Sign up to save your podcasts
Or
Share CCA Podcasts
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
CCA Podcasts episodes
- Cyber-security Matters
Cyber-security is becoming increasingly challenging yet critical in maintaining security and confidentiality. In our latest podcast, Kristin Sindoni, CFA provides tips and insight surrounding this topic.
Send us Fan Mail
14 min - Is the First Cut the Deepest?
The Federal Reserve appears to have completed its interest rate hiking cycle with a 50 point cut to the Federal Funds Rate, but where do they go from here?
Send us Fan Mail
21 min - The UK National Debt
As equities return to focus in the UK following a rate cut by the Bank of England, CCA Podcasts presents a review of their National Debt, stock market, and economic challenges ahead.
Christina Copeland of Conservest Capital Advisors, Inc. will speak to this topic in light of how appropriate allocation to the UK is determined within portfolios.Send us Fan Mail
11 min - The End of Chevron
Tune in as Clay and Lacy review the June 2024 Supreme Court ruling to overturn the Chevron Doctrine. Federal agencies assigned equivalent authority as Congress, may prompt a regulatory unwind that would affect all industries.
Send us Fan Mail
22 min - 20 min
- The US National Debt
Tune in to a brief update on our National Debt with Christina Copeland of Conservest Capital Advisors, Inc.
As we approach the political season, the National Debt will be a hot topic. Tune in as we briefly detail the numbers.Send us Fan Mail
7 min - What's in a Valuation?
Tune in as Clay Hall, CFA joined by Lacy Redwine discuss valuations. The complex technicalities of company, real estate and fixed income valuation are explored in this Podcast.
Send us Fan Mail
31 min - The Job Creating Slowdown Economy, our relationship with money, family financial matters, and Groucho Marx
In this episode, Bruce Kardon, President and CIO, explores important topics in familial wealth matters ,as well as a overview of current economic conditions, as we head into the second half of the year.
Send us Fan Mail
19 min - Europe in 2024!
In our latest episode of Holistic Matters in Finance, Christina Copeland talks about Europe from both a tourism and investment perspective.
Travel is heating up while the European Central Bank is taking the lead globally on interest rate cuts.Send us Fan Mail
15 min - Mid Quarter Review - May 2024
Tune in for a mid-quarter review with Clay Hall, CFA and featuring Lacy Redwine.
Send us Fan Mail
33 min
About CCA Podcasts
From the publisher's feed
A forum for discussion of, and education in topics relevant to the high net-worth investor community.
Conservest Capital Advisors, Inc. is an investment adviser registered with the…
Securities and Exchange Commission.
The information provided is general in nature and is not intended to be specific investment, tax or legal advice.
A full description of Conservest’s business practices, including our investment management services, and advisory fees, are supplied in our Form ADV Part 2A and/or Form CRS.
The information provided is general in nature and is not intended to be specific investment, tax or legal advice.
A full description of Conservest’s business practices, including our investment management services, and advisory fees, are supplied in our Form ADV Part 2A and/or Form CRS.