On this episode of The Active Advisor podcast, host Bryan Moore chats with Philip Chao, CFP®, founder of Experiential Wealth.

On this episode of The Active Advisor podcast, host Bryan Moore chats with Brian J. Probst, CFP®, CRPC®, Vice President of Wealth Management at Raymond James.

Unlike mutual funds, ETFs trade like stocks - an ETF can be bought and sold throughout the trading day.

According to Harbor’s subadvisor C WorldWide, in 2024, the world will witness the largest election year in history, with nearly half of the global population casting their votes. They discuss the global outlook for long-term investors in the 2020s, considering the impact of politics, elections, geopolitics, interest rates, and Artificial Intelligence (AI) on the stock market. C WorldWide’s Investment Report for the second quarter of 2024 included the following outlook that touched on these themes and more.

On this episode of The Active Advisor podcast, host Bryan Moore chats with Austin Lane, CFP®, Founder and President of Greenwing Wealth Management.