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Welcome to the Gordon Asset Management Podcast, a show for savers, investors and entrepreneurs. Helping you to stay informed, invest wisely, and achieve the unimaginable. Join the team at Gordon Asset Management, LLC as they discuss the most important stories on the economy & markets for business owners and investors. Please visit WealthQB.com for more information about our firm.*Disclosures* Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podca ...
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Gordon Asset Management Podcast
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The anatomy of a balanced fund wsg/ T. Rowe Price's Ira Carnahan
37:38
37:38
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37:38
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 …
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Gordon Asset Management Podcast
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QUICK TAKE: Is 401k Participant Data a Plan Asset? Todd Z's rundown on the Shell Oil 401k lawsuit
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3:46
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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.comעל ידי Gordon Asset Management, LLC
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Gordon Asset Management Podcast
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The 4th Industrial Revolution is Here w/ Tom Snyder, Executive Director of RIoT
26:27
26:27
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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 bu…
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Gordon Asset Management Podcast
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A growthy way to invest in real estate w/ Burland East
37:06
37:06
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37:06
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 potentia…
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Gordon Asset Management Podcast
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Entrepreneurial legend Scot Wingo opines on everything
36:24
36:24
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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 informa…
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Gordon Asset Management Podcast
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The State of Free Enterprise w/ Northwood University's Dr. Dale Matcheck
34:30
34:30
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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…
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Gordon Asset Management Podcast
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What is Responsible Investing? wsg/Megan Fielding, Senior Director of Responsible Investing for TIAA/Nuveen
28:31
28:31
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28:31
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/N…
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Gordon Asset Management Podcast
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"Meme Stonk" Special Report with James Abate, former hedge fund manager who co-authored the book on short selling
36:55
36:55
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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 'm…
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Gordon Asset Management Podcast
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The Best Index Target Date Fund Series? wsg/Stephen Noll & Kyle Wall, Portfolio Managers with TIAA/Nuveen
27:12
27:12
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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 th…
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Gordon Asset Management Podcast
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The Best Small-Cap Growth Fund of the Decade wsg/Samantha Lau, Co-CIO at Alliance Bernstein
25:46
25:46
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25:46
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 inf…
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.
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Gordon Asset Management Podcast
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Top Actively Managed Target Date Fund? wsg/John Doyle, SVP & Retirement Strategist with American Funds
31:40
31:40
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31:40
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 …
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.
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Gordon Asset Management Podcast
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Special Guest: Brian Graff, CEO of the American Retirement Association
24:10
24:10
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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.…
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Gordon Asset Management Podcast
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401(k) Record-Keeping Developments wsg/Aaron Schumm, Founder & CEO of Vestwell
25:49
25:49
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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 …
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.
Join Todd Zempel, Joe Gordon, and Glenn Moore as they discuss the vaccine-induced euphoria that led to a record-breaking rally in the stock market during November 2020.
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Gordon Asset Management Podcast
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A Brief History of the 401(k) wsg/Ted Benna, The Father of the 401(k)
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40:20
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Join Todd Zempel, Joe Gordon, and JT Stilley for a special guest interview from the 'Father of the 401(k)' Ted Benna. Ted is credited as the first benefits practitioner to deconstruct the tax code to imagine and implement the first 401(k) plan. Tune in for a brief history of the 401(k) and a discussion about its future direction. For more info on T…
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Gordon Asset Management Podcast
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Guest Interview: James Abate of Centre Asset Management, LLC
30:24
30:24
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Joe Gordon and Todd Zempel welcome James Abate to the show to discuss his views on the market, potential investment opportunities on the horizon, and James' philosophy on managing money. James A. Abate, MBA, CPA, CFA, is the Chief Investment Officer of Centre Asset Management, LLC, and the portfolio manager of the firm's American Select Equity and …
Join Joe Gordon, Todd Zempel, and Glenn Moore to recap the news and events of the week. Topics include the election, electoral college voting process, Pfizer's news about a COVID-19 vaccine, stimulus efforts, and potential for inflation.על ידי Gordon Asset Management, LLC
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Gordon Asset Management Podcast
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ELECTION EDITION: 11.03.20 Market Update
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30:54
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Join Joe Gordon and Todd Zempel for a special 11/3/2020 election edition of the Gordon Asset Management Podcast. Tune in to hear their thoughts on the market and the possible fallout from either a contested election or landslide victory.
Join Joe Gordon, Todd Zempel, and Glenn Moore as they discuss the week's news and market action. Topics include an update on employment, stimulus efforts, a look at the monetary supply & inflation, and the upcoming election.
Join Joe Gordon, Glenn 'Macro View' Moore, and Todd Zempel to discuss the week's market activity including an update on US COVID-19 cases, the DOJ Sherman Anti-Trust Act action against Google, Treasury deficits, and inflation prospects.
Join Joe Gordon and Todd Zempel as they discuss the week's market activity and economic news. During the podcast they will touch on the rally in mega-cap tech stocks, small caps, the recent uptick in COVID-19 cases, as well as the upcoming election and its investment implications.
Please join Joe Gordon and Todd Zempel as they discuss the week's market and economic activity including Trump's COVID diagnosis, the Russell 2000 rebound, and more.על ידי Gordon Asset Management, LLC
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Gordon Asset Management Podcast
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Hot take on the 1st Presidential Debate
16:11
16:11
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Glenn Moore and Todd Zempel discuss the 1st 2020 presidential debate and the takeaways for the markets & economy (or lack thereof).
Join Joe Gordon and Todd Zempel as they discuss market performance, economic developments, coronavirus cases, and the upcoming presidential debate.על ידי Gordon Asset Management, LLC
Join Joe Gordon, Glenn Moore, JT Stilley, and Todd Zempel as they discuss the questions clients are asking. How do I invest ahead of the election? How do I manage volatility? Where can I find shelter from market volatility?על ידי Gordon Asset Management, LLC
Join Joe Gordon and Todd Zempel as they cover important financial news and information.על ידי Joe Gordon & Todd Zempel
