Welcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first quarter 2024 market performance, touch on retirement income, and discuss developments in fiduciary duties for group health plans ..read more

In today's episode, Todd Zempel will recap 2023 market performance, touch on relevant retirement plan regulatory updates and discuss trends shaping up for plan sponsors in 2024 ..read more

As of November 17, 2023, the S&P 500 index is soaring with a hefty 18% gain, while small cap stocks and bonds are trailing behind with less prominent returns. A mere seven stocks are maneuvering more than 90% of the total return in the S&P 500 and NASDAQ.  Beneath the surface, cautionary signs are emerging that could spell economic turmoil. Glenn pinpoints the contraction of bank lending growth and an alarming rise in delinquencies in consumer debt, particularly among younger demographics, as potential omens of a rocky road ahead.  ..read more

As a 401(k) plan sponsor or fiduciary, how do you best prepare to ward off lawsuits?  In this episode, Todd Zempel, Partner and Director of Retirement Plan Services for Gordon Asset Management, LLC , will equip you with the knowledge to handle these challenges.  From the implications of these lawsuits to the robust solutions available, we're bringing you an enlightening conversation that's essential for every business owner or management team overseeing company retirement plans.   Tune in, stay informed, and protect your business ..read more

The Gordon Asset Management Podcast welcomes Ira Carnahan to the show.  Ira Carnahan is a portfolio specialist working on the Capital Appreciation Fund at T. Rowe Price Investment Management.  We've invited Ira back on the show to give an update about the T. Rowe Price Capital Appreciation fund  and discuss their new Capital Appreciation Equity ETF (TCAF).  For more information, please visit troweprice.com. Please refer to the important disclosures at the end of the podcast. Outro music compliments of Id Obelus: https://idobelus.bandcamp.com ..read more

Join Joe Gordon and Todd Zempel for a March 2023 market review & outlook with special guest James Abate.  James is the founder and Chief Investment Officer of Centre Asset Management, LLC.   On the podcast James discusses current economic and market conditions, prospects for a recession, and portfolio positioning within the Centre American Select Equity fund (DHANX).  For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com ..read more

Join Todd Zempel and Joe Gordon for an interview with Brad Olsen, Co-Founder of Recurrent Investment Advisors and Lead Portfolio Manager of the Recurrent MLP & Infrastructure Fund.  On the Podcast, we'll get Brad's take on the current macro-economic situation and through the lens of an energy investor.  For more information on Brad or Recurrent Advisors, please visit recurrentadvisors.com ..read more

Join Joe Gordon and Todd Zempel for a fall 2022 market review & outlook with special guest James Abate.  James is the founder and Chief Investment Officer of Centre Asset Management, LLC.   On the podcast James discusses current economic and market conditions, prospects for a turnaround, and portfolio positioning within the Centre American Select Equity fund (DHANX).  For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com ..read more

Join Glenn and Z as they contemplate recent market volatility, fed rate hikes, and factors indicating we could be on the cusp of a recession.  For more information about the firm, please visit WealthQB.com ..read more

What's the deal with oil?  The Russia/Ukraine situation has added to price instability in oil and natural resources. Tune in to hear Brad's take on the situation and opportunities for investment amidst the turmoil.  For more information on Brad or Recurrent Advisors, please visit recurrentadvisors.com ..read more