Podcasts about Portfolio management

This podcast is brought to you by Outcomes Rocket, your exclusive healthcare marketing agency. Learn how to accelerate your growth by going to⁠ outcomesrocket.com Accelerating drug development from ten years to one is possible when data, technology, and clinical trial design finally work together. In this episode, Bari Kowal, Senior Vice President of Development Operations & Portfolio Management for Regeneron, discusses how modernizing clinical trials, strengthening data infrastructure, and using AI responsibly can expand patient access and accelerate development. She emphasizes that education is a significant missing link in clinical research and that true progress depends on interoperability rather than flashy standalone tools. Bari highlights the need for clean, structured data and strong partnerships with health systems to integrate genetics, EMRs, and real-world information for more personalized and preventive medicine. She also explores the future of drug development, emphasising the importance of reducing cycle time, fostering regulatory collaboration, streamlining protocols, ensuring site readiness, and simplifying trial complexity while leveraging digital biomarkers effectively. Tune in and learn how thoughtful trial design, better data, and smarter collaboration can reinvent the path from discovery to patient impact! Resources Connect with and follow Bari Kowal on LinkedIn. Follow Regeneron on LinkedIn and visit their website!

As 2026 begins, Wall Street consensus is shifting away from the "Magnificent Seven" and toward "Old Economy" cyclicals... we will analyze whether this rotation is real or a head-fake.Today's Stocks & Topics: The Procter & Gamble Company (PG), Market Wrap, Portfolio Management, Equinor ASA (EQNR), Energy Transfer LP (ET), Price of Silver, “The 2026 "Great Rotation": Tech vs. The Old Economy”, Franco-Nevada Corporation (FNV), Signet Jewelers Limited (SIG), Paymentus Holdings, Inc. (PAY), Klarna Group plc (KLAR), The Condo Market.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

With states stepping directly into the venture capital arena, a major shift is underway in how early-stage companies are funded—and where the next generation of innovation will be built.In this episode of The TechEd Podcast, host Matt Kirchner dives into this emerging movement with Pete Martin, Director of Portfolio Management at the MSU Research Foundation, and Alison Todak, Vice President of Entrepreneurship & Innovation at the Michigan Economic Development Corporation. Together, they unpack why states like Michigan are deploying public capital into startups, how PitchMI became one of the largest pitch competitions in the country, and what this means for founders, investors, educators, and the broader innovation economy.From filling early-stage capital gaps to catalyzing private investment, Michigan is using public VC models to strengthen its entrepreneurial ecosystem—and the results are showing. Pete and Alison detail the strategy behind PitchMI, the sectors driving the next decade of growth, the role of universities in spinning out new technologies, and how public and private capital partners are increasingly collaborating rather than competing.Listen to learn:Why states are stepping into early-stage VC and where private capital is falling shortHow PitchMI became a $2M competition drawing 375 statewide applicantsThe sectors Michigan is betting on—from mobility to clean tech to AI and health innovationWhy founding teams matter more than anything else at the pre-seed stageHow public VC and private VC now work together to accelerate growth rather than compete3 Big Takeaways from this Episode:1. States are stepping into early-stage VC because private capital isn't meeting the needs of pre-seed founders. Michigan's earliest-stage companies often start in a funding vacuum, and state-backed dollars are designed to close that first-capital gap. The PitchMI model shows how public investment can de-risk companies enough for private VCs to participate later.  2. PitchMI is creating a statewide pipeline of founders, companies, and investors. The competition drew 375 applicants in two weeks and activated partners across smart zones, universities, investors, and the private sector. Even companies that didn't win are already raising capital, hiring talent, and gaining visibility through the program.  3. Public and private VC are becoming collaborators in building regional innovation economies. Founders backed by public funds gain access to non-dilutive programs, state networks, and industry connections, while private firms gain earlier access to high-potential deals. This shared model is shaping how capital formation and startup ecosystems will evolve over the next decade.Resources in this Episode:Learn more about PitchMI: https://msufoundation.org/pitchmi/MSU Research FoundationMichigan Economic Development Corporation (MEDC)Find more on the episode page: https://techedpodcast.com/msuresearch/We want to hear from you! Send us a text.Instagram - Facebook - YouTube - TikTok - Twitter - LinkedIn

The FINRA Investor Education Foundation's National Financial Capability Study is an expansive source of data and insights about the financial lives of U.S. adults. Conducted every three years, this wide-ranging research effort includes the Investor Survey, an in-depth exploration of the attitudes, behaviors, knowledge and experiences of retail investors across the country.In December, the FINRA Foundation published the latest iteration of the survey, titled "Investors in the United States: Results from the FINRA Foundation's National Financial Capability Study." Drawing on responses from nearly 3,000 respondents in the U.S. with non-retirement investment accounts, the latest edition builds on previous Investor Survey reports, conducted every three years since 2015.On this episode of FINRA Unscripted, FINRA Foundation President Gerri Walsh, the Foundation's Research Director Gary Mottola, and Senior Researcher Olivia Valdes discuss the study's wide-ranging findings and implications.Resources mentioned in this episode:The National Financial Capability Study (NFCS)Investors in the United States A Report of the National Financial Capability StudyState-by-State NFCSInvesting Knowledge QuizEp. 176: National Financial Capability Study: Key Trends and InsightsYou Know More Than You Think: Unrealized Knowledge in “Don't Know” Responses to Financial Knowledge Questions2026 FINRA Annual Regulatory Oversight ReportBrokerCheckSocial Media Key Topics Page Find us: LinkedIn / X / YouTube / Facebook / Instagram / E-mailSubscribe to our show on Apple Podcasts, Google Play and by RSS.

In the first episode of 2026, Ricardo warns about the biggest mistake that ruins projects early in the year: saying yes to everything. January brings optimism, pressure for fast results, and a belief that everything is possible, leading to overloaded portfolios and teams working far beyond capacity. Projects are planned under unrealistic assumptions, confusing hope with real capacity. Failures don't happen at the end of the year, but at the beginning, when wrong choices are made. Strong projects start with focus, tough decisions, and renunciation. The key question is not what to start, but what not to do. Saying no early is less painful than canceling projects later. Projects fail not due to a lack of ideas, but an excess of promises. Listen to the podcast to learn more!

