A Financial Advisor on Why Growth Stocks are Down and Why Still Own Them ..read more

Retirement Savings Ideas for Small Business Owners We bring EZTPA’s founder, Adam Hunt, in to talk retirement savings ideas for small business owners. We cover a couple of main points: 1. Consider a 401k 2. Consider a Cash Balance Plan ..read more

We bring Erik Sullivan and Jonah Pollone from MidStreet Mergers & Acquisitions in to talk about the process of selling a business. We cover several main points: 1. Who do you call when you’re ready to sell your business? Who is your who? 2. Exit strategy and Exit Plan. 3. What are the markets like? 4. Evaluations and Strategies. 5. Fee Structure. 6. Marketing and Listing your business ..read more

Alex Mihajlov The arch of his career has now landed his firm, Olde Raleigh Financial, to become a fee-based, Independent Advisory firm. Prior to that Mr. Mihajlov was a branch manager at A.G. Edwards, Wells Fargo and Raymond James. His career has been an evolution and, in turn, his perspective on service has evolved.  “My team and I have experienced the large brokerage houses and banks. While they have carved out their spot in the marketplace, I can say it is not for us. We have evolved and we tend to attract those who have evolved away from cookie cutter to a world of customization. They ..read more

We had a fun, meandering conversation with Matt Klein from The Overshoot. Love this guy. Smart as heck. There is a lot of talk about China’s huge consumer potential and yes 1.6 billion gets the attention of S&P 500 companies. The challenge is very little of China’s GDP is controlled by the consumer because most is controlled by the state. In addition, China’s population is old - check out this podcast we did on China’s ageing population.  So what does huge ageing population with little extra money to spend have to say about the global demand trends and Chinese role in the world?   ..read more

As Chief Market Strategist, Bill O’Grady performs market, economic and geopolitical research for the firm, and is a member of the investment committees for the Asset Allocation strategies and International Equity strategies. Bill also co-manages Confluence’s Global Hard Assets portfolio, which focuses on tangible commodities investments. Additionally, Bill writes numerous reports for the firm, which can be found under Research & News, in which he provides insights on various economic and geopolitical topics and discusses market effects. In all, Bill has more than 30 years of ..read more

Andy is a member of the portfolio management team at Nasdaq Dorsey Wright and is responsible for sales and service of investment strategies across Dorsey Wright’s funds, ETFs and SMA accounts. Since joining Dorsey Wright in 2004, he has authored original research on the subject of technical analysis and speaks and writes regularly on the topic of momentum investing. He is a Certified Financial Planner, Certified Investment Management Analyst, and a Chartered Market Technician. He holds a B.S. from Utah State University with a dual degree in Finance and Economics ..read more

Andy is a member of the portfolio management team at Nasdaq Dorsey Wright and is responsible for sales and service of investment strategies across Dorsey Wright’s funds, ETFs and SMA accounts. Since joining Dorsey Wright in 2004, he has authored original research on the subject of technical analysis and speaks and writes regularly on the topic of momentum investing. He is a Certified Financial Planner, Certified Investment Management Analyst, and a Chartered Market Technician. He holds a B.S. from Utah State University with a dual degree in Finance and Economics ..read more

Our ongoing series of podcasts regarding the energy sector has led us to batteries. If the U.S. fleet of cars and trucks goes “green” over the next couple of decades, batteries will likely be one of the main power sources. So, we thought it prudent to talk to someone who lives, eats and breathes this stuff. Beyond being a nice young man, Mitch works the Jeff Dahn Research Group where he and his colleagues work with researchers from all over to push the boundaries of battery tech. This was a fascinating conversation that centered largely on understanding what it takes to put in a battery and wh ..read more

Mike Morey Mike joined Integrity Viking Funds in 2009. He had been a research analyst for Viking Fund Management, LLC prior to being named Co-Portfolio Manager for various funds managed by Viking Fund Management, LLC.  Mike received a Bachelor of Science degree in Finance from Minot State University. In addition to Co-Portfolio Manager of various funds, Mr. Morey is Chief Investment Officer for Viking Fund Management, LLC ..read more