Welcome to the Gordon Asset Management Podcast, a show for savers, investors and entrepreneurs. Helping you to stay informed, invest wisely, and achieve the unimaginable. Join the team at Gordon Asset Management, LLC as they discuss the most important stories on the economy & markets for business owners and investors. Please visit WealthQB.com for more information about our firm.*Disclosures* Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Neither Gordon Asset Management, LLC, nor its podcast participants shall be held liable for losses resulting from actions taken based on information or viewpoints discussed on this podcast.
The anatomy of a balanced fund wsg/ T. Rowe Price's Ira Carnahan
The Gordon Asset Management Podcast welcomes Ira Carnahan to the show. Ira works on the portfolio management team for T. Rowe Price's Capital Appreciation Fund. T. Rowe Price Capital Appreciation is one of our favorite balanced funds; consistently ranking among the best performing of its peers. On the podcast Ira explains the management philosophy behind the fund and highlights some potential areas of growth. For more information, please visit troweprice.com.
Music compliments of Id Obelus: https://idobelus.bandcamp.com/
QUICK TAKE: Is 401k Participant Data a Plan Asset? Todd Z's rundown on the Shell Oil 401k lawsuit
Is your personal data a plan asset or can service providers use this data to cross-sell financial products? In this brief update Todd Zempel breaks down recent developments from the Shell Oil 401k lawsuit.
For more information about our firm, please visit www.WealthQB.com
The 4th Industrial Revolution is Here w/ Tom Snyder, Executive Director of RIoT
The Gordon Asset Management Podcast welcomes Tom Snyder to the show. Tom is the executive director of Raleigh NC's RIoT organization. RIoT is an organization that mentors entrepreneurs, a startup accelerator, and R&D lab, for companies and individuals in the IoT (Internet of Things) space. On the podcast Tom discusses what happening at RIoT, the business climate in North Carolina, and upside potential for technology during the 4th Industrial Revolution. For more information about Tom or RIoT, check out www.riot.org.
A growthy way to invest in real estate w/ Burland East
The Gordon Asset Management Podcast welcomes Burland East to the show. Burl is CEO at American Assets Capital Advisers and Portfolio Manager for the Altergris/AACA Opportunistic Real Estate Fund. On the episode Burl describes his process which has led to significant outperformance in his real estate fund and highlights areas he sees future potential for growth. For more information about Burl, please visit aacadvisers.com.
Entrepreneurial legend Scot Wingo opines on everything
The Gordon Asset Management Podcast welcomes Scot Wingo to the show. Scot is a successful serial entrepreneur and curator of the 'triangle tweeners' list--an index of North Carolina triangle region start-ups. On the episode Scot shares his thoughts on everything from the local Raleigh start-up scene, to blockchain, and the economy. For more information about Scot check out his podcast, the Jason & Scot Show at www.retailgeek.com or follow Spiffy at www.getspiffy.com.
The State of Free Enterprise w/ Northwood University's Dr. Dale Matcheck
The Gordon Asset Management Podcast welcomes Dr. Dale Matcheck to the show. Dr. Matcheck is Professor and Department Chair of Economics at Northwood University--a college rooted in the ideology of the free market system. On the episode Dr. Matcheck addresses some of the challenges to the free enterprise system we face on the heels of COVID, as well as the shortfalls of higher education. For more information about Dr. Matcheck or Northwood University, please visit Northwood.edu.