What will facility management look like in 2026, and how does that future differ across regions?'In this episode of the Connected FM podcast, host Wayne Whitzell, Second Vice Chair of IFMA's Global Board of Directors, is joined by IFMA Global Board of Directors Chair Christa Dodoo and facility management leader Maria Gonzalez-Burgos for a global conversation on the trends, challenges and opportunities shaping the profession worldwide. The conversation examines how technology adoption, workforce skills, and leadership expectations are evolving differently across regions, while reinforcing the universal importance of soft skills, data, and strategic thinking as FM professionals prepare for 2026 and beyond.00:00 Introduction01:28 Meet the Hosts and Guests04:19 Global Trends in Facility Management05:46 Regional Insights: Africa and Middle East10:44 Regional Insights: Latin America16:02 Challenges and Opportunities in Facility Management22:44 The Future of Facility Management39:02 IFMA's Role in Global Facility Management44:22 Conclusion Connect with Us:LinkedIn: https://www.linkedin.com/company/ifmaFacebook: https://www.facebook.com/InternationalFacilityManagementAssociation/Twitter: https://twitter.com/IFMAInstagram: https://www.instagram.com/ifma_hq/YouTube: https://youtube.com/ifmaglobalVisit us at https://ifma.org

No primeiro episódio de 2026, Ricardo alerta para o maior erro que arruína projetos no início do ano: dizer sim a tudo. Janeiro traz otimismo, pressão por resultados rápidos e a crença de que tudo é possível, levando a portfólios sobrecarregados e equipes trabalhando muito além da capacidade. Os projetos são planejados sob premissas irreais, confundindo esperança com capacidade real. Os fracassos não acontecem no final do ano, mas no início, quando escolhas erradas são feitas. Projetos sólidos começam com foco, decisões difíceis e renúncia. A questão fundamental não é o que começar, mas o que não fazer. Dizer não no início é menos doloroso do que cancelar projetos mais tarde. Os projetos fracassam não por falta de ideias, mas por excesso de promessas. Escute o podcast para aprender mais!

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: A-I Stocks, Bond Maturity, Short-Term Rental Market, The VIX, Crypto, Pre-Tax Allocation vs. Roth I-R-A, Poorly Managed Companies, Publicly Traded Sports Teams, P.E. Ratios, Oil, Portfolio Management, Converting a Traditional IRA to a Roth, Cash Management, How to Calculate Company's Debt, 529 Plan, Entry Point.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

What happens if you inherit a house—or an IRA—without a plan? This episode of Financial Straight Talk with Jim Fox dives into the real-life consequences of legacy planning mistakes, from losing out on a step-up in basis to getting tangled in probate. Learn why quick fixes like “quick claim” deeds can backfire, how a Ladybird deed can simplify inheritance, and why having a written plan matters more than any single product. Discover the difference between having financial products and having a true retirement strategy. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

In this final episode of 2025, Ricardo proposes a reflection on changes that will profoundly impact projects in 2026. He presents five central insights: the end of projects as isolated islands, which will operate as parts of a continuous value stream; the radical fragmentation of teams, marked by high fluidity between people, partners, and AI agents; the silent transfer of authority, with decisions distributed among boards, algorithms, and teams; the emergence of cognitive risk, caused by flawed mental models and excessive reliance on automated responses; and the silent obsolescence of the traditional project manager. For Ricardo, 2026 will be the year of repositioning, requiring the courage to unlearn, assume new responsibilities, and lead in ambiguous environments, focusing on real impact and conscious choices. Listen to the podcast to learn more!

Neste último episódio de 2025, Ricardo propõe uma reflexão sobre mudanças que impactarão profundamente os projetos em 2026. Ele apresenta cinco insights centrais: o fim dos projetos como ilhas isoladas, que passam a operar como partes de um fluxo contínuo de valor; a fragmentação radical das equipes, marcadas por alta fluidez entre pessoas, parceiros e agentes de IA; a transferência silenciosa de autoridade, com decisões distribuídas entre conselhos, algoritmos e equipes; o surgimento do risco cognitivo, causado por modelos mentais equivocados e confiança excessiva em respostas automatizadas; e a obsolescência silenciosa do gerente de projetos tradicional. Para Ricardo, 2026 será o ano do reposicionamento, exigindo coragem para desaprender, assumir novas responsabilidades e liderar em ambientes ambíguos, com foco em impacto real e escolhas conscientes. Escute o podcast para aprender mais!

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid's Future, Current Bond Market, Investing in Morocco, Value Stock, Difference from a 403b and Regular 401k, The Young Consumer, Large, Mid or Small Caps, Roth I-R-A Withdrawals, Preferred Dividend Stocks, The Dow vs. The S&P 500, 401k Rollover, Fractional Shares, Growth to Value Trade.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

What happens to your legacy when your wishes aren’t clearly planned—or when life throws unexpected changes your way? This episode of Financial Straight Talk with Jim Fox dives into the complexities of wills, trusts, and beneficiary decisions, revealing why legacy planning is never “one and done.” Learn how family dynamics, changing relationships, and overlooked details can derail your intentions. Discover why a true financial plan goes beyond products and investments, and why ongoing communication is key to ensuring your money does what you want—now and for generations to come. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

#SafeMoney #JonHeischmanSr #Volatility #PortfolioManagementMarket volatility in normal but the key to mitigating that volatility is properly managing your portfolio and in this episode, host Jon Heischman, Senior discusses portfolio management in a volatile market environment.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information.

Ralph Cole, CFA®, Director of Research and Portfolio Management at Ferguson Wellman Capital Management, reflects on the firm's 50-year history, core values, and the lessons learned across market cycles. He discusses what differentiates Ferguson Wellman, how the firm serves ultra-high-net-worth clients, its thoughtful approach to adopting AI, and how it plans to stay on the leading edge as the industry continues to evolve.

In this episode, Ricardo looks back at the year in projects with a mature and deeply reflective perspective, focusing on the lessons learned. He describes an intense year, marked by strong pressure for results, shorter deadlines, and increasingly tight budgets, where good planning ceased to be a differentiator and became a matter of survival. Execution took center stage, and mistakes became more costly. At the same time, artificial intelligence ceased to be a promise and became part of the daily routine of projects, bringing real productivity gains. AI did not replace the project manager; it replaced improvisation. Even so, the biggest challenge remained human: fatigue, overload, burnout, and failures caused by human exhaustion. The dispute between methods lost its meaning; those who knew how to adapt to the context won. Projects became more strategic, guided by value, purpose, and conscious choices for the future. Listen to the podcast to learn more!

