Podcast appearances and mentions of joe duran

With markets rebounding on the back of a 90-day tariff pause and U.S.-China Trade talks, investors are asking: Is now the time to buy, or wait for the next drop? In this episode of Rise Up, Rise Growth Partner's Joe Duran is joined by Scott Schwartz and Alexis Miller of Bleakley Financial to break down what's really driving the markets and how disciplined investors should respond. What you'll learn: What the U.S.-China tariff pause means for stocks, bonds, and small businesses (there's no trade deal yet) Whether the Mag 7 comeback is sustainable or overhyped Why international and value stocks could outperform in 2025 The smartest way to build a bond portfolio in today's rate environment Where Bitcoin fits inside a diversified plan Why regular rebalancing beats market-timing every time Why small-cap stocks are lagging, and what that signals for the economy Stay calm, stay disciplined, and make smarter moves in a headline-driven market. Chapter:02:09 - Markets Recover, But…? 05:47 - Inflation Surprise: What Does It Mean for Portfolios? 07:28 - Bonds in Focus: High-Quality or High-Yield? 11:47 - Private Credit: Hidden Yield or Hidden Danger? 12:30 - Magnificent Seven: Still a Buy After the Bounce? 15:16 - FOMO vs Discipline: When to Rebalance 19:29 - Bitcoin's Role: Diversifier or Tech Proxy? 23:51 - The BIG Topic: 90-Day China Tariff Pause: What It Means for Markets 24:07 - Viewer Question: What Does The U.S.-China “Deal” Mean for Markets Short-term and Long-term? 28:07 - Viewer Question: How Do I Manage My Portfolio Right Now? 31:24 - Viewer Question: How Much To Set Aside If My Business Fails? 35:15 - The Big Three Next Week Volatility got you concerned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3F6XMN0 Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Markets #StockMarket #Tariffs #TechStocks #Bitcoin #Mag7 #BondMarket #PortfolioStrategy #FinancialPlanning #EconomicOutlook #SmartInvesting ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's Rise Up, wealth managers Andy Schwartz, David Mandelbaum, and co-hosts Terri Kallsen and Joe Duran bring incredible insights into what they believe is going to happen over the next two quarters, both economically and in the markets. Relating stories of what they are hearing from their clients and delivering the advice they are giving, including some step-by-step instructions on how investors should be thinking about and managing their portfolios right now. Plus, our viewers ask us anything — from how to know when to get back into the market after selling, and when investors really make the most money, to needing a portfolio manager or not, and why the basics aren't boring! Plus, what to watch for next week.  Chapters: 2:47 - Markets Latest 3:35 - Negative GDP and More is Coming 5:13 - “We're at the high end of this trading range” 6:22 - “Our clients are pulling back” 7:55 - The Mag 7 and What the April Markets Comeback Signals 9:09 - We're Not at the Bottom 10:45 - What Investors Should Be Doing Now 11:44 - Tariffs and Pharma Industry: What to Know 17:30 - It's a Good Time to Get Into the Right Healthcare Investments 21:03 - Ask Us Anything – Who Are the Winners and Losers this Month? 22:00 - The Best Way to Invest 23:30 - When the Next Drop Will Come 24:15 - Diversification is Your Friend 24:45 - Selling? How to Know When to Get Back In 28:15 - When You Make the Most Money 30:15 - Do I Really Need a Portfolio Manager? Yes and No 36:06 - “Basics are Boring” But Are They Really? 40:05 - Next Week Volatility got you concerned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4jFVxzc Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Markets #Investing #MarketVolatility #StockMarket #Gold #Bitcoin #PortfolioStrategy #stocks #Economy #Recession ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the latest episode of Rise UP! your essential weekly market recap where financial headlines meet real, actionable guidance and expert insight. Hosted by Rise Growth Partners' Terri Kallsen, CFP®, and Joe Duran, CFA, this special edition features Grimes & Company's Benjamin Wallace, CFA, and Todd A. Herman, CFP®. This week's episode unpacks a dramatic shift in the financial landscape, triggered by tariff-driven volatility, skyrocketing Treasury yields, and growing questions around America's role as a global safe haven. With investor confidence rattled and markets swinging wildly, we dive into what's happening and how disciplined investors can stay focused and protect their portfolios in this volatile and highly uncertain times. In this episode: Why U.S. Treasury yields just posted their biggest 3-day spike since 2001 How tariff uncertainty and erratic policy are shaking investor confidence How to think clearly amid the chaos: plan-based investing vs emotional reactions Rebalancing strategies to realign risk and stay the course The #1 mistake investors make in volatile markets How to tell if your financial advisor is helping or hurting What to expect from earnings season and the Fed's next move Don't let the headlines shake your plan. Watch now to stay grounded, informed, and confident in your next financial move. Chapters: 1:48 - Buckle Up: Markets Are Wild. Let's Break It Down 3:24 - What Just Happened?! Inside The Market Mayhem 10:20 - Three Power Moves to Stay Sane (and Smart) in This Market 15:50 - How the Pros Are Investing Right Now 20:12 - Small Caps, Big Trouble? Where to Look in This Shaky Market 25:24 - The Real MVP: How to Spot a Rock-Solid Financial Advisor 27:09 - Stop Obsessing: When (and How) to Actually Check Your Portfolio 28:08 - Does Your Advisor Pass the Stress Test? Here's How to Tell 36:24 - What's on the Financial and Economic Radar for Next Week? Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4js1UWj Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #MarketVolatility #StockMarket #InterestRates #FederalReserve #Tariffs #InvestmentStrategy #FinancialPlanning #PortfolioManagement #Rebalance #SafeHaven #EconomicOutlook ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Markets have tanked following President Trump's announcement of sweeping global tariffs yesterday. The S&P 500 and Nasdaq experienced their worst day since 2020, and the small caps index, the Rusell 2000, has entered Bear Market territory. In this special edition of Rise Up!, we bring immediate reaction and expert analysis from Peter Boockvar and Scott Schwartz of Bleakley Financial Group. Join hosts Terri Kallsen and Joe Duran from Rise Growth Partners and our guests as we break down: Why are markets reacting so violently to Trump's reciprocal tariff announcement The broader economic consequences of these tariffs in the U.S., from supply chains to recession risk Whether this tariff shock could trigger a global recession Which sectors and stocks are getting hit hardest, and if now's the time to buy the dip Safe havens like gold, treasuries, and cash: are they back in favor? How investors should position themselves in the face of rising economic and market uncertainty This is one of the most consequential days for markets in years. Don't miss this timely and insightful conversation about what it all means and how to position your portfolio now. Recorded LIVE on April 3rd, 2025. We want to hear from you! What would you like to see on Wealthion? Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4i4v7pg Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #StockMarket #MarketCrash #TrumpTariffs #Tariffs #TradeWar #EconomicOutlook #FinancialNews #PortfolioStrategy #LiveFinance #PeterBoockvar #Recession #BearMarket ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Major tariff announcements are coming April 2nd and markets are holding their breath. Is this the beginning of a renewed trade war? Or is it just a high-stakes negotiation tactic? In this special edition of Rise Up, Rise Growth Partners' Joe Duran and Terri Kallsen are joined by investment veterans Peter Boockvar of Bleakley Financial Group and Benjamin Wallace of Grimes & Co. to unpack what's really going on and how you should respond as an investor. - The two possible tariff paths and their vastly different market implications - Why uncertainty, not tariffs themselves, is the market's biggest enemy - The strange logic of Trump's communication style: showmanship as a good sign? - Why reversibility matters: could this all be walked back in weeks? - What smart investors should do now: rethinking risk, value stocks, and diversification Chapters: 1:41 – The Tariff Countdown Begins: What's Really at Stake? 3:20 – Two Roads Diverge: Which Tariff Path Will Trump Take? 5:09 – Tax or Tactic? Decoding the Real Agenda 8:23 – Will It Stick? Reading the Tea Leaves on Tariff Permanence 11:44 – Trump Takes the Stage: Showbiz or Serious Policy? 13:26 - Investor Pulse: Navigating Client Concerns 15:27 - Strategic Calm: Charting Your Next Move What would you like to see on Wealthion? We want to hear from you! Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3FQIT1b Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Tariffs #StockMarket #Trump #MarketUpdate #TradeWar #EconomicOutlook #InvestorTips #GlobalMarkets #April2 ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Why are advisors failing at organic growth?In this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by Nitrogen. The talk about organic growth, rollups (not the kind you eat, lol!), how selling has become a dirty word and that advisors are not spending enough time selling. Jump in to hear this interesting podcast and perspective and learn some tips you can apply today.Joe discusses:Organic growth versus consolidationHow we need to get back to sales and training the next generation of advisors how to do itThe low percentage of time advisors are focused on salesPE's role in growthAnd moreResources: Follow RethinkFA on LinkedInConnect With Joe Duran:Follow Joe Duran on LinkedInLearn more about Rise Growth PartnersConnect With Adam Holt:Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Connect With Derek Notman:LinkedIn: Derek NotmanCheck out Couplr.AIAbout Our Guest:Joe Duran is a New York Times and USA Today best-selling author and a prominent figure in the financial industry. He is the founding partner of United Capital, recognized as one of the nation's fastest-growing wealth counseling firms. Before establishing United Capital, Duran served as president of GE Private Asset Management. He holds the Chartered Financial Analyst (CFA) designation and earned MBA degrees from both Columbia University and the University of California, Berkeley. Duran frequently provides financial commentary on television networks such as CNBC and CNN, and has been profiled in publications including The New York Times and SmartMoney. He resides in Laguna Beach, California, with his wife, Jennifer, and their three daughters.In addition to his role at United Capital, Duran built and led Centurion Capital as its president, demonstrating his entrepreneurial acumen in the financial sector.Duran's journey began in Zimbabwe, where he faced significant challenges during his upbringing. At 18, he left for London with just $200, marking the start of his remarkable career. Throughout his professional life, Duran has emphasized the importance of optimism, integrity, and service. He advocates for viewing the world as a kind place, giving more than one takes, and maintaining a clear vision of one's values and goals. Hosted on Acast. See acast.com/privacy for more information.

