Podcast terbaik Gordon Asset Management (2024)

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#44 - Mid-Year 2024 Market and Retirement Plan Update w/ Todd Zempel 10:17

5M ago10:17

10:17

Welcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first half 2024 market performance and discuss the retirement plan provisions most likely to be adopted by plan sponsors according to PlanSponsor.com.

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#43 - Q124 Retirement Plan Update w/ Todd Zempel 12:30

8M ago12:30

12:30

Welcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first quarter 2024 market performance, touch on retirement income, and discuss developments in fiduciary duties for group health plans.Oleh Gordon Asset Management, LLC

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#42 - Q423 Retirement Plan Update w/ Todd Zempel 8:45

11M ago8:45

8:45

In today's episode, Todd Zempel will recap 2023 market performance, touch on relevant retirement plan regulatory updates and discuss trends shaping up for plan sponsors in 2024.Oleh Gordon Asset Management, LLC

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#41 - Market Brief - November 20, 2023 w/ Glenn Moore 4:04

1y ago4:04

4:04

As of November 17, 2023, the S&P 500 index is soaring with a hefty 18% gain, while small cap stocks and bonds are trailing behind with less prominent returns. A mere seven stocks are maneuvering more than 90% of the total return in the S&P 500 and NASDAQ. Beneath the surface, cautionary signs are emerging that could spell economic turmoil. Glenn pi…

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#40 - Protecting Your Company from Costly Retirement Plan Lawsuits w/ Todd Zempel 8:02

1y ago8:02

8:02

As a 401(k) plan sponsor or fiduciary, how do you best prepare to ward off lawsuits? In this episode, Todd Zempel, Partner and Director of Retirement Plan Services for Gordon Asset Management, LLC , will equip you with the knowledge to handle these challenges. From the implications of these lawsuits to the robust solutions available, we're bringing…

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#39 - T. Rowe Price Capital Appreciation Revisited w/ Ira Carnahan 32:22

1+ y ago32:22

32:22

The Gordon Asset Management Podcast welcomes back Ira Carnahan to the show. Ira Carnahan is a portfolio specialist working on the Capital Appreciation Fund at T. Rowe Price Investment Management. We've invited Ira back on to give an update on the T. Rowe Price Capital Appreciation fund and discuss their new Capital Appreciation Equity ETF (TCAF). F…

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#38 - March 2023 Market Review & Outlook with Centre Funds' James Abate 34:28

1+ y ago34:28

34:28

Join Joe Gordon and Todd Zempel for a March 2023 market review & outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. On the podcast James discusses current economic and market conditions, prospects for a recession, and portfolio positioning within the Centre American Select Equi…

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#37 - Energy Update with Brad Olsen, Portfolio Manager for Recurrent Advisors 47:16

2y ago47:16

47:16

Join Todd Zempel and Joe Gordon for an interview with Brad Olsen, Co-Founder of Recurrent Investment Advisors and Lead Portfolio Manager of the Recurrent MLP & Infrastructure Fund. On the Podcast, we'll get Brad's take on the current macro-economic situation and through the lens of an energy investor. For more information on Brad or Recurrent Advis…

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#36 - Fall 2022 Market Review & Outlook with Centre Funds' James Abate 54:38

2y ago54:38

54:38

Join Joe Gordon and Todd Zempel for a fall 2022 market review & outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. On the podcast James discusses current economic and market conditions, prospects for a turnaround, and portfolio positioning within the Centre American Select Equi…

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#35 - Spring/Summer 2022 Market Review & Outlook with James Abate 45:04

2+ y ago45:04

45:04

Please join us for a spring/summer 2022 market review & outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.Oleh Gordon Asset Management, LLC

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#34 - Macro Musings with Glenn & Z (05.06.22) 37:38

2+ y ago37:38

37:38

Join Glenn and Z as they contemplate recent market volatility, fed rate hikes, and factors indicating we could be on the cusp of a recession. For more information about the firm, please visit WealthQB.com.Oleh Gordon Asset Management, LLC

