Join Joe Gordon and Todd Zempel for a March 2023 market review & outlook with special guest James Abate.  James is the founder and Chief Investment Officer of Centre Asset Management, LLC.   On the podcast James discusses current economic and market conditions, prospects for a recession, and portfolio positioning within the Centre American Select Equity fund (DHANX).  For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.

Join Todd Zempel and Joe Gordon for an interview with Brad Olsen, Co-Founder of Recurrent Investment Advisors and Lead Portfolio Manager of the Recurrent MLP & Infrastructure Fund.  On the Podcast, we'll get Brad's take on the current macro-economic situation and through the lens of an energy investor.  For more information on Brad or Recurrent Advisors, please visit recurrentadvisors.com.

Join Joe Gordon and Todd Zempel for a fall 2022 market review & outlook with special guest James Abate.  James is the founder and Chief Investment Officer of Centre Asset Management, LLC.   On the podcast James discusses current economic and market conditions, prospects for a turnaround, and portfolio positioning within the Centre American Select Equity fund (DHANX).  For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.

Please join us for a spring/summer 2022 market review & outlook with special guest James Abate.  James is the founder and Chief Investment Officer of Centre Asset Management, LLC.   For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.

Join Glenn and Z as they contemplate recent market volatility, fed rate hikes, and factors indicating we could be on the cusp of a recession.  For more information about the firm, please visit WealthQB.com.

What's the deal with oil?  The Russia/Ukraine situation has added to price instability in oil and natural resources. Tune in to hear Brad's take on the situation and opportunities for investment amidst the turmoil.  For more information on Brad or Recurrent Advisors, please visit recurrentadvisors.com.

Join us for a discussion about sustainable/ESG investing via target date funds with Jonathan Rickets from Natixis.  For more information about Natixis, please visit im.natixis.com.

Please join us for a fall/winter '21-'22 investment outlook with special guest James Abate.  James is the founder and Chief Investment Officer of Centre Asset Management, LLC.   For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.

On this special weekend update edition of the podcast, join Glenn & Z as they discuss inflation, the Rivian IPO, ESG investing, the liquidity-induced NFT craze, and other hot topics of the week.

For more information about our firm, please visit www.WealthQB.com

Music compliments of Id Obelus: https://idobelus.bandcamp.com/

The Gordon Asset Management Podcast welcomes Ira Carnahan to the show.  Ira works on the portfolio management team for T. Rowe Price's Capital Appreciation Fund.  T. Rowe Price Capital Appreciation is one of our favorite balanced funds; consistently ranking among the best performing of its peers.  On the podcast Ira explains the management philosophy behind the fund and highlights some potential areas of growth.  For more information, please visit troweprice.com.

Music compliments of Id Obelus: https://idobelus.bandcamp.com/

Is your personal data a plan asset or can service providers use this data to cross-sell financial products?  In this brief update Todd Zempel breaks down recent developments from the Shell Oil 401k lawsuit. 

For more information about our firm, please visit www.WealthQB.com

The Gordon Asset Management Podcast welcomes Tom Snyder to the show.  Tom is the executive director of Raleigh NC's RIoT organization.  RIoT is an organization that mentors entrepreneurs, a startup accelerator, and R&D lab, for companies and individuals in the IoT (Internet of Things) space.  On the podcast Tom discusses what happening at RIoT, the business climate in North Carolina, and upside potential for technology during the 4th Industrial Revolution.  For more information about Tom or RIoT, check out www.riot.org.

The Gordon Asset Management Podcast welcomes Burland East to the show.  Burl is  CEO at American Assets Capital Advisers and Portfolio Manager for the Altergris/AACA Opportunistic Real Estate Fund.   On the episode Burl describes his process which has led to significant outperformance in his real estate fund and highlights areas he sees future potential for growth.  For more information about Burl, please visit aacadvisers.com.

