Zephyr

Tips for closing the generational gap 👇💡 In this episode of Adjusted for Risk, Ryan Nauman is joined by James Langabeer, PhD, ChFC, Managing Principal at Yellowstone Wealth Advisors and Author of “The Quest for Wealth: Six Steps for Making Mindful Money Choices”! James shares some insight about the wealth transfer, the most dominant emotion impacting investing and why "wealth is not a number"... Watch the full episode to hear more >> http://spr.ly/6040QQGw6 #Zephyr #AdjustedforRisk #investing #wealth

🌟 ‘Tis the Season to Invest Wisely! 🎄 The holiday season isn’t just about shopping—it’s also a prime time to explore market opportunities. From the famed Santa Claus Rally to holiday-driven consumer trends, these months offer insights into economic health and investment strategies. 🛍️📈 Discover how retail performance, consumer spending, and tax strategies create unique opportunities for savvy investors. Dive into the key trends shaping this year’s festive market buzz! 🎁💼 Read more: http://spr.ly/6048Qthoy #Zephyr #Investing #SantaClausRally #HolidaySeason #FinanceTips

The best of Zephyr’s Adjusted for Risk podcast ✨🎬 Over the past year, Zephyr’s Market Strategist, Ryan Nauman, has had the privilege of talking with some of the most influential and thought-provoking leaders in the wealth and investment management space. We’ve compiled some of the best moments over the past year for you in this ‘Best of’ episode! You’ll hear from: • David Albrycht, CFA, Newfleet Asset Management • Ed Slott, CPA, Ed Slott and Company • Ric Edelman, CBDA, Digital Assets Council of Financial Professionals • Dana M. D'Auria, CFA, Envestnet, Inc • Jim Jackson, Victory Income Investors, a Victory Capital Investment Franchise • Dr. Chris Geczy, Ph.D., Forefront Analytics • Walker Williams, Lido Advisors, LLC Thank you to all of our guests and listeners! Enjoy the episode here >> http://spr.ly/6044QebFk #Zephyr #AdjustedforRisk #podcast #wealth #investment

What you need to know about investing during the holidays 👇💡 While the holiday shopping season is associated with shopping, holiday parties and festivities, it can also be a good time for financial advisors to locate good investment opportunities for their clients, including investment strategies like investment opportunities and the famed Santa Claus Rally. Take a read as Ryan Nauman delves into this! Prepare yourself for the holidays >> http://spr.ly/6044QVwf0 #Zephyr #investing #wealthmanagement

What benefits do alternative ETFs bring to investment portfolios? 💭 Dan Petersen, CAIA, CMT, Director, Product Management at New York Life Investments joins Ryan Nauman for this episode of Adjusted for Risk! Dan talks about the impact alternative ETFs have on the alternative investment space and investment portfolios and also provides some great examples of different alternative investment strategies that can help hedge risk through ETFs and maybe illiquid investments aren't a bad thing. Here's a sneak peek of his insights... Watch the full episode now to hear more 🎧 >> http://spr.ly/6049QViyF #Zephyr #AdjustedforRisk #ETFs #alternativeinvestments

Investors are demanding more personalized investment options and transparency💡 In this episode of A to Zephyr, we discuss the importance of personalization and how financial advisors can meet these demands. Listen in now to learn about the growing need for customized investment vehicles and how to offer them at scale 🎧 >> http://spr.ly/6042QHT7Q #AtoZephyr #Zephyr #personalization #investment

We've released our PSN Top Guns List for Q3 2024 ⭐ Take a read as we highlight the best-in-class separate accounts, managed accounts and managed ETF strategies >> http://spr.ly/6049QHV4z #Zephyr #PSNTopsGuns #ETFs #SMAs

We are proud to sponsor the 2024 MarketCounsel Consulting Summit in Las Vegas, taking place on December 9-11! If you’re attending, we would love to connect with you. Find out more here >> http://spr.ly/6046t43nM #MSUM24 Hamburger Law Firm

The power of personalization in wealth transfer 🎬 In this episode of A to Zephyr, join host Ryan Nauman, along with Chris Volpe and Randy Jones, as they dive into the future of wealth management, focusing on the profound shift towards personalization! Together, they unpack the implications of the "great wealth transfer," the push for personalized investments, and the powerful influence of AI on client relationships! Listen to the episode here >> http://spr.ly/6045thPQP #Zephyr #AtoZephyr #wealthmanagement #podcast #personalization

What makes private real estate attractive? Brent Jenkins from Clarion Partners LLC, joins Ryan Nauman for this episode of Adjusted for Risk to discuss the overall health and investment opportunities within private real estate. Brent shares his insights about the role private real estate plays in an investment portfolio, why it’s a good time to invest, the impact falling interest rates have on the current private real estate cycle and more… Watch the full episode now >> http://spr.ly/6049tI8Mf #Zephyr #AdjustedforRisk #privaterealestate