Welcome to the latest episode of Rise UP!—your go-to weekly market and economic recap, where the biggest financial stories meet expert analysis. Hosted by two of the industry's most accomplished voices, Rise Growth Partners' Terri Kallsen, CFP®, and Joe Duran, CFA, alongside special guests Peter Boockvar (CIO of Bleakley Financial Group) and Andy Schwartz (Co-Founder & Principal of Bleakley Financial Group). Join us as we dive into: 1️⃣ Market Volatility Spikes: The tariff-driven turmoil is reshaping market dynamics. How should investors navigate rising uncertainty? 2️⃣ End of the AI Tech Trade?: Could we be witnessing a fundamental shift away from the dominant "Magnificent Seven" stocks toward more value-driven investments? 3️⃣ Crypto's Risk Reality Check: Bitcoin's recent slide highlights key risks investors must know. Is crypto still worth the gamble? Plus much more!

Welcome to the latest episode of Rise UP! - your go-to weekly market and economic recap, where the week's biggest financial stories meet expert analysis. Hosted by Joe Duran, Managing Partner & CIO of Rise Growth Partners, alongside special guests Peter Boockvar (CIO, Bleakley Financial Group) and Scott Schwartz (Co-Founder & Principal, Bleakley Financial Group).

Rise UP!—your go-to weekly market and economic recap, where the week's biggest financial stories meet expert analysis. Hosted by two of the industry's most accomplished voices, Rise Growth Partners Terri Kallsen, CFP®, and Joe Duran, CFA, along with special guests Peter Boockvar and Scott Schwartz. This week on Rise Up! the team discusses the biggest financial stories of the week, including the latest CPI data, the potential impact of new tariffs, and the future of DEI initiatives. We also dive deep into crucial tax planning strategies for 2025, covering contribution limits, estate planning, and upcoming changes you need to know. Plus, we look ahead at the three big stories to watch in the coming week. Meet the Hosts: - Terri Kallsen, CFP®, former head of Schwab Investor Services, Chair of the CFP Board, and Managing Partner at Rise Growth Partners. - Joe Duran, CFA, serial entrepreneur, Goldman Sachs alum, and founder of Rise Growth Partners, one of the largest RIAs in the U.S. Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Markets #Economy #StockMarket #FinancialPlanning #MarketRecap #InvestmentTips #PersonalFinance #EconomicInsights #MoneyManagement #FedPolicy #MarketTrends ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the latest episode of Rise UP!—your go-to weekly market and economic recap, where the biggest financial stories meet expert analysis. Hosted by two of the industry's most accomplished voices, Rise Growth Partners' Terri Kallsen, CFP®, and Joe Duran, CFA, alongside special guests Peter Boockvar (CIO of Bleakley Financial Group) and Andy Schwartz (Co-Founder & Principal of Bleakley Financial Group). Join us as we dive into: 1️⃣ Markets Reflecting Political Unpredictabillity: Tariffs, Interest Rates, Strong U.S. Dollar! 2️⃣ Gold at Record Highs Still Undervalued? Is Bitcoin Really Digital Gold? 3️⃣ Smart Investing Strategies & The 1930s Tariff Trade War Redux? And much more!

Welcome to the latest episode of Rise UP!—your go-to weekly market and economic recap, where the week's biggest financial stories meet expert analysis. Hosted by two of the industry's most accomplished voices, Rise Growth Partners' Terri Kallsen, CFP®, and Joe Duran, CFA, along with special guest Scott Schwartz, principal at Bleakley Financial Group. Join us as we dive into: 1️⃣ The impact of new U.S. policies under the president's administration, including inflation-fighting measures, tariffs, and tax cuts. 2️⃣ Navigating market volatility amidst high valuations and speculation. 3️⃣ Key changes to inherited IRA rules and how to plan for them.

