Thoughts from the Ledge

Thoughts from the Ledge

Por: Grey Ledge Advisors
Thoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.
23 episodios disponibles

Latest episodes of the podcast Thoughts from the Ledge

Manish Sharma CFA, and Investment Analyst for Grey Ledge speaks about Direct Indexing and 16/12/2024
Ted Reagle, Vice President Talks About Election Impact to The Markets 13/11/2024
Brant Walker, Chief Investment Strategist with Grey Ledge Advisors Address Discusses topics relating to the Presidential Election, IPOs, AI and Sector Weighting 08/11/2024
Ted Reagle, Vice President with Grey Ledge Advisors demystifies Mutual Funds & ETF's 08/07/2024
Gary Glassman, CPA From Burzenski & Company, speaks to the benefits of a business of having a 401(k) and how having a financial profile today, helps guide you to a comfortable retirement. 06/05/2024
Brant Walker, Chief Investment Strategist with Grey Ledge Advisors discusses what quality means to investors 06/05/2024
Anthony Morgillo, Vice President Grey Ledge Advisors talks about 401(k) Rollovers 06/05/2024
Manish Sharma, CFA with Grey Ledge Advisors discusses Crypto world 06/05/2024
Attractive Sectors/Geographies for Investment Opportunities in 2024 17/11/2023
Make Charitable Donations Directly From IRA Accounts 17/11/2023
What is the Yield Curve Telling Us? 17/11/2023
What was Old, is New Again; The Resurgence of Cash Balance Plans 17/11/2023
4 Tips on Avoiding Financial Regrets in Retirement 17/11/2023
Entrepreneurial Success Can Provide a Roadmap to Failure Once You Sell Your Business 15/06/2023
Taking Advantage of Higher Fixed Income Rates 08/03/2023
Behavioral Finance, How It Is Impacting Investment Choices 08/03/2023
The SECURE ACT 2.0 08/03/2023
The Benefits of a Cash Balance Plan 08/03/2023
The Retirement Act with Scott Albraccio 22/11/2022
Tech Rotation with Brant Walker and Scott Albraccio 29/09/2022
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