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

August 20, 2022 00:43:02
Episode Cover

Stretch Zone with Tony & Beckie Kaczkowski

Kristina Schnuckel, Director of Client Experience & Wealth Advisor at EIG, sits down with Tony & Beckie Kaczkowski, partners at Stretch Zone in Wisconsin,...

Listen

Episode 68

July 08, 2019 00:43:25
Episode Cover

7-6-19 - Mike Roth - Economic Update

EIG Wealth Advisor, Anne Mank, CFP®, CPA, discusses the current state of the economy with Mike Roth, Founding Principal of Stark Investments.

Listen

Episode 0

November 15, 2021 00:41:44
Episode Cover

11-14-21 - Eric Johnson - The Elements of Choice

Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Eric Johnson, author of “The Elements of Choice” to discuss how to make better...

Listen