Welcome to your weekly dose of Rise UP!, where we break down the week's top market and economic events to help you stay ahead of the curve. In this episode, your hosts, Terri Kallsen, CFP®, and Joe Duran, CFA, along with special guest David Mandelbaum, Portfolio Manager at Bleakley Financial Group, will tackle the hottest financial topics. Here's what's on the agenda: Market Surges Amidst Economic Uncertainty: We analyze the S&P 500's surprising rally despite mixed economic signals, including rising inflation rates and strong earnings reports. Healthcare Sector's Unforeseen Dip: We examine the healthcare industry's unexpected underperformance and discuss if this presents a unique opportunity for savvy investors. Capital One's Consumer Controversy: We delve into the lawsuit against Capital One, exploring its implications for both consumers and investors. Plus, we'll address your burning questions on: Financial preparedness in the face of natural disasters Insurance dilemmas Economic forecasts for Canada and Japan Policy changes under the new administration Meet the Hosts: Terri Kallsen, CFP®, former head of Schwab Investor Services, Chair of the CFP Board, and Managing Partner at Rise Growth Partners. Joe Duran, CFA, serial entrepreneur, Goldman Sachs alum, and founder of Rise Growth Partners, one of the largest RIAs in the U.S. Don't miss out on this insightful episode filled with actionable advice and expert insights. Chapters: 00:00:00 - Introduction 00:02:17 - Market Performance and Economic Indicators 00:07:45 - Healthcare Industry Analysis 00:15:45 - Capital One Lawsuit 00:21:09 - Financial Preparedness for Disasters 00:29:29 - Insurance Concerns 00:30:32 - Economic Outlook: Canada and Japan 00:33:12 - Policy Implications and Portfolio Strategy 00:35:45 - Conclusion Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Markets #Economy #StockMarket #FinancialPlanning #MarketRecap #InvestmentTips #PersonalFinance #EconomicInsights #MoneyManagement #FedPolicy #MarketTrends ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as official investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the premiere episode of Rise UP!—your go-to weekly market and economic recap, where the week's biggest financial stories meet expert analysis. Hosted by two of the industry's most accomplished voices, Rise Growth Partners Terri Kallsen, CFP®, and Joe Duran, CFA, along with special guest Peter Boockvar, CIO of Bleakley Financial Group. Join us as we dive into: 1️⃣ The devastating financial and personal toll of the Los Angeles wildfires. 2️⃣ The Federal Reserve's 2025 rate strategy—what it means for your investments. 3️⃣ The cocoa crisis: How Hershey is navigating record-high prices.

Tune in to hear:What insight did Joe have that prompted him to start applying Behavioral Finance in practical ways while much of the industry was focused elsewhere?Why are so many firms relying on the old-fashioned educational approach when building client-centric tools and technology seems to be the way forward?What is an example of a compelling promise a wealth management firm could make to their clients?Is it time for those who entered the business because they love picking stocks and crunching numbers to roll off, re-educate or learn new skills? Also, what can we do to attract the next generation of talent?When Joe looks at the RIAs he'd want to invest in vs. those he would pass on, what are the defining differences between them?How can Joe separate the wheat from the chaff during their vetting process?LinksJoe Duran on LinkedInRise Growth PartnersJoe Duran on TwitterConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 3066-OAS-11/27/2024

An early architect of Joe Duran's United Capital, and a former Goldman Sachs PFM exec, Mike Capelle and his partners secured $200 million to build a national RIA with a vision of bringing all a client's planning needs—tax, insurance, estate planning—under one roof. In this episode of the RIA Edge Podcast, David Armstrong, editorial director … Read More Read More

How can you align your values with wealth management, lead authentically in business and navigate life's challenges with resilience? Joe Duran, a known figure in the field of wealth management, is highly regarded for his approach that goes beyond traditional financial strategies. As the founder and former CEO of United Capital, he consistently emphasizes the significance of aligning one's values with wealth management, recognizing that true prosperity extends beyond measures. His philosophy surpasses wealth management by integrating values, authenticity and resilience into an approach. Through this approach, Joe not only revolutionizes people's perception of wealth, but also empowers them to lead more fulfilling lives rooted in their genuine aspirations and values. In this episode of The Greatness Machine, Joe joins Darius to share his journey from Zimbabwe to becoming an entrepreneur. He highlights the importance of kindness and belief in the universe, discusses his experience building and selling United Capital, leaving Goldman Sachs for impact as well as providing insights on wealth management and personal growth. Additionally, Joe delves into topics such as aligning choices with values, bridging the gap between personal and professional identities, and the significance of leadership. Topics include: The power of choosing to believe in a kind universe Joe emphasizes creating conditions where individuals can shine Joe talks about the lessons he learned from being on the rugby field Money as fuel, not the end goal Joe looks back selling United Capital to Gold Sachs in 2019 Embracing challenges and setbacks as opportunities for growth and learning Closing the gap between ideal and real self Breaking down the separation between personal and professional identities Joe introduces the concept of working at the top of your license And other topics… Connect with Joe: LinkedIn: https://www.linkedin.com/in/joe-duran-711167 Twitter: https://twitter.com/duranmoney/ Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/whoompdarius/ YouTube: https://therealdarius.com/youtube Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Learn more about your ad choices. Visit megaphone.fm/adchoices

