Manage the Funds Podcast artwork

Manage the Funds Podcast

43 episodes - English - Latest episode: almost 2 years ago - ★★★★★ - 2 ratings

Join us twice a month as we review key data and information about the world economy and your personal finances. Get expert insight on the latest topics that impact your bottom line with Manage the Funds.

Investing Business News Business News financialadvisor financialfuture financialoutlook financialpicture financialplanning marketoutlook
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Episodes

2022 Second Quarter Capital Market Outlook

April 26, 2022 17:38 - 48 minutes - 111 MB Video

Henry+Horne Wealth Management President Michael Carlin discusses the current capital market environment. So far this year both stocks and bonds are struggling as the Federal Reserve starts to pull accommodations away. He goes over the data and historical trends to create a thoughtful understanding of where we may be headed. 

Market update on Ukraine invasion

February 24, 2022 18:35 - 14 minutes - 20.3 MB Video

Capital Markets 2022 First Quarter Outlook

February 01, 2022 15:34 - 58 minutes - 79.7 MB Video

Henry+Horne Wealth Management President Michael Carlin discusses the current capital market environment, and what we can expect from the first quarter of 2022.

Market Update December 2021: Inflation

December 02, 2021 16:10 - 24 minutes - 22.7 MB

Michael Carlin, President of Henry+Horne Wealth Management gives a quick market update as of December 2021 and discusses inflation.

2021 4th Quarter Market Update

October 25, 2021 15:55 - 54 minutes - 124 MB Video

Henry+Horne Wealth Management President Michael Carlin discusses the current capital market environment, and what we can expect from the fourth quarter of 2021.

Capital Markets 2021 Third Quarter Outlook

July 16, 2021 21:58 - 52 minutes - 48.3 MB

Henry+Horne Wealth Management President Michael Carlin discusses the current capital market environment, and what we can expect from the third quarter of 2021.

Global Capital Markets Outlook 2nd Quarter 2021

April 13, 2021 20:52 - 54 minutes - 49.7 MB

Henry+Horne Wealth Management President Michael Carlin and Joe Taiber with Taiber Kosmala & Associates, a Chicago based investment firm, discuss the current capital market environment, and what we can expect from the second quarter of 2021.

Capital markets 2021 1st quarter outlook

January 15, 2021 16:00 - 48 minutes - 44 MB

Michael Carlin and Joe Taiber discuss the impact November's election had on the market and what we can expect for the first quarter of 2021.

2021 Tax Update

December 31, 2020 16:42 - 24 minutes - 22.4 MB

Michael Carlin and Phil McCollum talk about the current tax climate and what to expect in the new year. 

Public Interest Technology

November 10, 2020 20:26 - 37 minutes - 34.3 MB

Michael Carlin, President of Henry+Horne Wealth Management and David Guston, School Director and Professor of ASU School for Future of Innovation in Society talk about innovation, the challenges it faces and what the future looks like. Responsible innovation that is in the public’s best interest.

Responsible Innovation

November 10, 2020 19:32 - 40 minutes - 36.6 MB

Henry+Horne Wealth Management President Michael Carlin and David Guston, School Director and Professor of ASU School for Future of Innovation in Society talk about innovation, the challenges it faces and what the future looks like. What is it and why do investors need to think about it? 

2020 Q4 Market Outlook

October 23, 2020 17:58 - 52 minutes - 47.7 MB

Henry+Horne Wealth Management President Michael Carlin walks you through the latest market outlook and what you can expect in the election season.

Q3 Market Outlook

July 21, 2020 19:41 - 46 minutes - 42.8 MB

Michael Carlin and Joe Taiber discuss the market in the third quarter of 2020, the impact of the coronavirus, the upcoming election and more. 

Episode 30 Q2 Market Update

April 23, 2020 15:54 - 48 minutes - 44 MB

We're deep in a coronavirus infected economy. Michael talks about what that means for your investments.

COVID-19 Market Update

March 26, 2020 22:13 - 45 minutes - 41.4 MB

Henry+Horne Wealth Management Michael Carlin discusses the coronavirus impact on the economy and your finances, and where we go from here. 

Agreement vs. Expectations

March 04, 2020 20:19 - 12 minutes - 11.9 MB

How to improve your organization's culture and worker performance with better communication. 

2020 Market Outlook

January 23, 2020 22:41 - 30 minutes - 27.6 MB

Michael Carlin and Joe Taiber discuss trends and forecasts for the coming year. Material on this program’s intended for general information only and should not be taken as specific investment tax free legal advice. None of the information contained in this broadcast is intended by the host to be a solicitation for sale of any security. Further information is available by contacting Henry Einhorn Wealth Management securities offer through independent financial group member of FINRA SIPC adv...

China Trade Deals and Tariffs

December 10, 2019 18:15 - 18 minutes - 16.8 MB

Listen as we discuss the effects of the China Trade deal and the impacts of the tariffs.

