Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 4 CERTIFIED FINANCIAL PLANNERS ™ and over 160 years of combined experience to offer an all inclusive range of wealth management services. In today’s uncertain times that’s what it takes to successfully navigate retirement. You only get one chance to do it right.
The January Advisor Roundtable
Drew is joined by Josh and Andrew to bring you the first Advisor Roundtable of 2022. In addition to our normal market commentary, the guys pull back the curtain and share some of the unique ways our team works together in addition to sharing some of their personal goals for 2022.
The December Roundtable
For the final Advisor Roundtable of 2021, the entire advisor team for The Perry Richey Group sits down to provide an update on what we’re seeing in the capital markets, charitable giving strategies that there are still time for before year’s end, and how retirement savers can set themselves up for success in 2022.
Market Education: Behavioral Finance 101
Historically, investors spend a significant amount of time and energy reviewing financial statements, returns, valuations, etc. in order to make investment decisions and make sense of what is going on in the markets. Now more than ever the field of behavioral finance has emerged to shed light on the psychological influences that impact our behavior and investment related decisions. Listen in as Ross Mayfield and Josh Marson break down what all investors should understand about the influence of behavioral finance.
The November Advisor Roundtable
On this month’s Advisor Roundtable, Josh provides us with a market update, and Andrew gives us an update on the latest proposals coming out of Washington D.C. The Advisors also talk through year-end tax planning and how capital gains have the potential to impact investors that hold mutual funds this year.
Investors should consider the investment objectives, risks, charges and expenses of each fund carefully before investing. This and other information is found in the prospectus and summary prospectus. For a prospectus or summary prospectus, contact Baird directly at 866-442-2473. Please read the prospectus or summary prospectus carefully before investing.
Pooled Employer Plan
Are you a small business owner and had trouble starting a retirement plan for cost or administrative reasons? Jay Palmer, Regional Director at American Trust Company, joins us on the Podcast to discuss Pooled Employer Plans. ‘PEPs’ as they can also be called are becoming more attractive solutions to help small business owners implement retirement plans in a more time and cost effective manner.
The October Advisor Roundtable
On this month’s Advisor Roundtable, Shawn and Andrew give an update on the markets as we have officially completed the third quarter. They also talk through the latest from Washington D.C. as it relates to raising the debt ceiling. Jacqueline Hunt also joins the podcast for our Team Member Spotlight and shares about the Certified Private Wealth Advisor Program that she will soon be working through
Good questions with great hosts
If you’re looking to increase your personal finance acumen and learn how to increases your wealth, then you’ll enjoy these bite sized episodes of knowledge.
The charitable deductions episode on Donor Advised Funds was excellent.
If you give to an NGO or even tithe regularly at your church, this episode alone can save you thousands of dollars.
This is great!
I love listening to JPS wealth podcasts! Very informative and always great topics!