Neste episódio, Ricardo faz uma retrospectiva do ano em projetos com um olhar maduro e profundamente reflexivo, focando no aprendizado. Ele descreve um ano intenso, marcado por forte pressão por resultados, prazos mais curtos e orçamentos cada vez mais apertados, em que planejar bem deixou de ser diferencial e passou a ser questão de sobrevivência. A execução ganhou protagonismo e o erro ficou mais caro. Ao mesmo tempo, a inteligência artificial deixou de ser promessa e passou a fazer parte do dia a dia dos projetos, trazendo ganhos reais de produtividade. A IA não substituiu o gerente de projetos, substituiu o improviso. Ainda assim, o maior desafio seguiu sendo humano: cansaço, sobrecarga, burnout e falhas causadas pelo desgaste das pessoas. A disputa entre métodos perdeu sentido; venceu quem soube adaptar ao contexto. Os projetos ficaram mais estratégicos, guiados por valor, propósito e escolhas conscientes para o futuro. Escute o podcast para aprender mais!

The vast majority of altcoins won't return to all-time highs and they don't deserve to.In this episode, Lark breaks down his portfolio strategy and reveals which assets are actually worth holding for the next 10 years. We also covered Wall Street's tokenization wave, the XRP vs Chainlink banking debate, and why retail is getting left out of the biggest wealth transfer in crypto history.We discuss:- Why Most Altcoins Are Fundamentally Overvalued- The Token vs Equity Problem Destroying Value- Concentration Over Diversification Strategy- Wall Street's Tokenization Wave (And How Retail Gets Left Out)- XRP vs Chainlink: Who Really Owns Banking?- The 10-Year Assets Worth HoldingTimestamps:00:00 Intro02:39 The Weird Year for Crypto06:10 Altcoin Reality Check08:25 Portfolio Management in Bear Conditions09:25 YEET Ad, Trezor Ad, Halliday Ad10:03 Institutional Adoption vs Price Action18:19 The Four-Year Cycle Debate23:45 Token vs Equity Dynamic28:42 Kalshi Ad, Hibachi Ad, infiniFi Ad29:14 The 10-Year Amazon Bet34:49 XRP Valuation Discussion36:51 Chainlink's Fundamental EdgeWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Wall Street's chattering classes are buzzing about a “rotation out of the AI trade,” as if it's some shocking revelation. Big surprise—after massive gains, some AI stocks have run far ahead. But here's the real takeaway: rotation shouldn't be a headline event. It should be a constant discipline.Chris explains why trimming winners, taking profits, and rebalancing oversized positions isn't bearish—it's smart risk management. AI has driven markets and remains a powerful long-term theme, but no one truly knows which companies will dominate years from now. Admitting what you don't know is what protects capital.Like Mr. Miyagi tending a bonsai tree—cut here, snip there—prudent investors regularly rebalance, redeploy profits, and look for quality companies that are temporarily out of favor. This isn't market timing. It's proper portfolio management, asset allocation, and risk control—the kind that's served investors well for decades.

What if the secret to retirement isn’t a product, but a plan built around your life? Jim Fox shares why thinking outside the box—and beyond sales pitches—leads to financial independence. Learn how knowledge, tax strategy, and personalized planning can help you spend wisely, enjoy your money, and avoid common pitfalls. Discover real stories of retirees living life on their terms, and why understanding your own goals is the key to a fulfilling retirement. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

In this episode, Ricardo highlights the importance of milestones, baselines, and control points in project management, using December 31st as a powerful example of a milestone, both personally and organizationally. Just as individuals reflect on decisions and plan the future at the end of the year, projects and organizations use milestones to review budgets, compare goals, and consolidate results. Although the calendar is a human convention, milestones provide essential reference points for comparison and control. Without a clear baseline, it is impossible to assess real progress. Projects without milestones rely on perception, while projects with milestones rely on facts. Milestones are not bureaucracy; they are moments of reflection, decision-making, and adjustment that help prevent gradual and unnoticed project deviation. Listen to the podcast to learn more!

Neste episódio, Ricardo explica a importância dos marcos, das linhas de base e dos pontos de controle na gestão de projetos, usando o dia 31 de dezembro como exemplo de um marco poderoso, tanto pessoal quanto organizacional. Assim como as pessoas reavaliam decisões e planejam o futuro no fim do ano, projetos e empresas utilizam marcos para revisar orçamentos, metas e resultados. Embora o calendário seja uma convenção humana, os marcos são essenciais porque permitem comparação e controle. Sem uma linha de base clara, não é possível saber se há progresso real. Projetos sem marcos vivem de percepção; com marcos, vivem de fatos. Marcos não são burocracia, mas momentos de reflexão, decisão e ajuste, fundamentais para evitar desvios graduais e silenciosos nos projetos. Escute o podcast para saber mais!

Episode Highlights:Why 2025 delivered strong returns across most asset classes — except cryptoBitcoin and Ethereum's negative YTD performance in contextKey technical breakdowns in Bitcoin using weekly and monthly trend modelsThe erosion of the “digital gold” narrative and rising equity correlationsWhy extreme fear isn't enough to signal a bottomMacro regime insights: inflation vs. growth sensitivity in BitcoinGold's resilience and role as a portfolio stabilizerHow Dantes Outlook's Bitcoin/Gold rotation strategy navigated the yearResearch & Data Sources:Market and on-chain data from GlassnodeInternal quantitative models from Dantes OutlookAcademic research on asset behavior across macro regimesHappy holidays from Dantes Outlook!Visit us at www.dantesoutlook.com

Sébastien Page is Chief Investment Officer at T. Rowe Price and author of “The Psychology of Leadership.” In this interview, Sébastien discusses what he has learned about sports psychology that applies to leading in the corporate environment and in the management of $500B in assets at T. Rowe Price. The conversation continues as Sébastien dives into the psychological principles that distinguish truly great leaders from good ones and how leaders can use positive psychology to better run their teams. Sébastien also talks about how relationship development and trust creation are crucial to thriving in an economy enhanced by artificial intelligence. Sébastien concludes the interview by providing tips on stress management, sharing how to avoid goal-induced blindness, and giving advice for people who want to lead their guide their team members a rapidly-changing future. Sébastien Page is Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price. He oversees a team of investment professionals actively managing over $500 billion in assets under management. Sébastien won research paper awards from The Journal of Portfolio Management in 2003, 2010, 2011, and 2022 and the Financial Analysts Journal in 2010 and 2014. In addition to The Psychology of Leadership, he is the author of Beyond Diversification: What Every Investor Needs to Know About Asset Allocation (McGraw Hill, 2020) and the coauthor of Factor Investing and Asset Allocation (CFA Institute Research Foundation, 2016).Sébastien is also a member of the editorial boards of the Journal of Portfolio Management and the Financial Analysts Journal, and the Board of Directors of the Institute for Quantitative Research in Finance (Q Group). He regularly appears in the media, including Bloomberg TV and CNBC, and was recently named amongst the 15 Top Voices in Finance by LinkedIn.

