On today’s show, we are joined by Chris Shuba, Founder and CEO of Helios to discuss:
– ETFs vs. Direct Indexing
– Why differentiation matters for advisors
– Utilizing content to drive business
– Where the wealth management business goes from here, and much more!
What’s more likely from here — losses by year-end or 20% gains in the stock market?
Why are Americans spending so much money?
The only benchmark you need when assessing your investment performance.
On today’s show, we discuss:
– Investor behavior in a bull market
– How Boomers fell in love with stocks
– How the unemployment rate impacts stock market returns
– Why Americans love spending money so much
– Why down payments for houses are falling
– How credit cards ruined the airport lounge, and much more!
A deep dive into how financial advice has changed by decade.
On today’s show, we are joined by Jonathan Shelon, COO of KraneShares to discuss internet growth in China, how to get exposure to China, how the KLIP ETF is able to generate high yields, risks involved with covered call strategies, cash flow rebalancing with KWEB, and much more!
Wealth is a relative feeling. Some people compare their level of wealth to other people. Some people compare their level of wealth to their previous levels of wealth. Some people think of wealth in terms of the material possessions they own. Some people think of wealth in terms of how much money they make. Some…
A closer look at stock market valuations.
How to invest a big pile of cash when you don’t have an investment strategy.
