Podcast appearances and mentions of ray baraldi

Senior Financial Advisor, Ray Baraldi recaps August 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps July 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps June 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps May 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the April 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the March 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the February 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps January 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of December 11, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of November 13, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of November 6, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of October 30, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of October 23, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of October 9, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of October 2, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of September 25, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of September 18, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of September 11, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of September 4, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of August 21, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of August 14, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of August 7, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of July 31, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of July 17, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of June 19, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of June 12, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of May 29, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of May 15, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of May 8, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of May 1, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of April 17, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of April 3, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of March 27, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of March 20, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of March 13, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of March 6, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of February 27, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of February 20, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com. 

Senior Financial Advisor, Ray Baraldi recaps the week of February 13, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of February 6, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.

Senior Financial Advisor, Ray Baraldi recaps the week of January 30, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.

Senior Financial Advisor, Ray Baraldi recaps the week of January 23, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.

Senior Financial Advisor, Ray Baraldi recaps the week of January 16, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.

Senior Financial Advisor, Ray Baraldi recaps the week of January 9, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.

Senior Financial Advisor, Ray Baraldi recaps the week of January 2, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.

In this episode, Ray Baraldi, Senior Financial Advisor, and Maddie Rice, Investor Relations at Grayscale Investments talk about the cryptocurrency and the digital assets space. Maddie discusses what cryptocurrency is, its store value and investment possibilities and opportunities. She also talks about the products Grayscale offers.   What You Will Learn: [02:37] What are digital assets [04:21] Four key use cases for cryptocurrency [06:21] Risks associated with cryptocurrency [07:50] The various types of cap tokens [10:32] Grayscale products and the ETF conversation process [14:02] How to contact Maddie [14:14] Q&A   Resources: Visit our website: sarian.hightoweradvisors.com Visit Greg Sarian on LinkedIn: linkedin.com/in/gregsarian Email us: ssp@hightoweradvisors.com

In this episode, Greg Sarian, CEO and founder, Ray Baraldi, Senior Financial Advisor, and Morgan Buswell, Communications Director, discuss seven mistakes to avoid as your company enters a transaction, whether that's an IPO, a sale, a merger or an acquisition. Listen as they share ideas to consider for a better outcome.   “You want to make sure you're getting good advice, and the first thing I can't emphasize strongly enough is start sooner than later.” -Greg Sarian [13:06]   “Running probability forecasting in our opinion is vital and almost the foundation for how you should be thinking of your financial plan.” -Ray Baraldi [28:40]   What You Will Learn: [02:26] Why is this topic important now around a potential tax reform [06:57] Why it's important to have and maintain an accurate company valuation [08:19] Forms of equity compensations [11:40] Risk at entity and personal levels [13:30] The value of having a qualified team [17:34] Strategies to think about with tax minimization [25:46] Importance of having a strong contingency plan in place [28:16] Why you should consider multiple outcomes   Resources: Visit our website: sarian.hightoweradvisors.com Visit Greg Sarian on LinkedIn: linkedin.com/in/gregsarian Email us: ssp@hightoweradvisors.com

On this episode, Ray Baraldi and Morgan Buswell are joined by Jamie Ziegler, founder of JZ Coaching, Consulting Partner with Focus Consulting Group to discuss The Enneagram. The Enneagram is a useful guide on your journey towards self-development, relationship building, conflict resolution, and the improvement of team dynamics. Listen as Jamie breaks down the nine Enneagram types, tips to identify each type, and how to achieve the highest level of self-mastery. To learn more about The Enneagram (https://www.enneagraminstitute.com/type-descriptions)To learn more about Jamie Ziegler & JZ Coaching (http://www.jzacoaching.com/)"The Art of The Enneagram" by Ginger Lapid-Bogda, PhD (https://theenneagraminbusiness.com/product/the-art-of-the-enneagram/) For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us on Facebook, LinkedIn, Instagram @SarianStrategicPartnersSubscribe to The Trade-Off on Apple PodcastsFollow The Trade-Off on Spotify

In this episode, Greg Sarian, CEO and Founder at Sarian Strategic Partners, speaks with Ray Baraldi, Senior Financial Advisor, about the future of social security and what it means for financial planning.   “This isn't going to be something that's really top of mind here coming out of COVID and some other things that we're going to see a change in the next three to five years. But certainly, in the 10 years or so, I think this is going to become much more talked about and we are likely to see some change there.” -Ray Baraldi [10:28]   What You Will Learn: [01:18] Why discuss this topic [02:13] How social security has changed [04:21] Some of the biggest concerns [07:54] How social security could address this shortfall [10:44] How to change the thinking about social security [13:48] A tool that strategies your financial plan   Resources: Visit our website: https://sarian.hightoweradvisors.com

