GR8 Financial Sense Podcast  Por  arte de portada

GR8 Financial Sense Podcast

De: Ryan Sheffer and James Walsh
  • Resumen

  • Hosted by Ryan Sheffer, CFP, MSF, and James Walsh, CMFC, financial advisers at Advance Capital Management. Each month, Ryan and James tackle 8 financial and investment topics in approximately 8 minutes, to keep you informed about the markets, economy and other current events that could be impacting your financial life. Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Contact Us:
    © 2021
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Episodios
  • Episode 47 - July 2024
    Jul 17 2024

    In this month's episode, we cover these topics:

    Market Update (starts at 0:50)

    Portfolio Update (2:00)

    Investor Sentiment/”Higher Still” (3:45)

    Not all Indices are Equal (8:55)

    Two Sides to the Risk (12:05)

    Mid-Year Look Back (15:00)

    Remember this environment (16:40)

    Looking ahead (18:35)

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    21 m
  • Episode 46 - June 2024
    Jun 20 2024

    In this month's episode, we cover these topics:

    Market Update (starts at 1:50)

    Portfolio Update (3:00)

    Earnings & Fundamentals (4:50)

    The “Machine” (6:30)

    What do you do? (9:50)

    Data Dump (13:20)

    Looking ahead (15:45)

    You can watch the video version here: https://acadviser.wistia.com/medias/sia1mbdjgq

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    18 m
  • Episode 45 - May 2024
    May 14 2024

    You can watch the video version here: https://acadviser.wistia.com/medias/4lyoc3u5rz

    Recorded May 6, 2024

    Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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    16 m

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