Quarter 4 Market Outlook

October 22, 2019 18:09 - 42 minutes - 39.2 MB

Listen as we discuss equity exposure, impacts of the trade war, and the Forever 21 bankruptcy.

Yield Curve

September 18, 2019 23:00 - 13 minutes - 18.8 MB

Listen as we discuss the basics of a yield curve, recession possibilities, and how banks lend money.

2019 Quarter 3 Market Outlook

August 28, 2019 18:49 - 38 minutes - 52.4 MB

Listen as we discuss the unemployment rate, market growth, tariffs and political environment. 

How do I allocate my 401(k)?

August 12, 2019 20:33 - 17 minutes - 24 MB

Listen as we discuss why it's important, the effects of the financial crisis, and company stocks.

How do I know how much I'm spending?

July 22, 2019 18:09 - 17 minutes - 24 MB

Listen as we discuss the big question of whether to rent or buy housing and cars, tips for long-term expenses, and where does all my money go?

How to buy life insurance

July 10, 2019 18:03 - 15 minutes - 21 MB

Listen as we discuss Learning more about the industry How to get a quote Term life vs whole life policy A big tip for getting the life insurance you want   Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities offered through M.S. Howells & Co. (“MSH”) Member FINRA/SIPC. Advisory Services offered through Wealth Management, LLC, d/b/a Henry+Horne Wealth Management (“HHWM”) a registered investment advisor. HHWM & MSH are separate and u...

How to understand expenses in mutual funds

June 11, 2019 20:43 - 12 minutes - 17.8 MB

Listen as we discuss: The different fee types inside mutual funds How to locate the information on your fees Two hidden costs Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And Advisory Services Offered Through Independent Financial Group, LLC, A Registered Broker-Dealer And Investment Advisor. Member FINRA/SIPC. Henry+Horne Wealth Management, LLC And Independent Financial Group, LLC Are Unaffiliated Entities. The Information Prov...

How to buy municipal bonds

May 21, 2019 23:20 - 17 minutes - 24.3 MB

Listen as we discuss: Why municipal bonds work for some investors The best type of investment account for municipal bonds The interest and tax impact Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And Advisory Services Offered Through Independent Financial Group, LLC, A Registered Broker-Dealer And Investment Advisor. Member FINRA/SIPC. Henry+Horne Wealth Management, LLC And Independent Financial Group, LLC Are Unaffiliated Entiti...

2019 2nd Quarter Market Outlook

April 13, 2019 02:25 - 41 minutes - 56.8 MB

Listen as we discuss expectations for the second quarter including: An unbiased view of the economic data and market points that cut through the noise and hype projected by the media. A retrospective of recent market performance. We review market data to speak frankly about the dynamics and opportunities ahead. Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And Advisory Services Offered Through Independent Financial Group, LLC, A ...

How to create a financial plan

April 03, 2019 23:14 - 15 minutes - 21.1 MB

Listen as we discuss: The importance of creating a proper financial plan Critical areas of concern in your personal finances How to put together a financial plan that works for your family Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And Advisory Services Offered Through Independent Financial Group, LLC, A Registered Broker-Dealer And Investment Advisor. Member FINRA/SIPC. Henry+Horne Wealth Management, LLC And Independent Finan...

Millennial buying habits

February 27, 2019 22:52 - 44 minutes - 61.3 MB

Listen as we discuss Millennial buying habits including: How their financial priorities differ from previous generations The impact of their buying habits on businesses and the economy Financial challenges they face and how to navigate them Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And Advisory Services Offered Through Independent Financial Group, LLC, A Registered Broker-Dealer And Investment Advisor. Member FINRA/SIPC. Henr...

2019 1st Quarter Market Outlook

February 08, 2019 23:52 - 44 minutes - 60.9 MB

Listen as we discuss expectations for the first quarter including: An unbiased view of the economic data and market points that cut through the noise and hype projected by the media. A retrospective of recent market performance. We review market data to speak frankly about the dynamics and opportunities ahead. Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And Advisory Services Offered Through Independent Financial Group, LLC, A R...

Vacation smarter: tips, trends + your money

December 18, 2018 21:35 - 49 minutes - 67.4 MB

Listen as we discuss why vacations are necessary and how you can travel smarter: Vacation financial tips, including how much to spend The health, life and work benefits of travel Pitfalls to watch out for when booking your own travel Things you always wanted to know about vacation planning Top travel trends for 2019 Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And Advisory Services Offered Through Independent Financial Group...

2018 4th Quarter Market Outlook

October 18, 2018 20:43 - 42 minutes - 58.8 MB

2018 4th Quarter Market Outlook – conflict free unbiased view on how we see economic fundamentals and the stock market coming together to drive our portfolio decisions. An inside look on how we do what we do for the fourth quarter of 2018. Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And Advisory Services Offered Through Independent Financial Group, LLC, A Registered Broker-Dealer And Investment Advisor. Member FINRA/SIPC. Henry+Hor...