Chief Investment Officer, Jeremiah Riethmiller & Senior Financial Advisor, Ray Baraldi talk: where markets are headed with increased volatility, disruptive innovation themes for the short and long term, cryptocurrency exposure, measuring risk-reward, and investing "FOMO".For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us on Facebook, LinkedIn, Instagram @SarianStrategicPartnersSubscribe to The Trade-Off on Apple PodcastsFollow The Trade-Off on Spotify

In this episode of the Sarian Strategic Partners Podcast, Greg Sarian, CEO and Founder at Sarian Strategic Partners, speaks with Ray Baraldi, Senior Financial Advisor, about the initial public offering (IPO) process. One trend that has occurred despite the COVID-19 pandemic is that a number of companies have gone public with IPOs. Greg and Ray both discuss important things for executives to consider before, during and after their company goes through the process.   “I think the biggest thing on executives' minds is taxes.” -Ray Baraldi [09:53]   “What we always advise our clients is the best tax planning is done well before the taxable event to control and mitigate those taxes.” -Greg Sarian [10:29]   What You Will Learn:   [1:50] How a company's equity ownership could change from going private to public [6:09] Issues executives should consider as they plan how thier capital becomes liquidity [9:44] Big tax implications [13:17] Some estate planning strategies [16:17] What executives should think about when diversifying their company stock after an IPO [18:42] The importance of forming an advisory team   Resources:   Visit our website: https://sarian.hightoweradvisors.com

Chicago native and Hightower’s Head of Fixed Income & Portfolio Manager, Lee Majkrzak joins The Trade-Off to talk bonds and how investors can be thinking about them. Lee also shares with Ray Baraldi and Jeremiah Riethmiller his typical day-to-day as well as former experience on the Chicago Board Options Exchange (CBOE) trading floor.(*Note: this conversation was recorded pre-Chicago Bears' 21-9 loss to the New Orleans Saints in NFC wild-card game; our thoughts go out to Lee and all other Bears fans.)For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us on Facebook, LinkedIn, Instagram @SarianStrategicPartnersSubscribe to The Trade-Off on Apple PodcastsFollow The Trade-Off on Spotify

On this episode of The Trade-Off, Jeremiah Riethmiller and Ray Baraldi discuss ESG (Environmental, Social and Governance), SRI (Socially Responsible Investing), and Impact Investing. What's the difference? How can investors incorporate personal views into investment decisions? How are companies adapting to become more socially conscious? What's ahead for ESG & SRI long term?For more information, email us at ssp@hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners

Hightower Portfolio Manager, Joe Klein joins The Trade-Off as he and Ray Baraldi discuss what a typical day looks like as a PM, what could be in store for the markets in 2021, and the Senate runoff elections. For more information, email us at ssp@hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners

Collin Wright, MBA Candidate at The Wharton School, joins Ray Baraldi on this episode of The Trade-Off to share his experience and thought process of making the decision to pursue his MBA.For more information, email us at ssp@hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners

Hightower's Head of Investment Strategy, Matt Harris joins Ray Baraldi, Jeremiah Riethmiller and Morgan Buswell to talk Barstool Day Trading...the power of "#DDTG" and recap the last few months of navigating through the pandemic but more importantly where we are now. For more information, visit our team website: hightoweradvisors.com/sarianFollow us on Twitter @SarianStrategicFollow us on Facebook and LinkedIn @SarianStrategicPartners

Biggest drivers in the market and historic levels of volatility...Jeremiah Riethmiller and Ray Baraldi talk about what's been a focus and what will continue to be in the current economic environment.

The team talks budgeting at all levels. Take a listen as Ray Baraldi, Kevin Wager, Jeremiah Riethmiller and Morgan Buswell discuss a variety of budgeting strategies, tips and best practices for all. To learn more visit the Sarian Strategic Partners website: https://teams.hightoweradvisors.com/team/sarian/overview

Chuck talks about the twist he is putting in place for his annual 'trade or treat' Halloween tradition that lets children choose between money and candy while learning about risk, return, rewards and more every year. He's hoping you will come up with your own twist on cash or candy this year. Also, Ray Baraldi and Richard Flahive of HighTower Advisors discuss real assets' role in a portfolio during volatile times, Terry Jones of Investor's Business Daily covers the latest IBD Investor Optimism Index and Trip Miller of Gullane Capital Partners covers value investing in the Market Call.

