax-Advantaged Way to Save for Education with Paul Curley
|
Oct 11, 2022 |
Dividend-Focused Investment Strategies with John Crawford and David Gilmore
|
Oct 04, 2022 |
Taking Financial Services to New Heights with Billy Oliverio
|
Sep 27, 2022 |
Trends and Innovations in Wealth Management with Lori Hardwick
|
Sep 20, 2022 |
Industry Trends, ETFs, and Model Portfolios with Michael Gates
|
Sep 13, 2022 |
Investing in Small-Cap Value Stocks with Michael Petro
|
Sep 06, 2022 |
A Gold-Based Investment Strategy with Maxwell Gold
|
Aug 30, 2022 |
Why Advisors Need CRM with Kate Guillen
|
Aug 23, 2022 |
A Goals-Based Approach to Retirement Spending with Colleen Jaconetti
|
Aug 16, 2022 |
A Value-Based Strategy to Generating Attractive Returns with Thomas Forsha
|
Aug 09, 2022 |
Investing in the Face of Market Risks with Daniel Villalon
|
Aug 02, 2022 |
Investing in REITs with Matt Werner
|
Jul 26, 2022 |
The State Of Wealth And Investment Management with Chip Roame
|
Jul 19, 2022 |
Mid-Cap Growth Stock Investing with Cody Wheaton and Brian Demain
|
Jul 12, 2022 |
A Simple Guide To Liquid Alternatives with Joshua Emanuel
|
Jul 05, 2022 |
Goals-Based Financial Strategies with Scott Ladner
|
Jun 28, 2022 |
ETF Investing, ESG Strategies, and Total Return with Herb Morgan
|
Jun 21, 2022 |
Why Advisors Should Outsource Investment Management with Kostya Etus
|
Jun 14, 2022 |
Podcasting As a Revenue Generator for Financial Services with David Ledgerwood
|
Jun 07, 2022 |
The Stoic Approach to Navigating Financial Markets with William B. Irvine
|
May 31, 2022 |
Managing Investments That Are Built to Last with Rayna Lesser Hannaway
|
May 24, 2022 |
The Competitive Advantage of Working with Boutique Strategist Firms with Robert Baker
|
May 10, 2022 |
Everything You Need To Know About Inflation with "The Inflation Guy", Michael Ashton
|
May 03, 2022 |
Event-Driven Investing Strategies with Yoav Sharon
|
Apr 26, 2022 |
Why Investors Should Consider Digital Assets with Christopher King
|
Apr 19, 2022 |
Why Lobbying Is A Great Investment Strategy with Courtney Rosenberger
|
Apr 12, 2022 |
Investment Strategies That Work In Highly Volatile Markets with David Sherman
|
Apr 05, 2022 |
Marketing and Branding Strategies That Work with Manish Khatta
|
Mar 29, 2022 |
Megatrends: The Biggest Trends Shaping Our Future with Jeff Spiegel
|
Mar 22, 2022 |
Balancing Risk In Uncertain Times with Kenneth Sleeper
|
Mar 15, 2022 |
Hedging Against Inflation, and Preparing for a Potential Bear Market with Eben Burr
|
Mar 08, 2022 |
How to Build Global Multi-Asset Income Portfolios with Justin Christofel
|
Mar 01, 2022 |
Managing Investment Risks through ETFs with John Davi
|
Feb 22, 2022 |
Managing Downside Risk, and Protecting Your Investments with Geremy van Arkel
|
Feb 15, 2022 |
The Importance of Behavioral Finance, and the Future of the Investment Industry with Noreen Beaman
|
Feb 08, 2022 |
Leveraging Tech for Better Investor Outcomes with Eric Clarke
|
Feb 01, 2022 |
Effective Mentoring and Proactive Tax Management with Jamie Susanin
|
Jan 25, 2022 |
Thematic Investing and 2022 Investing Strategies with Kim Arthur
|
Jan 18, 2022 |
Smart Ways to Save for Retirement with Brian Dobbis
|
Jan 11, 2022 |
Thematic Investing: Capitalizing on Trends with Jay Jacobs
|
Jan 04, 2022 |
The Power of Women in Economic Development with Brie Williams
|
Dec 28, 2021 |
Inflation and the Economy Today with Jeremy Schwartz
|
Dec 21, 2021 |
An Unconventional Approach to Building Your Portfolio with Brian Selmo
|
Dec 14, 2021 |
Maximizing Your Investment Returns with Scott Henderson
|
Dec 07, 2021 |
