The Gordon Asset Management Podcast
94 episodes - English - Latest episode: 3 months ago - ★★★★★ - 3 ratingsStay up to date with important stories on the economy & markets. Podcast guests include prominent asset managers, entrepreneurs, and thought leaders in asset management and economics. Please visit WealthQB.com for more information about our firm and other important disclosures.
Disclosures: Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Neither Gordon Asset Management, LLC, nor its podcast participants shall be held liable for losses resulting from actions taken based on information or viewpoints discussed on this podcast.
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Episodes
#17 - Market Update 12.29.20
December 29, 2020 20:00 - 24 minutes - 17.2 MBJoin Todd Zempel, Joe Gordon, and Glenn Moore as they discuss the widening breadth of the market recovery, the COVID stimulus bill, potential problems in the labor market, and other market moving events of the week.
Special Guest: Brian Graff, CEO of the American Retirement Association
December 17, 2020 22:00 - 24 minutes - 16.6 MBThe Gordon Asset Management Podcast welcomes Brian Graff, CEO of the American Retirement Association ("ARA") to the show to discuss the current retirement plan regulatory landscape. For more information about Brian, the ARA, or current retirement advocacy efforts, please visit usaretirement.org or araadvocacy.org.
#16 - Special Guest: Brian Graff, CEO of the American Retirement Association
December 17, 2020 22:00 - 24 minutes - 16.6 MBThe Gordon Asset Management Podcast welcomes Brian Graff, CEO of the American Retirement Association ("ARA") to the show to discuss the current retirement plan regulatory landscape. For more information about Brian, the ARA, or current retirement advocacy efforts, please visit usaretirement.org or araadvocacy.org.
Special Guest: Aaron Schumm, Vestwell Founder & CEO
December 14, 2020 16:00 - 25 minutes - 17.8 MBJoin Todd Zempel and Vestwell Founder & CEO, Aaron Schumm, as they discuss the current landscape of retirement plan record-keeping. With over 15 years of FinTech, FinServ, and wealth management experience, Aaron Schumm founded Vestwell in 2016 to modernize the way 401(k) plans are offered. Prior to Vestwell, Aaron co-founded FolioDynamix which was sold to Actua in 2014. Additional roles included time at Northern Trust, Citigroup, and Fiserv. For more information on Aaron and Vestwell, plea...
#15 - 401(k) Record-Keeping Developments wsg/Aaron Schumm, Founder & CEO of Vestwell
December 14, 2020 16:00 - 25 minutes - 17.8 MBJoin Todd Zempel and Vestwell Founder & CEO, Aaron Schumm, as they discuss the current landscape of retirement plan record-keeping. With over 15 years of FinTech, FinServ, and wealth management experience, Aaron Schumm founded Vestwell in 2016 to modernize the way 401(k) plans are offered. Prior to Vestwell, Aaron co-founded FolioDynamix which was sold to Actua in 2014. Additional roles included time at Northern Trust, Citigroup, and Fiserv. For more information on Aaron and Vestwell, plea...
401(k) Record-Keeping Developments wsg/Aaron Schumm, Founder & CEO of Vestwell
December 14, 2020 16:00 - 25 minutes - 17.8 MBJoin Todd Zempel and Vestwell Founder & CEO, Aaron Schumm, as they discuss the current landscape of retirement plan record-keeping. With over 15 years of FinTech, FinServ, and wealth management experience, Aaron Schumm founded Vestwell in 2016 to modernize the way 401(k) plans are offered. Prior to Vestwell, Aaron co-founded FolioDynamix which was sold to Actua in 2014. Additional roles included time at Northern Trust, Citigroup, and Fiserv. For more information on Aaron and Vestwell, plea...
12.08.20 Market Update
December 08, 2020 18:00 - 28 minutes - 19.5 MBJoin Todd Zempel, Joe Gordon, and Glenn Moore as they discuss more vaccine-induced euphoria, the employment situation, and other market moving events of the week.
