Thoughts from the Ledge

Grey Ledge Advisors
  • 0.0 (0)
  • INVESTING

Thoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.

  1. 12/16/2024

    Manish Sharma CFA, and Investment Analyst for Grey Ledge speaks about Direct Indexing and

    Send us a text Manish speaks to the advantages to Direct Indexing accounts and Tax Loss harvesting and future Fed move in Q4 and Q1 of 2025.

    12 min

  2. 11/13/2024

    Ted Reagle, Vice President Talks About Election Impact to The Markets

    Send us a text In this episode Ted Reagle discusses the impact of an election on investors portfolios and looks back over 17 years and reinforces the fact investing should be dispassionate about politics and who is running the country and to focus on productivity of the workforce and the influence AI will have.

    7 min

  3. 11/08/2024

    Brant Walker, Chief Investment Strategist with Grey Ledge Advisors Address Discusses topics relating to the Presidential Election, IPOs, AI and Sector Weighting

    Send us a text Brant shares his thoughts on Q4 and corporate earnings outlook and how AI will impact productivity going forward.  Then touches on Sector Weighting, IPOs and their volatility and finally what impact the election will have on the markets.

    10 min

  4. 07/08/2024

    Ted Reagle, Vice President with Grey Ledge Advisors demystifies Mutual Funds & ETF's

    Send us a text

    11 min

  5. 05/06/2024

    Anthony Morgillo, Vice President Grey Ledge Advisors talks about 401(k) Rollovers

    Send us a text

    12 min

  6. 05/06/2024

    Brant Walker, Chief Investment Strategist with Grey Ledge Advisors discusses what quality means to investors

    Send us a text Brant Walker, our Chief Investment Strategist, joins the show to discuss how companies with economic “moats” tend to perform better over the long run since they often create a recurring revenue stream. He discusses the successful business models used by Costco and Amphenol as well as a monthly service by Rollins (better known as Orkin) that produces strong cash flows. Walker also explains how business strategies influence Grey Ledge’s decisions when we look for quality companies to include in our investments.

    10 min

  7. 05/06/2024

    Gary Glassman, CPA From Burzenski & Company, speaks to the benefits of a business of having a 401(k) and how having a financial profile today, helps guide you to a comfortable retirement.

    Send us a text

    23 min

  8. 05/06/2024

    Manish Sharma, CFA with Grey Ledge Advisors discusses Crypto world

    Send us a text Manish Sharma, CFA, Financial Analyst, talks about the cryptocurrency market and whether Grey Ledge feels this is a good investment option for our clients. He also discusses exchange traded funds created to support investments in Bitcoin and other forms of cryptocurrency, and what investors should be wary of when considering these investments.

    11 min
See All (23)

About

Thoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.

Information

  • Creator
    Grey Ledge Advisors
  • Years Active
    2019 - 2024
  • Episodes
    23
  • Rating
    Clean
  • Copyright
    © 2024 Thoughts from the Ledge
  • Show Website
    Thoughts from the Ledge