Trends with Benefits

This episode covers the current environment for solar energy, including recent headwinds and legislation, as well as what the future of the industry looks like.

Jared Woodard shares his view on artificial intelligence, portfolio allocation, recent economic developments and what investors should expect for the rest of the year.

Learn how the 4U platform disrupted an antiquated process within the financial services industry and what it's like to transition from the corporate world to being an entrepreneur.

Portfolio Manager Ima Casanova covers recent updates in gold markets and shares the top benefits of owning gold in a portfolio.

Robots are becoming increasingly important to society and the economy as they change our everyday lives and transform industries.

Learn how to educate and prepare family members for the wealth transfer to women.

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.