Agency Intelligence的动态

In this episode of the "Stuff About Money" podcast, hosts Erik Garcia, CFP?, BFA?, ChFC?, and Xavier Angel, CFP?, ChFC?, CLTC, discuss investing with Kevin Caron, CFA, Senior Portfolio Manager for Washington Crossing Advisors. They explore the firm's investment philosophy, focusing on quality companies with a track record of consistent growth and profitability. Kevin explains their emphasis on businesses that are well-capitalized, with low debt and attractive valuations, ensuring a focus on durability and predictability. The discussion also touches on the strengths and limitations of this investment approach, including when it performs well and potential times of underperformance. Kevin shares the metrics used to select these companies and provides insights into current economic events, such as the market's narrow leadership by the "magnificent seven" stocks and record U.S. equity valuations. Learn how a focus on quality can lead to a strong and resilient investment strategy. Listen here: https://apple.co/4cuMQEI Watch here: https://bit.ly/4e2jfSz

Curious about what A, B, and C asset classes mean in real estate? Discover how to align your investments with your goals and make informed decisions. Tune in to The House Money podcast with Lauren Keen Aumond and ALAN COREY for insights on how these classifications can shape your investment strategy. Don't miss out! Listen here https://lnkd.in/gsVJRj2a #RealEstateInvesting #PropertyManagement #InvestmentTips #gobundancewomen

?? Join us for an insightful podcast and discover expert 1031 exchange strategies to enhance your real estate investments. Don’t miss out—tune in and elevate your investment game! ?????? https://lnkd.in/gfnM9g5c #RealEstateInvesting #RealEstateTips #1031Exchange

Excited to share the latest episode of The Weighing Machine podcast! This week, Robyn and I had an enlightening conversation with Eric Crittenden, Founder and Chief Investment Officer at Standpoint. In this episode, we dive into what it means to take an “all weather approach” to investing, explore Systematic Investing, and rethink balanced portfolios. Listen here: https://bit.ly/3SHYvrr Key takeaways include: + Standpoint’s unique investment philosophy and why advisors choose their fund + The behavioral underpinnings of all weather investing + How Standpoint incorporates “trend” into their investment process + Current structure of the Standpoint fund given unique market conditions + Eric’s perspective on a 50/30/20 structure for a balanced portfolio + Eric’s favorite investment idea for the remainder of 2024 Don’t miss out on these valuable insights. As always, I'd appreciate it if you could like this post, follow me for more updates, and subscribe to The Weighing Machine for weekly market insights and investment strategies.

I'm pumped for our latest podcast episode with Christopher Zook, Founder, Chairman and Chief Investment Officer of CAZ Investments and Co-Author of "The Holy Grail of Investing," which Christopher wrote with Tony Robbins. We dive deep into the winning formula behind their wealth-building strategies. Here’s are a few highlights from my time with Christopher: -Core Principles of CAZ – From "seeing the forest, not the trees" to "embracing healthy conflict," these are the secrets to their success. -Success Leaves Clues – Discover the 20+ book list that every team member at CAZ must read to stay ahead of the game. -Scaling a Business – Learn how Christopher transitioned from a start-up business to a scalable powerhouse through the magic of systems and processes. -Hear how CAZ Investments approaches the alternative market. Listen: bit.ly/40hxSOM Watch: bit.ly/3YmReze

More truth bombs with David R. Sutantyo!

On this episode of Investment Wars… Lara Rhame, Chief U.S. Economist and Managing Director on the Investment Research Team at FS Investments, and Joseph Halpern, CIO at Fountainhead Asset Management discuss: Why Are Interest Rates Now Declining? Click HERE for Spotify: https://zurl.co/Rsed Click HERE for Apple Podcasts: https://zurl.co/fnwO Subscribe to Investment Wars and turn on the notification bell so you never miss an episode. For inquiries: [email protected] — IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.

With 2024 winding down, now is an ideal time to review your investment portfolio. In our latest episode of the Conversations with Commerce Trust podcast, our investment strategy leaders discuss year-end portfolio strategies, including portfolio rebalancing and tax-loss harvesting. https://hubs.la/Q02Yg-Wj0

Patrick Kanters (CIO Private Markets at APG) ???? ?? ?????????? ???? ?????? ?????????????? ???????????? '?????????????? ???? ????????????????????' by IPE. Patrick reflects on the developments he has experienced during his 20 years at APG and discusses the challenges and opportunities that institutional investors face today. ???? ???? ?????? ?????????????? ???? ???????????? ???? ?????? ??????????????, ???? #APG #AssetManagement #IPE #Investing

Check out Conversations with Commerce Trust , our podcast about the markets, investment themes, and economic insights that matter to you with host and Chief Investment Officer David Hagee.?