Manish Sharma, CFA with Grey Ledge Advisors discusses Crypto world
CTMA Wealth Management
by Grey Ledge Advisors
2w ago
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
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Attractive Sectors/Geographies for Investment Opportunities in 2024
CTMA Wealth Management
by Grey Ledge Advisors
3M ago
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
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Make Charitable Donations Directly From IRA Accounts
CTMA Wealth Management
by Grey Ledge Advisors
3M ago
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
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4 Tips on Avoiding Financial Regrets in Retirement
CTMA Wealth Management
by Grey Ledge Advisors
4M ago
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
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What is the Yield Curve Telling Us?
CTMA Wealth Management
by Grey Ledge Advisors
4M ago
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
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Entrepreneurial Success Can Provide a Roadmap to Failure Once You Sell Your Business
CTMA Wealth Management
by Grey Ledge Advisors
4M ago
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
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The SECURE ACT 2.0
CTMA Wealth Management
by Grey Ledge Advisors
4M ago
We discuss the newly enacted SECURE ACT 2.0 and the features and benefits of this new legislation.  We focus on items that are effective in 2023 and talk about the changes that Sponsors, Recordkeepers and Administrators will need to make to comply with the enhancements to the 401(k) plans ..read more
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Behavioral Finance, How It Is Impacting Investment Choices
CTMA Wealth Management
by Grey Ledge Advisors
4M ago
Investors often do the wrong thing at the wrong time, especially in times of downward market volatility.  Advisors help counteract this by sticking to the plan ..read more
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Taking Advantage of Higher Fixed Income Rates
CTMA Wealth Management
by Grey Ledge Advisors
4M ago
For the first time in more than a decade, conservative investors have the opportunity to earn a decent return on Fixed Income type investments.  Our Advisor Ted Reagle talks about the opportunities we now have in the fixed income markets ..read more
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Tech Rotation with Brant Walker and Scott Albraccio
CTMA Wealth Management
by Grey Ledge Advisors
1y ago
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