Our ongoing series of podcasts regarding the energy sector has led us to batteries. If the U.S. fleet of cars and trucks goes “green” over the next couple of decades, batteries will likely be one of the main power sources. So, we thought it prudent to talk to someone who lives, eats and breathes this stuff.

Beyond being a nice young man, Mitch works the Jeff Dahn Research Group where he and his colleagues work with researchers from all over to push the boundaries of battery tech. This was a fascinating conversation that centered largely on understanding what it takes to put in a battery and what happens after the battery is spent. We focused quite a bit of time on car batteries but according to our guy Mitch storage of energy in batteries is big and will grow exponentially as things progress.

Donor-Advised Funds (DAF’s) help you fund your charities and manage taxes. You want to do good in the world. Tax management is a central part of your financial plan and Donor Advised Funds are some basic blocking and tackling in wealth the management process and the doing good.

To be honest, on the surface, DAF’s are kinda (sic) boring. Harrison Miller, CAP®   Vice President, Charitable Planning Consultant at Fidelity Charitable is awesome and made it fun. Harrison is such a nice guy and put up with my meandering conversation. We started with his favorite coffee joint in his hometown of Atlanta and eventually got to his favorite charitable organizations. What are your favorite charities in Raleigh, Cary, Durham, and Chapel Hill?

If you have never heard of Donor Advised Funds or need a refresher, please listen in. If you don’t use them, you are being underserved in your wealth advice. Let’s talk. 919.861.8212.

Mike Morey

Mike joined Integrity Viking Funds in 2009. He had been a research analyst for Viking Fund Management, LLC prior to being named Co-Portfolio Manager for various funds managed by Viking Fund Management, LLC.  Mike received a Bachelor of Science degree in Finance from Minot State University. In addition to Co-Portfolio Manager of various funds, Mr. Morey is Chief Investment Officer for Viking Fund Management, LLC.

A conversation with Cary, North Carolina based mortgage broker Sherry Riano

In a world flush with cash, 30-year fixed mortgages below 3% are the norm and home prices are elevated. It is certainly a sellers’ market in Raleigh, Cary, Durham and Chapel Hill but the challenge is finding a place to move to. Housing inventory is tight while labor and materials are in short supply. The likes of Apple and Bandwidth.com are setting up research centers stocked with well paid workers who will all need places to live. With all that going on at once we decided to talk to a mortgage broker and get their perspective on the real estate market.

With over 20 years of experience in the mortgage industry, Sherry Riano exudes a deep passion for helping families in the Triangle financially obtain their dream home. The energy of this interview was great. Sherry has seen the ups and downs of the business cycles over the years and is no doubt a leader in her industry.  If you are thinking about buying a home please listen. Lots of insights into the RDU real estate market.  Here are some of the topics we discussed.

Read Full Interview Transcript at: https://olderaleighfinancial.com/stories-from-the-stacks-a-soundtrack-to-an-investment-advisors-life-episode-10-with-sherry-riano/

Olde Raleigh Financial Group

3110 Edwards Mill Road Suite 340

This material is provided as a courtesy and for educational purposes only from Olde Raleigh Financial Group, A member of Advisory Services Network and should not be construed as investment advice. All information contained in this video is derived from sources deemed to be reliable but cannot be guaranteed. All economic and performance data is historical and not indicative of future results. All views/opinions expressed in this video are solely those of the presenter and do not reflect the views/opinions held by Advisory Services Network, LLC. Advisory Services Network, LLC does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation.

Is the U.S. giving up some economic advantage, some leadership and stability by jettisoning carbon from the energy mix?

Most of us who live in Raleigh, NC take our energy for granted. We go about our day effortlessly, clicking on light switches, cell phones and TV’s rarely contemplating the complexities that fuel all of it. Only recently we were reminded that the wonder that is reliable energy can be scuttled by the world outside Raleigh when the Colonial Pipeline Ransomware Attack caused panic buying shortages up and down the east coast. Steady supplies of energy help companies forecast, innovate and create shareholder value. So, by extension, steady energy must be in place to fuel your retirement lifestyle and financial plans.

Olde Raleigh Financial is exploring the realities of changing the U.S. energy mix and this interview with Rupert Darwall is number two in a series on this really important topic - check out this interview with Bill O’Grady from Confluence Investments. Regardless of where one stands on their beliefs on global warming, it would seem the trend towards decarbonizing the U.S. economy and culture is gaining tracking both in corporate boardrooms and politically. Mr. Darwall is a London-based business strategy consultant and policy analyst who takes a more critical view of global warming and the costs of decarbonization.

Read Full Interview Transcript at: https://olderaleighfinancial.com/stories-from-the-stacks-a-soundtrack-to-an-investment-advisors-life-episode-9-with-rupert-darwall/

Olde Raleigh Financial Group 

3110 Edwards Mill Road Suite 340

This material is provided as a courtesy and for educational purposes only from Olde Raleigh Financial Group, A member of Advisory Services Network and should not be construed as investment advice. All information contained in this video is derived from sources deemed to be reliable but cannot be guaranteed. All economic and performance data is historical and not indicative of future results. All views/opinions expressed in this video are solely those of the presenter and do not reflect the views/opinions held by Advisory Services Network, LLC. Advisory Services Network, LLC does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation.

