Thoughts from the Ledge
Thoughts from the Ledge
Latest Episodes
Mike Schulitz, CFP® and CAIA®, Navigating the Hidden Risks of Private Credit
In this episode of Thoughts from the Ledge, host Scott Albraccio sits down with Mike Shulitz, President and CEO of Gray Ledge Advisors, to look beyond the hype surrounding private credit. While the asset class has gained massive...
Anthony Morgillo, Vice President & Wealth Management Advisor, On the Importance of Having a Financial Plan
A retirement-ready budget is useful, but it is only one part of a larger planning conversation. In a recent Thoughts from the Ledge episode, Anthony Morgillo and Scott Albraccio focused on the importance of having a financial plan — a roadmap t...
Manish Sharma CFA, and Investment Analyst for Grey Ledge speaks about Direct Indexing and
Manish speaks to the advantages to Direct Indexing accounts and Tax Loss harvesting and future Fed move in Q4 and Q1 of 2025.
Ted Reagle, Vice President Talks About Election Impact to The Markets
In this episode Ted Reagle discusses the impact of an election on investors portfolios and looks back over 17 years and reinforces the fact investing should be dispassionate about politics and who is running the country and to focus on producti...
Brant Walker, Chief Investment Strategist with Grey Ledge Advisors Address Discusses topics relating to the Presidential Election, IPOs, AI and Sector Weighting
Brant shares his thoughts on Q4 and corporate earnings outlook and how AI will impact productivity going forward. Then touches on Sector Weighting, IPOs and their volatility and finally what impact the election will have on the markets.