Click to text the show!Our guest today has niched down into Class B Industrial real estate in Southeast Wisconsin. The fact that he has niched down so narrowly is one of his biggest strengths and competitive advantages because it allows him to know his market and asset type better than almost anyone else. We talk about how Geoff thinks about risk, how he mitigates risk, why he decided to start a fund instead of syndicating deal by deal, and we go into one property in his fund that is performing the worst and he details why it's performing below expectations. Connect with Geoff:https://smartassetcapital.com/https://www.linkedin.com/in/geoffstuhr/ Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*The audio of this podcast is never generated by AI. However, some or all of the show notes and images may have been generated using AI tools.

What if your retirement plan could save you hundreds of thousands in taxes? Frank and Frankie Guida break down essential year-end tax strategies and reveal how smart planning can transform your financial future. From tax loss harvesting to Roth conversions, learn how real clients optimized their portfolios and gained flexibility to retire sooner or live on more income. This episode delivers practical tips for making your money work harder—without the jargon or empty promises. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTubeSee omnystudio.com/listener for privacy information.

In this episode, Ricardo wraps up the discussion on the PMBOK Guide 8th Edition by highlighting the role of artificial intelligence in project management. PMI included AI in Appendix X3, presenting three adoption strategies: automation (making tasks faster), assistance (AI as a partner helping with scheduling and resources), and augmentation (expanding managers' capabilities and decision-making). The appendix provides practical use cases for governance, risks, resources, scheduling, and other areas. Ricardo emphasizes that AI evolves rapidly, so some examples may soon become outdated, but project managers must understand and leverage AI to remain competitive. Recent research indicates that organizations are already saving significant money by utilizing AI. He encourages readers to study the appendix carefully and stay adaptable. Listen to the podcast to learn more!

Neste episódio, Ricardo conclui a discussão sobre o Guia PMBOK 8ª Edição, destacando o papel da inteligência artificial (IA) na gestão de projetos. O PMI incluiu a IA no Apêndice X3, apresentando três estratégias de adoção: automação (tornando as tarefas mais rápidas), assistência (IA como parceira, auxiliando no planejamento e na alocação de recursos) e aumento (expansão das capacidades e da tomada de decisão dos gestores). O apêndice fornece casos de uso práticos para governança, riscos, recursos, planejamento e outras áreas. Ricardo enfatiza que a IA evolui rapidamente, portanto, alguns exemplos podem se tornar obsoletos em breve, mas os gestores de projeto precisam compreender e aproveitar a IA para se manterem competitivos. Pesquisas recentes mostram que as organizações já estão economizando quantias significativas com o uso da IA. Ele incentiva os leitores a estudarem o apêndice com atenção e a se manterem adaptáveis.

Topics Covered:November performance recap for the Moderate Global Balanced PortfolioActive equity selection and regional tiltsFixed income positioning: intermediate-term U.S. TreasuriesYTD performance vs. benchmark and risk-adjusted resultsBitcoin–Gold Rotation strategy: why gold dominated signals this yearHow aggressive clients can use the rotation sleeveNew absolute-return breakout strategy and its early outperformanceHow global diversification and trend-based discipline helped narrow tracking errorWhere to find the full allocation breakdown (Substack)Key Highlights:Portfolio outperformed the global 60/40 benchmark by 30 bps in NovemberEquity sleeve remains 63% of the portfolio, with strong regional contributionsFixed income tilts added to monthly returnsBitcoin–Gold model returned 41% YTD, with reduced crypto drawdownsAbsolute-return strategy has outperformed the S&P 500 by ~8% since launchVisit us at www.dantesoutlook.com

A look at the landscape for Agency RMBS and the Housing Market, including a look at the prospects for and implications of the 50-yr and portable mortgages. Featured are Clayton Triick, Head of Portfolio Management of Public Strategies with Angel Oak Capital Advisors, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

The “Henssler Money Talks” hosts break down “the market” by exploring the major indices investors follow every day. From the S&P 500 and Dow Jones Industrial Average to the Nasdaq Composite, we explain what these benchmarks measure, how they're built, and why your portfolio may not always mirror their movements. Original Air Date: November 29, 2025Read the Article: https://www.henssler.com/the-market-doesnt-tell-the-whole-story-heres-why

What does mailbox money really mean for your retirement—and how do you build income you can count on? This episode of Financial Straight Talk with Jim Fox breaks down the realities behind annuities, market risk, and the art of balancing income with expectations. Hear why celebrity paychecks aren’t so different from yours, and discover how to find the right mix of investments for your personality and goals. Get a candid look at the math, the mindset, and the decisions that shape a retirement. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

In this episode, Ricardo explains that in the PMBOK® 8th Edition, you do not need to memorize all 40 processes. Many of them are very similar, especially in the planning phase, which alone contains 19 processes. He shows that processes like Plan Scope Management, Plan Schedule Management, Plan Financial Management, and Plan Risk Management follow the same logic: they define the “rules of the game” for each performance domain. If you understand one, you know the others. Ricardo advises candidates for CAPM or PMP to focus on understanding the logic and flow of the processes rather than memorizing them, which is less effective for real-world project management. Listen to the podcast to learn more!

Neste episódio, Ricardo explica que, na 8ª edição do PMBOK®, não é necessário memorizar todos os 40 processos. Muitos deles são bastante semelhantes, especialmente na fase de planejamento, que sozinha contém 19 processos. Ele demonstra que processos como Planejamento do Escopo, Planejamento do Cronograma, Planejamento Financeiro e Planejamento de Riscos seguem a mesma lógica: definem as “regras do jogo” para cada domínio de desempenho. Se você entende um, entende os outros. Ricardo aconselha os candidatos às certificações CAPM ou PMP a se concentrarem em compreender a lógica e o fluxo dos processos, em vez de memorizá-los, o que é menos eficaz para a gestão de projetos no mundo real. Escute o podcast para saber mais.

