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A forum for discussion of, and education in topics relevant to the high net-worth investor community.
Conservest Capital Advisors, Inc. is an investment adviser registered with the Securities and Exchange Commission.
The information provided is general in nature and is not intended to be specific investment, tax or legal advice.
A full description of Conservest’s business practices, including our investment management services, and advisory fees, are supplied in our Form ADV Part 2A and/or Form CRS.
24 Episodes
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In our final episode of season 1 Bruce Kardon discusses the firm, the future, and the philosophy that drives both.
Listen as Investment Manager, Clay Hall, discusses Trump economics, international equity markets, and much more for 2025.
Bruce Kardon, President and CIO, reviews the biggest financial headlines of the third quarter and the much-anticipated reduction of the Fed Funds rate. The influence of the upcoming U.S. Presidential election, growing national debt, and geopolitical instability are discussed as we anticipate the final quarter of 2024.For links to other CCA Podcasts, visit our website at: https://conservest.com/
Cyber-security is becoming increasingly challenging yet critical in maintaining security and confidentiality. In our latest podcast, Kristin Sindoni, CFA provides tips and insight surrounding this topic.
The Federal Reserve appears to have completed its interest rate hiking cycle with a 50 point cut to the Federal Funds Rate, but where do they go from here?
As equities return to focus in the UK following a rate cut by the Bank of England, CCA Podcasts presents a review of their National Debt, stock market, and economic challenges ahead. Christina Copeland of Conservest Capital Advisors, Inc. will speak to this topic in light of how appropriate allocation to the UK is determined within portfolios.
Tune in as Clay and Lacy review the June 2024 Supreme Court ruling to overturn the Chevron Doctrine. Federal agencies assigned equivalent authority as Congress, may prompt a regulatory unwind that would affect all industries.
Tune in to a brief update on our National Debt with Christina Copeland of Conservest Capital Advisors, Inc. As we approach the political season, the National Debt will be a hot topic. Tune in as we briefly detail the numbers.
Tune in as Clay Hall, CFA joined by Lacy Redwine discuss valuations. The complex technicalities of company, real estate and fixed income valuation are explored in this Podcast.
In this episode, Bruce Kardon, President and CIO, explores important topics in familial wealth matters ,as well as a overview of current economic conditions, as we head into the second half of the year.
In our latest episode of Holistic Matters in Finance, Christina Copeland talks about Europe from both a tourism and investment perspective. Travel is heating up while the European Central Bank is taking the lead globally on interest rate cuts.
Tune in for a mid-quarter review with Clay Hall, CFA and featuring Lacy Redwine.
In this episode, Bruce Kardon delves into dynamics within family run businesses, some spanning generations. Bruce also gives us a timely market update, reviewing rates and yields, as we move into mid-year.
In this episode Christina Copeland, Principal and Senior Investment Manager, recaps the incredible run of the so-called, 'Magnificent 7' group of stocks. While their collective stock price may not continue to move in tandem, with a divergence already occurring in 2024, each company continues to innovate at a rapid pace.
In this episode, Clay Hall, CFA and Investment Manager, reviews the Federal Reserve and the banking system from a market and economic perspective. Joined by colleague and Attorney, Lacy Redwine, who gives the perspective of the regulatory landscape and how it has evolved since the creation of the Federal Reserve in 1913.
In this episode, Bruce Kardon, President and CIO, takes a look back at market bubbles throughout history. Bruce will also discuss matters related to the yield curve, the current bull market, as well as an overview and re-cap of the first quarter. Please visit our enhanced and expanded website at: https://conservest.com/
In this episode Christina Copeland, Principal and Sr. Investment Manager, will evaluate the Tax Cuts and Jobs Act of 2017. Scheduled to sunset at the end of December, 2025, potentially expiring provisions calls for adjustments within tax strategy as it relates to marketable securities.
Bruce Kardon, President and CIO, discusses strategic decisions in Financial Matters. Bruce highlights resolve in creating positive outcomes in wealth management, interspersed with lessons learned in the game of Poker, and a disipline of seeking the cleanest data, while continually testing and updating assumptions.
Christina Copeland, Principal & Sr Investment Manager discusses how understanding and managing risk in your investment portfolio, could lead to more positive outcomes.
On this episode of CCA Podcasts' Financial Matters, Bruce Kardon discusses the velocity of money.
Clay Hall, CFA and Investment Manager, reviews the US economy and Financial Markets halfway through Q1 2024. Clay reviews the most recently available macroeconomic data and stock and bond returns YTD. Clay also provides some details on his outlook for the US economy and financial markets for the remainder of 2024.
CCA Podcasts, a forum for discussion of, and education in topics relevant to the high net-worth investor community. In this episode of "Financial Matters", Christina Copeland, Principal and Senior Investment Manager along with Clay Hall, CFA and Investment Manager discuss digital assets and investment planning.
CCA Podcasts, a forum for discussion of, and education in topics relevant to the high net-worth investor community. In this episode, Christina Copeland, Principal & Sr Investment Manager, will discuss behavioral finance and it's relevance in wealth management practices.
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