GR8 Financial Sense Podcast

Auteur(s): Ryan Sheffer and James Walsh
Écouter gratuitement

  • Résumé

  • Hosted by Ryan Sheffer, CFP, MSF, and James Walsh, CMFC, financial advisers at Advance Capital Management. Each month, Ryan and James tackle 8 financial and investment topics in approximately 8 minutes, to keep you informed about the markets, economy and other current events that could be impacting your financial life. Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Contact Us:
    © 2021
    Voir plus Voir moins
Finances personnelles Économie
Voir plus Voir moins
activate_Holiday_promo_in_buybox_DT_T2
Épisodes
  • Episode 51 - November 2024

    Episode 51 - November 2024
    Nov 5 2024

    In this month's episode, we cover these topics:

    • Market Update (starts at 1:01)
    • Portfolio Update (5:32)
    • Election Positioning (6:44)
    • Buyers & Sellers on BOTH sides (7:42)
    • Removing Emotion (9:26)
    • Absolute Power…..It is NOT (10:16)
    • Outcome Trade? (11:52)
    • Looking Ahead (13:44)
    Voir plus Voir moins
    17 min
  • Episode 50 - October 2024

    Episode 50 - October 2024
    Oct 15 2024

    In this month's episode, we cover these topics:

    • Market Update (starts at 0:35)
    • Portfolio Update (2:28)
    • Philosophy Behind the Allocation (3:12)
    • Structure of the Portfolio (6:50)
    • Rate Cut (9:38)
    • Inflation Sanity Check (15:55)
    • Forward Valuations (17:07)
    • Looking Ahead (18:38)
    Voir plus Voir moins
    22 min
  • Episode 49 - September 2024

    Episode 49 - September 2024
    Sep 11 2024

    In this month's episode, we cover these topics:

    • Market Update (starts at 0:44)
    • Portfolio Update (2:09)
    • What is NOT normal... (3:25)
    • Election (5:14)
    • Jackson Hole – Take Jerome Powell at his word? (7:24)
    • Jackson Hole – Turbulance (10:26)
    • Veracity of Markets (11:20)
    • Looking Ahead (12:54)
    Voir plus Voir moins
    15 min

Ce que les auditeurs disent de GR8 Financial Sense Podcast

Moyenne des évaluations de clients

Évaluations – Cliquez sur les onglets pour changer la source des évaluations.

Évaluations sur Audible.ca

Évaluations sur Amazon.ca
Il n'y a pas encore de critiques pour ce titre.