65 episodes
Away from the Noise Thornburg
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- Business
Get away from the noise of the investment herd, and hear our experts bring a new perspective to widely talked about topics.
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Are You Delivering the Services Your Clients Want?
Jan and Hollis discuss recent CEG research highlighting the disconnects between the services clients expect to receive from their advisors, the services they believe they're receiving, and the services advisors believe they're delivering.
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The ABCs of Personal Finance
In this podcast, Jan and Hollis begin a segment using the alphabet to share the most important concepts in personal finance.
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Making Sense of Women's Financial Attitudes
In this podcast, Jan and Hollis discuss a recent study that explores the perspectives of women from various generations share regarding their financial confidence and concerns.
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Revisiting the 60/40 Portfolio
Jan and Hollis discuss the performance of the 60/40 portfolio a year after it experienced its worst year since 1937.
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Navigating Recession, the Fed, Inflation and Borrowing
Jeff Klingelhofer discusses when the recession may finally arrive, whether the Fed will tolerate inflation above its 2% target, and that surging government debt.
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Get Busy Living or Get Busy Dying
Remind your clients that their priorities will evolve as they age.