10 Time-Tested Investment Principles for Volatile Markets
Schaffer Private Wealth Group president Michael Schaffer, Sr. and managing partner Michael Schaffer, Jr. discuss how investors can stay calm and stick with their investment plans amid whipsawing markets. Host: Greg Bartalos.
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19:09
Eric Sontag: Solving for Intergenerational Challenges | Next Gen
“Having next-gen advisors and listening to their perspectives and understanding how they would approach members of their generation is a key place to start,” says the president of Wealthspire Advisors.
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24:39
Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years
Elson discusses the mindset, methods, and mentorship that fueled her quick rise from intern to lead advisor at Perigon Wealth. Host: Steve Sanduski, CFP.
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38:24
Jennifer Wallace: Resilience and the Importance of Mattering at Work
“We talk a lot in the workplace about belonging and connection,” says the author. “Mattering goes deeper because you can belong to a group and not know how much you really matter to that group.” Host: Greg Bartalos.
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25:28
James Taylor: The Power of Process | Next Gen
“I always tell our team that what we can get done in a day most people can’t get done in a couple weeks,” says the founding member of The Taylor Group at Morgan Stanley. “That’s because every single aspect of our business has a process around it.”
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