Kansikuva näyttelystä Beyond Dollars

Beyond Dollars

Podcast by Cannell and Spears

englanti

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Cannell & Spears was formed in 2023 through the combination of Cannell & Co. and Spears Abacus, two firms with multi-decade legacies of providing independent advice to individuals and families. We launched Beyond Dollars to dive deeper into a broad range of topics we find interesting. While investing is at our very core, we can help with every aspect of your family’s financial life. If you are looking for the antidote to large impersonal firms, you will find it at Cannell & Spears.

Kaikki jaksot

4 jaksot

jakson How We Think About Stocks kansikuva

How We Think About Stocks

Clients sometime ask why we don’t own a particular stock; usually the stock in question is a highflyer that has been in the news and just made an enormous move in price. Or they might ask if we are considering the purchase of a fallen angel, a revered company that the market believes has lost its way. To answer, it is important to note that a “good company” does not always make for a “good stock” just as a “bad stock” does not always make for a “bad company”. Today we go in-depth with our very own: Bob Morgenthau [https://www.cannellspears.com/robert-p-morgenthau] & Jeb Breece [https://www.cannellspears.com/james-e-breece] to discuss the ongoing Price vs Value [https://www.cannellspears.com/s/Investment-Strategy-March-2024-Quicktake-dttd.pdf] debate. At the center of it all? Discipline versus greed. Neither Cannell & Spears nor its personnel provides tax or legal advice. You are urged to consult your tax or legal advisors concerning the impact on your personal situation of any potential strategy or investment. This material is presented solely for informational purposes and does not constitute investment advice. For further information, please see www.cannellspears.com or contact the firm by electronic mail at partners@cannellspears.com.

6. kesä 2024 - 20 min
jakson Inherited IRA 2024: The Pros, Cons & Considerations kansikuva

Inherited IRA 2024: The Pros, Cons & Considerations

Given the evolving nature of IRA regulations, we’ve created our own “cheat sheet [https://www.cannellspears.com/s/CS-Personal-Finance-February-2024-QuickTake.pdf]” on things to remember. We dived deeper into the topic of Inherited or Beneficiary IRA's with our very own: Will Herrman [https://www.cannellspears.com/the-people-index] & Alina Carlson [https://www.cannellspears.com/the-people-index]. We go over some of the changes in the Secure Act since 2019, potential advantages, items to verify and key considerations. Please note, this topic is particularly sensitive to individual circumstances, so please consult your advisory team accordingly.  Neither Cannell & Spears nor its personnel provides tax or legal advice. You are urged to consult your tax or legal advisors concerning the impact on your personal situation of any potential strategy or investment. This material is presented solely for informational purposes and does not constitute investment advice. For further information, please see www.cannellspears.com or contact the firm by electronic mail at partners@cannellspears.com.

28. maalis 2024 - 9 min
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