#14 - Market Update 12.08.20
December 08, 2020 18:00 - 28 minutes - 19.5 MBJoin Todd Zempel, Joe Gordon, and Glenn Moore as they discuss more vaccine-induced euphoria, the employment situation, and other market moving events of the week.
#14 - Market Update 12.08.20
December 08, 2020 18:00 - 28 minutes - 19.5 MBJoin Todd Zempel, Joe Gordon, and Glenn Moore as they discuss more vaccine-induced euphoria, the employment situation, and other market moving events of the week.
#13 - Market Update 12.01.20
December 01, 2020 18:00 - 27 minutes - 18.9 MBJoin Todd Zempel, Joe Gordon, and Glenn Moore as they discuss the vaccine-induced euphoria that led to a record-breaking rally in the stock market during November 2020.
#13 - Market Update 12.01.20
December 01, 2020 18:00 - 27 minutes - 18.9 MBJoin Todd Zempel, Joe Gordon, and Glenn Moore as they discuss the vaccine-induced euphoria that led to a record-breaking rally in the stock market during November 2020.
12.01.20 Market Update
December 01, 2020 18:00 - 27 minutes - 18.9 MBJoin Todd Zempel, Joe Gordon, and Glenn Moore as they discuss the vaccine-induced euphoria that led to a record-breaking rally in the stock market during November 2020.
A Brief History of the 401(k) wsg/Ted Benna, The Father of the 401(k)
November 24, 2020 20:00 - 40 minutes - 27.7 MBJoin Todd Zempel, Joe Gordon, and JT Stilley for a special guest interview from the 'Father of the 401(k)' Ted Benna. Ted is credited as the first benefits practitioner to deconstruct the tax code to imagine and implement the first 401(k) plan. Tune in for a brief history of the 401(k) and a discussion about its future direction. For more info on Ted, please visit http://benna401k.com/.
Special Guest: The Father of the 401(k) - Ted Benna
November 24, 2020 20:00 - 40 minutes - 27.7 MBJoin Todd Zempel, Joe Gordon, and JT Stilley for a special guest interview from the 'Father of the 401(k)' Ted Benna. Ted is credited as the first benefits practitioner to deconstruct the tax code to imagine and implement the first 401(k) plan. Tune in for a brief history of the 401(k) and a discussion about its future direction. For more info on Ted, please visit http://benna401k.com/.
#12 - A Brief History of the 401(k) wsg/Ted Benna, The Father of the 401(k)
November 24, 2020 20:00 - 40 minutes - 27.7 MBJoin Todd Zempel, Joe Gordon, and JT Stilley for a special guest interview from the 'Father of the 401(k)' Ted Benna. Ted is credited as the first benefits practitioner to deconstruct the tax code to imagine and implement the first 401(k) plan. Tune in for a brief history of the 401(k) and a discussion about its future direction. For more info on Ted, please visit http://benna401k.com/.
#11 - Guest Interview: James Abate of Centre Asset Management, LLC
November 17, 2020 19:00 - 30 minutes - 20.9 MBJoe Gordon and Todd Zempel welcome James Abate to the show to discuss his views on the market, potential investment opportunities on the horizon, and James' philosophy on managing money. James A. Abate, MBA, CPA, CFA, is the Chief Investment Officer of Centre Asset Management, LLC, and the portfolio manager of the firm's American Select Equity and Global Listed Infrastructure Strategies. For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.
Guest Interview: James Abate of Centre Asset Management, LLC
November 17, 2020 19:00 - 30 minutes - 20.9 MBJoe Gordon and Todd Zempel welcome James Abate to the show to discuss his views on the market, potential investment opportunities on the horizon, and James' philosophy on managing money. James A. Abate, MBA, CPA, CFA, is the Chief Investment Officer of Centre Asset Management, LLC, and the portfolio manager of the firm's American Select Equity and Global Listed Infrastructure Strategies. For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.