Key TopicsThe cyclicality of trend, value, momentum, and other stylesWhy Dantes Outlook blends trend, relative strength, and dispersionManaging risk during the crucial mid-30s to 40s accumulation yearsSequence-of-returns risk and why it is the “silent killer” of retirement portfoliosHow rolling return analysis helps investors avoid misleading conclusionsThe case for global diversification beyond U.S.-centric portfoliosWhy non-U.S. equities may be entering a long-term leadership cycleMaintaining a risk mandate you can stick with across market regimesVisit us at www.dantesoutlook.com

Returning guest Vincent Bruzzese — trader, former statistics professor, poker player, and former Hollywood behavioral analyst — joins Tessa for a candid discussion about navigating one of the most narrative-driven markets in years. Known online as “Hari Seldon” in the Real Day Trading community, Vincent is recognized for posting his trades live and delivering multiple years of standout performance, with returns north of 60% and even 80%.  In this episode, Vincent talks about why traders are struggling with discipline, how sentiment and storylines are overpowering both fundamentals and technicals, and what separates structured trading from gambling. He also shares how tools like his walkaway analysis help reinforce better habits and improve decision-making. Tessa and Vincent dig into mindset, process, relative strength, risk management, and how he rebuilt after blowing up his account twice. They also explore the emotional side of trading in a market that often feels disconnected from reality — and how traders can stay grounded despite the chaos.   Links +Resources:  ●      Follow Vincent on Reddit:  ⁠https://www.reddit.com/r/RealDayTrading/⁠ ●      Follow Vincent on X:  ⁠@RealDayTrading⁠ ●      Vincent on CWT ⁠Episode 255⁠ ●      Vincent can also be found in the OneOption Chat Rooms Sponsor of Chat With Traders Podcast:   ●       Trade The Pool:  ⁠http://www.tradethepool.com⁠    Time Stamps: Please note: Exact times will vary depending on current ads.   ●     00:00:00  Intro and Background ●     00:07:13  Market Analysis and Trading Strategies ●     00:09:00  Trading Mindset and Emotional Challenges ●     00:11:07  Market Trends and Skepticism ●     00:13:08  Market Irrationality and Future Predictions ●     00:14:41  Valuation Concerns and Institutional Influence ●    00:15:19  Psychological Aspects of Trading ●    00:16:30  Narratives and Market Bubbles ●    00:18:00  Passive Income Strategies in Trading ●    00:21:57  Long-term Investment Strategies ●    00:21:25  Personal Trading Experiences ●    00:24:08  Learning from Trading Losses ●    00:25:12  The Journey to Becoming a Trader ●    00:25:58  Mindset and Trading Psychology ●    00:30:45  Identifying and Avoiding Bad Trades ●    00:32:58  Overcoming Trading Challenges ●    00:37:48  Trading Strategies and Market Analysis ●    00:40:52  Current Market Conditions and Trading Decisions ●    00:43:20  Portfolio Management and Trading Style ●    00:46:39  Trading Preparation and Daily Routine ●    01:01:25  Navigating Market Volatility and Uncertainty ●    01:05:41  Final Thoughts on Trading and Market Dynamics   Trading Disclaimer:  Trading in the financial markets involves a risk of loss. Podcast episodes and other content produced by Chat With Traders are for informational or educational purposes only and do not constitute trading or investment recommendations or advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: A-I Stocks, Bond Maturity, Short-Term Rental Market, The VIX, Crypto, Pre-Tax Allocation vs. Roth I-R-A, Poorly Managed Companies, Publicly Traded Sports Teams, P.E. Ratios, Oil, Portfolio Management, Converting a Traditional IRA to a Roth, Cash Management, How to Calculate Company's Debt, 529 Plan, Entry Point.Our Sponsors:* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Many mineral owners face a common challenge: they have substantial wealth tied up in mineral rights, but their monthly royalty income has declined significantly as wells age and production drops. In this episode, we explore when it makes strategic sense to sell portions of your mineral portfolio to create more stable cash flow, reduce concentration risk, and diversify into other asset classes like a rental property. We discuss how to identify which properties are at peak value and therefore ideal candidates for sale, the mechanics of 1031 exchanges that allow you to defer capital gains taxes, and practical strategies for finding reputable buyers. And while we generally recommend that you should hold on to your mineral rights, we challenge the conventional wisdom that you should "never sell" mineral rights.  Instead, sophisticated asset management requires understanding your overall portfolio while acting proactively to maximize value to meet your changing financial needs. As always, be sure to check out the show notes at mineralrightspodcast.com for links to the resources mentioned! Disclaimer: This episode and accompanying show notes are provided for general information purposes and should not be construed as financial, legal, or investment advice. For guidance specific to your situation, please consult with qualified legal and financial professionals.

