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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.
28 Episodes
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We looked ahead into 2025. Now we look back over 2025 to review the 5 insights of 2025. Send us a text
Listen in to see if AI is limited to the lonely talking to Chat GPT or if human intelligence relating to curiosity, emotional intelligence, dealing with adversity, and how we measure IQ will remain unaffected and how this may impact financial markets. Send us a text
Join Bruce Kardon as he makes sense of today’s big market drivers – inflation, interest rates, monetary policy, tariffs, and trade – by not simply relying on the headlines, but by drawing lessons from history through a comparison of the Nixon and Trump eras. Send us a text
Join Bruce Kardon for the first Conservest podcast of 2025! Send us a text
In our final episode of season 1 Bruce Kardon discusses the firm, the future, and the philosophy that drives both. Send us a text
Listen as Investment Manager, Clay Hall, discusses Trump economics, international equity markets, and much more for 2025. Send us a text
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/ Send us a text
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. Send us a text
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? Send us a text
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. Send us a text
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. Send us a text
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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. Send us a text
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. Send us a text
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. Send us a text
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. Send us a text
Tune in for a mid-quarter review with Clay Hall, CFA and featuring Lacy Redwine. Send us a text
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. Send us a text
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. Send us a text
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. Send us a text
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