11.10.20 Market Update
November 11, 2020 21:00 - 33 minutes - 23.2 MBJoin Joe Gordon, Todd Zempel, and Glenn Moore to recap the news and events of the week. Topics include the election, electoral college voting process, Pfizer's news about a COVID-19 vaccine, stimulus efforts, and potential for inflation.
#10 - Market Update 11.10.20
November 11, 2020 21:00 - 33 minutes - 23.2 MBJoin Joe Gordon, Todd Zempel, and Glenn Moore to recap the news and events of the week. Topics include the election, electoral college voting process, Pfizer's news about a COVID-19 vaccine, stimulus efforts, and potential for inflation.
#10 - Market Update 11.10.20
November 11, 2020 21:00 - 33 minutes - 23.2 MBJoin Joe Gordon, Todd Zempel, and Glenn Moore to recap the news and events of the week. Topics include the election, electoral college voting process, Pfizer's news about a COVID-19 vaccine, stimulus efforts, and potential for inflation.
#9 - ELECTION EDITION: 11.03.20 Market Update
November 03, 2020 19:00 - 30 minutes - 21.3 MBJoin Joe Gordon and Todd Zempel for a special 11/3/2020 election edition of the Gordon Asset Management Podcast. Tune in to hear their thoughts on the market and the possible fallout from either a contested election or landslide victory.
ELECTION EDITION: 11.03.20 Market Update
November 03, 2020 19:00 - 30 minutes - 21.3 MBJoin Joe Gordon and Todd Zempel for a special 11/3/2020 election edition of the Gordon Asset Management Podcast. Tune in to hear their thoughts on the market and the possible fallout from either a contested election or landslide victory.
10.27.20 Market Update
October 27, 2020 17:00 - 28 minutes - 19.8 MBJoin Joe Gordon, Todd Zempel, and Glenn Moore as they discuss the week's news and market action. Topics include an update on employment, stimulus efforts, a look at the monetary supply & inflation, and the upcoming election.
#8 - Market Update 10.27.20
October 27, 2020 17:00 - 28 minutes - 19.8 MBJoin Joe Gordon, Todd Zempel, and Glenn Moore as they discuss the week's news and market action. Topics include an update on employment, stimulus efforts, a look at the monetary supply & inflation, and the upcoming election.
#8 - Market Update 10.27.20
October 27, 2020 17:00 - 28 minutes - 19.8 MBJoin Joe Gordon, Todd Zempel, and Glenn Moore as they discuss the week's news and market action. Topics include an update on employment, stimulus efforts, a look at the monetary supply & inflation, and the upcoming election.
#7 - Market Update 10.20.20
October 20, 2020 17:00 - 33 minutes - 22.8 MBJoin Joe Gordon, Glenn 'Macro View' Moore, and Todd Zempel to discuss the week's market activity including an update on US COVID-19 cases, the DOJ Sherman Anti-Trust Act action against Google, Treasury deficits, and inflation prospects.
#7 - Market Update 10.20.20
October 20, 2020 17:00 - 33 minutes - 22.8 MBJoin Joe Gordon, Glenn 'Macro View' Moore, and Todd Zempel to discuss the week's market activity including an update on US COVID-19 cases, the DOJ Sherman Anti-Trust Act action against Google, Treasury deficits, and inflation prospects.
10.20.20 Market Update
October 20, 2020 17:00 - 33 minutes - 22.8 MBJoin Joe Gordon, Glenn 'Macro View' Moore, and Todd Zempel to discuss the week's market activity including an update on US COVID-19 cases, the DOJ Sherman Anti-Trust Act action against Google, Treasury deficits, and inflation prospects.
10.13.20 Market Update
October 13, 2020 20:00 - 27 minutes - 18.9 MBJoin Joe Gordon and Todd Zempel as they discuss the week's market activity and economic news. During the podcast they will touch on the rally in mega-cap tech stocks, small caps, the recent uptick in COVID-19 cases, as well as the upcoming election and its investment implications.
