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Hosted by 3D Asset Management, we bring you innovative ideas from investment professionals and practice and business management leaders.  Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of 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...