Can We Talk in Private?

Taylor Swift may be the biggest trend in the economy today. And it’s not just because her Eras tour is giving a lift to everything from airlines to hotels (what other pop star can claim chart-toppers on both Billboard and the Fed’s Beige Book?), but it’s also because of the intriguing way her meteoric rise echoes best practices in accessing alternatives and private equity. 
 
In this episode, we assemble a powerhouse panel of market experts (and enthusiastic Swifties) from across our Research, Marketing, and Investment teams to discuss what the Taylor Swift phenomenon tells us about the economy, asset allocation and alternative investments. 

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For more research insights go to https://futurestandard.com/insights 

In this episode, Co-Heads of Global Wealth Kirsten Pickens and Ryan Robertson share their conversation with Rory O’Hara, CFP®, CRPC®, Founder and Senior Managing Partner at Ausperity Private Wealth. 

 In this episode, Rory shares the early career lessons he learned cold calling (communicate authority and grow a thick skin), how he helps his team learn and grow, and the ways his firm is helping baby boomers and high income millennials achieve their financial goals.

Have a question for our experts? Text us for a chance to have your questions answered on the next episode.

For more research insights go to https://futurestandard.com/insights 

What happens in Washington is almost always felt on Wall Street. No one knows this better than Executive Director of Public Policy and Corporate Social Responsibility, Jason Cole. 
 
 In this episode, Ginevra Czech, Director of Client Value Add Programs, sits down with Jason to discuss what he refers to as the three Cs of government: Confrontation, competition and uneasy cooperation. They dive into the news from Washington—and how it could affect markets. 

Have a question for our experts? Text us for a chance to have your questions answered on the next episode.

For more research insights go to https://futurestandard.com/insights 

The first half of the year is what happens when Wall Street predicts a recession that doesn’t materialize: Exuberant upside surprise and massive valuation lift. But while today’s markets remain doggedly optimistic, forward-looking indicators are forecasting headwinds in the near future.  

In this episode of the 3D Report, Chief Investment Officer Ryan Caldwell and Chief U.S. Economist Lara Rhame dive into where markets are at the end of Q2 and where key indicators suggest they’re headed. 

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In this episode of FireSide, the Investment Research team offers their Q3 outlooks for macro, credit markets and commercial real estate. The first half of the year saw a contradictory confluence of pessimism and impressive performance. That has left investors rethinking the popular market ideas they’ve held for the past 15 years.  

Join Head of Research Robert Hoffman, Chief U.S. Economist Lara Rhame and Director, Investment Research Andrew Korz as they shed light on CRE corrections, Fed rate hikes and the key indicators they’re watching for a potential slowdown. 

Have a question for our experts? Text us for a chance to have your questions answered on the next episode.

For more research insights go to https://futurestandard.com/insights

In this episode, Co-Heads of Global Wealth Kirsten Pickens and Ryan Robertson share their conversation with Rachel Gottlieb, Managing Director - Wealth Management at UBS. In this episode Rachel shares how she turned a college internship into a career in financial services that landed her on lists like Forbes Top Next Gen Wealth Advisors, Forbes Top Women Wealth Advisors, and Wall Street's Top 40 Advisors Under 40.

Have a question for our experts? Text us for a chance to have your questions answered on the next episode.

For more research insights go to https://futurestandard.com/insights 

In this episode, the Investment Research team explores the unprecedented concentration in the U.S. equity market. This top-heavy market meant impressive returns for investors over the first half of the year, but it could become one of the key risks for portfolios in the coming period.

Have a question for our experts? Text us for a chance to have your questions answered on the next episode.

For more research insights go to https://futurestandard.com/insights 

In this episode, Co-Heads of Global Wealth Kirsten Pickens and Ryan Robertson share their conversation with Scott Highmark, President and Principal of Mosaic Family Wealth. Scott shares how he went from being a college basketball athlete to becoming a financial advisor eventually opening his own firm. 

Have a question for our experts? Text us for a chance to have your questions answered on the next episode.

For more research insights go to https://futurestandard.com/insights 

How much is your financial practice worth and what drives that value? Where are the opportunities to unlock unrealized value? How are you preparing your business for the inevitable changes coming due to the impact of technology and AI? We sit down with the Truelytics team to learn more about their technology platform built for financial advisors and RIAs to help define practice value and analyze the health of advisory businesses, while exploring how changes like advisor demographics, consolidation and even AI are impacting the industry. Learn more at  www.truelytics.com.

Have a question for our experts? Text us for a chance to have your questions answered on the next episode.

For more research insights go to https://futurestandard.com/insights 

The CRE market is undergoing a painful correction today, as demonstrated by declining property values and tepid investment activity. In this episode, we analyze the causes, address concerns around debt financing and examine what comes next in the CRE market.

Have a question for our experts? Text us for a chance to have your questions answered on the next episode.

For more research insights go to https://futurestandard.com/insights