Podcasts about senior portfolio manager

The space economy is quickly moving from science fiction to investable reality, reshaping industries far beyond rockets and satellites. But with hype and misconceptions clouding the landscape, how can investors separate signal from noise and identify the true drivers of value in this rapidly expanding market?   On this episode of Disruptive Forces, host Anu Rajakumar sits down with Dan Hanson, Senior Portfolio Manager and Head of the US Quality Equity Team, and Evelyn Chow, Portfolio Manager for Climate Innovation and Next Generation Space Economy Strategies. Together, they discuss how investors can navigate risks, debunk myths, and access a universe of opportunities well beyond Earth's atmosphere.     This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.     This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.     The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.     © 2025 Neuberger Berman Group LLC. All rights reserved. 

Tony Ciero, Vice President & Senior Portfolio Manager at Caldwell Securities, shares his outlook on North American Large Caps.

Asian stocks slipped after a flat session on Wall Street, as investors stayed cautious amid a week packed with economic data and corporate earnings. The MSCI Asia-Pacific gauge dropped 0.7%, a third consecutive day of decline. The dollar steadied Tuesday after climbing the most since May in the prior session. The S&P 500 briefly topped 6,400, but closed little changed. Oil held its gain after President Donald Trump pushed for Russia to reach a swift truce with Ukraine or face potential economic penalties. We talk markets with Vance Howard, CEO and Portfolio Manager at Howard Capital Management. Plus - Commerce Secretary Howard Lutnick says a 90-day extension of a trade truce with China was a likely outcome with negotiations between the two countries underway in Stockholm. Lutnick's comments followed the start of a new round of talks between the world's two largest economies - this time in Stockholm, where Chinese Vice Premier He Lifeng and US Treasury Secretary Scott Bessent led the respective delegations. Earlier rounds saw Washington and Beijing agree to reduce tit-for-tat levies and ease export controls on certain technology and rare-earth minerals, easing tensions that had rattled financial markets as Trump moves to enact a sweeping tariff agenda. We get perspective from Marc Franklin, Managing Director & Senior Portfolio Manager, Asset Allocation, Asia at Manulife Investment Management. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.See omnystudio.com/listener for privacy information.

What if your high school project didn't just end with graduation? In this episode of The Young Collaborators Podcast Series, we meet Kofi Hair-Ralston (16) - a visionary teen founder on a mission to make student-led impact sustainable and scalable.Kofi is the Founder of VenturEd Global, which has connected 320+ underrepresented students to global tech opportunities and a Founding Partner at EGG Labs, an incubator powering 20+ student ventures.This discussion dives into how real infrastructure, mentorship and mission-driven leadership can transform youth projects into movements that last, even after the founders move on.This is a must-listen for anyone passionate about the future of youth entrepreneurship, equity in tech and building systems that outlast individuals.

Dan Hughes, Vice President, Distribution, of Vaughan Nelson, and Dennis Alff, Senior Portfolio Manager review and discuss recent market trends, fund performance, and portfolio positioning.

Making Cents of the Markets Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets for Jul 15, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy's 2nd Quarter of 2025.

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy's 2nd Quarter of 2025.

The story of US tariffs has dominated much of the conversation for markets. Earlier today, stocks advanced Thursday in a sign investors are shifting their focus from concerns about lower growth and higher inflation from tariffs to instead prepare for corporate earnings season, which starts in a few days. We speak to Keith Buchanan, Senior Portfolio Manager at Globalt Investments.Also - contracts for the S&P 500, which gained early in Asian trading, dipped 0.2% after Trump said he plans to impose ‘blanket’ tariffs of 15% or 20%. We get insight from Nadia Grant, Head of Global Equity at BNP Paribas Asset Management.See omnystudio.com/listener for privacy information.

Making Cents of the Markets for July 09, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s a new financial year, but investors aren’t exactly getting a clean slate. Despite some strong recent performances, like the S&P 500 hitting record highs and the Australian market notching its best 12-month run since COVID, global uncertainty is back in the spotlight.In the words of global fund manager VanEck, the risks and “narrative for the next quarter is as clear as mud.”Cameron McCormack, Senior Portfolio Manager at VanEck, talks to Adam Lang about VanEck’s latest ViewPoint report, that suggests we’re entering a period where traditional safe bets, like US equities and bonds, no longer offer the same rewards, whereas opportunities are emerging in places that have long been overlooked.This is general information only, and you should seek financial advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Jay Dobson is joined by Rob Thummel for an in-depth conversation about where we are in the energy evolution story, including a look at technological innovations, investment considerations, and what to expect in the years ahead. Plus, thoughts on geopolitical risks to be mindful of when it comes to energy investing. Featured are Jay Dobson, Energy and Utilities Sector Strategist Americas, with the UBS Chief Investment Office, and Rob Thummel, Senior Portfolio Manager, at Tortoise Capital Management. Host: Daniel Cassidy

“We're making cents of the Markets with Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity. - you can contact her team at 604-695-LORI or visit their website at PINKOWSKI.CA” Call Lori and her team today at 604-695-L-O-R-I with any questions you have about investing or retirement! Or visit their website at PINKOWSKI.CA Guest: Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity Learn more about your ad choices. Visit megaphone.fm/adchoices