Investing in the Face of a Global Economic Downturn with Dirk Hofschire
|
Nov 23, 2021 |
Decoding the Hype Behind Direct Indexing with Frank Nickel
|
Nov 16, 2021 |
Diversifying with BITO and Bitcoin ETFs with Simeon Hyman
|
Nov 09, 2021 |
Pathways to Business Growth with Mike Van Wyk
|
Nov 02, 2021 |
Understanding the Behavior Gap and Reducing Client Churn with Maria Quinn
|
Oct 26, 2021 |
Rising Inflation and Changing Markets with Carl Kaufman
|
Oct 12, 2021 |
Legend Jeremy Siegel Shares his Market Outlook and his Concerns about Inflation
|
Oct 05, 2021 |
Holistic Wealth Planning and Outsourcing Money Management with Suzanne Daly
|
Sep 28, 2021 |
The Importance of Client Portfolio Management with Clark Capital’s Glenn Dorsey
|
Sep 21, 2021 |
Evidence-Based Investing and Sustainability with Larry Swedroe
|
Sep 14, 2021 |
How to Conquer Risk Through Quantitative Investing with Manish Khatta
|
Sep 07, 2021 |
The Promise of Sustainable Investing with Aaron Scully
|
Aug 31, 2021 |
Quantifying Risk and Tactical Investing with Vance Howard
|
Aug 24, 2021 |
The Role of Big Data in Quantitative Investing with Harin de Silva
|
Aug 17, 2021 |
The Future of ETFs and Cryptocurrency with Grant Engelbart
|
Aug 10, 2021 |
The Merits of CFP Credentials and Fiduciary Standards with Skip Schweiss
|
Aug 03, 2021 |
How to Leverage and Position Thematic Funds with Scott Helfstein
|
Jul 27, 2021 |
The Future of Commodity Markets and Creative Diversification with Sal Gilbertie
|
Jul 20, 2021 |
Tactical Investing and Rejecting Popular Opinion with Ken Sleeper
|
Jul 13, 2021 |
Mastering Your Investment Style with Dave Lundgren
|
Jul 06, 2021 |
Reimagining Asset Allocation and Building Investment Portfolios with Jake Gilliam
|
Jun 29, 2021 |
Understanding the Urgency of Crypto for Advisors with Christopher King
|
Jun 22, 2021 |
Inflation Concerns and a Deep-Dive on ETFs with Ryan Issakainen
|
Jun 15, 2021 |
The Future of Portfolios, and Women in Finance with Amy Magnotta
|
Jun 08, 2021 |
Thematic ETFs and Income-Based Investing with Jay Jacobs and Tom Driscoll
|
May 31, 2021 |
Income Investing and Risk Management with Scott Ladner
|
May 21, 2021 |
Episode 81: Behavioral Finance Strategies & Best Practices with Orion’s Dr. Daniel Crosby
|
Apr 08, 2021 |
Episode 80: Commodities Uncovered丨Guest: PIMCO’s Klaus Thuerbach
|
Mar 29, 2021 |
Episode 78: Investing in Megatrends丨Guest: iShares’ Jeff Spiegel
|
Mar 08, 2021 |
Episode 76: The Behavioral Portfolio Design | Guest: Toews Asset Management's Felipe Toews
|
Jan 25, 2021 |
Episode 75: Investing in Disruption & Innovation丨Guest: Main Management’s Kim Arthur
|
Jan 05, 2021 |
Episode 74: Past, Present & Future of ETFs丨Guest: ETF Flows’ Tom Lydon
|
Dec 11, 2020 |
Episode 73: Understanding The Model Marketplace丨Guest: Fidelity Investments’ Matthew Goulet
|
Nov 13, 2020 |
Episode 72: Cybersecurity & The Power of Direct Indexing丨Guest: Orion Advisor Tech’s Chris Romano
|
Oct 29, 2020 |
Episode 71: What Really Matters: Politics or Policy?丨Guest: Brinker Capital Investments' Tim Holland
|
Oct 13, 2020 |
Episode 70: Different Take on Long Term Investing | Guest: Polen Capital’s Jeff Mueller
|
Oct 02, 2020 |
Episode 69: A Modern Day Golden Era?
|
Sep 24, 2020 |
Suggestions For Today’s Market | Guest: Rob Arnott
|
Aug 21, 2020 |
Episode 67: Is Your Portfolio Good As Gold?
|
Aug 17, 2020 |
Episode 66: Tailwinds Propelling Market Momentum | Guest: Bob Baker, Advanced Asset Management Advisors
|
Jul 24, 2020 |
Episode 65: Staying Balanced Plus Big News From Orion
|
Jul 14, 2020 |
Episode 64: Second Half 2020 Expectations Plus New Strategy Launches
|
Jun 29, 2020 |
Episode 63: The End of Value Investing?