The Hidden Investment Risks Pre-Retirees and Retirees Don’t See Coming: Kentucky Retirement Planning Insights Are you approaching retirement and concerned about protecting your life savings from market volatility? In this comprehensive episode of the Tom Dupree Show, Kentucky retirement planning advisors Tom Dupree and Mike Johnson explore the multidimensional nature of investment risk and why personalized investment management is essential. Unlike mass-market approaches from large firms, Dupree Financial Group provides direct access to portfolio managers who understand your specific retirement goals and risk tolerance. This financial education episode delivers timeless wisdom on risk assessment, portfolio protection strategies, and why understanding what you own is critical before retirement. Whether you’re working with a local financial advisor in Kentucky or managing investments on your own, these insights will help you make more informed decisions about your retirement security. Key Takeaways: Investment Risk Management for Pre-Retirees Risk is multidimensional: Investment risk extends beyond simple volatility—it includes sequence of returns risk, concentration risk, and the risk of falling short of your retirement goals The Capital Asset Pricing Model misconception: More risk doesn’t automatically mean more return; it means a wider range of potential outcomes, both positive and negative The danger of false security: Long periods of strong returns can create complacency, causing investors to unknowingly take on excessive risk right before retirement Personalized portfolio analysis matters: Your investment strategy must align with your specific retirement timeline, income needs, and risk capacity—not just market averages Understanding beats panic: Clients who truly understand their portfolio holdings don’t panic during market downturns because they know their strategy is designed for their goals Active risk identification: Professional Kentucky retirement planning involves continuously identifying and monitoring specific risks to each holding, not just following the crowd Howard Marks on Investment Risk: Wisdom from a Market Legend The episode draws heavily from Howard Marks’ influential 2006 memo on risk, which Tom and Mike have studied extensively. Marks, co-founder of Oaktree Capital Management, challenges conventional thinking about risk and return relationships. “If more risk always meant more return, it would cease being risky. The risk would be riskless,” explains Mike Johnson, highlighting the fundamental misunderstanding many investors have about the risk-return relationship. The discussion emphasizes that bearing risk unknowingly represents one of the biggest mistakes pre-retirees can make. This is particularly relevant for those who have experienced strong market performance for years without understanding the volatility embedded in their portfolios. The Real-World Cost of Ignoring Investment Risk Tom Dupree shares a cautionary tale that every pre-retiree should hear: “There was a man that came to me years ago who had been at UK for a number of years. He had invested in Fidelity and TIAA-CREF, good funds, great returns. He had something like 1,000,006 and he had averaged 13 and a quarter percent return per year for like 23 years. He extrapolated that he could take 10% a year, which was $160,000, live on it and be okay because it was gonna keep doing that. The sequence of returns turned around and bit him good.” This example perfectly illustrates sequence of returns risk—a critical concept for anyone approaching retirement. Even with excellent average returns, the timing of market downturns relative to when you need to withdraw funds can devastate a retirement plan. This is why personalized investment management from a local financial advisor who understands your specific timeline is so valuable. Why Volatility Isn’t the Only Risk Pre-Retirees Face The episode challenges the traditional definition of investment risk as merely volatility. For pre-retirees and retirees specifically, Mike Johnson explains: “The base case that we’re trying to solve here? We’re speaking specifically to near retirees and retirees. Volatility is gonna be your friend or your foe the day you need to take your money out. That’s gonna be your definition of risk—what has the volatility done to my money the day I need it.” Additional Risk Dimensions for Kentucky Retirement Planning Falling short of goals: The risk that your portfolio won’t produce sufficient income for your desired retirement lifestyle Concentration risk: Over-exposure to single stocks or sectors, especially common with company stock or recent tech winners Unconventionality risk: The professional risk advisors take when thinking independently rather than following the crowd—but this can benefit clients long-term Underperformance risk: Short-term underperformance relative to indices, which requires conviction in your strategy and understanding your goals Hidden risk exposure: Unknown risks embedded in portfolios, particularly index funds that provide no true diversification strategy The False Sense of Security: Why Long Bull Markets Are Dangerous One of the most powerful concepts discussed is how prolonged positive market performance can numb investors to risk—exactly when they should be most vigilant. Mike Johnson references Nassim Taleb’s “Fooled by Randomness” to illustrate this danger: “Reality’s far more vicious than Russian roulette. First, it delivers the fatal bullet rather infrequently, like a revolver that would have hundreds or even thousands of rounds instead of six. After a few dozen tries, one forgets about the existence of a bullet under a numbing false sense of security. One is thus capable of unwittingly playing Russian roulette and calling it by something alternative: low risk.” This perfectly describes the situation many pre-retirees face today after years of strong market performance. The analogy to driving at 90 mph—where you stop feeling the speed—resonates powerfully. You’re taking significant risk, but you’ve become accustomed to it and no longer perceive the danger. Direct Access to Portfolio Managers: The Dupree Financial Difference Unlike large firms where you’re assigned an investment counselor who may change frequently, Dupree Financial Group provides direct access to portfolio managers Tom Dupree and Mike Johnson. This relationship-focused approach enables: Deep understanding of your specific retirement timeline and goals Customized portfolio construction based on your unique risk capacity Ongoing education about what you own and why you own it Proactive risk identification specific to your holdings The ability to think unconventionally when it serves your interests “When our clients understand what’s in their portfolio and why, they don’t call us panicking when the market drops,” Tom Dupree emphasizes, highlighting the value of education and transparency in financial relationships. Why Index Funds Aren’t a Complete Investment Strategy The episode delivers a sobering message about the limitations of index fund investing for retirees: “If you don’t like risk and you think that you’re not taking any risk by investing in the S&P 500, sweetie pie, you need to get in the money market fund and just hope you got enough money to ride through it because you are taking risk that you don’t know about. And that is a problem because you’re gonna find it out in a very uncomfortable way at some point.” This doesn’t mean index funds have no place in portfolios, but rather that they shouldn’t be confused with a comprehensive retirement income strategy. Personalized portfolio analysis considers: Your specific income needs in retirement Time horizon until you need to access funds Concentration risk in popular stocks or sectors The difference between the accumulation and distribution phases Tax efficiency of different investment approaches Building a Foundation: From Stocks to Portfolio For younger investors just starting out, Mike Johnson offers this perspective: “If somebody’s in their late twenties, early thirties and they have a few stocks here and there, that’s great. You’re ahead of the curve from a lot of people, but that is not a portfolio. What you want to do is lay a foundation that’s more sturdy, more solid than just having a few stocks here and there.” This guidance is equally relevant for pre-retirees who may have accumulated individual positions over time without a cohesive strategy. Kentucky retirement planning requires transitioning from an accumulation mindset to a distribution strategy—and that requires professional portfolio architecture. The Retirement Risk Equation: It’s About Income, Not Just Account Balance One of the most important insights for pre-retirees: “Remember, it’s not just the accumulation, it’s not the dollar amount, it’s what it’s gonna produce for you and how long can it produce that to sustain you. Retirement has the normal set of rules plus other variables that you have to take into consideration.” This shift in perspective—from portfolio value to sustainable income—is where personalized investment management becomes critical. Every individual’s situation differs slightly, and those differences matter enormously in retirement planning. Faith, Risk, and Investment Philosophy Tom Dupree introduces an often-overlooked dimension of investment risk: the role of faith. Not just faith in markets or historical returns, but a deeper consideration of existential risk and what you ultimately trust. “Underpinning any investment scheme is faith. At the base of everything related to risk is faith. You cannot get away from it. One of the things about the God factor is that it takes certain elements of risk that you’re willing to take on for yourself and transfers them to a higher power.” While this dimension is personal and not emphasized in typical financial planning, it reflects Dupree Financial Group’s holistic approach to understanding clients as people—not just portfolios. Frequently Asked Questions About Investment Risk and Retirement Planning What is the biggest investment risk for pre-retirees? The biggest risk for pre-retirees is sequence-of-returns risk—experiencing market downturns just as you begin withdrawing from your portfolio. Even with strong average returns over time, poor returns in the years immediately before and after retirement can devastate your retirement security. This is why personalized retirement planning in Kentucky focuses on more than just average returns. How is investment risk different for retirees versus younger investors? For retirees, risk is primarily defined by volatility’s impact on withdrawals. When you need to take money out during a market downturn, you crystallize losses and reduce your portfolio’s recovery potential. Younger investors have time to recover from volatility. As Tom Dupree explains, “Volatility is gonna be your friend or your foe the day you need to take your money out.” Are index funds safe for retirement portfolios? Index funds are not inherently “safe” for retirement—they carry significant volatility and concentration risks (especially in large-cap tech stocks right now). While they can be part of a retirement strategy, they should not be confused with a comprehensive income plan. Local financial advisors can help design strategies that balance growth needs with income stability. How much can I safely withdraw from my retirement portfolio annually? There’s no universal answer—withdrawal rates depend on your portfolio composition, risk tolerance, retirement timeline, and income needs. The gentleman in Tom’s example assumed 10% annual withdrawals based on historical 13.25% returns, which proved disastrous. Personalized portfolio analysis determines sustainable withdrawal rates specific to your situation. Why should I work with a local Kentucky financial advisor instead of a large national firm? Local advisors like Dupree Financial Group provide direct access to portfolio managers who personally manage your investments, rather than being assigned to a counselor who may change. You receive personalized service, education about your holdings, and strategies tailored to your specific goals—not mass-market approaches. Tom emphasizes: “When our clients understand what’s in their portfolio and why, they don’t call us panicking when the market drops.” What does it mean to “know what you own” in my portfolio? Knowing what you own means understanding not just the names of your holdings, but the specific risks each position carries, how they work together, and why each was selected for your situation. It means knowing what could go wrong with each investment and having conviction in your overall strategy during market volatility. How often should I review my retirement portfolio risk? Pre-retirees should review portfolio risk at least annually, and more frequently as retirement approaches. Risk tolerance, time horizon, and income needs change as you near retirement. Kentucky retirement planning professionals continuously monitor holdings for emerging risks and rebalance as needed. What is concentration risk, and why does it matter? Concentration risk occurs when your portfolio has too much exposure to a single stock, sector, or asset class. Many investors have unknowingly accumulated concentration in large technology stocks through both index funds and individual holdings. If that sector declines, your entire portfolio suffers disproportionately. Diversification addresses concentration risk. How do I know if I’m taking too much risk before retirement? Signs you may have excessive risk include: heavy concentration in stocks after years of strong returns, high portfolio volatility relative to your withdrawal timeline, lack of income-producing assets, or simply not understanding what you own. A complimentary portfolio review with Dupree Financial Group can identify hidden risks: call 859-233-0400. What makes Dupree Financial Group’s investment philosophy different? Dupree Financial Group focuses on building long-term relationships with people—not just managing money. The team conducts their own research, provides comprehensive education, thinks independently rather than following the crowd, and designs portfolios around your specific goals. Learn more about their investment philosophy. Schedule Your Complimentary Portfolio Risk Analysis Don’t Wait for a Market Downturn to Discover Hidden Risks in Your Portfolio If you’re retired or approaching retirement, understanding the specific risks in your portfolio is critical. After 47 years in the investment business, Tom Dupree has seen countless retirees discover they were taking far more risk than they realized—often at the worst possible time. Dupree Financial Group offers Central Kentucky residents a complimentary portfolio review to help you: Identify hidden concentration risks in your current holdings Understand the sequence-of-returns risk as you approach retirement Evaluate whether your portfolio aligns with your retirement income needs Learn what you actually own and why it matters Develop a personalized strategy for your retirement timeline Call 859-233-0400 to schedule your complimentary consultation Or visit us online: Schedule Your Personalized Portfolio Analysis Learn About Our Investment Philosophy Listen to More Market Commentary Read Client Testimonials Explore Kentucky Retirement Planning Services Dupree Financial Group serves clients throughout Central Kentucky, including Lexington, Louisville, Frankfort, Winchester, Richmond, and surrounding communities. About the Tom Dupree Show The Tom Dupree Show provides timeless financial education for investors approaching and in retirement. Hosted by Tom Dupree, Jr., founder of Dupree Financial Group, and portfolio manager Mike Johnson, each episode delivers practical insights on investment management, retirement planning, and portfolio risk assessment. Unlike generic financial advice, the show focuses on the specific challenges facing Kentucky retirees and pre-retirees. Tom Dupree founded Dupree Financial Group on the principle that creating long-term relationships with people—not just their money—is the key to successful wealth management. With direct access to portfolio managers and personalized investment strategies, Dupree Financial Group delivers the attentive service of a local advisor with the knowledge of a seasoned investment team. Episode Type: Evergreen Financial Education Primary Topics: Investment Risk, Retirement Planning, Portfolio Management, Sequence of Returns Risk Featured Guests: Mike Johnson, a member of the team at Dupree Financial Group Listen to More Episodes: Market Commentary Archive Share This Episode Help others understand investment risk by sharing this episode: www.dupreefinancial.com/podcast The post The Hidden Investment Risks You Don’t See Coming: Kentucky Retirement Planning Insights appeared first on Dupree Financial.