Asian stocks are poised for a cautious open as investors weighed the buoyant mood on Wall Street with lingering concerns over the global impact of President Donald Trump's tariff agenda. Equity-index futures pointed to a decline in Tokyo as Trump threatened to impose a fresh tariff level on Japan. Contracts for the S&P 500 edged down 0.1% after the index notched its best quarter since December 2023 on Monday, with technology shares leading. Wall Street's bulls drove stocks to all-time highs at the end of a solid quarter amid hopes the US is moving closer to reaching concrete deals with its top trading partners. We break down the forces driving the day's price action with Burns McKinney, Managing Director and Senior Portfolio Manager at NFJ Investment Group.Plus - with thousands of generative AI tools flooding the market and firms slashing prices to zero, Chinese startups are battling not just global rivals - but each other. We explore the challenges facing the so-called "Little Dragons," the role of state support, and why monetizing AI might be the industry's biggest unsolved puzzle with Catherine Thorbecke, Asia Tech Columnist for Bloomberg Opinion.See omnystudio.com/listener for privacy information.

Jaime Carrasco, Senior Portfolio Manager at Harbourfront Wealth Management, joins us for a no-nonsense breakdown of where we are headed: a global credit implosion, the devaluation of fiat currency, and a historic wealth transfer into gold and silver. He explains why 30% of your portfolio should be in precious metals, why silver will outperform gold, and how to protect your assets from the storm that's already underway.#gold #silver #marketcrash ------------

Chris Heakes, Senior Portfolio Manager at Harvest Portfolios Group, shares his outlook on Exchange-Traded Funds.

I recently had the pleasure of chatting with Slava Platkov, Senior Portfolio Manager and Vice President at Dimensional Fund Advisors' Sydney office to talk about his journey from Ukraine to Australia, his semi-professional football days, and to explain factor-based investing.Blog post available at: https://www.sharesforbeginners.com/blog/slava-platkov-dimensionalWatch on YouTube Level up your investing with Sharesight, Investopedia's #1 portfolio tracker for DIY investors. Track 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Ditch the chaos, track like a pro! Sharesight makes investing easy. Get 4 months free on an annual premium plan at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to his QAV checklist. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT for a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Marc Stacey, Senior Portfolio Manager for Investment Grade, and Mike Reed, Head of Global Financial Institutions, discuss ongoing market uncertainty, the end of US exceptionalism and how European banks have been on a positive trajectory from a fundamentals perspective in recent years. They also highlight how investment grade companies are likely to be impacted by the current environment and what this means for the team's investment opportunities.

Making Cents of the Markets for June 25, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

A crypto enthusiast once wrote on Reddit, “Bitcoin is like winning the lottery in slow motion.” That might be a stretch, but one thing's clear: Bitcoin and other cryptocurrencies aren't going anywhere. Today, Mark Biller joins us to unpack how crypto is moving into the mainstream and what that means for investors trying to make wise decisions.Mark Biller is Executive Editor and Senior Portfolio Manager at Sound Mind Investing, an underwriter of Faith & Finance.Two Big Takeaways for Crypto InvestorsHere are two key insights to help investors make sense of today's crypto market:Bitcoin Stands Apart – It's critical to understand that Bitcoin is not like the rest of the crypto world. It has emerged as a unique and dominant force, with widespread adoption, while other cryptocurrencies remain highly speculative. Bitcoin Has Reached Critical Mass – Thanks to regulatory shifts and institutional adoption, Bitcoin seems to be here to stay. In just a few years, we've gone from government hostility toward crypto to SEC-approved Bitcoin ETFs and even a pro-crypto administration in the White House.Bitcoin was the original cryptocurrency, launched in 2008, and today it represents about 60% of the entire crypto market. It's gained institutional interest and widespread regulatory acceptance. By contrast, the remaining 40% of the crypto universe is fragmented, filled with thousands of projects, many of which will not survive.Think of most other cryptos not as currencies but as startup tech ventures. That helps frame their high risk and their potential for failure. Bitcoin, meanwhile, has arrived. The rest? They're still trying to prove themselves.Bitcoin as an Investment: What's Changed?Many early Bitcoin advocates hoped it would serve as a usable currency outside of traditional financial systems. But that vision has mostly faded. Today, most investors treat Bitcoin like digital gold—a store of value designed to hedge against inflation and the devaluation of fiat currencies.It's volatile, yes. But its built-in scarcity (only 21 million bitcoins will ever exist) appeals to those who fear government overreach or reckless monetary policy. Bitcoin's not just for tech enthusiasts anymore—it's becoming a strategic asset for serious investors.Generational preferences also shape Bitcoin's rise. Younger investors, raised in a digital world of apps and virtual marketplaces, are far more comfortable with digital assets. What gold has long been to older generations, Bitcoin is becoming to younger ones: a hedge against inflation and a symbol of financial independence.In fact, Bitcoin's correlation with gold has grown significantly in recent years, signaling that institutions are viewing it in similar terms.Institutions and Even Nations Are Paying AttentionIt's not just individuals diving into Bitcoin. Global events—especially the 2022 freezing of Russian reserve assets—have prompted many nations to reassess their reliance on U.S. Treasury bonds. The result? A surge in gold buying by central banks, and increasing openness to alternatives like Bitcoin among private investors.While governments aren't yet buying Bitcoin, there's reasonable evidence to suggest that gold investors are starting to “skate to where the puck is going,” diversifying small portions of their portfolios into Bitcoin as a forward-looking strategy.With that being said, should we be concerned about the global shift away from U.S. treasuries?Not immediately. While a shift away from U.S. Treasuries could eventually raise interest rates and borrowing costs, the dollar still holds dominant status in global transactions. But it's a trend worth watching. It's a slow-motion problem—more of a simmer than a flashpoint.So…Should You Invest in Bitcoin?It depends. Investors with a strong risk tolerance and a positive outlook on gold might allocate a small portion (less than 5%) of their portfolio to Bitcoin or Bitcoin ETF's. The key is position sizing—keeping it small due to Bitcoin's extreme volatility.However, we want to be crystal clear: this only applies to Bitcoin, not to the rest of the crypto space, which still carries a high risk of going to zero.If you're curious to explore more, check out the full article, Bitcoin (& Crypto) Go Mainstream: What You Need To Know, at SoundMindInvesting.org. The SMI team also offers a Bitcoin-inclusive ETF for those looking to dip a toe into this asset class as part of a broader, biblically informed strategy.At the end of the day, financial stewardship isn't about chasing trends—it's about making wise, measured decisions rooted in truth. And with the right knowledge, even complex topics like crypto can be approached with confidence.On Today's Program, Rob Answers Listener Questions:I currently have about $1 million in an active 401(k) with a major financial institution. I'd like to transfer those existing funds to another custodian, where I can earn a guaranteed interest rate. However, I also want to continue contributing to my current 401(k) through my employer, taking on more investment risk with those new contributions. Is that possible?My husband and I live with my father-in-law, and the house needs some repairs. He's offered to loan us the money from his retirement account to cover the costs, but he's asking us to help pay the taxes he would owe on the distribution. Is that a wise arrangement?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Bitcoin (& Crypto) Go Mainstream: What You Need To Know by Mark Biller (Sound Mind Investing Article)Wisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

