Our Next Event: Alts Expo - Oct 4th
Our Next Event: Alts Expo - Oct 4th
Bull markets come and go, but the best asset managers have learned how to survive and even thrive in any market environment. Grant Humphreys, president of Humphreys Capital, joins the show to discuss why his firm’s balanced approach resonates with…
For investors holding highly appreciated company stock in their 401k plan, taking advantaged of Net Unrealized Appreciation rules can mean significant tax savings. Tyler Miller joins Michael to discuss the ins and outs of the NUA treatment and the importance…
The maturity wall has become a “wall of worry” for commercial real estate, but it won’t hit every sector in the same way. David Auerbach, REIT industry expert and author of The Daily REIT Beat newsletter, joins Andy Hagans to…
Torsten Sløk, chief economist at Apollo Group, recently outlined 10 downside risks to the U.S. economy. Andy Hagans & Jimmy Atkinson of WealthChannel dissect each point. Plus, the democratization of private equity and other alternative asset classes continues. Watch On…
Many high net worth investors are familiar with the tax savings potential associated with real estate. Oil and gas investments can unlock even more valuable tax benefits. Sarah Sullivan, CEO at SuGo Capital, joins Michael to discuss why oil and…
Private credit is having a “moment,” with increasing numbers of High Net Worth investors and family offices making allocations to this asset class. Nelson Chu, founder and CEO at Percent, joins Andy Hagans to discuss the “new golden age” of…
As the commercial real estate industry muddles through 2023, some sectors are struggling, while others are on a hot streak. David Auerbach, REIT industry expert and author of The Daily REIT Beat newsletter, joins Andy Hagans to discuss the outlook…
Starting a Roth IRA for your child might be one of the smartest investing moves a parent can make, but most of us fail to do so. Chris Carosa joins Michael to discuss the benefits of the Child IRA, including…
On Monday, the price of Brent crude oil stabilized above $90, its highest level in 10 months. What impact might the resurgence in the price of oil have on inflation? Plus: a paradigm shift in markets is underway, and with…
Puerto Rico’s unique status as a U.S. territory with Commonwealth status has created a number of significant tax opportunities. Jose Torres, founder and managing partner at Monllor Capital Partners, joins Michael to discuss the various incentives in place for both…