Thoughts from the Ledge

By 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... more

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FAQs about Thoughts from the Ledge:

How many episodes does Thoughts from the Ledge have?

The podcast currently has 44 episodes available.

Thoughts from the Ledge episodes:

December 16, 2024 Manish Sharma CFA, and Investment Analyst for Grey Ledge speaks about Direct Indexing and
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Manish speaks to the advantages to Direct Indexing accounts and Tax Loss harvesting and future Fed move in Q4 and Q1 of 2025.
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13min
November 13, 2024 Ted Reagle, Vice President Talks About Election Impact to The Markets
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In this episode Ted Reagle discusses the impact of an election on investors portfolios and looks back over 17 years and reinforces the fact investing should be dispassionate about politics and who is running the country and to focus on productivity of the workforce and the influence AI will have.
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8min
November 08, 2024 Brant Walker, Chief Investment Strategist with Grey Ledge Advisors Address Discusses topics relating to the Presidential Election, IPOs, AI and Sector Weighting
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Brant shares his thoughts on Q4 and corporate earnings outlook and how AI will impact productivity going forward. Then touches on Sector Weighting, IPOs and their volatility and finally what impact the election will have on the markets.
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11min
July 08, 2024 Ted Reagle, Vice President with Grey Ledge Advisors demystifies Mutual Funds & ETF's
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11min
May 06, 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.
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23min
May 06, 2024 Brant Walker, Chief Investment Strategist with Grey Ledge Advisors discusses what quality means to investors
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Brant Walker, our Chief Investment Strategist, joins the show to discuss how companies with economic “moats” tend to perform better over the long run since they often create a recurring revenue stream. He discusses the successful business models used by Costco and Amphenol as well as a monthly service by Rollins (better known as Orkin) that produces strong cash flows. Walker also explains how business strategies influence Grey Ledge’s decisions when we look for quality companies to include in our investments.
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11min
May 06, 2024 Anthony Morgillo, Vice President Grey Ledge Advisors talks about 401(k) Rollovers
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12min
May 06, 2024 Manish Sharma, CFA with Grey Ledge Advisors discusses Crypto world
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Manish Sharma, CFA, Financial Analyst, talks about the cryptocurrency market and whether Grey Ledge feels this is a good investment option for our clients. He also discusses exchange traded funds created to support investments in Bitcoin and other forms of cryptocurrency, and what investors should be wary of when considering these investments.

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11min
November 17, 2023 Attractive Sectors/Geographies for Investment Opportunities in 2024
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Manish Sharma speaks to the sectors and geographical opportunities we see in 2024 for our clients. His discussion looks at the medium to long-term outlook.
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14min
November 17, 2023 Make Charitable Donations Directly From IRA Accounts
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Ted Reagle discusses Qualified Charitable Donations (QCD), the opportunity for seniors (over age 70.5) to make charitable donations directly from IRA accounts helping to reduce taxes and help out your favorite charity at the same time.
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9min

FAQs about Thoughts from the Ledge:

How many episodes does Thoughts from the Ledge have?

The podcast currently has 44 episodes available.