The psychology of money

October 05, 2018 16:46 - 47 minutes - 64.9 MB

Does money stress you out? It doesn't have to. Listen as we discuss: The role of your psychological upbringing dealing with money  Questions you can ask to change how you think about money How to deal with different money habits: savers vs spenders The effects of trying to keep up with the Joneses Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And Advisory Services Offered Through Independent Financial Group, LLC, A Registered B...

Driverless cars

August 31, 2018 22:52 - 35 minutes - 48.4 MB

A world of driverless cars may seem like a lifetime away. Truth is – the technology is ready now. Listen as we discuss: Future innovations in driverless car tech – perhaps getting a workout in your car?! The steps necessary for total driverless adoption. How driverless cars aim to improve your quality of life. Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And Advisory Services Offered Through Independent Financial Group, LLC, A R...

2018 3rd Quarter Market Outlook

August 06, 2018 21:51 - 44 minutes - 61.1 MB

2018 3rd Quarter Market Outlook – conflict free unbiased view on how we see economic fundamentals and the stock market coming together to drive our portfolio decisions. An inside look on how we do what we do for the third quarter of 2018. Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And Advisory Services Offered Through Independent Financial Group, LLC, A Registered Broker-Dealer And Investment Advisor. Member FINRA/SIPC. Henry+Horn...

Nonprofits, tax reform + hard times

July 06, 2018 00:00 - 36 minutes - 50.5 MB

Listen as we discuss why giving is more important than ever: The impact of tax reform on giving Nonprofit operations - an inside look The role of nonprofits in our community Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And Advisory Services Offered Through Independent Financial Group, LLC, A Registered Broker-Dealer And Investment Advisor. Member FINRA/SIPC. Henry+Horne Wealth Management, LLC And Independent Financial Group, LLC...

Cryptocurrency

June 04, 2018 18:42 - 43 minutes - 59.7 MB

Join us as we discuss the past, present and future of digital currencies; its long-term staying power; and Wil's views on the ways to explore investing in this most volatile asset class.  Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And Advisory Services Offered Through Independent Financial Group, LLC, A Registered Broker-Dealer And Investment Advisor. Member FINRA/SIPC. Henry+Horne Wealth Management, LLC And Independent Financial ...

2018 2nd Quarter Market Outlook

May 23, 2018 20:51 - 54 minutes - 75.1 MB

2018 2nd Quarter Market Outlook – conflict free unbiased view on how we see economic fundamentals and the stock market coming together to drive our portfolio decisions. An inside look on how we do what we do for the second quarter of 2018. Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And Advisory Services Offered Through Independent Financial Group, LLC, A Registered Broker-Dealer And Investment Advisor. Member FINRA/SIPC. Henry+Hor...

Transitioning the business

May 10, 2018 21:07 - 36 minutes - 51.8 MB

Listen as we discuss transitioning your business. This includes: what to know before selling your business; understanding your business asset; and the structure of the deal. Guest host: Phil McCollum, CPA, JD, Partner at Henry+Horne Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And Advisory Services Offered Through Independent Financial Group, LLC, A Registered Broker-Dealer And Investment Advisor. Member FINRA/SIPC. Henry+Horne Weal...

Interest in Interest Rates

May 10, 2018 21:06 - 41 minutes - 57.2 MB

Listen as we discuss critical interest rate developments including: will the Fed raise interest rates, even without inflation; the flattening yield curve’s impact on recessions; interest rates and the Fed balance sheet; does municipal bond trading still look good; and the history of interest rates. Guest host: Matt Lloyd, Chief Investment Strategist, Advisors Asset Management Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And Advisory...

Preparing for Divorce: Business Owners

May 10, 2018 21:02 - 42 minutes - 57.8 MB

Listen as we discuss: what to do before you get married to protect your business; mediation and litigation if you’re going through a divorce; how owning a business could affect a divorce settlement; buy/sell agreements in the event of a divorce; and understanding separate vs community property. Guest host: Leslie Satterlee, Attorney, Partner at Woodnick Law Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And Advisory Services Offered T...

Preparing for Divorce: Individuals

May 10, 2018 20:59 - 36 minutes - 50.5 MB

Listen as we discuss the ins and outs of finances and divorce: pre-planning steps to consider before you get married; short-term and long-term financial needs if you’re going through a divorce; steps for older divorcing spouses; pros and cons of mediation and litigation; and the importance of using professional advisors. Guest host: Leslie Satterlee, Attorney, Partner at Woodnick Law Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And ...

2018 1st Quarter Market Outlook

February 01, 2018 23:43 - 39 minutes - 55.6 MB

A conflict free, unbiased view on how we see economic fundamentals and the stock market coming together to drive our portfolio decisions. An inside look on how we do what we do for the first quarter of 2018. Guest host: Steffan Dye, Vice President at Henry+Horne Wealth Management Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ Securities And Advisory Services Offered Through Independent Financial Group, LLC, A Registered Broker-Dealer And Investm...