Trends with Benefits

Laila Kollmorgen is back on the podcast to share what’s going on in the collateralized loan obligation (CLO) market and how to allocate to CLOs.

This episode explores how technology can be used in wealth management to improve financial advisors’ relationships with their clients. 

Understand the different types of alternative investments and how to approach them in a portfolio in the context of the broader economy. 

Explore whether T-bills fit your investment needs in this market environment.

This episode covers the current environment for solar energy, including recent headwinds and legislation, as well as what the future of the industry looks like.

Jared Woodard shares his view on artificial intelligence, portfolio allocation, recent economic developments and what investors should expect for the rest of the year.

Learn how the 4U platform disrupted an antiquated process within the financial services industry and what it’s like to transition from the corporate world to being an entrepreneur.

Portfolio Manager Ima Casanova covers recent updates in gold markets and shares the top benefits of owning gold in a portfolio.

Robots are becoming increasingly important to society and the economy as they change our everyday lives and transform industries.

Learn how to educate and prepare family members for the wealth transfer to women.

Explore what individual investors can learn from institutional investors in the context of today’s headlines – the banking crisis, small-cap stocks and artificial intelligence.

This special episode of Trends with Benefits features an interview with Host Ed Lopez and looks back to how the podcast began.

Learn about the growth of Brazilian investment markets, including the impact of legislation on the current business climate and widespread crypto adoption.

Understand why financial literacy is important today and what advisors can do to help. 

Ed gets a behind-the-scenes look at the making of the documentary “Beyond the Trees” which focuses on the unique management model of the van Eck Forests.

Learn about private market investments, how they provide more exposure, and how to determine if they’re appropriate for your clients’ investing needs.

This episode features Ola El-Shawarby who discusses the macroeconomic drivers in Saudi Arabia, including social and economic reforms and growing sectors. 

This episode offers caregiving tools and tips to those in the “sandwich generation” and explains how financial advisors can serve as a key resource when planning for caregiving.  

Learn about U.S. relations with China, the probability of recession, and asset classes that provide an inflationary hedge with Host Ed Lopez and Milton Ezrati, Chief Economist at Vested.

Ed chats with Stacey McKinnon about millennial investors, including their values and behavior, and how the business of financial advice will need to adapt.