What's really happening behind the headlines? How will the economy be affected by tariffs and trade wars, oil spikes, interest rate confusion, and AI infrastructure? And how could Operation Stargate, the $500 billion AI project, reshape the global economy?Joined by Dalton Helvey, Senior Portfolio Manager at U.S. Private Wealth and Wall Private Wealth, we unpack what's really driving today's markets. Interest rates are holding steady, Palantir's making headlines, and global supply chains are shifting fast. We explore how investors are thinking about crypto, defense, AI, and where smart capital is flowing in this new economic landscape.

Making Cents of the Markets for June 18, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

In this season 5 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Bryant Vancronkhite, CPA, CFA, Senior Portfolio Manager at Allspring Global Investments3. Kurt Livermore, Director, Portfolio Manager at Lazard Asset Management 4. Michael Graham, CFA, Research Analyst at Polen Capital*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

Michelle Slawny, Director of Wealth Planning, and Kimberly Mullarkey, Senior Portfolio Manager join Lisa Dent to discuss the current state of the economy and how to invest, have a diversified portfolio, and the importance of women understanding their financial picture and investments.

Making Cents of the Markets for June 11, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mark Vitelli, Senior Portfolio Manager, Compass Capital Management, a Minnesota-based asset manager that focuses on equity investing in high-quality growing companies. Mark shares his outlook for the firm's investment strategy, including the greatest opportunities, challenges, how the firm integrates ESG and more.

Dennis da Silva, Senior Portfolio Manager, Middlefield Limited shares his outlook on gold and resources stocks.

“We're making cents of the Markets with Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity. - you can contact her team at 604-695-LORI or visit their website at PINKOWSKI.CA” Call Lori and her team today at 604-695-L-O-R-I with any questions you have about investing or retirement! Or visit their website at PINKOWSKI.CA Guest: Lori Pinkowski - A Senior Portfolio Manager at Canaccord Genuity Learn more about your ad choices. Visit megaphone.fm/adchoices

Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Despite persistent volatility and a looming rate pivot, the fixed income market is showing signs of renewed opportunity – if you know where to look.IIn this episode, host Chris Roberti is joined by Scott Sprauer, Senior Portfolio Manager at MacKay Municipal Managers, to explore the evolving dynamics in the municipal market. The conversation covers the growing appeal of high-quality, high-yield munis, the impact of constrained supply, and how investors are shifting duration strategies in anticipation of rate cuts. Chris and Scott dig into key themes driving the market, including tax-aware investing, spread compression, credit fundamentals, and the importance of nimble, active management in today's environment. With thoughtful commentary on the macro backdrop, and practical insights for portfolio positioning, this episode is essential listening for anyone navigating the muni landscape.Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.comMacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.SMRU: 7936190.1

