Tag: Financial Strategy

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The Art of College Planning (Pt. 2) (Ep. 38)

The Art of College Planning (Pt. 2) (Ep. 38)

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Ever wondered how the FAFSA form could unlock hidden college funding?

Chart the unknown territories of college funding where host Jim McGovern unlocks the mysteries of the FAFSA form and beyond. Tailored for families on the journey of college financial planning, Jim reveals expert tactics for leveraging the FAFSA and unveils a treasure trove of funding strategies.

Key discussion points include:

  • Discover the latest shifts, key filing dates, eligibility secrets, and annual must-dos
  • Learn precise reporting, understand financial changes, and harness the Data Retrieval Tool
  • Insights on assets exempt from FAFSA and why all families should apply
  • Strategies for diverse family structures, including divorced parents and business owners
  • Insider tips on asset positioning and FAFSA reporting essentials
  • Dive into 529 plans, permanent life insurance, and Roth IRAs for college financing
  • And much more!

Resources:

Connect with McGovern Wealth Group:

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The State of the Economy and the Financial Markets with Mike Trudel, CFA, JD (Ep. 32)

The State of the Economy and the Financial Markets with Mike Trudel, CFA, JD (Ep. 32)

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Ready to untangle the web between the Federal Reserve, Big Tech, and your investments?

In this episode, Jim McGovern from McGovern Wealth Group sits down with Michael Trudel, CFA, JD, Managing Director and Global Strategist at BlackRock, to explore the complexities of today’s markets – from the U.S. economy’s surprising resilience to the tech sector’s influence on the stock market this year. Armed with over two decades of industry experience, Mike offers an insightful, well-rounded perspective on the economy and what’s been the financial markets.

Throughout this episode, Jim and Mike discuss:

  • Why the U.S. economy is showing resilience despite Federal Reserve actions
  • How the major tech companies are driving stock market gains
  • How the corporate inventory restocking contributes to positive growth in GDP
  • The earnings outlook in the recent years compared to the past
  • The rising interest rates and their impact on the overall stock and bond market 
  • The economic picture outside of the U. S. and how things are looking around the world
  • An overview of the bond markets and what investors could expect in the future
  • And more!

Connect with McGovern Wealth Group:

Connect with Michael Trudel:

About our guest:

Michael Trudel is a seasoned financial expert with a dual background in law and portfolio management. Michael is a Chartered Financial Analyst and Managing Director at BlackRock’s Global Allocation team. With over two decades in the industry, he’s an authority on macro strategy and portfolio analysis, having previously served at Merrill Lynch and the Bank of New York. Armed with multiple degrees, including a cum laude JD and an MBA, Mike offers a well-rounded perspective on global financial trends.

Podcast: Play in new window | Download (Duration: 40:46 — 37.3MB) | Embed

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Hedging Risk in a Concentrated Stock Portfolio with Eric Metz, CFA of SpiderRock Advisors (Ep. 31)

Hedging Risk in a Concentrated Stock Portfolio with Eric Metz, CFA of SpiderRock Advisors (Ep. 31)

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Are you an investor with a large amount of money in just a few stocks? Are you concerned about how to protect against a decline in the stock, but also reluctant to diversify due to significant tax consequences? Are you curious about ways to continue to hold the stock while at the same time have a tax-efficient way to reduce risk in such a concentrated position?

In this episode, Jim McGovern talks to Eric Metz, CFA, President and Chief Investment Officer from SpiderRock Advisors, offering insights for those aiming to protect the wealth they’ve created.

Throughout this episode, Jim and Eric discuss:

  • How SpiderRock Advisors creates solutions designed to help maintain and safeguard wealth by using options strategies
  • How technology has enabled SpiderRock to solve complex problems with scalability for financial advisors and their clients
  • How derivatives can help generate income, provide downside protection and strategically manage risks
  • How SpiderRock’s strategies can minimize tax implications commonly associated with diversifying a stock with low cost basis
  • The importance of communication and customization at the core of investment management 
  • And more!

Resources:

Connect with McGovern Wealth Group:

Connect with Eric Metz:

About our guest:

Eric Metz is President and Chief Investment Officer at SpiderRock Advisors, key driving force behind SpiderRock Advisors’ investment strategies. With a career that began on the trading floors of the CME and CBOE, Eric went on to manage mutual and hedge fund assets at RiverNorth Capital Management. Prior to that, he was a senior trader at specialized firms like Ronin Capital and Bengal Capital.

Educationally, he holds a Magna Cum Laude B.S.E. and an M.S.E. with honors, both in Industrial and Operations Engineering from the University of Michigan. He is also a CFA Charterholder and a board member of the OIC Institutional Advisory Council. Eric’s blend of practical experience and academic excellence make him a key asset in the realm of investment management.

Podcast: Play in new window | Download (Duration: 47:24 — 43.4MB) | Embed

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