17 min listen
Searching for the Soul of Wealth with Brian Portnoy
Searching for the Soul of Wealth with Brian Portnoy
ratings:
Length:
36 minutes
Released:
Dec 19, 2022
Format:
Podcast episode
Description
Brian Portnoy, best-selling author and founder of Shaping Wealth, joins The Express to talk about how financial planning is evolving to become more holistic, and how we are rethinking our definitions of wealth. Plus, 2023 gave investors just about all we could handle, so what's in store for the new year? We look around the bend at what's on the tracks in 2023.
LINKS FOR SHOW NOTES
https://pitchbook.com/news/articles/merger-acquisition-deal-global-trends-q3-2022
https://www.investopedia.com/surveying-the-investor-landscape-for-2023-6835785
www.spglobal.com/marke...960244
www.investopedia.com/terms/c/capitulation.asp
https://www.shapingwealth.com/
https://www.amazon.com/stores/Brian-Portnoy/author/B00E9B8W74
LINKS FOR SHOW NOTES
https://pitchbook.com/news/articles/merger-acquisition-deal-global-trends-q3-2022
https://www.investopedia.com/surveying-the-investor-landscape-for-2023-6835785
www.spglobal.com/marke...960244
www.investopedia.com/terms/c/capitulation.asp
https://www.shapingwealth.com/
https://www.amazon.com/stores/Brian-Portnoy/author/B00E9B8W74
Released:
Dec 19, 2022
Format:
Podcast episode
Titles in the series (100)
President's Health Scare Adds New Dimension to Investing Paradox: President Trump's COVID-19 diagnosis adds yet another complicated twist to the investing landscape with less than a month to go before the election. We look at potential outcomes with Greg Valliere, US Policy Strategist for AGF Investments. While markets have been choppy of late, there are several bull markets running in the small to mid-cap sectors. We go inside the charts with JC Parets from AllStarCharts to find the uptrends. And why the effective tax rate is the investing term you need to know this week. All that and more on this week's Investopedia Express. by The Investopedia Express with Caleb Silver