Financial Fly By Podcast
1) Recent Chief Economist Presentation Discussed - Tax Rates, Tariffs, GDP Growth
Recent Chief Economist Presentation Discussed - Tax Rates, Tariffs, GDP Growth by Patrick White, EA & Brian Pelling, CFA
Recent Chief Economist Presentation Discussed - Tax Rates, Tariffs, GDP Growth
13:44 | Jan 10th, 2019
2) How to handle Market Downturns for Clients / How much cash is enough
Brian Pelling & Patrick White discuss how they handle market downturns / volatility for clients. How they differ from hedge funds / robo advisors? What is our overall goal for client portfolios?
3) Podcast 7 - New Years Resolutions - Creating A Budget
Creating a Budget. Thoughts on overspending during the Holidays and thinking about ways to adjust going forward.
4) Market Update- Antifragile & Forest Fires
12/14/18 Market Update: Antifragile
5) Market Update, Structuring The Purchase Of A Business, Structuring Retirement Plans
Market Update, Structuring the purchase / sale of a business, and options with retirement plans
6) Sector Rotation - Low Volatility Holdings & Market Perspective
Are you not entertained?
7) Market Update - Mid Term Elections
Investment Update - Election Results - Tax Code
8) Introduction to John White & Co
Intro to John White & Co, Patrick White provides a background on the firm and thoughts on the industry.
9) Having an Investment Process
Brian Pelling discusses what to expect from the podcast, his investment process, where he thinks the industry has made some missteps, and lessons learned along the way.