Michael Gentile, strategic investor in the junior mining sector and co-founder of Bastion Asset Management, discusses the current state of the gold mining industry and its potential for mean reversion. He highlights that gold mining stocks are trading at depressed levels despite record-high gold prices, creating a compelling entry point for investors. Gentile notes that while gold prices have tripled since 2018, gold mining stocks have lagged behind, offering significant value. Gentile emphasizes the importance of investing in commodities during periods of low sentiment and depressed prices, as this setup often precedes substantial returns. He points to historical cycles where negative sentiment and undervaluation led to major rebounds in gold mining stocks. Gentile also underscores the strong fundamentals of the industry, including record margins and free cash flow generation, which he attributes to higher gold prices and stable costs. He contrasts the current market with past periods, such as 2015-2020, where similar conditions led to significant rallies in gold mining stocks. Gentile believes that the sector is poised for a rotation, driven by improving fundamentals and macroeconomic factors like central bank buying of gold and geopolitical uncertainties. He also notes that while tech stocks have outperformed gold mining stocks historically, the latter now offers a unique opportunity due to its undervaluation. Gentile advises investors to diversify their exposure to the sector through ETFs or baskets of producing companies before moving into higher-risk junior miners. He stresses patience and a long-term perspective, as building mines takes time and requires careful consideration of jurisdictional risks and infrastructure challenges. In conclusion, Gentile sees the gold mining sector as a multi-year tailwind driven by macroeconomic trends, including the repositioning of gold as a hedge against inflation and the US dollar's decline. He encourages investors to allocate at least 5-10% of their portfolios to gold or related equities to preserve wealth in uncertain times. Timestamp References:0:00 - Introduction0:43 - Mining Valuations & Risk3:08 - Catalysts & Charts7:24 - Margin Expansion Growth13:53 - Miners & Projections16:08 - Global Slowdown Impacts?19:10 - Capital Rotation Charts25:15 - Timing & Positioning28:43 - Lassonde Curve & Patience32:13 - Other Metals & Sentiment34:46 - Project Timelines & Risks40:00 - M&A & Finding Projects45:50 - Secondary Project Factors48:20 - Rating Jurisdictions50:37 - Development & Resource Est.53:47 - Advice for New Investors56:37 - Portfolio Weightings59:23 - Concluding Thoughts Guest Links:LinkedIn: https://www.linkedin.com/in/michael-gentile-01028552Website: https://bastion-am.com Michael Gentile, CFA, Founding Partner & Senior Portfolio Manager Before founding BAM, Michael was Vice President and Senior Portfolio Manager at Formula Growth Ltd for over 17 years. Michael co-managed the FG Alpha Fund (US SMid equity market neutral) between 2012 and 2018, co-managed the FG Focus Fund (US SMid long short strategy) between 2014 and 2018. Since leaving FG in 2018, Michael has been very successful investing in the gold sector also acting as Strategic Advisor and Director for several companies in the natural resource sector. Michael graduated with Great Distinction from the John Molson School of Business (Concordia University) with a Bachelor of Commerce (Finance) and received the Calvin Potter Fellowship from Concordia's Kenneth Woods Portfolio Management Program. He also holds the Chartered Financial Analyst designation (CFA)

Making Cents of the Markets for ##, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Guest: Marko Ferenc, a Senior Investment Advisor and Associate Portfolio Manager on the Pinkowski Wealth Management team! Learn more about your ad choices. Visit megaphone.fm/adchoices

Dave is Senior Portfolio Manager at Wasatch Global Investors, a $25B equity manager based in Salt Lake City (as of 3/31/25). He discusses Wasatch's collaborative culture, lessons learned from navigating market cycles, and the discipline behind a long-term investment approach.

Let us know your thoughts. Send us a Text Message. Follow me to see #HeadsTalk Podcast Audiograms every Monday on LinkedInEpisode Title:

How do growth investors withstand market volatility? Brad Klapmeyer, Senior Portfolio Manager, discusses how companies with strong pricing power can mitigate risk during inflationary times. Learn the key characteristics that make these companies resilient and how investors can identify and leverage these traits for long-term growth.©2025 Macquarie Group Limited  [4467330]Relevant disclaimers and other information can be found here.

In this must-watch Monthly Wrap-Up, our host Craig Hemke is joined by Bob Thompson, Senior Portfolio Manager at Raymond James, to break down what's really driving the surge in the gold price. They discuss why silver price action is still lagging behind, and why that could present one of the biggest upside opportunities for investors right now. Watch today!

Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist.

Bryce Doty, Senior Portfolio Manager at Sit Investment Associates, says that current market conditions have changed the opportunity set for investors, who now want to be trading up by unloading closed-end funds that have hardly moved in favor of issues that have swung more wildly, even if that means "holding your nose" on the quality of the funds you're buying. He says that he is playing NAV movement in muni funds but discount movement in categories like high yield. And for all of the turmoil, Doty says his prediction for fixed-income closed-end fund returns this year "is still double digits, it's just going to be different."

Dan Hughes, Vice President, Distribution, of Vaughan Nelson, and Dennis Alff, Senior Portfolio Manager review and discuss recent market trends, fund performance, and portfolio positioning.

