Open Windows Investing by TPFG

Julie Mochan talks with legendary internet/tech analyst and author of the  book Nothing But Net - Mark S.F. Mahaney of Evercore ISI.  Hear how Mark got his top notch status learning from the best in the early years of the internet's existence, plus:Is the Sky Falling?There Will be BloodFounder Led Companies Make a DifferenceThe Hunt for Dislocated High Quality Companies (DHQs)Expert Consumers Rely on Gut InstinctHow Much Company Revenue Growth vs GDP Growth Curve Initiatives (GCIs)What to Do When You Get it WrongTwitter and more!Since 1984, The Pacific Financial Group, Inc. (TPFG) has built a rich tradition of serving financial advisors and investors with best-in-class investment solutions and unrivalled customer service. The firm was founded on the single premise that everyone, regardless of their account size, should have access to high quality investment opportunities and independent expert advice. Today, we are a Founder Led dynamic Wealth-Tech firm that blends over three decades of traditional asset management experience with leading-edge financial technology know-how, to provide products and services that empower financial freedom for advisors and their clients.  TPFG and Evercore ISI have no affiliation.Want to hear something on the podcast?   Make it Happen  - Contact  Julie Mochan today.Original

Elio Chiarelli, strategist for the TPFG Capital Defender models shares an incredible story about developing a strategy like no other.  Learn with Julie Mochan about:What does farming have to do with investing?Austrian EconomicsThe Rise Of the Capital Defender ModelsInvestment Models Built for First Responders Got Grit?Investing for ChaosFOMO And more, of courseAt TPFG, our success depends upon your advisory business flourishing

Julie gets tactical with Bob Meeder of Meeder Investment Management.  There is so much to learn in this episode!Is it different this time?What is a Secular Bull or Bear Market?What is a Cyclical Bull or Bear Market?Are Seculars and Cyclicals happening now?The Million Dollar QuestionPeeling the Onion of Tactical ManagementShould you be thinking tactically?Want to Hear More From Meeder?  REGISTER HERE for their October 12, 2022 Webinar Since 1984, The Pacific Financial Group, Inc. (TPFG) has built a rich tradition of serving financial advisors and investors with best-in-class investment solutions and unrivalled customer service. The firm was founded on the single premise that everyone, regardless of their account size, should have access to high quality investment opportunities and independent expert advice. Today, we are a Founder Led dynamic Wealth-Tech firm that blends over three decades of traditional asset management experience with leading-edge financial technology know-how, to provide products and services that empower financial freedom for advisors and their clients.Contact  Julie Mochan today.                                                        Original

Listen to Julie talk to Matt Hamilton,

In this episode, Julie tells you what Strategy PLUS is, and then asks David Blanchett about:His Personal History in the Industry

In this Episode, Julie Mochan interviews Rene Reyna, CFP®, Head of Thematic & Specialty Product Strategy,  Invesco ETF and Indexed Strategies. TPFG's Strategy PLUS platform utilizes Invesco's expertise in the thematic ESG space to expand investment model choices for advisors wanting to help their clients through self-directed brokerage accounts (SDBA) of group retirement plans. LISTEN AND LEARN!

In this episode, Open Windows Host Julie Mochan welcomes guest Matt Peron,  Director of Research at Janus Henderson Investors. Mr. Peron oversees the firm's sector research teams and analysts, is responsible for the firm's centralized equity research effort, and heads the firm's Portfolio Oversight Team.  In this podcast, Matt dives into:

In this Episode, host, Julie Mochan talks to Matt Sommer, Ph.D., CFA, CFP®,  Head of Defined Contribution and Wealth Advisor Services as Janus Henderson Investors.   Listen to Matt  for Amazing NEW Insight Into:  ✅The Secure Act 1.0 and 2.0✅The Effects of COVID-19 on the Advisory Business and Advisors✅New Research on the Value of An Advisor!✅ Diversity within the Financial Services Industry✅ New Studies on ESG Investing✅ Financial Industry or History Major?At TPFG, our success depends upon your advisory business flourishing

In this episode, host Julie Mochan welcomes  Janet Lee,  AIF®, BFA, Senior Vice President of Sales at The Pacific Financial Group, Inc.  Janet  will give you everything you want to know about the self-directed brokerage account (SDBA) marketplace, and how to navigate it.