Earlier this week, Matt and his team flew to Huntington Beach, California to attend Future Proof 2023. Thousands of investment professionals are in attendance. They have spent three days there so far. And they've sat down with more than 10 speakers to get their views on everything from the Federal Reserve to stocks in general to the art of entrepreneurship. And on this episode of Making Money With Matt McCall, Matt kicks off his "Future Proof" series by interviewing one of the biggest names in the financial industry – Joe Duran. Joe made headlines in 2019 when he sold United Capital to Goldman Sachs for $750 million in cash. And now, he's working on a new venture. Joe shares the details on the podcast as well as his thoughts on one of the hottest topics in the market right now – artificial intelligence. Don't miss your chance to hear the insights of one of the most well-respected people in finance. ➡️ Watch Here

In this latest pile of TRAP, the Trap Pack discussTopical issues, including FCA fees coming down (yay), Scottish Widows loses 180 funds (eek), DB scheme admins asking for money back (double eek), Zoom asking employees to return to the office (!), TRAP hitting 65k downloads, employing pros and leaving them to it, Buffett's birthdayMeat and Potatoes: Succinct Seminar SuccessQuestions posted by our beloved TRAPists @jeu1985 @Financial118Culture CornerLinks referred to in the show:NL: Scottish Widows to cut 180 (!) Life and Pension funds: https://citywire.com/new-model-adviser/news/scottish-widows-cuts-180-pension-funds/a2422951?re=111659&ea=1700645&utm_source=BulkEmail_NMA_Weekly&utm_medium=BulkEmail_NMA_Weekly&utm_campaign=BulkEmail_NMA_WeeklyNL: Capita and others asking ex-scheme members for some of their transfer values back! https://citywire.com/new-model-adviser/news/revealed-capita-demands-1m-db-transfer-money-back-from-members/a2423312?re=111846&refea=1700645CW: Sports Stars start VC Fund England captain Stokes seeks edge with launch of venture fund | Business News | Sky NewsNL: Kitces EP347 on selling to United Capital and then being sold on to Goldman Sachs: https://pca.st/8ctia7xr and EP300 from September 2022 where Joe Duran talks about selling to Goldman: https://pca.st/usp9yjfj which we in turn discussed in EP3 of TRAP: https://pca.st/fmln11ozNL: Debbie Condon's Intuitive Support Provider LOA Guide: https://www.intuitivesupportservices.com/quick-linksNL: Phil Bray's written two useful Webinar long forms: https://yardstick-agency.co.uk/4311-1KU3Y-2453515AC6C084426ERRKC81113A4A96C728FD/cr.aspx) https://theyardstickagency.co.uk/blog/10-costly-webinar-mistakes-you-need-to-avoidCW: 10x is Easier than 2x https://www.amazon.co.uk/10x-Easier-Than-World-Class-Entrepreneurs/dp/140196995X=========================== ===Take part in the conversation! We want YOU to suggest topics and questions you'd like the Trap Pack to answer. The best way to do this is to ask them here. Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast.

A lot of people in the industry know Stephanie Bogan; she's a sought-after business and practice management coach and speaker. Before starting Limitless Advisor, her current coaching firm, she founded a consulting firm at the age of 24 and sold it in a 7-figure deal to a Fortune 200 company. She then joined Joe Duran's … Continue reading The Healthy Advisor: Overcoming Insecurities and Self-Doubt With Stephanie Bogan →

Joe Duran, the founder and CEO of Goldman Sachs Personal Financial Management, on his early life and how he reframed his thinking around happiness, success, and financial well-being. He talks about navigating setbacks, what to make of this current financial climate, and how to identify your money mind—a framework he and his team developed to help people articulate what matters to them. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

“The answers are not going to come from investing,” says the head of Goldman Sachs Personal Financial Management. “They're going to come from financial planning.”