#6 - Market Update 10.13.20
October 13, 2020 20:00 - 27 minutes - 18.9 MBJoin Joe Gordon and Todd Zempel as they discuss the week's market activity and economic news. During the podcast they will touch on the rally in mega-cap tech stocks, small caps, the recent uptick in COVID-19 cases, as well as the upcoming election and its investment implications.
#6 - Market Update 10.13.20
October 13, 2020 20:00 - 27 minutes - 18.9 MBJoin Joe Gordon and Todd Zempel as they discuss the week's market activity and economic news. During the podcast they will touch on the rally in mega-cap tech stocks, small caps, the recent uptick in COVID-19 cases, as well as the upcoming election and its investment implications.
#5 - Market Update 10.06.20
October 06, 2020 16:00 - 17 minutes - 12.2 MBPlease join Joe Gordon and Todd Zempel as they discuss the week's market and economic activity including Trump's COVID diagnosis, the Russell 2000 rebound, and more.
#5 - Market Update 10.06.20
October 06, 2020 16:00 - 17 minutes - 12.2 MBPlease join Joe Gordon and Todd Zempel as they discuss the week's market and economic activity including Trump's COVID diagnosis, the Russell 2000 rebound, and more.
10.06.20 Market Update
October 06, 2020 16:00 - 17 minutes - 12.2 MBPlease join Joe Gordon and Todd Zempel as they discuss the week's market and economic activity including Trump's COVID diagnosis, the Russell 2000 rebound, and more.
Hot take on the 1st Presidential Debate
September 30, 2020 19:00 - 16 minutes - 11.1 MBGlenn Moore and Todd Zempel discuss the 1st 2020 presidential debate and the takeaways for the markets & economy (or lack thereof).
#4 - Hot take on the 1st Presidential Debate
September 30, 2020 19:00 - 16 minutes - 11.2 MBGlenn Moore and Todd Zempel discuss the 1st 2020 presidential debate and the takeaways for the markets & economy (or lack thereof).
#3 Market Update 09.29.20
September 29, 2020 17:00 - 18 minutes - 12.6 MBJoin Joe Gordon and Todd Zempel as they discuss market performance, economic developments, coronavirus cases, and the upcoming presidential debate.
09.29.20 Market Update
September 29, 2020 17:00 - 18 minutes - 12.6 MBJoin Joe Gordon and Todd Zempel as they discuss market performance, economic developments, coronavirus cases, and the upcoming presidential debate.
#3 Market Update 09.29.20
September 29, 2020 17:00 - 18 minutes - 12.6 MBJoin Joe Gordon and Todd Zempel as they discuss market performance, economic developments, coronavirus cases, and the upcoming presidential debate.
#2 What are clients asking?
September 24, 2020 20:00 - 12 minutes - 8.86 MBJoin Joe Gordon, Glenn Moore, JT Stilley, and Todd Zempel as they discuss the questions clients are asking. How do I invest ahead of the election? How do I manage volatility? Where can I find shelter from market volatility?
What are clients asking?
September 24, 2020 20:00 - 12 minutes - 8.86 MBJoin Joe Gordon, Glenn Moore, JT Stilley, and Todd Zempel as they discuss the questions clients are asking. How do I invest ahead of the election? How do I manage volatility? Where can I find shelter from market volatility?
09.22.20 Market Update
September 22, 2020 19:00 - 24 minutes - 16.8 MBJoin Joe Gordon and Todd Zempel as they cover important financial news and information.
#1 Market Update 09.22.20
September 22, 2020 19:00 - 24 minutes - 16.8 MBJoin Joe Gordon and Todd Zempel as they cover important financial news and information.
#1 Market Update 09.22.20
September 22, 2020 19:00 - 24 minutes - 16.8 MBJoin Joe Gordon and Todd Zempel as they cover important financial news and information.