EP 087 Beat inflation with Nancy Davis

Nancy Davis is a portfolio manager and investment advisor who started her career at Goldman Sachs and has since become an industry leader, with Barron’s naming her one of the 100 Most Influential Women in U.S. Finance. 

Let me just say this: Nancy… is… SMART. If you want more knowledge about inflation rates, fixed income investments and even financial derivatives, then listen in. Admittedly, I didn’t understand 100% of our conversation, but I do feel a little bit smarter after having it ;). Hearing her perspective and wealth of information will definitely allow you to bring more value to your clients.

Nancy came on the podcast to share some of the wisdom she’s accumulated during her many years as an investor and advisor. We touched on: 

Why exchange-traded funds (ETFs) are great investments

How to construct a balanced portfolio (truly balanced)

Why it’s so important to view inflation as part of asset allocation

What the future holds as the Fed increases rates

Connect with Nancy Davis
Websites: https://www.ivoletf.com/
LinkedIn: https://www.linkedin.com/in/nancyquadratic
Twitter: https://twitter.com/nancy__davis

Connect with Robyn Crane
Website: https://robyncrane.com/
Facebook: https://www.facebook.com/bizgrowth4women/
LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./
YouTube: https://www.youtube.com/c/RobynCrane
Instagram: https://www.instagram.com/robyncrane/?hl=en
Learn more about your ad choices. Visit megaphone.fm/adchoices

Nancy Davis is a portfolio manager and investment advisor who started her career at Goldman Sachs and has since become an industry leader, with Barron’s naming her one of the 100 Most Influential Women in U.S. Finance. 

Let me just say this: Nancy… is… SMART. If you want more knowledge about inflation rates, fixed income investments and even financial derivatives, then listen in. Admittedly, I didn’t understand 100% of our conversation, but I do feel a little bit smarter after having it ;). Hearing her perspective and wealth of information will definitely allow you to bring more value to your clients.

Nancy came on the podcast to share some of the wisdom she’s accumulated during her many years as an investor and advisor. We touched on: 

Why exchange-traded funds (ETFs) are great investments
How to construct a balanced portfolio (truly balanced)
Why it’s so important to view inflation as part of asset allocation
What the future holds as the Fed increases rates

Connect with Nancy Davis

Websites: https://www.ivoletf.com/

LinkedIn: https://www.linkedin.com/in/nancyquadratic

Twitter: https://twitter.com/nancy__davis

Connect with Robyn Crane

Website: https://robyncrane.com/

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

YouTube: https://www.youtube.com/c/RobynCrane

Instagram: https://www.instagram.com/robyncrane/?hl=en

Learn more about your ad choices. Visit megaphone.fm/adchoices