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Brant Walker, our Chief Investment Strategist, joins the show to discuss how companies with economic “moats” tend to perform better over the long run since they often create a recurring revenue stream. He discusses the successful business models used by Costco and Amphenol as well as a monthly service by Rollins (better known as Orkin) that produces strong cash flows. Walker also explains how business strategies influence Grey Ledge’s decisions when we look for quality companies to include in our investments ..read more

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Manish Sharma, CFA, Financial Analyst, talks about the cryptocurrency market and whether Grey Ledge feels this is a good investment option for our clients. He also discusses exchange traded funds created to support investments in Bitcoin and other forms of cryptocurrency, and what investors should be wary of when considering these investments ..read more

Manish Sharma speaks to the sectors and geographical opportunities we see in 2024 for our clients.  His discussion looks at the medium to long-term outlook ..read more

Ted Reagle discusses Qualified Charitable Donations  (QCD), the opportunity for seniors (over age 70.5) to make charitable donations directly from IRA accounts helping to reduce taxes and help out your favorite charity at the same time ..read more

Financial regrets may be common, but they don’t have to be inevitable. And even if you have regrets about how you prepared for retirement, these errors don’t have to be permanent. There are options for course correction, even after you’ve stopped working. One mistake that clients may make after retirement is not considering long-term care planning, including the potential need for nursing home or assisted living expenses.  ..read more

Brant Walker discusses recent interest rate trends from 1/1/2022,  when rates started rising from historically low levels. The yield curve has been deeply inverted for a year and a half.    More recently longer-term rates started catching up with short term rates. Brant will try and answer what caused this ..read more

What made you a successful entrepreneur can lead to the loss of the capital you've received if you try and control everything like you did as a business owner.  Ken Russell, President and CEO of Gray Ledge Advisors talks about delegation, diversity and leverage, something most entrepreneurs aren't used to giving up ..read more