Thoughts from the Ledge

Grey Ledge Advisors
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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. ٢٤ يونيو

    Mike Schulitz, CFP® and CAIA®, Navigating the Hidden Risks of Private Credit

    Send us Fan Mail In this episode of Thoughts from the Ledge, host Scott Albraccio sits down with Mike Shulitz, President and CEO of Gray Ledge Advisors, to look beyond the hype surrounding private credit. While the asset class has gained massive popularity as an alternative to traditional stocks and bonds, the focus often overshadows its underlying risks. Scott and Mike break down what private credit actually is and unpack three critical aspects investors frequently miss: the lack of transparency, the reality of strict illiquidity, and how private credit historically performs during economic downturns.

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  2. ٢٢ يونيو

    Anthony Morgillo, Vice President & Wealth Management Advisor, On the Importance of Having a Financial Plan

    Send us Fan Mail A retirement-ready budget is useful, but it is only one part of a larger planning conversation. In a recent Thoughts from the Ledge episode, Anthony Morgillo and Scott Albraccio focused on the importance of having a financial plan — a roadmap that connects today’s decisions to tomorrow’s goals. That broader lens is important because retirement planning is rarely just about one number, one account, or one monthly spending target.

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  3. ١٦‏/١٢‏/٢٠٢٤

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

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

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  4. ١٣‏/١١‏/٢٠٢٤

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

    Send us Fan Mail 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.

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  5. ٠٨‏/١١‏/٢٠٢٤

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

    Send us Fan Mail 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.

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  6. ٠٨‏/٠٧‏/٢٠٢٤

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

    Send us Fan Mail

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  7. ٠٦‏/٠٥‏/٢٠٢٤

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

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  8. ٠٦‏/٠٥‏/٢٠٢٤

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

    Send us Fan Mail 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.

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حول

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.

المعلومات

  • صناع العمل
    Grey Ledge Advisors
  • سنوات النشاط
    ٢٠١٩ - ٢٠٢٦
  • الحلقات
    ٢٥
  • التقييم
    ملائم
  • حقوق النشر
    © 2026 Thoughts from the Ledge
  • موقع البرنامج على الويب
    Thoughts from the Ledge