In this episode on Palisades Gold Radio, Tom Bodrovics welcomes back Jaime Carrasco. Jaime is Senior Portfolio Manager & Senior Investment Advisor at Harbourfront Wealth Management. Jaime discusses the current economic landscape and the implications for investors. Carrasco emphasizes the importance of understanding the paradigm shift in the monetary system, particularly the role of gold and silver as sound money. Carrasco highlights that the global economy is facing a debt bubble, where each additional dollar of debt fails to stimulate growth, leading instead to social instability. He argues that this situation is similar to what Latin America experienced, with the US now reaching a critical point. Carrasco believes that the current fiat system is imploding, and gold will play a central role in the upcoming reset of the monetary system. He discusses the rise of gold prices across major currencies, noting that this reflects the decline in purchasing power of fiat currencies rather than an increase in gold's intrinsic value. Carrasco warns against complacency among financial advisors who fail to recognize these systemic changes and advises investors to allocate a significant portion of their portfolios to precious metals, particularly through well-managed mining companies. Carrasco also delves into the role of silver, emphasizing its structural deficit in production relative to demand, especially given the shift toward green energy. He suggests that silver's price will rise significantly as the global economy transitions, offering investors substantial opportunities. The interview touches on geopolitical dynamics, including China's strategic accumulation of gold and its influence on the global monetary system. Carrasco warns against trusting central banks and advocates for individual investors to establish their own "gold standards" to protect wealth. Finally, Carrasco advises investors to focus on stockpicking within the precious metals sector, emphasizing high-quality producers with strong management and leverage to rising metal prices. He encourages a long-term perspective, positioning oneself to benefit from the coming paradigm shift rather than trying to predict short-term price movements. Talking Points From This Episode0:00 - Introduction2:10 - Changing Roles4:30 - Currencies Vs. Gold9:14 - Trump & Debt Bubble15:40 - Tariffs & Positioning23:50 - Silver Opportunity26:20 - Silver Supply Deficit30:15 - M&A Activity Strategy34:08 - Gold & Leverage37:11 - Mkt. Volatility Causes39:08 - A Quiet Fed & Inflation45:42 - Lower Dollar US/China48:42 - When to Sell Gold?57:05 - Concluding Thoughts59:00 - Wrap Up Guest Links:Twitter: https://x.com/ijcarrascoLinkedIn: https://www.linkedin.com/in/carrasco1/Website: https://www.harbourfrontwealth.comE-Mail: jaime@jcwealth.ca Jaime Carrasco is Senior Portfolio Manager & Senior Investment Advisor at Harbourfront Wealth Management. From 2014-2018 he worked as Director of Wealth Management and Associate Portfolio Manager for ScotiaMcLeod. Before this, he worked for Macquarie Group, CIBC Wood Gundy, BMO Nesbitt Burns, Gordon Capital, and Merrill Lynch. Jaime is a leading Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses, and institutions. He has garnered a reputation for questioning and challenging the status quo and exploring the most innovative investment strategies. Jaime, whose mother tongue is Spanish, also speaks Italian and French. He completed a BA in political science and economics at the University of Toronto in 1988. While a student, he worked for CS Yacht, a company that built luxury sailboats, thus spending his summers as a skipper for the Canadian establishment members. Jaime credits this experience and having survived sailing through Hurricane Bob in 1991. This experience taught him lessons that have become a metaphor for his financial investment stra...

As new administration policies send shock waves throughout the market, navigating the stormy sea has become the central challenge for investors. With rapid shifts in the economic environment and heightened uncertainty, diversification and resilience are more critical than ever. But what strategies can investors adopt to navigate turbulence? And how can tools like dynamic diversification help strengthen portfolios?   On this episode of Disruptive Forces, host Anu Rajakumar is joined by Robert Surgent, Senior Portfolio Manager and Head of Fundamental Tactical Asset Allocation, and Maarten Nederlof, Head of Portfolio Solutions. Together, they explore market volatility, the role of true diversifiers, and actionable insights for preparing portfolios to withstand uncertainty.   Discover how to position your portfolio for success in even the most unpredictable environments.     This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.    This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.    The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.    © 2025 Neuberger Berman Group LLC. All rights reserved.

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy's 1st Quarter of 2025.

For the past decade, U.S. stocks have stolen the spotlight. Fueled by the dominance of tech giants and ultra-low interest rates, American equities have outperformed much of the world—leaving many investors to wonder if there's any need to look beyond U.S. borders. But history—and current market conditions—suggest it may be time to take a fresh look at foreign stocks.A recent article from Sound Mind Investing by Mark Biller outlines why international markets could be poised for a resurgence. From valuation gaps and shifting fiscal policy to global capital flows and post-COVID economic trends, several factors are aligning that could make foreign equities an important part of a well-diversified portfolio again.Let's walk through the key highlights and insights from the article—and why this may be a wise moment to think globally in your investment strategy.Mark Biller is Executive Editor and Senior Portfolio Manager at Sound Mind Investing, an underwriter of Faith & Finance. Why Should U.S. Investors Consider Foreign Stocks?1. Diversification and Market DynamicsForeign stocks offer investors the opportunity to diversify—not just by geography but also by market behavior. While U.S. stocks declined by more than 4% in Q1 of this year, a common international fund used by Sound Mind Investing rose by over 8%. That kind of divergence underscores the value of spreading risk across global markets.Two decades ago, having 20% or more of your equity portfolio in international stocks was standard practice. However, as U.S. markets have surged over the last 14 years—outperforming foreign stocks by a factor of four—many investors have pulled back. History, however, suggests the pendulum could be swinging back.2. The Tech Bubble ParallelRemember the late 1990s tech boom? From 1995 to 1999, the S&P 500 rose more than 20% annually, driven largely by internet stocks. Sound familiar?After the dot-com bubble burst in March 2000, U.S. stocks stalled—gaining just 13% over the next 7.5 years. Meanwhile, foreign stocks soared, climbing 69% during that same stretch. Market cycles like this remind us that chasing performance can lead to missed opportunities elsewhere.3. A Price-to-Earnings DisparityCurrently, U.S. stocks trade at a P/E ratio of around 26—well above historical norms. Foreign stocks? Around 16. That's a significant valuation gap. While valuation alone doesn't indicate when markets will shift, it does suggest that the upside potential for international equities is greater—especially if investor sentiment begins to shift.4. Post-COVID Spending and Sector ShiftsCOVID-19 marked the end of a 40-year trend of declining inflation and interest rates. Since then, we've entered a new environment with higher inflation and rising rates—conditions that benefit the more industrial, less tech-heavy composition of many foreign markets.U.S. tech stocks, dominant in low-rate environments, may not fare as well moving forward. Foreign markets, which lean toward traditional sectors, could outperform in this new economic climate.5. Shifting Fiscal PolicyOne potential catalyst for foreign stock performance is shifting government policies. The U.S. has begun cutting back on spending, while other countries—facing rising defense needs and new trade dynamics—are ramping up.Historically, higher government spending boosts economic growth in the short term. If the U.S. tightens its belt while others open their wallets, we may see a reversal in relative market performance.6. The "Sequencing Risk" of Tariff Policies“Sequencing risk” is a dynamic in which the pain of policy changes is felt up front, while the benefits come later. For example, tariffs initially slow economic activity but are implemented in hopes of long-term economic independence and stability.This could reduce U.S. growth projections in the short term as some foreign economies accelerate. This divergence can significantly influence investment returns.7. Follow the MoneyFor decades, the global economy has operated under a system where the U.S. buys, and the rest of the world recycles its earnings back into U.S. assets. This has been a tailwind for U.S. stocks and bonds.But what happens if the U.S. begins importing less? Those recycled dollars may dry up—meaning less foreign investment in U.S. markets and potentially more reinvestment at home, in countries where those goods are produced. That shift could fuel a rally in international markets.8. It's Not Either/Or—It's Both/AndThis isn't about abandoning U.S. stocks. It's about recapturing the value of a globally diversified portfolio. With international stocks looking attractively priced and a number of tailwinds forming, now may be a wise time to add foreign exposure through mutual funds or ETFs.The impact could be substantial if global capital starts flowing back into foreign stocks.If your portfolio has drifted into a U.S.-only approach over the last decade, now may be the time to revisit your strategy. While no one can predict the future, wise stewardship includes preparing for it with thoughtful diversification.For a deeper dive into this topic, you can read Mark Biller's full article, “Time for Foreign Stocks to Shine?” at SoundMindInvesting.org.On Today's Program, Rob Answers Listener Questions:I want to buy an expensive watch. Is this being a bad steward of God's money? Where's the line between treating myself and overspending?I own a condo unit in a homeowners' association that has been assessed $870,000 for a roof replacement. The association claims the original contractor was paid $438,000 and ran away with the money. Are there any government agencies that can investigate this, and what rights do I have?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineSound Mind Investing | Time for Foreign Stocks to Shine? By Mark Biller Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy's 1st Quarter of 2025.

