Sep 25, 2018

This is Episode 6, the last episode in our Investing Strategy series, and it’s called, Misbehavioral Finance: How Emotions Ruin Investing Outcomes.  We talk with Dr. Ted Klontz, of Klontz Consulting Group, an associate professor at Creighton University and professional consultant for major entertainment management...

Sep 12, 2018

In Episode 5 of the ThinkLeader podcast series, The Strategy Inside Investing Strategies, we talk with Marguerita Cheng of Blue Ocean Global Wealth about retirement, covering: income vs. assets; claiming Social Security, annuities; and the situational benefits of reverse mortgages—yes, reverse...

Sep 5, 2018

What are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest challenges in their practices? In part 2 of this episode we talk with Charles Adi of Blueprint360. 

Aug 22, 2018

What are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest obstacles in their practices? In part 1 of our look at investing strategies, we talk with Matt Gaffney of Corbett Road Wealth Management.

Aug 15, 2018

In Episode 3 of The Strategy Inside Investing Strategies, we talk with Susan Mooney, CIO at Prio Wealth, to find out if fixed-income portfolios should be altered now that the "New Normal," which was touted after the Financial Crisis as a forever-era of low rates and slow growth, is no longer normal.