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 46

May 21, 2019 00:42:09
Episode Cover

1-26-19 - Kristin Settle and Claire Koenig - Visit Milwaukee

Jean Range, CFP®, EIG Senior Wealth Advisor,discusses opportunities for exploration in Milwaukee with Kristin Settle and Claire Koenig from Visit Milwaukee. Learn navigation tips,...

Listen

Episode

October 27, 2024 00:46:02
Episode Cover

Guidance Through a Dementia Diagnosis

Tammy Niemann, EIG Wealth Advisor, sits down with Dr. Macie Smith, Author & Licensed Social Worker, and Jenny Wagner, Elder Care Consultant & Co-Owner...

Listen

Episode

August 17, 2025 00:44:38
Episode Cover

Real Estate Rundown

Wealth Advisor, Jamie Williams sits down with Dr. Glenn R. Mueller, PhD, Professor Emeritus and Real Estate Expert at the University of Denver. Together,...

Listen