『GR8 Financial Sense Podcast』のカバーアート

GR8 Financial Sense Podcast

GR8 Financial Sense Podcast

著者: Ryan Sheffer and Derek Van Solkema
無料で聴く

Hosted by Ryan Sheffer, CFP, MSF, and Derek Van Solkema, CFP, financial advisers at Advance Capital Management. Each month, Ryan and Derek tackle 8 financial and investment topics, to keep you informed about the markets, economy and other current events that could be impacting your financial life. Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Contact Us:© 2021 個人ファイナンス 経済学
エピソード
  • Episode 69 - April 2026
    2026/05/12

    In this month's episode, we cover these topics:

    • Market Overview (starts at 00:53)
    • Portfolio Updates (01:39)
    • Oversold Market and Stabilization (02:23)
    • Corporate Earnings Insights (04:10)
    • Discussion on AI Investments (06:30)
    • Use Cases for AI as a Firm (9:40)
    • Federal Reserve Update (11:16)
    • Looking ahead (13:16)
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    15 分
  • Episode 68 - March 2026
    2026/04/22

    In this month's episode, we cover these topics:

    • Market Overview (starts at 02:00)
    • Portfolio Updates (03:01)
    • Market Impact of Geopolitical Conflict (03:45)
    • Impact on Oil Prices (06:11)
    • Geopolitical Risks to Portfolios (8:36)
    • Structural Risks to Portfolios (10:27)
    • Understanding Normal Market Behavior (11:46)
    • Looking ahead (13:38)
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    16 分
  • Episode 67 - February 2026
    2026/03/13

    In this month's episode, we cover these topics:

    • Market Overview (starts at 01:00)
    • Portfolio Updates (03:24)
    • US-Iran Conflict (04:19)
    • Impact on Oil Prices (07:06)
    • New Fed Chair Nomination (8:22)
    • Corporate Earnings (10:22)
    • Client Communications from Schwab (11:53)
    • Looking ahead (13:57)
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    16 分
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