Ep. 22: It’s Greenbook Time

At the end of last month, the Biden administration released its…

Ep. 21: Understanding the Implications of the Ukrainian Invasion

Richard Mullen and Mark Bogar are joined by special guest Chris…

Ep. 20: Special Edition – Tensions in the East & Market Implications

Mark Bogar sits down with Richard Mullen and Stephen Kylander…

Ep. 19: Business Owner Exit Planning (Part 1)

James Landry and Charles Evangelakos discuss the topic of business…

Ep. 18: What’s Going on in D.C.? How the Build Back Better Plan Could Impact Estate and Income Tax Planning

Back in September, the House Ways and Means Committee proposed…

Ep. 17: Extraordinary Life: Dr. Jenny Thompson

Coming off of this year’s Olympic games, James Landry and Joe…

Ep. 16: Concentrated Stock Positions (Part 2)

James Landry, Charles Evangelakos, and Mark Bogar dive deeper…

Ep. 15: Concentrated Stock Positions

What are some risks and concerns of a single-security concentration?…

Ep. 14: Extraordinary Life: Michelle Palomera

Michelle Palomera led Genpact's banking and capital markets practice…

Ep. 13: The US Economy & Market Distortion

James Landry is joined by Mark Bogar, CFA,  the Chief Investment…

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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