31 episodes

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.

Gordon Asset Management Podcast Gordon Asset Management, LLC

    • Business
    • 4.7 • 3 Ratings

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.

    #31 - Fall/Winter Investment Outlook with James Abate 11.19.21

    #31 - Fall/Winter Investment Outlook with James Abate 11.19.21

    Please join us for a fall/winter '21-'22 investment outlook with special guest James Abate.  James is the founder and Chief Investment Officer of Centre Asset Management, LLC.   For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.

    • 30 min
    #30 - Weekend Update with Glenn & Z (11.12.21)

    #30 - Weekend Update with Glenn & Z (11.12.21)

    On this special weekend update edition of the podcast, join Glenn & Z as they discuss inflation, the Rivian IPO, ESG investing, the liquidity-induced NFT craze, and other hot topics of the week.

    For more information about our firm, please visit www.WealthQB.com

    Music compliments of Id Obelus: https://idobelus.bandcamp.com/

    • 35 min
    #29 - The anatomy of a balanced fund wsg/ T. Rowe Price's Ira Carnahan

    #29 - 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/

    • 37 min
    #28 - QUICK TAKE: Is 401k Participant Data a Plan Asset? Todd Z's rundown on the Shell Oil 401k lawsuit

    #28 - 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

    • 3 min
    #27 - The 4th Industrial Revolution is Here w/ Tom Snyder, Executive Director of RIoT

    #27 - 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.

    • 26 min
    #26 - A growthy way to invest in real estate w/ Burland East

    #26 - 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.

    • 37 min

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