RVW Wealth

In this episode, Selwyn Gerber, Jonathan Gerber, and Stephen Seo introduce the RVW WealthWisdom podcast, explain where they will be taking this podcast in future episodes, and cover some practical tips for investors. The RVW WealthWisdom podcast is a production of RVW Wealth LLC.

In this edition of the RVW WealthWisdom podcast, Selwyn Gerber, Jonathan Gerber, and Stephen Seo provide practical and relevant information about the tax impacts of various investment considerations. The RVW WealthWisdom podcast is a production of RVW Wealth LLC.

In this episode of the RVW WealthWisdom podcast, Selwyn Gerber, Jonathan Gerber, and Stephen Seo talk with Kristina Hooper about the likely impacts of trade policy on financial markets, Fed policy, inflation, and other matters. Special attention is given to the infamous “inverted yield curve” (what to think about it and […]

In this episode of the RVW WealthWisdom podcast, Jonathan Gerber and Stephen Seo talk with BlackRock’s Daniel Prince about BlackRock’s QUAL ETF. They discuss what “quality” means as a factor, how it’s measured, and how factor-based investing compares to market-cap weighted investing. They also discuss how these attributes of “quality” might […]

In this episode of the RVW WealthWisdom podcast, Selwyn Gerber and Jonathan Gerber talk with estate planning attorney David Soffer to discuss the in’s and out’s of estate planning. They discuss the differences between a comprehensive estate plan and a will, how to avoid probate, the function of a living trust, […]

In this episode of the RVW WealthWisdom podcast, Jonathan Gerber and Stephen Seo welcome BlackRock’s David Prince back onto the show to talk about BlackRock’s iBond ETFs. They discuss how bond ETFs have made it easier to create bond ladders that insulate against both interest rate risks as well as default […]

In this episode of the RVW WealthWisdom podcast, Selwyn Gerber, Jeffrey Abrams, and Stephen Seo talk with The Macallan’s James Bowers about Macallan Whiskey. They discuss this history of The Macallan and the unique approach The Macallan takes to making fine whiskey. They also discuss other whiskeys from different parts of […]

In this episode of the RVW WealthWisdom podcast, Selwyn Gerber, Jonathan Gerber, and Stephen Seo talk with First Trust’s Dan Waldron about different approaches to accessing the technology sector. In particular, Dan explains the differences between the popular QQQ ETF and First Trust’s QTEC ETF, how the latter is more tech-focused, […]

In this episode of the RVW WealthWisdom podcast, Selwyn Gerber, Jonathan Gerber, and Stephen Seo talk with WisdomTree’s Jeremy Schwartz about the evolution of WisdomTree’s approach to factor-based investing. They also discuss the difference between forward-looking and backward-looking factors. The RVW WealthWisdom podcast is a production of RVW Wealth LLC.

In this episode of the RVW WealthWisdom podcast, Jeffrey Abrams, Jonathan Gerber, and Stephen Seo talk with Nuveen’s Jordan Farris about ESG investing. They discuss the different types of ESG investing, best practices, and how the focus on environmental, social, and governance issues has changed over time. The RVW WealthWisdom podcast […]