Click to text the show!Connect with Derrick:https://www.usenectar.com/https://www.linkedin.com/in/derrick-barker-3b1590a/ Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

In this episode, Ricardo discusses a key change in the PMBOK® Guide 8th edition: the relationship between stakeholders and communication. In previous editions, communication was a separate knowledge area, but now it is considered part of stakeholder management. This shift is significant because communication only exists when there are stakeholders with different needs. If a project had no stakeholders besides yourself, communication would be unnecessary. Therefore, communication is a tool to support stakeholder engagement. In the new PMBOK® structure, stakeholders remain a performance domain that includes planning, execution, and control activities. Ricardo encourages PMI members to download the PMBOK® Guide PDF and explore these updates to improve project value and delivery. Listen to the podcast to learn more!

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Neste episódio, Ricardo discute uma mudança fundamental na 8ª edição do Guia PMBOK®: a relação entre as partes interessadas e a comunicação. Nas edições anteriores, a comunicação era uma área de conhecimento separada, mas agora é considerada parte da gestão das partes interessadas. Essa mudança é significativa porque a comunicação só existe quando há partes interessadas com necessidades diferentes. Se um projeto não tivesse partes interessadas além de você, a comunicação seria desnecessária. Portanto, a comunicação é uma ferramenta para apoiar o engajamento das partes interessadas. Na nova estrutura do PMBOK®, as partes interessadas permanecem um domínio de desempenho que inclui atividades de planejamento, execução e controle. Ricardo incentiva os membros do PMI a baixarem o PDF do Guia PMBOK® e explorarem essas atualizações para melhorar o valor e a entrega do projeto. Escute o podcast para saber mais.

