W4VET 8/4/2019

Our first guest is Gene Goldman, CFA – Chief Investment Officer and Director of Research, Cetera Investment Management, his topic today is the Mid-Year Market Outlook Despite Global Trade Concerns, Markets Have Room to Run.

Gene Goldman is responsible for the strategic direction and continued growth of the firm’s research offerings. His role includes setting the vision for superior capabilities and enabling the delivery of objective investment advice. He provides day-to-day oversight of Cetera Investment Management, with a focus on providing unbiased research about the economy and financial markets, asset allocation strategies, mutual funds and other investment related topics. Mr. Goldman also helps oversee the investment committee and their commitment to delivering thought leadership on the economy, financial markets and investment strategies, as well as implementation and practice recommendations for advisors.  For more information, please www.cetera.com

 

Our second guest today is Andrew Green, with 25 years of experience as both an attorney and Certified Public Accountant.  Mr. Green is an Associate Attorney with the Eppley Legal Group. He has represented hundreds of clients in state/federal court as trial counsel in both criminal and civil cases as well as active in family law courts.

Andrew W. Green believes estate planning should be at the top of everyone’s to-do list.  The legacy we leave behind will provide comfort as well as peace of mind to the ones who matter most, our family. This is the topic Mr. Green will be discussing.  We want to welcome the Eppley Legal Group as our new Sponsors and Experts as Attorney’s Of Law for Let’s Just Talk. For more information go to www.https://eppleylegalgroup.com

W4CY 8/1/2019

Our first guest is Gene Goldman, CFA – Chief Investment Officer and Director of Research, Cetera Investment Management, his topic today is the Mid-Year Market Outlook Despite Global Trade Concerns, Markets Have Room to Run.

Gene Goldman is responsible for the strategic direction and continued growth of the firm’s research offerings. His role includes setting the vision for superior capabilities and enabling the delivery of objective investment advice. He provides day-to-day oversight of Cetera Investment Management, with a focus on providing unbiased research about the economy and financial markets, asset allocation strategies, mutual funds and other investment related topics. Mr. Goldman also helps oversee the investment committee and their commitment to delivering thought leadership on the economy, financial markets and investment strategies, as well as implementation and practice recommendations for advisors.  For more information, please www.cetera.com

 

Our second guest today is Andrew Green, with 25 years of experience as both an attorney and Certified Public Accountant.  Mr. Green is an Associate Attorney with the Eppley Legal Group. He has represented hundreds of clients in state/federal court as trial counsel in both criminal and civil cases as well as active in family law courts.

Andrew W. Green believes estate planning should be at the top of everyone’s to-do list.  The legacy we leave behind will provide comfort as well as peace of mind to the ones who matter most, our family. This is the topic Mr. Green will be discussing.  We want to welcome the Eppley Legal Group as our new Sponsors and Experts as Attorney’s Of Law for Let’s Just Talk. For more information go to www.https://eppleylegalgroup.com

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