Podcast: Financial Advisor Success (LS 56 · TOP 0.5% what is this?)Episode: Ep 300: The Evolution Of The Advice Business At Scale And The True Power Of Brand With Joe DuranPub date: 2022-09-27Joe Duran is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs that oversees more than $100 billion in assets under advisement for tens of thousands of client households. In this episode, Joe shares how he witnessed firsthand how the financial services industry is evolving as more banks and brokerage firms are implementing advisory services, how the shift of national firms into the advisory business is leading them to reach the next generation of clients, and why he feels that independent advisors are underestimating the power of a brand.  Listen in as Joe shares why he made the big decision for United Capital to be acquired by Goldman Sachs, as well as why he feels that financial advisors are doing a disservice to themselves if they are not utilizing Fintech to develop more efficient processes. You will learn what he believes is the real threat to advisory firms, the importance of finding a way to differentiate yourself through more specialized service offerings, and why he thinks we do not need to fear robo-advisors.  For show notes and more visit: https://www.kitces.com/300 The podcast and artwork embedded on this page are from Michael Kitces, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Financial Advisor Success (LS 54 · TOP 0.5% what is this?)Episode: Ep 300: The Evolution Of The Advice Business At Scale And The True Power Of Brand With Joe DuranPub date: 2022-09-27Joe Duran is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs that oversees more than $100 billion in assets under advisement for tens of thousands of client households. In this episode, Joe shares how he witnessed firsthand how the financial services industry is evolving as more banks and brokerage firms are implementing advisory services, how the shift of national firms into the advisory business is leading them to reach the next generation of clients, and why he feels that independent advisors are underestimating the power of a brand.  Listen in as Joe shares why he made the big decision for United Capital to be acquired by Goldman Sachs, as well as why he feels that financial advisors are doing a disservice to themselves if they are not utilizing Fintech to develop more efficient processes. You will learn what he believes is the real threat to advisory firms, the importance of finding a way to differentiate yourself through more specialized service offerings, and why he thinks we do not need to fear robo-advisors.  For show notes and more visit: https://www.kitces.com/300 The podcast and artwork embedded on this page are from Michael Kitces, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Joe Duran is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs that oversees more than $100 billion in assets under advisement for tens of thousands of client households. In this episode, Joe shares how he witnessed firsthand how the financial services industry is evolving as more banks and brokerage firms are implementing advisory services, how the shift of national firms into the advisory business is leading them to reach the next generation of clients, and why he feels that independent advisors are underestimating the power of a brand.  Listen in as Joe shares why he made the big decision for United Capital to be acquired by Goldman Sachs, as well as why he feels that financial advisors are doing a disservice to themselves if they are not utilizing Fintech to develop more efficient processes. You will learn what he believes is the real threat to advisory firms, the importance of finding a way to differentiate yourself through more specialized service offerings, and why he thinks we do not need to fear robo-advisors.  For show notes and more visit: https://www.kitces.com/300 

When the pandemic hit in March 2020, the financial advice industry essentially became virtual overnight. Advisors and the companies that support them embraced technology like never before and now, roughly 18 months later, the business of advice has experienced it's most significant period of change ever.  Where does the advice industry go from here? In … Continue reading 1. The Evolution of Advice: Joe Duran on the Accelerating Pace of Change in Wealth Management →

Joe Duran grew up poor, in a one-room house in Rhodesia (now Zimbabwe) during violent and tumultuous times. Today, Joe is Head of Goldman Sachs Personal Financial Management, which serves clients across 100 locations throughout the United States. A proven entrepreneur, investor, best-selling author, and sought-after industry speaker, Joe previously built Centurion Capital, which he sold to General Electric Financial (GE) in 2001 and United Capital, which Goldman acquired in 2019.   Having  came to the United States with $200 in his pocket, Joe is the ultimate American success story. Through his entrepreneurship, he has not only achieved personal affluence but has created "hundreds of millionaires” and countless jobs for others along the way. He is also a unique business leader who starts with purpose and works outward, guided by philosophy and the belief that truly knowing his client will help them set better goals unique to their history and values.    In this conversation, we discuss philosophy, wealth, immigration, entrepreneurship, wealth management, parenthood, and the intersection of all of the above.    ===  SUPPORT THE SHOW: ✍️ RATE / REVIEW Crazy Money: >> http://ratethispodcast.com/crazyMoney    CONNECT WITH PAUL:

This week, AdvisorHub’s CEO, Tony Sirianni talks with Joe Duran, Head of Personal Financial Management at Goldman Sachs. The two… Read More The post A Conversation with Joe Duran, Head of Personal Financial Management at Goldman Sachs appeared first on AdvisorHub.

Joe Duran, head of Personal Financial Management, a Goldman Sachs company, discusses the rise in retail investing and what it means for individual investors’ portfolio strategies. 

Goldman Sachs financial planning executives Joe Duran and Larry Restieri discuss whether sustaining an advisory practice by growing independently is realistic.

Paul Sullivan joins to discuss his book: The Thin Green Line. Paul is a columnist for the New York Times and for Golf Magazine. He shares his experiences drinking wine at Richard Thaler's home, having coffee with Joe Duran, and working with Dr. Brad Klontz to uncover "money scripts." Paul literally wrote a book on how to live a wealthy life. Check out the Thin Green Line. It's one of Dr. Dan's favorite finance books. - https://www.amazon.com/Thin-Green-Line-Secrets-Wealthy/dp/1451687257 In the interview, Paul defines WEALTH as having choices. Connect with Paul at https://pauljsullivan.com and on LinkedIn. Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.