Guest:Philip Palumbo, Founder, CEO and Chief Investment Officer, Plaumbo Wealth Management (AUM: approximately $650M)Website: https://palumbowm.com/Bio:Philip G. Palumbo is Founder, CEO and Chief Investment Officer of Palumbo Wealth Management. He is a contributor on CNBC, Bloomberg, Reuters, Schwab Network, and Cheddar News. His market insights have been quoted in such leading publications as The Wall Street Journal and Barron's. He has authored, Make Work Optional, a book dedicated to assisting individuals and families on how to properly plan and invest their money. He served as Senior Vice President and Senior Portfolio Manager at UBS before forming Palumbo Wealth Management, a full-service boutique wealth management firm. Over the past 20 years, Philip has held senior roles with several major financial institutions, and he has successfully assisted families and individuals navigate some of the most challenging market environments in recent history. The leadership Philip provided for his clients during these difficult markets has helped them achieve their most important financial goals as they prepare for retirement.Philip's UBS practice, the Palumbo Wealth Management Group, was a premiere Long Island-based wealth management team. He has lectured and taught several thousands of families and individuals throughout his career at a major university on subjects such as retirement and investment planning, tax, estate and trust planning, family governance and asset protection.Philip has long held a tremendous inner passion for delivering exceptional financial advice and guidance to his clients and always putting their interest first before anyone else, no matter what. He has always felt that the way financial institutions deliver wealth management can be greatly improved. For this reason, Philip registered Palumbo Wealth Management as a Registered Investment Advisor. His vision was to create an environment where the only focus was on what is best for their clients.Philip wants clients to know that the Palumbo Wealth Management serves as legal fiduciaries on every piece of advice it gives them, and the firm has unlimited access to the best in breed products, services and research that are available within the financial services industry. Palumbo Wealth Management isn't just focused on profits, but rather on delivering an incredible world class experience and service offerings that would make clients proud.As the firm's Chief Investment Officer, Philip has spent countless hours researching the changing economic environments and how various investment categories have performed over a 50-year time period. His findings from this research are the foundation to the investment models he utilizes to assist his clients in achieving their financial goals. Philip has 20 years of experience managing money over some of the most difficult and volatile market periods in history and he has used this experience and research to guide his clients effectively in achieving their financial goals.Philip feels we all get one chance at life. Putting your best self forward and doing what you feel is right based on your core values and beliefs systems, is the WHY behind forming Palumbo Wealth Management.Philip has earned the Certified Financial Planner (CFP®) designation. This designation is awarded to individuals who complete two years of specialized education, pass a comprehensive two-day examination, have required experience and meet ethical and continuing education requirements. Topics covered include retirement planning, insurance, employee-benefit planning, income planning, estate and trust planning, tax planning and investment strategies.Read the rest of his bio here:https://palumbowm.com/about/our-team/

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Michael Hunstad, Deputy CIO and CIO of Global Equities, and Jeff Sampson, Senior Portfolio Manager for Global Equities at Northern Trust Asset Management. They discuss the evolving landscape of dividend strategies, equity allocations, and risk-aware portfolio construction for insurers navigating today's market complexity.   From balancing income and capital appreciation to mitigating concentration risk and factoring in tax efficiency, Hunstad and Sampson share actionable insights tailored to insurance investors. With dividend-paying equities becoming more diversified and relevant in a normalized rate environment, this episode offers practical guidance for aligning public equity strategies with enterprise risk and return goals.