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#33 - Russia/Ukraine update: What's the deal with oil? w/ Brad Olsen of Recurrent 40:00

3y ago40:00

40:00

What's the deal with oil? The Russia/Ukraine situation has added to price instability in oil and natural resources. Tune in to hear Brad's take on the situation and opportunities for investment amidst the turmoil. For more information on Brad or Recurrent Advisors, please visit recurrentadvisors.com.…

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#32 - Sustainable Target Date Fund Investing w/ Natixis 32:13

3y ago32:13

32:13

Join us for a discussion about sustainable/ESG investing via target date funds with Jonathan Rickets from Natixis. For more information about Natixis, please visit im.natixis.com.Oleh Gordon Asset Management, LLC

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#31 - Fall/Winter Investment Outlook with James Abate 11.19.21 30:44

3y ago30:44

30:44

Please join us for a fall/winter '21-'22 investment outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.Oleh Gordon Asset Management, LLC

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#30 - Weekend Update with Glenn & Z (11.12.21) 35:39

3y ago35:39

35:39

On this special weekend update edition of the podcast, join Glenn & Z as they discuss inflation, the Rivian IPO, ESG investing, the liquidity-induced NFT craze, and other hot topics of the week. For more information about our firm, please visit www.WealthQB.com Music compliments of Id Obelus: https://idobelus.bandcamp.com/…

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#29 - The anatomy of a balanced fund wsg/ T. Rowe Price's Ira Carnahan 37:38

3+ y ago37:38

37:38

The Gordon Asset Management Podcast welcomes Ira Carnahan to the show. Ira works on the portfolio management team for T. Rowe Price's Capital Appreciation Fund. T. Rowe Price Capital Appreciation is one of our favorite balanced funds; consistently ranking among the best performing of its peers. On the podcast Ira explains the management philosophy …

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#28 - QUICK TAKE: Is 401k Participant Data a Plan Asset? Todd Z's rundown on the Shell Oil 401k lawsuit 3:46

3+ y ago3:46

3:46

Is your personal data a plan asset or can service providers use this data to cross-sell financial products? In this brief update Todd Zempel breaks down recent developments from the Shell Oil 401k lawsuit. For more information about our firm, please visit www.WealthQB.comOleh Gordon Asset Management, LLC

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#27 - The 4th Industrial Revolution is Here w/ Tom Snyder, Executive Director of RIoT 26:27

3+ y ago26:27

26:27

The Gordon Asset Management Podcast welcomes Tom Snyder to the show. Tom is the executive director of Raleigh NC's RIoT organization. RIoT is an organization that mentors entrepreneurs, a startup accelerator, and R&D lab, for companies and individuals in the IoT (Internet of Things) space. On the podcast Tom discusses what happening at RIoT, the bu…

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#26 - A growthy way to invest in real estate w/ Burland East 37:06

3+ y ago37:06

37:06

The Gordon Asset Management Podcast welcomes Burland East to the show. Burl is CEO at American Assets Capital Advisers and Portfolio Manager for the Altergris/AACA Opportunistic Real Estate Fund. On the episode Burl describes his process which has led to significant outperformance in his real estate fund and highlights areas he sees future potentia…

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#25 - Entrepreneur legend Scot Wingo opines on everything 36:24

3+ y ago36:24

36:24

The Gordon Asset Management Podcast welcomes Scot Wingo to the show. Scot is a successful serial entrepreneur and curator of the 'triangle tweeners' list--an index of North Carolina triangle region start-ups. On the episode Scot shares his thoughts on everything from the local Raleigh start-up scene, to blockchain, and the economy. For more informa…

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#24 - The State of Free Enterprise w/ Northwood University's Dr. Dale Matcheck 34:30

4y ago34:30

34:30

The Gordon Asset Management Podcast welcomes Dr. Dale Matcheck to the show. Dr. Matcheck is Professor and Department Chair of Economics at Northwood University--a college rooted in the ideology of the free market system. On the episode Dr. Matcheck addresses some of the challenges to the free enterprise system we face on the heels of COVID, as well…