Mindy Diamond is the President and CEO of Diamond Consultants in Morristown, NJ. Recently, Mindy invited me to be a guest on her podcast, Mindy Diamond on Independence, and I appreciate her allowing me to share our conversation with you here. Some of the topics Mindy and I discussed include: Why discipline and focus are two essential traits of a financial advisor, especially an RIA CEO who wants to grow a lasting business. Some of the most common problem areas that the advisors I coach are working through right now. How the best advisors crash through perceived barriers by adjusting their mindsets and matching their dream to their desire. The 5 key areas I believe advisors need to focus on to accelerate their growth. Wisdom from top advisors like Ric Edelman, Joe Duran, Jon Jones, Elliot Weissbluth, and Peter Mallouk that you can adapt to your own business. The ways that the pandemic will continue to affect marketing and messaging as we head into 2021. Thanks again to Mindy for having me on and for letting me republish this episode.

In the new normal of low returns for fixed income securities, investors preparing for retirement are caught between risk and low returns. Joe Duran of Goldman Sachs Personal Financial Management helps us plot the course for the near term. Big Tech is back in the crosshairs as Google faces an antitrust lawsuit, which is likely to be the first of many facing the mega-cap technology giants. Rana Foroohar of The Financial Times has a forecast for their future. And,why Volatility and Implied Volatility are this Fall's fashions. All that and more on this week's Investopedia Express with Caleb Silver.

In the new normal of low returns for fixed income securities, investors preparing for retirement are caught between risk and low returns. Joe Duran of Goldman Sachs Personal Financial Management helps us plot the course for the near term. Big Tech is back in the crosshairs as Google faces an antitrust lawsuit, which is likely to be the first of many facing the mega-cap technology giants. Rana Foroohar of The Financial Times has a forecast for their future. And,why Volatility and Implied Volatility are this Fall's fashions. All that and more on this week's Investopedia Express with Caleb Silver. See acast.com/privacy for privacy and opt-out information.

When he was 20 years old, Joe Duran came to the United States with $200 to his name. He graduated from college, took a minimum wage job at a financial services firm, grew its value from $30 million to several billion, and sold his first business at the age of 34. He then found himself feeling profoundly lost. In the years that followed, he interviewed entrepreneurs who had sold their businesses and discovered that many people lose their sense of purpose and identity after exiting their business. He's now a Managing Director at Goldman Sachs Personal Financial Management, and in both his practice and his forthcoming book, The Thin Line, he explores why the difference between misery and happiness - or success and failure - is whether life happens to you or for you. Today, Joe joins the podcast to share stories from his own life, as well as his experience in financial services, about why it's so important to live life in alignment with your priorities. If you're trying to shape a financial plan - and a retirement - that gives you satisfaction, as opposed to merely helping you survive, this episode is a must-listen. In this podcast interview, you'll learn: How Joe's eye-opening education and youth in the country now known as Zimbabwe ultimately led him into the world of American finance. Why you don't need to know everything in order to succeed in business or in life - and why investing in experts saves you time, money, and energy. Why so many financial plans fail to reflect reality or a family's shared values and how to fix this. How Joe's work helps provide the kind of treatment typically given to ultra-high net worth individuals to everyone. Why Joe sold his current company, United Capital, to Goldman Sachs - and how he now helps people make great financial decisions without sacrificing his personal life, his marriage, or his relationships with his children.  Get Today's Show Notes To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/27 Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

Building one advisory firm with billions in AUM is hard enough. Joe Duran has done it twice, most recently selling United Capital to Goldman Sachs and becoming Head of Goldman Sachs Personal Financial Management.  We had an insightful conversation about how he did it and what he sees for the future of financial advisors and for the advice they deliver.

Joe Duran, the founder/CEO of United Capital, now a Goldman Sachs company, gets candid about the firm’s sale, his perspective on independence, clients, technology and M&A, plus the “logical evolution” for advisors and their businesses, and much more.

The growth of United Capital is a fascinating case study in how being early on a trend, M&A, technology, financial life planning, and a charismatic leader all came together to create one of the industry’s biggest and most innovative RIA firms. Today, we’ll take a deep dive on this story through one of firm’s longest tenured employees, Matt Brinker. Starting at $0 in 2005, Joe Duran founded United Capital, and one of his early hires was Matt Brinker. Matt joined the firm when it had about $300 million in AUM and rode it all the way to $24 billion in AUM. He left after 13 years when the company was sold to Goldman Sachs in mid-2019. Most recently, Matt was the chief business development officer and head of acquisitions for the firm.

