In this week’s podcast, Andy Willms and Shrey Patel discuss goals-based investing, a relatively new approach to wealth management that emphasizes attaining specific life goals, such as saving for children’s education or building a retirement nest-egg, rather than focusing on…
In this week’s podcast, the market commentators talk about two under-appreciated investments that offer high returns with low – or no – risk.
In this week’s podcast, the Market Commentators are joined by Maureen O’Leary to discuss the “tax-the-wealthy” movement and their views on the effectiveness and fairness of the various tax proposals being circulated around Washington.
In this week’s podcast, Andy and Jake take dive into the ongoing debate on whether enhanced unemployment benefits has led would-be workers to stay home. They also talk about the return of meme madness to Wall Street.
In this week’s episode of the Market Commentator podcast, Jim Picerno rejoins the show to discuss the outlook for the U.S. dollar. Andy and Jim discuss the arguments for, and against, a falling dollar, and whether or not the dollar…
In this week’s podcast Jake and Andy Willms discuss China’s looming corporate debt crisis and its potential impact on global and U.S. markets. They also discuss China’s efforts to reign in rising commodity prices and the latest developments surrounding the…
In this week’s episode, Jake returns to the podcast to discuss with Andy what the unprecedented expansion in the deficit and amount of dollars in circulation might mean for bonds and stocks, as well as breaking down the cryptocurrency market…
In this week’s podcast, Andy and Jake Willms discuss why this could be an opportune time to convert your traditional IRA into a Roth. The guys also weigh in on whether the time is right to raise federal the minimum…
In today’s podcast, Andy Willms is joined by Dr. Dimitri Delis, Managing Director of Piper Sandler Financial Strategies. Andy and Dimitri discuss the unprecedented growth in deficit spending by the U.S. government, what the ramifications might be, and whether investors…
In today’s podcast, the Market Commentator explains how a family can pool their investment dollars, lower fees, potentially increase returns and safeguard their assets with a family-owned limited liability company (LLC).
