Investment Research

April 13, 2024 00:41:50
Investment Research
Money Sense
Investment Research

Apr 13 2024 | 00:41:50

/

Hosted By

Karen Ellenbecker

Show Notes

Jamie Williams, EIG Wealth Advisor, talks with Barry Mendelson, CEO of Capital Market Consultants, about the significance of investment research for due diligence, quality metrics, and diversification of portfolios. 

Other Episodes

Episode

October 11, 2025 00:45:17
Episode Cover

Estate Planning: The Role of a Trustee

What does it really mean to be a trustee? Heather Deaton teams up with estate planning attorney Phil Remmers to break it down in...

Listen

Episode

January 27, 2026 00:41:54
Episode Cover

Simple Steps to Secure Your Future

Ever wondered how to turn money stress into financial strength? Join Karen Ellenbecker and Anne Lester as they delve into practical strategies for building...

Listen

Episode

January 07, 2024 00:43:10
Episode Cover

The Road to Splitsville

Julie Ellenbecker-Lipsky, EIG President & Senior Wealth Advisor sits down with attorney Jeffrey Stephens and psychologist Ronald Raymond to discuss their book, The Road...

Listen