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.

Brant Walker, our Chief Investment Strategist, joins the show to discuss how companies with economic “moats” tend to perform better over the long run since they often create a recurring revenue stream. He discusses the successful business model...

Manish Sharma, CFA, Financial Analyst, talks about the cryptocurrency market and whether Grey Ledge feels this is a good investment option for our clients. He also discusses exchange traded funds created to support investments in Bitcoin and...

Manish Sharma speaks to the sectors and geographical opportunities we see in 2024 for our clients.  His discussion looks at the medium to long-term outlook.

Ted Reagle discusses Qualified Charitable Donations  (QCD), the opportunity for seniors (over age 70.5) to make charitable donations directly from IRA accounts helping to reduce taxes and help out your favorite charity at the same time.

Brant Walker discusses recent interest rate trends from 1/1/2022,  when rates started rising from historically low levels.The yield curve has been deeply inverted for a year and a half.    More recently longer-term rates s...

Scott Albraccio and Grant Livingston from TRA  discuss the benefits of using a Cash Balance Plan to fund a Buy Sell arrangement.  The concept helps the purchaser pay for the company/practice without having to come up with a large lump...

Financial regrets may be common, but they don’t have to be inevitable. And even if you have regrets about how you prepared for retirement, these errors don’t have to be permanent. There are options for course correction, even after you’ve stopp...

What made you a successful entrepreneur can lead to the loss of the capital you've received if you try and control everything like you did as a business owner.  Ken Russell, President and CEO of Gray Ledge Advisors talks about delegation, ...

For the first time in more than a decade, conservative investors have the opportunity to earn a decent return on Fixed Income type investments.  Our Advisor Ted Reagle talks about the opportunities we now have in the fixed income markets.

Investors often do the wrong thing at the wrong time, especially in times of downward market volatility.  Advisors help counteract this by sticking to the plan.

We discuss the newly enacted SECURE ACT 2.0 and the features and benefits of this new legislation.  We focus on items that are effective in 2023 and talk about the changes that Sponsors, Recordkeepers and Administrators will need to make t...

The use of Cash Balance plans are on the rise, many small business owners and there CPA's are find this a valuable tool to help save for retirement and provided a significant tax saving for the business.