Explore what individual investors can learn from institutional investors in the context of today’s headlines – the banking crisis, small-cap stocks and artificial intelligence.

This special episode of Trends with Benefits features an interview with Host Ed Lopez and looks back to how the podcast began.

Learn about the growth of Brazilian investment markets, including the impact of legislation on the current business climate and widespread crypto adoption.

Understand why financial literacy is important today and what advisors can do to help. 

Ed gets a behind-the-scenes look at the making of the documentary “Beyond the Trees” which focuses on the unique management model of the van Eck Forests.

Learn about private market investments, how they provide more exposure, and how to determine if they’re appropriate for your clients’ investing needs.

This episode features Ola El-Shawarby who discusses the macroeconomic drivers in Saudi Arabia, including social and economic reforms and growing sectors. 

This episode offers caregiving tools and tips to those in the “sandwich generation” and explains how financial advisors can serve as a key resource when planning for caregiving.  

Learn about U.S. relations with China, the probability of recession, and asset classes that provide an inflationary hedge with Host Ed Lopez and Milton Ezrati, Chief Economist at Vested.

Ed chats with Stacey McKinnon about millennial investors, including their values and behavior, and how the business of financial advice will need to adapt.