The drive to decarbonize complicates corporate calculations on investment

The decarbonization trend will be litigated and played out next few decades. For now, decarbonization is not a sure bet. Expensive technical issues are abound including matching the energy density of oil. However, humans have a tendency figure out hard, technical things. The global politics of this type of shift is a whole other set of pitfalls and possibilities. Regardless of how it all turns out, this trend will impact your future in Raleigh, NC. The energy markets have their own set of goals, aspirations and driving forces that can impact your investments. Olde Raleigh Financial Group loves to keep eye on that horizon with conversations around geopolitical trends and how those trends might affect investment decisions. Please enjoy this interview with Confluence Investments analyst Bill O’Grady. Topics include: The future of energy, a carbon price, electric vehicles, ransomware and the chances The St. Louis Cardinals have of winning the pennant. Enjoy and keep trucking! Trev

Read Full Interview Transcript at: https://olderaleighfinancial.com/stories-from-the-stacks-a-soundtrack-to-an-investment-advisors-life-episode-8-with-bill-ogrady/

Olde Raleigh Financial Group

This material is provided as a courtesy and for educational purposes only from Olde Raleigh Financial Group, A member of Advisory Services Network and should not be construed as investment advice. All information contained in this video is derived from sources deemed to be reliable but cannot be guaranteed. All economic and performance data is historical and not indicative of future results. All views/opinions expressed in this video are solely those of the presenter and do not reflect the views/opinions held by Advisory Services Network, LLC. Advisory Services Network, LLC does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation.

Addressing the Issue of Aging Parents – the most important and emotional relationship shift that you can have in your life.

Alex Mihajlov and Trevor Chambers from Olde Raleigh Financial Group, in Raleigh, North Carolina, discuss the difficult topic of the role reversal of children becoming the parents. Topics include:

Read Full Interview Transcript at: https://olderaleighfinancial.com/stories-from-the-stacks-a-soundtrack-to-an-investment-advisors-life-episode-7-with-alex-and-trevor-discussing-aging-parents/

Olde Raleigh Financial Group

This material is provided as a courtesy and for educational purposes only from Olde Raleigh Financial Group, A member of Advisory Services Network and should not be construed as investment advice. All information contained in this video is derived from sources deemed to be reliable but cannot be guaranteed. All economic and performance data is historical and not indicative of future results. All views/opinions expressed in this video are solely those of the presenter and do not reflect the views/opinions held by Advisory Services Network, LLC. Advisory Services Network, LLC does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation.

Are you planning on retiring in Raleigh, NC anytime in the next 30 years? If so, there is a complicated world out there beyond Raleigh, with its own set of goals, aspirations and driving forces that can impact your investments. Olde Raleigh Financial Group loves to keep eye on that horizon with conversations around geopolitical trends and how those trends might affect investment decisions. Please take a listen to this interview with Confluence Investments analyst Patrick Fearon-Hernandez who uses his CIA background to view the world. Topics include:

Read Full Interview Transcript at: https://olderaleighfinancial.com/stories-from-the-stacks-a-soundtrack-to-an-investment-advisors-life-episode-6-with-confluence-investments-analyst-patrick-fearon-hernandez/

Olde Raleigh Financial Group

This material is provided as a courtesy and for educational purposes only from Olde Raleigh Financial Group, A member of Advisory Services Network, LLC and should not be construed as investment advice. All information contained in this video is derived from sources deemed to be reliable but cannot be guaranteed. All economic and performance data is historical and not indicative of future results. All views/opinions expressed in this video are solely those of the presenter and do not reflect the views/opinions held by Advisory Services Network, LLC. Advisory Services Network, LLC does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation. Advisory Services Network, LLC and Confluence Investments are unaffiliated.

The relationship between the U.S. and China will impact the world’s supply chains for decades to come and therefore investors need to be aware of the dynamics. This interview with Phillip Orchard from Geopolitical Futures - a Geopolitical forecasting firm - features discussion about Taiwan’s microchip industry, the rare earth supply chain, Chinese military threats against Taiwan and its relationship with India

Read Full Interview Transcript at: https://olderaleighfinancial.com/stories-from-the-stacks-a-soundtrack-to-an-investment-advisors-life-episode-5-with-phillip-orchard-from-geopolitical-futures/

Olde Raleigh Financial Group

This material is provided as a courtesy and for educational purposes only from Olde Raleigh Financial Group, A member of Advisory Services Network and should not be construed as investment advice. All information contained in this video is derived from sources deemed to be reliable but cannot be guaranteed. All economic and performance data is historical and not indicative of future results. All views/opinions expressed in this video are solely those of the presenter and do not reflect the views/opinions held by Advisory Services Network, LLC. Advisory Services Network, LLC does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation.

A discussion with Professor Ted Zoller regarding the future of higher education and the costs associated with it in a post-COVID world

Higher Education and skills will become MORE valuable in our society. College savings programs like 529 accounts can be a key way to save for ongoing educational needs of children and grandchildren

Read Full Interview Transcript at: https://olderaleighfinancial.com/stories-from-the-stacks-a-soundtrack-to-an-investment-advisors-life-episode-4-with-professor-ted-zoller/

Olde Raleigh Financial Group

This material is provided as a courtesy and for educational purposes only from Olde Raleigh Financial Group, A member of Advisory Services Network and should not be construed as investment advice. All information contained in this video is derived from sources deemed to be reliable but cannot be guaranteed. All economic and performance data is historical and not indicative of future results. All views/opinions expressed in this video are solely those of the presenter and do not reflect the views/opinions held by Advisory Services Network, LLC. Advisory Services Network, LLC does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation.