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“The Empowered Investor” outlines 8 key investing principles to help you build a ‘Blue Ocean Investment’ experience. 

 

How to Start Saving and Investing with Ryan Jacobs and Matthew McGee

How to Start Saving and Investing with Ryan Jacobs and Matthew McGee

Marcelo Taboada and co-Host Lawrence Greenberg are joined by Ryan (20) and Matthew (17) for today’s episode. Ryan and Matt share their refreshing perspectives on saving and investing. They talk about the important role social media plays in introducing young people to investing, the key lessons they’ve learned, their best advice for other young people, and so much more!

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An Investor Guide to Inflation

An Investor Guide to Inflation

In this episode, Marcelo and Keith talk about why the current inflation rates are a problem, how we got here, the big debate on how long these rates will last, implications for you as an investor, and so much more!

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Custodian Services & Independent Portfolio Management Firms

Custodian Services & Independent Portfolio Management Firms

In this episode, Matthew and Keith talk about why third party custodians are crucial partners for PM firms, how discount brokerages can afford to offer no trading fees, the latest trends Matthew has identified from his work with PM firms across the country, succession planning in PM firms, and so much more!

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Death & Taxes: What you need to know.

Death & Taxes: What you need to know.

In this episode, Ruben and Hugh talk about the role of the executor of the estate, why it’s important to work with legal and financial professionals for estate planning, the implications of not having a proper will, how different types of investments are treated after death, why the winding up of an estate takes so long, and so much more!

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Lowering the Volume on Investment Noise

Lowering the Volume on Investment Noise

We believe that investment noise is the greatest obstacle most investors face and the most essential investment skill you can develop is the ability to recognize and tune out four sources of investment noise: the media, experts, friends & family, and yourself.

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Delta variant & investor implications

Delta variant & investor implications

In this episode, Marcelo, Ruben and Keith talk about how the Delta variant has impacted investors so far, what we’ve seen in the bond and stock markets, the pitfalls you need to avoid as an investor, why your investment philosophy is your biggest asset, and so much more!

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