Richard Flahive of HigTower Westchester and Ray Baraldi of Sarian Strategic Partners stressed in Collective Wwsdom that figuring out how to make savings last a lifetime takes more than picking the right retirement date. It requires appropriate timing on when to take Social Security, proper calculations of your future needs andyour budget and more.

Peter Vanderlee of ClearBridge Investments said that between low payout ratios and reasonable rates of growth, investors in dividend-paying stocks should have a positive outlook as they play defense against the slowing economic and market conditions likely to be in place over the next few years. Vanderlee noted that while there has been a flight to safety among investors, they have not bid up dividend-payers to where investors can't get fair values and the occasional bargain. Also on the show, Ray Baraldi and Richard Flahive of HighTower Advisors discussed the processes they believe investors should be following during the 'accumulation phase' of their lifetimes, Matt Schulz of CompareCards.com talked about how many consumers now find back-to-school shopping more stressful and costly than holiday shopping, and Randy Bateman of Balcones Investment Research returned to the Market Call to talk top-down investing and the companies that will benefit from robotics

Ray Baraldi of Sarian Strategic partners and Richard Flahive of HighTower Westchester discussed the 'accumulation phase' of every saver/investor's lifetime and how gathering, gaining and controlling assets is better and easier with a defined process, rather than some vague make-as-much-as-you-can idea. Baraldi noted that planning helps to eliminate stress and uncertainty that makes investors uncomfortable; Flahive added that planning -- especially for items that most investors overlook, such as taxes -- helps to maximize accumulation opportunities.    

Richard Flahive of HighTower Westchester and Ray Baraldi of Sarian Strategic Partners discuss the merits of real assets -- precious metals, real estate, commodities and more -- in a portfolio and how they use real assets as a diversifier, both based on current market conditions and on long-term portfolio goals.

This week's Collective Wisdom discussion focuses on using smart-beta, industry- factor- and event-based exchange-traded funds (ETFs), and while the experts -- Ray Baraldi of Sarian Strategic Partners, Jimmy Hausberg from The Hausberg Group and Jeff Kelly of Kelly and Wohlner Group -- all advocate for their targeted use to lean into specific opportunities and market conditions, they also point out how crucial it is to plan from the get-go for leaving such specialized investments behind.

Jimmy Hausberg of the Hausberg Group said he is looking for disruptive technologies when he tries to spot the next great investment area, while Jeff Kelly of Kelly and Wohlner said he thinks cannabis are the hot stock idea. Ray Baraldi of Sarian Strategic Partners said he favors the disruptors, but uses a cannabis ETF investment for clients determined to own pot stocks. One thing all agreed on was using ETFs for emerging, nascent industries

College professor and author Robin Feldman said that secret deals and strategies used by the drug industry has medicine costs rising even when they shouldn't be. The system, she explained, favors higher-cost drugs at the expense of more-affordable care. Also on the show, the gang from HighTower Advisors -- Jimmy Hausburg, Jeff Kelly and Ray Baraldi this week -- identify the emerging industries they are most intrigued by now, and Ryan Jacob of the Jacob funds has the Market Call.

David Jilek, chief investment strategist at Gateway Investment Advisers, said that bonds may not be the best way for investors to reduce risk in the current market, given where we are in the interest-rate cycle. Also on the show, Jeff Kelly, Jimmy Hausberg and Ray Baraldi of HighTower Advisors discuss whether investors should have long-term bonds in their portfolios now, Jill Gonzalez of WalletHub.com talks about the best frequent-flier programs, and David Miller of the Catalyst Mutual Funds has the Market Call.

Jeff Kelly, chief investment officer at The Kelly and Wohlner Group in Denver, said there is a compelling case to be made for iincome-oriented investors with a balanced portfolio to make a slight increase to their allocation toward ultra-high quality long-term bonds. His HighTower colleagues, Jimmy Hausberg from the Hausberg Group in Beverly Hills, Calif., and Ray Baraldi of Sarian Strategic Partners in suburban Philadelphia -- both were a bit more cautious on long-term bonds noting that a muddy rate picture makes them nervous about extending durations too far out.

David Payne, staff economist at Kiplinger.com, said that the economic underpinnings remain solid and strong, but aren't 'amazing,' which should lead to a year of heightened volatility and muted market returns. He noted that the market now seems to expect the Federal Reserve to be done with rate hikes at least until very late int he year. Also on the show, Bill Thrush, Richard Lewis and Ray Baraldi of HighTower Advisors discuss how they help consumers set appropriate expectations, Jason Reposa of MyBankTracker.com talks about what people affected by the government shutdown can do to get some assistance and relief frmo creditors, and Scott Klimo of Saturna Capital and the Amana Funds has the Market Call.