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Thoughts from the Ledge episodes
- EP20: Ted Reagle, Vice President with Grey Ledge Advisors demystifies Mutual Funds & ETF's
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11 min - EP19: 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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23 min - EP18: 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.
11 min - EP17: Anthony Morgillo, Vice President Grey Ledge Advisors talks about 401(k) Rollovers
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12 min - EP16: 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.
11 min - EP15: 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.
14 min - EP14: 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.
9 min - EP13: What is the Yield Curve Telling Us?
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Brant Walker discusses recent interest rate trends from 1/1/2022, when rates started rising from historically low levels.
The yield curve has been deeply inverted for a year and a half. More recently longer-term rates started catching up with short term rates. Brant will try and answer what caused this?
13 min - EP12: What was Old, is New Again; The Resurgence of Cash Balance Plans
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Scott Albraccio and Grant Livingston from TRA discuss the benefits of using a Cash Balance Plan to fund a Buy Sell arrangement. The concept helps the purchaser pay for the company/practice without having to come up with a large lump sum of cash.
12 min - EP11: 4 Tips on Avoiding Financial Regrets in Retirement
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Financial regrets may be common, but they don’t have to be inevitable. And even if you have regrets about how you prepared for retirement, these errors don’t have to be permanent. There are options for course correction, even after you’ve stopped working.
One mistake that clients may make after retirement is not considering long-term care planning, including the potential need for nursing home or assisted living expenses.10 min
About Thoughts from the Ledge
From the publisher's feed
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, or prefunding.