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#23 - What is Responsible Investing? wsg/Megan Fielding, Senior Director of Responsible Investing, TIAA/Nuveen 28:31

4y ago28:31

28:31

The Gordon Asset Management Podcast welcomes Megan Fielding to the show. Megan is Senior Director of Responsible Investing for TIAA/Nuveen. On the episode Megan breaks down what Responsible Investing (also known as ESG or Sustainable Investing) is and the potential opportunity it has created for investors. For more information about Megan or TIAA/N…

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#22 - "Meme Stonk" Special Report with James Abate, former hedge fund manager who co-authored the book on short selling 36:55

4y ago36:55

36:55

Join the Gordon Asset Management Podcast for a special 'meme stonk' special report with James Abate. James is a former hedge fund Manager and author of the book "Short Selling: Strategies Risks and Rewards". James is also founder and Chief Investment Officer of Centre Asset Management, LLC. On the podcast, we discuss the wild action this week in 'm…

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#21 - TIAA Target Date Fund Update wsg/Stephen Noll & Kyle Wall, Portfolio Managers, TIAA/Nuveen 27:12

4y ago27:12

27:12

The Gordon Asset Management Podcast welcomes Stephen Noll & Kyle Wall to the show. Steve and Kyle are Portfolio Managers for TIAA/Nuveen's Multi Asset (target date) team. TIAA/Nuveen has been recognized by Lipper as the "best mixed asset large fund company" 5-years in a row (2016-2020). On the podcast Steve and Kyle lay out the philosophy behind th…

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#20 - Small-Cap Growth Update wsg/Samantha Lau, Co-CIO at Alliance Bernstein 25:46

4y ago25:46

25:46

The Gordon Asset Management Podcast welcomes Samantha Lau to the show. Samantha is , Co-Chief Investment Officer for Small and SMID Cap Growth Equities at Alliance Bernstein. On the podcast Todd Zempel and Samantha discuss the process she and her team employ which has resulted in substantial outperformance in her investment strategies. For more inf…

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#19 - Market Update 01.12.21 31:33

4y ago31:33

31:33

Join Todd Zempel and Joe Gordon as they discuss bright spots in the market and widening breadth of the market recovery including a resurgence in energy, industrials, and financials.

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#18 - American Funds Target Date Fund update wsg/John Doyle, SVP & Retirement Strategist, American Funds 31:40

4y ago31:40

31:40

The Gordon Asset Management Podcast welcomes John Doyle, Senior Vice President & Retirement Strategist for Capital Group / American Funds to the show. On the podcast we discuss the past, present, and future of Target Date Fund solutions, differentiators among TDF providers, and considerations for TDF suitability. For more information about Capital …

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#17 - Market Update 12.29.20 24:58

4y ago24:58

24:58

Join Todd Zempel, Joe Gordon, and Glenn Moore as they discuss the widening breadth of the market recovery, the COVID stimulus bill, potential problems in the labor market, and other market moving events of the week.

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#16 - Special Guest: Brian Graff, CEO of the American Retirement Association 24:10

4y ago24:10

24:10

The Gordon Asset Management Podcast welcomes Brian Graff, CEO of the American Retirement Association ("ARA") to the show to discuss the current retirement plan regulatory landscape. For more information about Brian, the ARA, or current retirement advocacy efforts, please visit usaretirement.org or araadvocacy.org.…

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#15 - 401(k) Record-Keeping Developments wsg/Aaron Schumm, Founder & CEO of Vestwell 25:49

4y ago25:49

25:49

Join Todd Zempel and Vestwell Founder & CEO, Aaron Schumm, as they discuss the current landscape of retirement plan record-keeping. With over 15 years of FinTech, FinServ, and wealth management experience, Aaron Schumm founded Vestwell in 2016 to modernize the way 401(k) plans are offered. Prior to Vestwell, Aaron co-founded FolioDynamix which was …

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#14 - Market Update 12.08.20 28:24

4y ago28:24

28:24

Join Todd Zempel, Joe Gordon, and Glenn Moore as they discuss more vaccine-induced euphoria, the employment situation, and other market moving events of the week.

