CCA Podcasts

In this episode, Bruce Kardon delves into dynamics within family run businesses, some spanning generations. 

Bruce also gives us a timely market update, reviewing rates and yields, as we move into mid-year. 

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In this episode Christina Copeland, Principal and Senior Investment Manager, recaps the incredible run of the so-called, 'Magnificent 7' group of stocks. 

While their collective stock price may not continue to move in tandem, with a divergence already occurring in 2024, each company continues to innovate at a rapid pace. 

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In this episode, Clay Hall, CFA and Investment Manager, reviews the Federal Reserve and the banking system from a market and economic perspective. 

Joined by colleague and Attorney, Lacy Redwine, who gives the perspective of the regulatory landscape and how it has evolved since the creation of the Federal Reserve in 1913.  

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In this episode, Bruce Kardon, President and CIO, takes a look back at market bubbles throughout history. 

Bruce will also discuss matters related to the yield curve, the current bull market, as well as an overview and re-cap of the first quarter.  

Please visit our enhanced and expanded website at: 

https://conservest.com/

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In this episode Christina Copeland, Principal and Sr. Investment Manager, will evaluate the Tax Cuts and Jobs Act of 2017.  

Scheduled to sunset at the end of December, 2025, potentially expiring provisions calls for adjustments within tax strategy as it relates to marketable securities. 

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Bruce Kardon, President and CIO, discusses strategic decisions in Financial Matters.  

Bruce highlights resolve in creating positive outcomes in wealth management, interspersed with lessons learned in the game of Poker, and a disipline of seeking the cleanest data, while continually testing and updating assumptions. 

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Christina Copeland, Principal & Sr Investment Manager discusses how understanding and managing risk in your investment portfolio, could lead to more positive outcomes.  

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On this episode of CCA Podcasts' Financial Matters, Bruce Kardon discusses the velocity of money. 

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Clay Hall, CFA and Investment Manager, reviews the US economy and Financial Markets halfway through Q1 2024.  Clay reviews the most recently available macroeconomic data and stock and bond returns YTD.  Clay also provides some details on his outlook for the US economy and financial markets for the remainder of 2024.   

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CCA Podcasts, a forum for discussion of, and education in topics relevant to the high net-worth investor community.  In this episode of "Financial Matters", Christina Copeland, Principal and Senior Investment Manager along with Clay Hall, CFA and Investment Manager discuss digital assets and investment planning. 

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