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The Inside ETFs Podcast: Brett Orvietos 2023 Investment Outlook [Video]

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After the ups and down of 2022, 2023 brings new opportunities for investments that advisors might want to share with clients.

In this episode, Mark Bruno, managing director at Informa Wealth Management, speaks with Brett Orvieto, Managing Director of Dakota Wealth Management, about where opportunities exist in equity and fixed income markets in 2023. They also dissect how advisors are guiding their clients differently based on their age, financial objectives and risk tolerance. 

Specifically, Mark and Brett discuss: 

  • The outlook for equities, fixed income and key investment sectors
  • How are advisors discussing the current market with clients
  • How to guide younger investors through their first downmarket
  • What role do ETFs play in helping to consolidate client portfolios after a wealth manager acquires another firm

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301: Ryan Berman on the Importance of Courageous Ideas 01/26 by Columbia Sports Management [Video]

Joe sits down with Ryan Berman, founder of Courageous, an agency that focuses on creative and courageous marketing. He shares how he got his start in advertising and what is was like to watch the industry change around him. He explains why he left New York for San Diego to become an entrepreneur and pursue his belief in courageous ideas. Berman explains why he fired himself from the first company he started and how that led to him writing his book, Return On Courage: A Business Playbook For Change. Berman shares his tips for bringing a more creative mindset to risk-averse companies and the overall importance of being courageous. He also discusses why he started his nonprofit called Sock Problems. The CUSP Show is a production by the faculty of Sports Management at Columbia University. You can get in touch with the program on Twitter @CU_SPS_Sports. The CUSP Show is hosted by Joe Favorito (@Joefav) and Tom Richardson (@ConvergenceTR). The show is produced by Matt Hornick ‘23 (@MNHornick), and Cindy Li ‘23 (@cindyliiiii), with Rashad Hyacenth ‘23 and Marco Vonderheide ‘23 managing social media efforts. Links: Website: https://ryanberman.com LinkedIn: https://www.linkedin.com/in/courageousideas/ Sock Problems: https://www.sockproblems.com