Beyond Dollars

Cannell and Spears
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Beyond Dollars

Cannell & Spears was formed in 2023 through the combination of Cannell & Co. and Spears Abacus, two firms with multi-decade legacies of providing independent advice to individuals and families. We launched Beyond Dollars to dive deeper into a broad range of topics we find interesting. While investing is at our very core, we can help with every aspect of your family’s financial life. If you are looking for the antidote to large impersonal firms, you will find it at Cannell & Spears.

Épisodes

  1. 10 OCT.

    Grandparents: UTMAs/UGMAs, 529s, Trusts & More

    Recently, one of our team members at Cannell & Spears became a first-time grandparent, an incredibly special experience. Today, after decades of stock market and home value appreciation, grandparents are often able to give more than just the gold in their hearts – they can be a big financial help as well. We often get questions from new grandparents about the best way to help. While everyone’s circumstances are different, we put together a primer on some ⁠ideas⁠ that we expand on in this episode.

    26 min

  2. 25 JUIL.

    10 Financial Decisions to Make the Most of Your 20s

    Personal finance in your 20s can lay the ground for your financial success and stability, but it can be a little overwhelming to navigate at the outset.  What do you do with that first paycheck? Should you contribute to your 401k? When should you start investing? In what stocks? The questions to consider and actions to take are plenty, so we’ve put together a guide to help you begin your financial journey. The most important rule? Get started.

    24 min

  3. 6 JUIN

    How We Think About Stocks

    Clients sometime ask why we don’t own a particular stock; usually the stock in question is a highflyer that has been in the news and just made an enormous move in price. Or they might ask if we are considering the purchase of a fallen angel, a revered company that the market believes has lost its way. To answer, it is important to note that a “good company” does not always make for a “good stock” just as a “bad stock” does not always make for a “bad company”. Today we go in-depth with our very own: Bob Morgenthau & Jeb Breece to discuss the ongoing Price vs Value debate. At the center of it all? Discipline versus greed. Neither Cannell & Spears nor its personnel provides tax or legal advice. You are urged to consult your tax or legal advisors concerning the impact on your personal situation of any potential strategy or investment. This material is presented solely for informational purposes and does not constitute investment advice. For further information, please see www.cannellspears.com or contact the firm by electronic mail at partners@cannellspears.com.

    20 min

  4. 28 MARS

    Inherited IRA 2024: The Pros, Cons & Considerations

    Given the evolving nature of IRA regulations, we’ve created our own “cheat sheet” on things to remember. We dived deeper into the topic of Inherited or Beneficiary IRA's with our very own: Will Herrman & Alina Carlson. We go over some of the changes in the Secure Act since 2019, potential advantages, items to verify and key considerations. Please note, this topic is particularly sensitive to individual circumstances, so please consult your advisory team accordingly.  Neither Cannell & Spears nor its personnel provides tax or legal advice. You are urged to consult your tax or legal advisors concerning the impact on your personal situation of any potential strategy or investment. This material is presented solely for informational purposes and does not constitute investment advice. For further information, please see www.cannellspears.com or contact the firm by electronic mail at partners@cannellspears.com.

    10 min
  • 4 épisodes

Notes et avis

À propos

Cannell & Spears was formed in 2023 through the combination of Cannell & Co. and Spears Abacus, two firms with multi-decade legacies of providing independent advice to individuals and families. We launched Beyond Dollars to dive deeper into a broad range of topics we find interesting. While investing is at our very core, we can help with every aspect of your family’s financial life. If you are looking for the antidote to large impersonal firms, you will find it at Cannell & Spears.

Informations

  • Création
    Cannell and Spears
  • Années d’activité
    2 k
  • Épisodes
    4
  • Classification
    Tous publics
  • Copyright
    © Cannell and Spears
  • Site web de l’émission
    Beyond Dollars

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