Thoughts from the Ledge
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.
Podcasting since 2019 • 20 episodes
Thoughts from the Ledge
Latest Episodes
Ted Reagle, Vice President with Grey Ledge Advisors demystifies Mutual Funds & ETF's
July 08, 2024
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10:33
Gary Glassman, CPA From Burzenski & Company, speaks to the benefits of a business of having a 401(k) and how having a financial profile today, helps guide you to a comfortable retirement.
May 06, 2024
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22:41
Brant Walker, Chief Investment Strategist with Grey Ledge Advisors discusses what quality means to investors
Brant Walker, our Chief Investment Strategist, joins the show to discuss how companies with economic “moats” tend to perform better over the long run since they often create a recurring revenue stream. He discusses the successful business model...
May 06, 2024
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10:06
Anthony Morgillo, Vice President Grey Ledge Advisors talks about 401(k) Rollovers
May 06, 2024
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11:30
Manish Sharma, CFA with Grey Ledge Advisors discusses Crypto world
Manish Sharma, CFA, Financial Analyst, talks about the cryptocurrency market and whether Grey Ledge feels this is a good investment option for our clients. He also discusses exchange traded funds created to support investments in Bitcoin and...
May 06, 2024
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10:57