May 20, 2025
If you’ve seen the news this year, you know why we wanted to talk about this topic. Whether DOGE layoffs or early retirements or concerns about future job security, Federal employees may be looking to financial advisors for counsel. To help you be better prepared we wanted to talk with a specialist. In this...
May 13, 2025
Jordan Jackson, J.P. Morgan Global Market Strategist: Tariffs, Trade and Taxes… Oh My!
Hosts Kathleen Kenealy and Kevin Williams are joined by JP Morgan Global Market Strategist, Jordan Jackson.
Jordan is an Executive Director and a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights...
Apr 30, 2025
Jeff Johnson
Hosts Michael Connaughton and Brad Wright are joined by Jeff Johnson, Senior Vice President of Appleton Partners.
Jeff is a member of Appleton’s Fixed Income Investment Committee and is responsible for business development and managing strategic institutional client relationships across multiple...
Apr 22, 2025
John Finney
Host Michael Connaughton is joined by John Finney Co-Founder
Overvue.
John Finney is the co-founder of Overvue, a software company that
helps financial
advisors streamline their client onboarding. Before starting
Overvue, John spent
over five years in wealth management at two national RIAs. During
that time,...
Apr 15, 2025
Andy Ives, CFP®, AIF® – Navigating Net Unrealized Appreciation (NUA) Strategies
Host Chris Boyd is joined by Andy Ives, CFP®, AIF®, an IRA Analyst at Ed Slott and Company, LLC, to delve into the intricacies of Net Unrealized Appreciation (NUA) and its potential benefits for individuals with employer stock in...