The Gordon Asset Management Podcast welcomes Scot Wingo to the show.  Scot is a successful serial entrepreneur and curator of the 'triangle tweeners' list--an index of North Carolina triangle region start-ups.   On the episode Scot shares his thoughts on everything from the local Raleigh start-up scene, to blockchain, and the economy.  For more information about Scot check out his podcast, the Jason & Scot Show at www.retailgeek.com or follow Spiffy at www.getspiffy.com.

The Gordon Asset Management Podcast welcomes Dr. Dale Matcheck to the show.  Dr. Matcheck is Professor and Department Chair of Economics at Northwood University--a college rooted in the ideology of the free market system.  On the episode Dr. Matcheck addresses some of the challenges to the free enterprise system we face on the heels of COVID, as well as the shortfalls of higher education.  For more information about Dr. Matcheck or Northwood University, please visit Northwood.edu.

The Gordon Asset Management Podcast welcomes Megan Fielding to the show.  Megan is Senior Director of Responsible Investing for TIAA/Nuveen.  On the episode Megan breaks down what Responsible Investing (also known as ESG or Sustainable Investing) is and the potential opportunity it has created for investors.  For more information about Megan or TIAA/Nuveen, please visit nuveen.com.

Join the Gordon Asset Management Podcast for a special 'meme stonk' special report with James Abate.  James is a former hedge fund Manager and author of the book "Short Selling: Strategies Risks and Rewards".  James is also founder and Chief Investment Officer of Centre Asset Management, LLC.  

On the podcast, we discuss the wild action this week in 'meme stonks' like GameStop and the potential for knock-on effects in other areas of the market.

For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.

The Gordon Asset Management Podcast welcomes Stephen Noll & Kyle Wall to the show.  Steve and Kyle are Portfolio Managers for TIAA/Nuveen's Multi Asset (target date) team.  TIAA/Nuveen has been recognized by Lipper as the "best mixed asset large fund company" 5-years in a row (2016-2020).  On the podcast Steve and Kyle lay out the philosophy behind the construction and management of TIAA/Nuveen's target date fund series which has resulted in stellar performance relative to their peers.  For more information about TIAA/Nuveen, please visit nuveen.com.

The Gordon Asset Management Podcast welcomes Samantha Lau to the show.  Samantha is , Co-Chief Investment Officer for Small and SMID Cap Growth Equities at Alliance Bernstein.  On the podcast Todd Zempel and Samantha discuss the process she and her team employ which has resulted in substantial outperformance in her investment strategies.  For more information about Samantha or Alliance Bernstein, please visit https://www.alliancebernstein.com/

Join Todd Zempel and Joe Gordon as they discuss bright spots in the market and widening breadth of the market recovery including a resurgence in energy, industrials, and financials.

The Gordon Asset Management Podcast welcomes John Doyle, Senior Vice President & Retirement Strategist for Capital Group / American Funds to the show.  On the podcast we discuss the past, present, and future of Target Date Fund solutions, differentiators among TDF providers, and considerations for TDF suitability.  For more information about Capital Group / American Funds, please visit https://www.capitalgroup.com/.

Join Todd Zempel, Joe Gordon, and Glenn Moore as they discuss the widening breadth of the market recovery, the COVID stimulus bill, potential problems in the labor market, and other market moving events of the week.

The Gordon Asset Management Podcast welcomes Brian Graff, CEO of the American Retirement Association ("ARA") to the show to discuss the current retirement plan regulatory landscape.  For more information about Brian, the ARA, or current retirement advocacy efforts, please visit usaretirement.org or araadvocacy.org.

Join Todd Zempel and Vestwell Founder & CEO, Aaron Schumm, as they discuss the current landscape of retirement plan record-keeping.

With over 15 years of FinTech, FinServ, and wealth management experience, Aaron Schumm founded Vestwell in 2016 to modernize the way 401(k) plans are offered. Prior to Vestwell, Aaron co-founded FolioDynamix which was sold to Actua in 2014. Additional roles included time at Northern Trust, Citigroup, and Fiserv.  For more information on Aaron and Vestwell, please visit vestwell.com.

Join Todd Zempel, Joe Gordon, and Glenn Moore as they discuss more vaccine-induced euphoria, the employment situation, and other market moving events of the week.