Jul 30, 2019
Usually you hear people talk about all the different types of stocks and then bonds get lumped in one big category of "interest paying investments". Today’s episode is an interview with Monica Sonnier. Monica has built a tenured career in bond analysis and trading. Bonds can be simply described as a loan to...
Jul 24, 2019
Jul 9, 2019
Today’s podcast is an interview with Kurt Brown, the founder of Townsquare Capital. Through an extensive portfolio audit, Townsquare exposes the 5 cardinal sins of portfolio management. Join us today to learn common mistakes of both professional and non-professional investors.
Jul 2, 2019
Are you about to sell your business? And donate to charity? Learn how you can give more and earn more, by following a few simple steps. This episode will teach you about the benefits of using a Complex Asset Donation Fund, in a very non-complex way!
Jul 2, 2019
If you donate to charity, this episode is for you. Learn how to utilize tax benefits to the fullest, in addition to earning the satisfaction of giving. The most common mistake in donating, is assuming that you will automatically get the best tax benefit for your donations. With only a little extra care, you can avoid...