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#13 - Market Update 12.01.20 27:26

4y ago27:26

27:26

Join Todd Zempel, Joe Gordon, and Glenn Moore as they discuss the vaccine-induced euphoria that led to a record-breaking rally in the stock market during November 2020.

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#12 - A Brief History of the 401(k) wsg/Ted Benna, The Father of the 401(k) 40:20

4y ago40:20

40:20

Join Todd Zempel, Joe Gordon, and JT Stilley for a special guest interview from the 'Father of the 401(k)' Ted Benna. Ted is credited as the first benefits practitioner to deconstruct the tax code to imagine and implement the first 401(k) plan. Tune in for a brief history of the 401(k) and a discussion about its future direction. For more info on T…

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#11 - Guest Interview: James Abate of Centre Asset Management, LLC 30:24

4y ago30:24

30:24

Joe Gordon and Todd Zempel welcome James Abate to the show to discuss his views on the market, potential investment opportunities on the horizon, and James' philosophy on managing money. James A. Abate, MBA, CPA, CFA, is the Chief Investment Officer of Centre Asset Management, LLC, and the portfolio manager of the firm's American Select Equity and …

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#10 - Market Update 11.10.20 33:47

4y ago33:47

33:47

Join Joe Gordon, Todd Zempel, and Glenn Moore to recap the news and events of the week. Topics include the election, electoral college voting process, Pfizer's news about a COVID-19 vaccine, stimulus efforts, and potential for inflation.Oleh Gordon Asset Management, LLC

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#9 - ELECTION EDITION: 11.03.20 Market Update 30:54

4y ago30:54

30:54

Join Joe Gordon and Todd Zempel for a special 11/3/2020 election edition of the Gordon Asset Management Podcast. Tune in to hear their thoughts on the market and the possible fallout from either a contested election or landslide victory.

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#8 - Market Update 10.27.20 28:45

4y ago28:45

28:45

Join Joe Gordon, Todd Zempel, and Glenn Moore as they discuss the week's news and market action. Topics include an update on employment, stimulus efforts, a look at the monetary supply & inflation, and the upcoming election.

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#7 - Market Update 10.20.20 33:09

4y ago33:09

33:09

Join Joe Gordon, Glenn 'Macro View' Moore, and Todd Zempel to discuss the week's market activity including an update on US COVID-19 cases, the DOJ Sherman Anti-Trust Act action against Google, Treasury deficits, and inflation prospects.

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#6 - Market Update 10.13.20 27:28

4y ago27:28

27:28

Join Joe Gordon and Todd Zempel as they discuss the week's market activity and economic news. During the podcast they will touch on the rally in mega-cap tech stocks, small caps, the recent uptick in COVID-19 cases, as well as the upcoming election and its investment implications.

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#5 - Market Update 10.06.20 17:47

4y ago17:47

17:47

Please join Joe Gordon and Todd Zempel as they discuss the week's market and economic activity including Trump's COVID diagnosis, the Russell 2000 rebound, and more.Oleh Gordon Asset Management, LLC

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#4 - Hot take on the 1st Presidential Debate 16:11

4y ago16:11

16:11

Glenn Moore and Todd Zempel discuss the 1st 2020 presidential debate and the takeaways for the markets & economy (or lack thereof).

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#3 Market Update 09.29.20 18:21

4y ago18:21

18:21

Join Joe Gordon and Todd Zempel as they discuss market performance, economic developments, coronavirus cases, and the upcoming presidential debate.Oleh Gordon Asset Management, LLC

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#2 What are clients asking? 12:51

4y ago12:51

12:51

Join Joe Gordon, Glenn Moore, JT Stilley, and Todd Zempel as they discuss the questions clients are asking. How do I invest ahead of the election? How do I manage volatility? Where can I find shelter from market volatility?Oleh Gordon Asset Management, LLC

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#1 Market Update 09.22.20 24:23

4y ago24:23

24:23

Join Joe Gordon and Todd Zempel as they cover important financial news and information.Oleh Joe Gordon & Todd Zempel

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