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3D Asset Management brings you innovative ideas from investment professionals, practice, and business management leaders. Listen in as fellow financial advisors discuss what’s working for them. Learn about best-of-breed technology, product, and practice solutions. And hear from economists, portfolio managers, analysts and investment product specialists across the industry spectrum, from mega global managers to small but innovative boutique firms.

 

Mar 21, 2018

In this episode, Ben Lavine and our guest Justin Sibears will discuss an article published by Justin in August 2017 titled “Impact of High Equity Valuations on Safe Retirement Withdrawal Rates.” They will focus on how a common retirement income strategy adopted by many financial advisors, the so-called 4%...


Mar 6, 2018

In this podcast, Ben Lavine is joined by Jay Jacobs, Director of Research at Global X Funds. They discuss the investment landscape for energy infrastructure, or the private enterprises focused on the transportation and storage of oil and natural gas. In addition, they discuss the major issues surrounding the general and...


Mar 6, 2018

We are pleased to host Nick Hopwood, CFP, President and CEO of Peak Wealth Management, LLC, to discuss his path towards independence following his departure from LPL Financial and turning Peak Wealth Management into a successful hybrid RIA practice.   Nick shares with us his insights into the successes and challenges he...