Drinks Well with Operations (E6)
Client Portal

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...

Who Charted? (E25)
Living on the Edge

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...

Who Charted? (E24)
Regime Shift?

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...

Industry Gossip (E15)
WealthOS, Goldman Sachs, Wealthbox, and more

by Christopher Norton | Apr 15, 2022 | Christopher, Manish, Podcasts

Onramp asks investors for $5m, Choir gains traction, Vise sees executive exodus, Envestnet is up for sale again, and...

The OGs (E3)
No Emotional Attachment

by Manish Khatta | Apr 12, 2022 | Christopher, Jeff, Jen, Manish, Podcasts

From the release of our research product to the addition of our new project manager, the first quarter of 2022 has been a productive one. Our leadership team sits down to discuss all that we’ve accomplished, and more importantly, what each department has planned for...

Who Charted? (E23)
It’s All About the Bond Market

by Dan Russo, CMT | Apr 5, 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...