Asset Management

The Primary Asset Allocation: Equity (Stocks) The best way to start asset allocation is at the higher level. There are a few major asset classes that we consider at the high level, you’ve got equities, which are typically stocks. You can purchase equity stocks, equity mutual funds, equity ETFs. And so a stock represents the

Today we are looking into Investing 101, and I will be speaking with Scott Poore. He is the chief investment officer for the Eudaimonia Group. The thought for the day is that you have heard a lot of these concepts and terms. There is more jargon in the financial industry than doctors’ experience in the

Today, I will be speaking to Mike Whitney. He’s the Vice President of Sales at Invest X. He is an awesome resource, and we will be talking about the private vs public equity markets. When you think of public markets, you think of Amazon, Apple, and companies you see everyday that trade efficiently. Private markets

Hey, everyone. Thanks for joining today. I’ll be speaking with Adam Ponder. He is the co-founder and CEO of Alta Trust. Thought for the day: if you look at the Forbes 400 and you take out people that inherited their money, 100% of those people made their wealth through private investments. The action for the

Hey, everyone, thanks for joining. Today, I will be speaking with Simon O’Shea, the chief investment officer for Ballast Rock Ventures. We’re going to have a wide ranging discussion today about socially responsible investing (public and private ESG investing), the whole ESG moniker, and what it means.  The thought for the day, ESG is probably

Tom Carroll, founder and CEO of Ballast Rock Capital, joined the Thought and Action podcast to discuss real estate investing with a positive social impact. The thought for the day is how investment real estate can have a positive social impact and how that fits into a portfolio. The action is deciding how to apply

Are you interested in an intelligent exposure to Bitcoin or other digital currencies? Wondering if this is a good addition to your current portfolio, and if so, what the right amount is? We’re joined today by Ben Jacobson, principal at IDX, to discuss these issues and more, starting with a broad overview of how you