Bruce Kardon, President and CIO, reviews the biggest financial headlines of the third quarter and the much-anticipated reduction of the... more

Cyber-security is becoming increasingly challenging yet critical in maintaining security and confidentiality. In our latest podcast, Kristin Sindoni, CFA... more

The Federal Reserve appears to have completed its interest rate hiking cycle with a 50 point cut to the Federal... more

As equities return to focus in the UK following a rate cut by the Bank of England, CCA Podcasts presents... more

Tune in as Clay and Lacy review the June 2024 Supreme Court ruling to overturn the Chevron Doctrine. Federal... more

Tune in to a brief update on our National Debt with Christina Copeland of Conservest Capital Advisors, Inc. As we... more

Tune in as Clay Hall, CFA joined by Lacy Redwine discuss valuations. The complex technicalities of company, real estate... more

In this episode, Bruce Kardon, President and CIO, explores important topics in familial wealth matters ,as well as a overview... more

In our latest episode of Holistic Matters in Finance, Christina Copeland talks about Europe from both a tourism and investment... more

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... more

In this episode Christina Copeland, Principal and Senior Investment Manager, recaps the incredible run of the so-called, 'Magnificent 7' group... more

In this episode, Clay Hall, CFA and Investment Manager, reviews the Federal Reserve and the banking system from a market... more

In this episode, Bruce Kardon, President and CIO, takes a look back at market bubbles throughout history. Bruce will also... more

In this episode Christina Copeland, Principal and Sr. Investment Manager, will evaluate the Tax Cuts and Jobs Act of 2017.... more

Bruce Kardon, President and CIO, discusses strategic decisions in Financial Matters. Bruce highlights resolve in creating positive outcomes in... more

Christina Copeland, Principal & Sr Investment Manager discusses how understanding and managing risk in your investment portfolio, could lead to... more

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... more