Investment Research

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

Apr 13 2024 | 00:41:50

/

Hosted By

Karen Ellenbecker Julie Ellenbecker - Lipsky

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 55

May 21, 2019 00:41:51
Episode Cover

3-31-19 - Bill Lyne - Second Homes

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Bill Lyne, Attorney with Lyne Law Firm, LLC, about what to think about when...

Listen

Episode 128

July 02, 2020 00:43:51
Episode Cover

Conversations with a Purpose #30 - Terry Pavlic - Interest Rates, Bonds and an Economic Update

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Terry Pavlic, CFA, President of Pavlic Investment Advisors, to discuss the current market...

Listen

Episode

November 23, 2024 00:45:37
Episode Cover

Holiday Scams

Join Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, as she talks with Michele Pawlak, EIG Chief Compliance Officer & Director of Business...

Listen