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© 2024 Thoughts from the Ledge
Description
Thoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.
45 Episodes
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In this episode Chris Abely CFA, CIO and Ken Russell CEO of GSB Wealth discuss the Macro View of World investment opportunities for clients and how to possibly balance a portfolio using an eye for Global Investment.
In this episode we explore the new meaning of Conservative Investing and compare Risk and Volatility with Chris Abely CFA & CIO and Ken Russell President & CEO of GSB Wealth Management.
Background information of the CDA, its purpose and alternate investment ideas to possibly increase yield and reduce the expense of Charitable Giving
Background information of the CDA, its purpose and alternate investment ideas to possibly increase yield and reduce the expense of Charitable Giving
In this Special Episode, listen to our insights and thoughts on the election and the impacts it could have on the markets, economy and your investment strategy going into 2021!
In this Episode we will cover a variety of topics from the Federal Reserve's current stance on interest rates to the Mortgage market. We will also share some fun facts you should know and a number of "firsts" you should be aware of.
This Episode will focus on the Annual Reallocation of the RAMP Custom built Models used in our 401(k) Plans, Simple IRA's and Conventional IRA's for 2021. On an annual basis we relocate our models to take advantage of some the changes in the markets and where we see opportunity for growth and appreciation of our investments.
Since our last Podcast “COVID-19 and the Fear Cycle of Investing” in March, the market continue to be extremely volatile. What is causing this volatility? Are the unemployment numbers fueling investors’ fears? Is the Debt weighing on the Market? And is the Market still overpriced? Chris Abely and I discuss these and several other topics this month.
Advisory clients have portfolios designed to generate yield and weather storms like the one we are currently in. In this special report, Chris Abely will talk through the markets, risk, volatility and what’s driving the market.
Advisory clients have portfolios designed to generate yield and weather storms like the one we are currently in. In this special report, Chris Abely will talk through the markets, risk, volatility and what’s driving the market.
Covid19 is impacting the economy in ways we haven’t seen before. We are in uncharted territory; the markets are volatile and consumers across the globe are rushing to purchase food and staples to keep them going for 2 weeks if a quarantine occurs. In this special report Chris Abely will recap what has happened in the markets and what’s next for investors.
This series is going to focus on 401k from the employer's side and on the employee side: what to look for, what to stay away from, and how to cut your expenses and add value to a benefit that all employees are looking for.In this episode, we're going to deconstruct a 401k plan and answer some of the questions on what is really needed to manage the plan efficiently and effectively.
Episode 2 of our Retirement series focuses on the employer's ability to save time and money. 401(k) plans usually come bundled, in this episode we explore the opportunity to "unbundle" your plan and help you understand the services your Recordkeeper, TPA and Advisor offer.
This series is going to focus on 401k plans from the employer's side and on the employee side: what to look for, what to stay away from, and how to cut your expenses and add value to a benefit that all employees are looking for.Episode three will focus on investment selection, be it Self-Directed. Target date, our Custom Built Model portfolio (the RAMP, Retirement Asset Management Platform), rebalancing, and the value rebalancing brings on a volatile market like we're faced with right now.
This episode will focus in on more than the employee aspect of the 401k. We're going to talk about how we build portfolios and why, the advantages of dollar cost averaging and talk about the overall construction of the portfolios as it relates to the different sectors that we will be investing in for them through the ramp program, which is our retirement asset management platform.
In Episode 11 we focus on CTMA’s Retirement Asset Management Program (RAMP) and the reallocations to the 2020 custom portfolios. We interview Chris Abely and discuss the methodology used in reallocating and or removing different sectors or investments in the portfolios. The podcast also has a refresher on the rational and composition of each Model (Conservative, Balanced, Growth and Aggressive) and how a participant can decide which model is right for them.Visit our website to find out more about CTMA.
In this episode we look at why inflation is so low and how our economy has changed to a supply side driven economy vs. a demand driven economy.
Episode 5 looks at Price to Earnings (PE) Ratios, what does it mean, how is it measured and what PE ratios in this market mean to investors and the impact of lower interest rates. Visit our website to learn more about CTMA.
In this episode we talk about volatility (market risk) and how to cope with it as an investor. Assets are priced at all-time highs along with PE ratios meaning there is more volatility in the market and risky assets reprice rapidly!https://www.ctmawealth.com/
In Episode 3 we discuss the amount of debt in the United States (U.S. Deficit, Student Loan debt and Corporate Debt) and some of the impacts the current market cycle will have on our ability to pay it back.
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