In this season 5 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Robert Bierig, Partner, Portfolio Manager, Harris | Oakmark3. Brian Ferguson, Senior Portfolio Manager, Newton Investment Management4. Adam Patti, CEO, VistaShares*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

When we invest our hard-earned money, we naturally seek a financial return—but could there be other rewards as well?Faith-based investing offers more than just financial gains. Today, Finny Kuruvilla joins us to explore the deeper impact of aligning our investments with our values.Dr. Finny Kuruvilla serves as a Co-Chief Investment Officer, Senior Portfolio Manager, and founding member of Eventide Asset Management, an underwriter of Faith & Finance. He holds an M.D. from Harvard Medical School, a Ph.D. in Chemistry and Chemical Biology from Harvard University, a master's degree in Electrical Engineering and Computer Science from MIT, and a bachelor's degree from Caltech in Chemistry.Common Objections to Faith-Based InvestingIndeed, Christians might have different views on some of these, but here are three of the most common that Finny hears consistently:Objection 1: “I'm not responsible for the actions of the companies I invest in.”Many investors assume that purchasing stocks or mutual funds does not connect them to a company's actions. However, investing is ownership. When you purchase shares in a company—whether publicly traded or private—you become a partial owner.If you owned a small business and that business engaged in unethical practices, it would reflect on you. The same principle applies to publicly traded companies. As shareholders, we are tied to the actions and values of the companies we invest in.Objection 2: “What difference can I make? These companies are too big.”Some argue that individual investors cannot influence large corporations. However, history shows that even a small percentage of engaged investors can shape corporate values—just like voting in an election, where small margins can determine the outcome.Through shareholder engagement, faith-driven investors can influence corporate decision-making. Large companies respond to shareholder resolutions, and when values-aligned investors unite, they can steer businesses toward ethical practices.Objection 3: “Faith-based investing means I'll underperform financially.”A common concern is that limiting investment choices to faith-aligned companies will lead to lower returns. However, research suggests otherwise.Companies with strong ethical foundations—those that treat employees well, operate with integrity, and provide valuable goods and services—tend to outperform over the long term. Businesses that exploit customers or employees may see short-term gains but often struggle in the long run. Faith-based investing is not just morally sound—it's also financially strategic.The Three Benefits of Faith-Based Investing 1. Integrity: Investing with a Clear ConscienceThe foundation of faith-based investing is the principle of loving our neighbor. Jesus taught us to treat others as we want to be treated (Luke 6:31), and this applies to business and investing as well.Proverbs 1 warns against pursuing “ill-gotten gain,” or wealth that exploits others. Many mainstream funds include companies engaged in tobacco, gambling, and unethical labor practices.Investing with integrity means choosing companies that:Provide valuable goods and servicesTreat employees fairlyOperate with transparency and ethical leadershipBusiness should be about supplying goods and services—not exploiting people. Faith-based investing ensures that we support businesses that contribute to human flourishing.2. Impact: The Power of Faith-Driven InvestorsOne of the most compelling reasons for faith-based investing is the ability to make a real impact. History provides powerful examples of how Christian investors have shaped industries and social policies.A notable case is the role of Christian investors in ending apartheid in South Africa. In the 1970s, a group of faith-driven investors partnered with Reverend Leon Sullivan to pressure corporations like Ford and General Motors to implement anti-apartheid policies within their workplaces. These shareholder resolutions sparked a domino effect, leading other companies to follow suit.This example demonstrates that investors—when united and strategic—can drive significant cultural and ethical change. Today, faith-driven investors have opportunities to:Encourage companies to uphold biblical values in business operationsAvoid investing in industries that profit from addiction, exploitation, or human sufferingPromote corporate social responsibility by engaging in shareholder activism3. Performance: Ethical Investing Can Lead to Strong ReturnsMany assume that avoiding certain industries—such as gambling, pornography, or companies that oppose Christian values—means sacrificing returns. However, data suggests that companies with strong ethical principles actually perform better over time.Most investors define total return as:Share price return + dividend returnHowever, a biblical perspective expands total return to include:Financial return + integrity + impactInvesting in companies that operate with integrity and long-term vision leads to sustainable growth and reduced risk. Ethical companies that treat employees well, focus on quality products, and manage resources wisely often outperform businesses prioritizing short-term profits over long-term stability.How to Get Started with Faith-Based InvestingFor many believers, the idea of faith-aligned investing is a brand-new concept. They strive to honor God in spending, giving, and career choices, but they haven't considered how their investments align with their faith.Here's how to begin:Use screening tools—Many financial platforms provide tools to evaluate how investments align with Christian values. Work with faith-driven investment professionals—Christian financial advisors and fund managers can guide you toward biblically responsible portfolios. You can find a Certified Kingdom Advisor (CKA) when you go to FaithFi.com and click "Find a Professional." Explore faith-based funds—Several firms specialize in faith-aligned investments. Eventide is one of many great options available. To find a complete list of faith-based investment funds and companies, visit faithandinvesting.com/faithfi.  Pray for wisdom—Ask God to guide your financial decisions, ensuring that your investments honor Him and advance His kingdom.Faith-based investing is more than a financial strategy—it's a movement. As more believers align their financial decisions with their faith, they contribute to a marketplace that reflects God's heart for justice, integrity, and human flourishing.When investors choose integrity, prioritize impact, and trust that God honors ethical investing, they participate in kingdom work that extends beyond their own lifetime.If you're ready to take the next step, learn more at EventideFunds.com. Faith-based investing isn't just about returns—it's about stewardship that glorifies God and blesses others.On Today's Program, Rob Answers Listener Questions:My wife and I inherited a house from a family member, and it's out of state. We would like to keep it and use it for friends and family, but we don't want to rent it out. What are your thoughts on this situation?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineEventide Asset ManagementWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

