The Advantaged Investor Podcast
1) Helping Mom and Dad Transition to Assisted Living or Retirement Facilities
Senior Portfolio Manager Neela White joins the podcast and host Chris Cooksey to discuss how we can ease the transition of moving mom and dad into retirement or assisted living facilities, including: ...Show More
Helping Mom and Dad Transition to Assisted Living or Retirement Facilities
17:25 | Sep 18th, 2024
2) Financial Planning
Senior Portfolio Manager Neela White returns to the podcast and joins host Chris Cooksey to discuss financial planning tips for women. A lot of financial planning applies to everyone, which we discus...Show More
3) Fixed Income – First Half Review and a Look Ahead (Episode 101)
Head Fixed Income Trader Harvey Libby joins host Chris Cooksey for his regular update visit to review 2024 so far and where we may be heading, including: Review of the year so far Rates/Inflation ...Show More
4) Market Volatility and a Mid-Year Equity Market Update (Episode 100!)
Head of Investment Strategy Neil Linsdell joins host Chris Cooksey for his regular update visit to discuss the recent market volatility and give an overview of what has gone on so far in 2024, includi...Show More
5) Fixed Income Options for Portfolios
Charlotte Jakubowicz, VP Fixed Income and Currencies joins host Chris Cooksey to discuss the options available in the fixed income market from the traditional bonds and GICs to newer alternative optio...Show More
6) Summer Financial Planning Tips
Financial Planner Yannick Rivest joins the host Chris Cooksey to discuss for so summer financial planning tips, including: In your opinion how does a financial planner help with investor success? ...Show More
7) Javed Mirza – Talking Quantitative/Technical Analysis
Javed Mirza, Quantitative/Technical Strategist joins host Chris Cooksey to discuss quantitative and technical analysis, including: Overview of technical analysis Overview of quantitative analysis ...Show More
8) Teaching Kids about Money
Robin Taub, CPA &CA, keynote speaker and bestselling author joins host Chris Cooksey to discuss what’s going on in equity markets, including: Importance of financial literacy Lack of financial plan...Show More
9) Equity Market Update
Head of Investment Strategy Neil Linsdell joins host Chris Cooksey to discuss what’s going on in equity markets, including: Q2 quarterly update highlights Interest rate cuts Differences between U...Show More
10) Fixed Income Update
Head Fixed Income Trader Harvey Libby joins host Chris Cooksey to discuss what’s going on in fixed income markets, including: Recent federal budget and the new capital gains taxes Recap of where we...Show More