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What Does a Proper Asset Allocation Look Like?
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
How to Leverage Loans to Benefit Family Members
Hey, everyone, thanks for joining. Today I will be speaking with Jason Sharon. He is the owner and broker of Home Loans Inc. Today, we
What are the Differences Between Stocks, Bonds and Alternative Investments?
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.
Are Mortgage Brokers Better than Banks?
Today I will be speaking with Jason Sharon. He is the owner and broker at Home Loans Inc. And we are going to be talking
How to Start and Operate a Non-Profit
Today I’ll be speaking with Katie Blomquist, the founder and executive director of Going Places and the co-founder of the nonprofit Entrepreneur Academy. She’s got
How to Invest in the Growth of E-Commerce
Today I will be speaking with Mike McDaniel, Vice President at Sealy Investment Securities. The thought for the day is E-commerce, more specifically its growth
How do Trusts and a Will Fit into an Estate Plan?
Thanks for joining! Today we’ll be speaking with Dana Wine, partner at Freeman Wine. The topic on the table is estate planning packages. The thought
What is the Difference between Public and Private Equity?
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
Why Transparency Matters in a Fiduciary Relationship
Hey, everyone thanks for joining. Today, I will be speaking with our chief compliance officer, Joe Mcquaid, about transparency. It’s a very simple topic with
The Power of Private Investments in an Investment Portfolio
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:
Why is Private ESG Investing More Effective than Public ESG Investing?
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
Estate Planning Hacks
Jonathan is a genius in this area. We are going to start with the basics just estate planning 101, trust, wills, and the differences of
What Does it Mean to be a Fiduciary?
Welcome to the Thought & Action podcast hosted by Erik Flegal. Today I will be speaking with our chief compliance officer, Joe McQuaid about the
Get the Most Out of Your Health Insurance
Thank you for joining us for this edition of Thought and Action. I’ll be joined by Nicole Stewart, an insurance agent with HealthMarkets. It is
How Community Engagement Helps Everyone Grow
Welcome to the Thought & Action podcast hosted by Erik Flegal. The Thought for the Day is to understand how we do community here at
How to Navigate the Biden Tax Changes
Welcome to the Thought & Action podcast hosted by Erik Flegal. The Thought for the Day is “What are you going to do when taxes
Why the Biggest Rolodex Wins
Thank you for joining us today. I will be speaking with Joe McQuaid, the chief operating officer of Family Fortune Financial. We’ll be talking about
What’s the Proper Way to Travel in Luxury?
Welcome to the Thought & Action podcast hosted by Erik Flegal. The thought for the day is how to know what you’re getting from the
How to Convert Your IRA to a Roth Tax Efficiently
In this episode of the Thought & Action podcast, we’ll discuss a tax free Roth conversion strategy. More specifically, we’ll discuss converting your traditional, taxable
How to Invest in Real Estate and Have a Positive Social Impact
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.
How to Add Bitcoin to your Portfolio in a Risk Adjusted Way
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
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