PODCAST · business
Thoughts from the Ledge
by Grey Ledge Advisors
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.
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23
Manish Sharma CFA, and Investment Analyst for Grey Ledge speaks about Direct Indexing and
Send us Fan MailManish speaks to the advantages to Direct Indexing accounts and Tax Loss harvesting and future Fed move in Q4 and Q1 of 2025.
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22
Ted Reagle, Vice President Talks About Election Impact to The Markets
Send us Fan MailIn this episode Ted Reagle discusses the impact of an election on investors portfolios and looks back over 17 years and reinforces the fact investing should be dispassionate about politics and who is running the country and to focus on productivity of the workforce and the influence AI will have.
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21
Brant Walker, Chief Investment Strategist with Grey Ledge Advisors Address Discusses topics relating to the Presidential Election, IPOs, AI and Sector Weighting
Send us Fan MailBrant shares his thoughts on Q4 and corporate earnings outlook and how AI will impact productivity going forward. Then touches on Sector Weighting, IPOs and their volatility and finally what impact the election will have on the markets.
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Brant Walker, Chief Investment Strategist with Grey Ledge Advisors discusses what quality means to investors
Send us Fan MailBrant 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 models used by Costco and Amphenol as well as a monthly service by Rollins (better known as Orkin) that produces strong cash flows. Walker also explains how business strategies influence Grey Ledge’s decisions when we look for quality companies to include in our investments.
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Manish Sharma, CFA with Grey Ledge Advisors discusses Crypto world
Send us Fan MailManish 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 other forms of cryptocurrency, and what investors should be wary of when considering these investments.
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Attractive Sectors/Geographies for Investment Opportunities in 2024
Send us Fan MailManish Sharma speaks to the sectors and geographical opportunities we see in 2024 for our clients. His discussion looks at the medium to long-term outlook.
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14
Make Charitable Donations Directly From IRA Accounts
Send us Fan MailTed Reagle discusses Qualified Charitable Donations (QCD), the opportunity for seniors (over age 70.5) to make charitable donations directly from IRA accounts helping to reduce taxes and help out your favorite charity at the same time.
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What is the Yield Curve Telling Us?
Send us Fan MailBrant Walker discusses recent interest rate trends from 1/1/2022, when rates started rising from historically low levels.The yield curve has been deeply inverted for a year and a half. More recently longer-term rates started catching up with short term rates. Brant will try and answer what caused this?
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What was Old, is New Again; The Resurgence of Cash Balance Plans
Send us Fan MailScott Albraccio and Grant Livingston from TRA discuss the benefits of using a Cash Balance Plan to fund a Buy Sell arrangement. The concept helps the purchaser pay for the company/practice without having to come up with a large lump sum of cash.
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4 Tips on Avoiding Financial Regrets in Retirement
Send us Fan MailFinancial regrets may be common, but they don’t have to be inevitable. And even if you have regrets about how you prepared for retirement, these errors don’t have to be permanent. There are options for course correction, even after you’ve stopped working.One mistake that clients may make after retirement is not considering long-term care planning, including the potential need for nursing home or assisted living expenses.
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Entrepreneurial Success Can Provide a Roadmap to Failure Once You Sell Your Business
Send us Fan MailWhat made you a successful entrepreneur can lead to the loss of the capital you've received if you try and control everything like you did as a business owner. Ken Russell, President and CEO of Gray Ledge Advisors talks about delegation, diversity and leverage, something most entrepreneurs aren't used to giving up.
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Taking Advantage of Higher Fixed Income Rates
Send us Fan MailFor the first time in more than a decade, conservative investors have the opportunity to earn a decent return on Fixed Income type investments. Our Advisor Ted Reagle talks about the opportunities we now have in the fixed income markets.
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Behavioral Finance, How It Is Impacting Investment Choices
Send us Fan MailInvestors often do the wrong thing at the wrong time, especially in times of downward market volatility. Advisors help counteract this by sticking to the plan.
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The SECURE ACT 2.0
Send us Fan MailWe discuss the newly enacted SECURE ACT 2.0 and the features and benefits of this new legislation. We focus on items that are effective in 2023 and talk about the changes that Sponsors, Recordkeepers and Administrators will need to make to comply with the enhancements to the 401(k) plans
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The Benefits of a Cash Balance Plan
Send us Fan MailThe use of Cash Balance plans are on the rise, many small business owners and there CPA's are find this a valuable tool to help save for retirement and provided a significant tax saving for the business.
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5
The Retirement Act with Scott Albraccio
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4
Tech Rotation with Brant Walker and Scott Albraccio
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RAMP Investment Models with Scott Albraccio and Manish Sharma
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Quality Investing with Brant Walker and Scott Albraccio
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Frequently Asked Questions
How many episodes does Thoughts from the Ledge have?
Thoughts from the Ledge currently has 23 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Thoughts from the Ledge about?
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.
How often does Thoughts from the Ledge release new episodes?
Thoughts from the Ledge has 23 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Thoughts from the Ledge?
You can listen to Thoughts from the Ledge on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Thoughts from the Ledge?
Thoughts from the Ledge is created and hosted by Grey Ledge Advisors.
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