We'd love to hear from you. What are your thoughts and questions?The conversation explores the impact of Reg CF under Title III of the Jobs Act, focusing on how it democratizes access to capital for founders and provides retail investors with growth stage deal flow. It highlights the strategies investors use to build portfolios and the importance of networking in crowdfunding.Main Points:Reg CF was designed to democratize access to capital.Investors can gain significant upside by investing early.There are investors with extensive portfolios in Reg CF.Networking is crucial for successful crowdfunding campaigns.Retail investors can access growth stage deals.The potential for high returns attracts diverse investors.Strategic outreach can enhance investment opportunities.Understanding the market is key for investors.Investing in multiple deals can mitigate risks.The crowdfunding landscape is evolving rapidly.Connect with Jason Fishman:jfishman@digitalnicheagency.comdigitalnicheagency.comhttps://www.linkedin.com/in/jafishman/https://www.youtube.com/@DigitalNicheAgencyhttps://calendly.com/jfishman/30min?month=2025-09

Send us a textThis wealth manager reveals how their team designs balanced portfolios combining equities, bonds, and private investments — all under one structure.Her top takeaway: prepare for the drawdown before it happens.https://familyoffices.com/

In this episode, Ricardo discusses the new edition of PMBOK 8, which brings important changes more aligned with the real work of project managers. Based on nearly 48,000 data points and two rounds of global feedback, it has become more practical, clear, and value-oriented. The old 12 principles have been condensed into six more focused ones, while maintaining good project practices. The traditional five process groups return and now apply to predictive, agile, and hybrid projects. The old knowledge areas have evolved into seven performance domains: governance, scope, schedule, finance, stakeholders, resources, and risks. This edition also features 40 updated processes with integrated ITTOs and reinforces tailoring with practical examples, making the guide more applicable and balanced. Listen to the podcast to learn more!

Neste episódio, Ricardo fala sobre a nova edição do PMBOK 8, que traz mudanças importantes e mais alinhadas ao trabalho real dos gerentes de projetos. Baseada em quase 48 mil dados e duas rodadas de feedback global, ela se tornou mais prática, clara e orientada a valor. Os antigos 12 princípios foram condensados em seis mais focados, mantendo o bom comportamento em projetos. Os tradicionais cinco grupos de processos retornam e passam a valer para projetos preditivos, ágeis e híbridos. As antigas áreas de conhecimento evoluíram para sete domínios de desempenho: governança, escopo, cronograma, finanças, stakeholders, recursos e riscos. A edição também traz 40 processos atualizados com ITTOs integrados e reforça o tailoring com exemplos práticos, tornando o guia mais aplicável e equilibrado. Escute o podcast para saber mais.

PitchMI crowns 4 winners: smarter hospital beds, powered campsites, satellite tech, and in-game ads—highlighting Michigan's dynamic startup ecosystem.Join our two startup experts — Alison Todak of the Michigan Economic Development Corporation (MEDC) and Pete Martin of the MSU Research Foundation — as they share how their organizations are helping to drive Michigan's startup momentum. They give us insight into their collaboration on the PitchMI startup competition, highlight the four winning innovations for 2025, and explore the state's thriving entrepreneurship and innovation ecosystem. 

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss how today's market update ties directly into smarter portfolio management and building a Tax Efficient Portfolio for your non-IRA accounts. From headlines about new highs to rate cuts and tariffs, they translate noise into strategy—focusing on tax planning, tax strategy, and tax efficiency so you can secure your retirement with confidence.Listen in to learn about using Direct indexing with Tax loss harvesting to mirror an index while managing investment taxes, handling concentrated stock positions, and customizing holdings (think: Index replication without the positions you don't want). You'll also hear practical retirement planning strategies to stay diversified, manage risk, and plan for retirement so you're retiring comfortably with a clear retirement checklist and a resilient approach to Retirement Investing and Investment risk management.In this episode, find out:· How recent Fed moves and headlines factor into a pragmatic market update and what that means for Retirement Planning and risk management.· The core–tactical–bonds/alternatives blend that creates a Diversified portfolio beyond just stocks to smooth volatility.· What Direct indexing is, how Index replication works with 50–75 stocks, and why Tax loss harvesting can add meaningful tax alpha.· Ways to unwind a concentrated position (e.g., long-held company stock) using harvested losses and a phased Capital gains strategy.· How to tailor portfolios (even in IRAs) to exclude specific stocks while still tracking an index—supporting your personalized planning retirement goals.Tweetable Quotes:· “We're not stock-picking heroes—we're replicating the index and using tax efficiency to your advantage.” — Radon Stancil· “With Direct indexing, you can make money and harvest losses at the same time—powerful for investment taxes in non-IRA accounts.” — Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!"To access the course, simply visit POMWealth.net/podcast.

Brian Feroldi discusses the current state of the stock market, providing insights on market valuations, personal investment strategies, and the impact of artificial intelligence on stock analysis. The conversation highlights the importance of sustainability in stock market growth, potential investment pitfalls, and the benefits of leveraging AI tools for detailed analyses. Key Topics & Timestamps Introduction to the State of the Stock Market (00:01:01) Overview of stock market performance in 2025, with S&P 500 recording over 15% growth year-to-date. Current Market Valuation Insights (00:02:04) Discussion on historical performance indicators and high valuation levels. "Sustained double-digit growth in the stock market isn't feasible long-term." (00:02:15) Brian Feroldi's Personal Investment Strategy (00:05:00) Brian shares his strategy of maintaining a 30% cash position during high valuations and investing 70% in the market. Importance of personal financial situations when making investment choices. Impact of AI on Stock Analysis (00:24:19) Insights on how AI can enhance stock analysis when provided with clear directives. "As long as you're giving AI clear directions, it can provide incredible analysis." (00:26:10) Audience Questions and Answers (00:30:00) Discussion on individual stocks vs. index funds and thoughts on tax implications. Benefits of Fee-Only Financial Advisors (00:53:24) Advocating for fee-only hourly consultations for transparent financial advice versus traditional AUM models. Conclusions and Future Predictions (01:03:05) Summary of Brian's thoughts on market sustainability and advice for investor strategies moving forward. Actionable Takeaways Maintain a cash reserve during high market valuations to ensure better investment opportunities. (00:06:32) Utilize AI tools for deeper stock analysis, focusing only on credible data sources. (00:26:10) Regularly consult fee-only financial advisors for actionable insights without ongoing asset management fees. (00:53:24) Key Quotes Brian Feroldi: "Investment strategies should reflect personal financial situations." (00:05:00) Brian Feroldi: "Dollar-cost averaging into total stock market index funds is just so rock solid." (00:21:27) Related Resources Notebook LLM (00:25:05) Finviz Stock Screener (00:40:09) Nectarine (00:53:24) OpenPath Financial (00:54:32) Abundo Wealth (00:54:32) Discussion Questions How has the recent performance of the S&P 500 influenced your investment strategy? (00:02:04) What role do you think AI will play in future investment decisions? (00:26:10) How do you approach high market valuations as an investor? (00:06:32)