They say you shouldn't sweat the small stuff, but that doesn't mean you can ignore the big stuff, either. When it comes to finances, and especially investing, it's important to get the big moves right. Mark Biller joins us today to go over the things that need special attention.Mark Biller is Executive Editor and Senior Portfolio Manager at Sound Mind Investing, an underwriter of Faith & Finance. Today, we'll cover some key takeaways from Sound Mind Investing's recent article, Getting the Big Moves Right, which explores seven critical investment decisions that can make or break your financial future.1. Have a Clear Investing PlanAs the old saying goes from the Cheshire Cat from Alice in Wonderland, "If you don't know where you're going, it doesn't matter which way you go." A successful investment strategy starts with a plan—one that outlines:Your target retirement dateThe amount you hope to have saved by that dateThe steps needed to achieve that goalWithout an investment plan, it's easy to drift or make hasty decisions based on emotions or short-term market fluctuations.2. Commit to Investing ConsistentlyOne of the most significant factors in successful investing is how much you invest each month. While everyone's situation differs, investing 10–15% of your monthly income during your working years is a general rule of thumb.Your age, retirement timeline, and savings goals will influence this percentage, but the key is to make investing a consistent habit—not something you do only when you have extra cash.3. Get Your Asset Allocation RightThere's no such thing as a “perfect portfolio” that always wins in the market. Instead of chasing returns, focus on the right mix of investments for your:Time horizon (how long you have until retirement)Risk tolerance (your ability to withstand market fluctuations)At SMI (Sound Mind Investing), their members start with a risk tolerance quiz to determine the best balance between stocks and bonds. A well-diversified portfolio ensures that when one part of the market struggles, another part can provide stability.4. Choose Investments WiselyMany investors fall into the trap of buying stocks or funds based on hype or following the latest market trend. Instead, focus on:Process-driven investment strategies that guide decisions based on long-term goalsDiversification across asset classes to minimize riskAvoiding emotional investing based on fear or excitementRather than constantly adjusting your portfolio based on short-term news, stick to a disciplined investment approach that aligns with your financial plan.5. Measure Success with the Right BenchmarkToo many investors compare their portfolios to popular stock indexes like the S&P 500, but this can be misleading.If your portfolio contains more than just large U.S. stocks, using the S&P 500 as your benchmark may lead to unrealistic expectations. Instead, measure success based on:Your personal financial goalsThe average return needed to achieve those goalsIn other words, success isn't about “beating the market”—it's about making steady progress toward your investment objectives.6. Limit How Often You Check Your InvestmentsOne of the biggest emotional traps investors fall into is checking their portfolios too frequently.Daily monitoring can lead to panic-driven decisionsOvertrading increases costs and reduces long-term gainsMarket fluctuations are expected, and checking too often can create unnecessary stressAt SMI (Sound Mind Investing), they recommend checking investments monthly—or even quarterly—to maintain a long-term perspective.7. Stay Committed for the Long HaulMany investors struggle with "grass-is-greener" syndrome, constantly switching:Investment strategiesFinancial advisorsIndividual stocks and fundsWhile there are appropriate times to make changes, they happen far less frequently than most investors think. Choose your investment strategy carefully, then stick with it—even when market conditions fluctuate.What to Let Go of for Investment SuccessOnce you've nailed the big investment moves, free yourself from these distractions:Daily Market News—Most headlines are designed to create fear or hype, not provide useful long-term advice. The “What-If” Game—Don't waste time thinking about missed opportunities—focus on future decisions. Portfolio Micro-Management—Diversification means some investments will perform better than others at different times. Stay patient and trust your strategy.Investing isn't about perfection—it's about faithfulness and consistency. Here's how to ensure long-term success:Create an investment planStick to your strategyCommit to steady investingMonitor progress with the right benchmarksLimit emotional reactions to market noiseThe key to financial freedom isn't found in chasing quick gains—it's in making faithful, long-term decisions that align with wise stewardship principles. Above all, trust God as your ultimate provider. Investing is a tool for wise financial stewardship, but our true security is in Him—not in our portfolio's performance.To dive deeper into today's discussion, check out the full article Getting the Big Moves Right at SoundMindInvesting.org. Want personalized guidance? SMI (Sound Mind Investing) offers tools like the risk tolerance quiz and MoneyGuidePro to help investors stay on track.On Today's Program, Rob Answers Listener Questions:I have a $410,000 universal life insurance policy that I opened in 2020. I now have $30,000 in cash value built up. My children are grown and independent. What would be the best way for me to move that $30,000 somewhere else?My dad is starting to retire and has equity in his home. Would it be a good idea for him to take out a reverse mortgage to pay off his significant credit card debt so he can live comfortably in retirement? He still has a mortgage on the home.Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineGetting the Big Moves Right (Sound Mind Investing Article)Sound Mind Investing (SMI)Movement MortgageWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.