Nov 13, 2024
Mark Matson is the CEO of Matson Money, managing over $11 billion in assets. He is an entrepreneur, author, and innovator in the fields of investing science and financial education. Mark works with over 300 advisory practices across the U.S., Canada, and Puerto Rico. He is the author of "Experiencing The American...
Oct 28, 2024
Oct 16, 2024
Bryan discusses the pros and cons of custodial accounts, particularly UTMAs (Uniform Gift to Minors Act). He covers the 2024 gifting limits and lifetime estate tax exemption, restrictions on custodial accounts, and potential tax advantages.
This podcast is for informational purposes only. Guest speakers and their firms...
Sep 10, 2024
Stephen Foerster, a professor of finance at the Ivy Business School, discusses various topics related to investing, including the impact of election years on the markets, the importance of having an investment philosophy, and the role of bonds in a portfolio. Foerster shares his personal investment philosophy...
Aug 16, 2024