Josh here - it was my honor and pleasure to interview Joe Duran, founder of United Capital, on stage earlier this week at the inaugural Wealth/Stack Conference in Scottsdale, Arizona.Joe made headlines earlier this year when he sold the firm to Goldman Sachs - a deal that was the largest Goldman has done in 20 years.Joe and I spoke about the need to advise clients on different aspects of their lives, beyond just what's happening in their portfolios. We also talked about what motivated him to make a deal and what types of capabilities he'll have now as a part of one of the largest financial services giants in the world.Joe also relayed plenty of advice for young advisors who are just beginning their careers , and what he would love to go back and tell his younger self about having patience.Joe arrived in America with just $200 in his pocket from Zimbabwe, earned an MBA and then sold two companies to Fortune 500 acquirers. His story is hugely inspirational, you can read more about him here:https://www.unitedcp.com/meet-joe-duran/joe-s-story1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:https://thereformedbroker.com/terms-and-conditions/ See acast.com/privacy for privacy and opt-out information.

Welcome to United Capital Unfiltered with Duran and Kitces. We'll explore innovative ideas in financial services that enable advisors to grow their practices and help clients address the challenges impacting their financial lives. On this episode, Joe Duran, Founder and CEO of United Capital, and Michael Kitces, financial planner and industry thought-leader, answer the question: "Are you the bottleneck in your business?" They'll discuss the difficulties many advisors face as leaders while their firms evolve from startups to successful enterprises.

One of the most beloved videos released this year on Real Vision was our interview with Joe Duran, the founder and CEO of United Capital. Now we are allowing podcast listeners a chance to hear the full audio version of the piece. The man who conducted the October interview, Brian Price, introduces it alongside fellow Real Vision editor Jake Merl. Learn more about your ad choices. Visit megaphone.fm/adchoices

Joe Duran is the founder and CEO of United Capital, a national independent RIA that oversees nearly $25 billion of assets under management and consistently ranks as one of the nation's fastest-growing wealth counseling firms. However, Joe doesn’t view his firm as being in the wealth management business; he sees it as being in the financial life management—or FinLife—business, because, as he puts it, the primary focus of the company is to help clients live richly, not die richly. In this episode, Joe opens up about the unique approach that has seen United Capital grow to more than $200 million of revenue in under 15 years, as well as what holds many advisors back from experiencing similar growth. Listen in to hear what he says is the secret to scaling an advisory business, the major shifts he predicts for the financial planning world, and his advice for new advisors coming into the industry today. For show notes and more visit: https://www.kitces.com/100

Joe Duran arrived in the US from Zimbabwe with just $200 to his name and now sits at the helm of a registered investment advisor (RIA) firm with $21 billion in funds under advice. In this special edition of The ifa Show, the California-based United Capital CEO sits down with Aleks Vickovich at AMP's Sydney headquarters to offer his secrets to growth for independent advice providers. www.ifa.com.au

We talk about Cobblers and the Canvasback Duck. Special guest Joe Duran from The Master Cobbler

We talk about Cobblers and the Canvasback Duck. Special guest Joe Duran from The Master Cobbler

How do you influence people to take action? How do you get people to follow you, rally behind you, and take your advice? Robert Cialdini wrote the seminal book on influence and I encourage you to read it (or checkout the highlights here). But in today's show, I want to share a few more tips that come from an article written by United Capital founder Joe Duran (see my earlier interview with him here), a conversation I had with one of my coaching clients, a podcast I did with professional speaker Michael Port, and from a book by Robert McKee called, "Story." We all want to be more influential so we can help people take positive action to improve their situation. The good news is there are specific ways to do that and I share them with you in today's show. If you have any questions or comments, please email me. I'd love to hear what you like and what you'd like to see improved about the podcast. Thanks!

Despite a dreadful childhood growing up in the Republic of Rhodesia, super entrepreneur Joe Duran has built not just one but two multi-billion dollar investment advisory firms. And along the way he had time to write three books including one that became a New York Times bestseller. Here’s an example of the type of advice you’ll hear from Joe, “The more important you are to the business, the less valuable the business is.” In this insightful conversation, Joe shares the principles he used to build his businesses, how he spots trends that he rides to millions in riches, and the story behind the Albert Einstein quote that has driven everything he has done in his life.  

The Moneywise Guys Radio Show Thursday, July 10th Moneywise Hosts: David Anderson, Sherod Waite & Kris Pelster Guests: Joe Duran, CEO and founding partner of United Capital, Financial Expert & Author of "The Money Code"' John Cox, Breaking News Editor for The Bakersfield Californian

On a day when Britain dropped a World Cup match to Uruguay, Jeremy Anticouni explained how to get a free iPhone, Joe Duran, author of “The Money Code” explained how to over come personal bias to prosper, and Mark Frobose offered tips on learning foreign languages quickly. Plus Jennifer Bjorklund has questions about Bergdahl and wondered how a woman can get locked out of enlisting in the military because of a tattoo. Jay Campadonia offered a parenting tip on yet another thing you should NEVER do, and revealed a health expert’s recommendation for a sanitary experience in a public restroom. And Chris Martin issued the reasons why Chelsea Handler keeps getting big money TV contracts and alerted us to the STIHL® TIMBERSPORTS® 2014 Championships.