|
Jun 11, 2020 |
Episode 62: Bear Market Optimism & Overlooked Opportunities
|
May 22, 2020 |
Episode 61: Earnings Season and The Coronavirus Crash | Guest: State Street Global Advisors Michael Arone
|
May 06, 2020 |
Episode 60: Global Markets' Reaction to Turm-Oil | Guest: Capital Group's Marc Nabi
|
Apr 29, 2020 |
Episode 59: Economic Recovery Prospects | Guest: Clark Capital’s CIO Sean Clark
|
Apr 24, 2020 |
Episode 58: Economic Impact of COVID-19| Guest: Cougar Global Investments’ Abe Sheikh
|
Mar 30, 2020 |
Episode 57: Weathering the Storm | Guest: Litman Gregory’s Peter Sousa
|
Mar 23, 2020 |
Episode 56: Pandemic Impact | Guest: PIMCO’s Erin Leighty
|
Mar 16, 2020 |
Episode 55: USA! USA! | Guest: Ocean Park’s Terri Spath
|
Mar 02, 2020 |
Episode 54: Market Volatility | Guest: Kim Arthur, Main Management
|
Feb 20, 2020 |
Episode 53: The Orion Due Diligence Process | Guest: Phil Toews, Toews Corp
|
Feb 03, 2020 |
Episode 52: The State of ETFs
|
Jan 17, 2020 |
Episode 50: The Value of Financial Planning
|
Dec 18, 2019 |
Episode 49: Active Management’s Time to Shine
|
Dec 06, 2019 |
Episode 48: Common Investor Questions
|
Nov 15, 2019 |
Episode 47: Yield Curve Un-Inversion
|
Oct 31, 2019 |
Episode 44: Tweet-Sized Insights & A Sales Master
|
Sep 10, 2019 |
Episode 42: Implications of the Fed Rate Cut
|
Aug 08, 2019 |
Episode 41: Resilience & Inflation | Guest: Dr. Nicholas Arreola
|
Jul 25, 2019 |
Episode 40: How Likely is a Recession? | Guest: Michael Arone
|
Jul 08, 2019 |
Episode 38: Value Investing & The Importance of Global | Guest: Mike Forker
|
Jun 03, 2019 |
Episode 36: Sell in May and Go Away? Not so Fast! | Guest: Bill Hoyt
|
May 08, 2019 |
Episode 34: March Madness & Construction Management | Guest: Kray Zeller
|
Mar 29, 2019 |
Episode 33: True Value of Financial Advice | Guest: Todd Clarke
|
Mar 08, 2019 |
Episode 32: Trading Lessons from the NBA & A Chat with Eric Clarke
|
Feb 14, 2019 |
Episode 31: Staying Disciplined & What’s New with Brexit
|
Jan 31, 2019 |
Episode 30: Reasons to be Optimistic
|
Jan 09, 2019 |
Episode 29: Staying Focused in the New Year
|
Dec 28, 2018 |
Episode 27: Defense Wins Championships
|
Nov 26, 2018 |
Episode 26: The October “Correction” & A New Vision of Retirement
|
Nov 06, 2018 |
Episode 24: Time is on Our Side & Myths of ESG
|
Oct 08, 2018 |
Episode 23: Worried About the Next Bear Market?
|
Sep 21, 2018 |
Episode 22: The Drivers of Warren Buffett's Success & Importance of Market Sentiment
|
Sep 06, 2018 |
Episode 21: Hidden Risk & Taking Advantage of Volatility
|
Aug 27, 2018 |
Episode 20: Importance of “Expectations” & Is it Time to Buy FANG Stocks?
|
Aug 03, 2018 |
Episode 19: Our #1 Concern & Risks of Tariffs
|
Jul 20, 2018 |
Episode 18: Trade Wars & Market Timing
|
Jul 03, 2018 |
Episode 17: A.I. and Shark Bites
|
Jun 15, 2018 |
Episode 16: Be Different
|
Jun 06, 2018 |
Episode 15: Better to Row or Sail
|
May 23, 2018 |
Episode 14: The Loser's Curse: Market Timing & the NFL Draft
|
May 08, 2018 |
Episode 13: Tariffs, Tech Wrecks and How to Improve Performance
|
Apr 17, 2018 |
Episode 12: Stay Calm and Invest On
|
Apr 05, 2018 |
Special Edition (Part 2): Words of Wisdom from the CLS Sales Team
|
Mar 29, 2018 |
Special Edition: Words of Wisdom from the CLS Sales Team
|
Mar 21, 2018 |
Episode 11: Active Investing and a Bumpy Ride for Income Investing
|
Mar 13, 2018 |
Episode 10: Sal Gilbertie and Brent Leadbetter
|
Feb 21, 2018 |
Episode 9: The Comeback of Volatility
|
Feb 20, 2018 |
Episode 8: Coming in 2018: Volatility?
|
Jan 18, 2018 |
Episode 7: Taxes and Trends in 2018
|
Jan 04, 2018 |
Episode 6: Millennials & Bitcoin Mania
|
Dec 18, 2017 |
Episode 5: Could Tax Reform Impact the Housing Market?
|
Dec 04, 2017 |
Episode 4: Beta & Taxes
|
Nov 17, 2017 |
Episode 3: Halloween and Unhappy Anniversaries
|
Nov 02, 2017 |
Episode 2: Fears and Expectations
|
Oct 18, 2017 |
Q&A with Chris Davis
|
Oct 09, 2017 |
Q&A with Chris Davis
|
Oct 09, 2017 |
Episode 1: Bullish or Bearish – Does It Matter?
|
Oct 04, 2017 |
CLS Weekly 3: September 20, 2017
|
Sep 20, 2017 |
CLS Weekly 3: August Market Review
|
Sep 01, 2017 |
Reference Guide Webinar – August 2017
|
Aug 18, 2017 |