High-Net-Worth Estate and Tax Planning | Sharpe Minds EP. 9

The Three Themes For The Rest of 2025 | Sharpe Minds EP. 13

On this episode of Sharpe Minds, Michael had the opportunity to sit down with Gene Goldman, Chief Investment Officer at Cetera Investment Management. They discussed Cetera IM's three themes for the rest of 2025, the rising tensions in the Middle East, what is driving the stock market today, Artificial Intelligence, and many facets of the economy.  Stay tuned for frequent uploads and don’t forget to like and subscribe! Follow Gene on X: @GeneGoldman Follow Gene's team on X: @ceteraIM Learn more about Archstone Financial: https://archstonefinancial.net Follow Michael on X: @Michael_Lafata1  Follow Michael on LinkedIn: www.linkedin.com/in/michael-lafata-474255180

Why Be Good When Great Is Available? | Sharpe Minds EP. 12

On this episode of Sharpe Minds, Michael was joined by Tom Halloran, President and CEO of Cetera Advisors and the President of Cetera Wealth Partners. They discussed what it takes to be a great leader and build a team with strong culture, how the top 1% of financial advisors separate themselves from the rest, acquisitions and industry consolidation, technology and innovation within the wealth industry, and the future of financial advice.  Stay tuned for frequent uploads and don’t forget to like and subscribe! Learn more about Archstone Financial: https://archstonefinancial.net Follow Michael on X: @Michael_Lafata1 Follow Michael on LinkedIn:  https://www.linkedin.com/in/michael-lafata-474255180/  [https://studio.youtube.com/channel/ael-lafata-474255180/]

The Case for America | Sharpe Minds EP. 11

On this episode of Sharpe Minds, Michael had the pleasure of speaking with Meera Pandit, Global Market Strategist at J.P.Morgan Asset Management. They dove under the hood in equities and also discussed the impact of the first 100 days of the new presidency, what we learned from companies during their Q1 earnings releases, the outlook for fed policy this year, recession risks, and American Exceptionalism. Stay tuned for frequent uploads! Learn more about Archstone Financial: https://archstonefinancial.net/ [https://archstonefinancial.net/] Follow Michael on X: @Michael_Lafata1 Follow Michael on LinkedIn: https://www.linkedin.com/in/michael-lafata-474255180/

The Megaforces Cultivating Our Future | Sharpe Minds EP. 10

It's not everyday that you get to speak with the largest asset manager in the world, but on this episode we did exactly that. Michael and Brian went in-depth on the Megaforces that BlackRock thinks are cultivating our future; such as AI, demographics, geopolitics, and digital assets. Stay tuned for more content! Stay tuned for frequent uploads, and don't forget to like and subscribe! Learn more about Archstone Financial: https://archstonefinancial.net/ [https://archstonefinancial.net/] Follow Michael on X: @Michael_Lafata1 Follow Michael on LinkedIn: https://www.linkedin.com/in/michael-lafata-474255180/

High-Net-Worth Estate and Tax Planning | Sharpe Minds EP. 9

On this episode of Sharpe Minds, Michael is joined by Patrick Schultz, JD of Clark Capital Management. Michael and Patrick dove into the topics of business succession planning, legacy and family dynamics, tax planning, estate planning for high-net-worth individuals, the future of estate planning, and many others. Stay tuned for frequent uploads, and don't forget to check us out on other platforms! Learn more about Archstone Financial: https://archstonefinancial.net/ [https://archstonefinancial.net/] Follow Michael on X: @Michael_Lafata1 Follow Michael on LinkedIn: https://www.linkedin.com/in/michael-lafata-474255180/