by Potomac | May 13, 2022 | Martina, Podcasts
In their first in-person podcast, the Marketing Team discusses their experience being “Zillenials” at an RIA, and going all-in on...
by Dan Russo, CMT | May 10, 2022 | Dan, Podcasts
Dan Russo and Drew Wells highlight Quality relative to Microcaps, S&P 500 and ATRs, Value, Growth, CCC or below OIS, and...
by Manish Khatta | May 3, 2022 | Christopher, Manish, Podcasts
Grab your favorite feathered headdress and join us as we spill what’s overrated and what’s underrated LIVE from fabulous Las...
by Kaitlyn Humphries | Apr 29, 2022 | Jen, Kaitlyn, Podcasts
Ops is back with another episode of Drinks Well with Operations to discuss the financial planning tools inside our investor...
by Dan Russo, CMT | Apr 26, 2022 | Dan, Podcasts
Dan Russo and Drew Wells highlight the Bloomberg Commodity Index, S&P 500, QQQ / RSP, U.S. Dollar Index and...
by Dan Russo, CMT | Apr 19, 2022 | Dan, Podcasts
Dan Russo and Drew Wells highlight Stocks (VTI) relative to Bonds (BND), S&P 500 Utilities Index, Pacific Ex-Japan (EPP) and...
