The Gordon Asset Management Podcast

The Gordon Asset Management Podcast

Stay 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.

Episodes

April 12, 2024 12 mins

Welcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first quarter 2024 market performance, touch on retirement income, and discuss developments in fiduciary duties for group health plans.


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In today's episode, Todd Zempel will recap 2023 market performance, touch on relevant retirement plan regulatory updates and discuss trends shaping up for plan sponsors in 2024.

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As of November 17, 2023, the S&P 500 index is soaring with a hefty 18% gain, while small cap stocks and bonds are trailing behind with less prominent returns. A mere seven stocks are maneuvering more than 90% of the total return in the S&P 500 and NASDAQ. 

Beneath the surface, cautionary signs are emerging that could spell economic turmoil. Glenn pinpoints the contraction of bank lending growth and an alarming rise...

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As a 401(k) plan sponsor or fiduciary, how do you best prepare to ward off lawsuits?  In this episode, Todd Zempel, Partner and Director of Retirement Plan Services for Gordon Asset Management, LLC , will equip you with the knowledge to handle these challenges.  From the implications of these lawsuits to the robust solutions available, we're bringing you an enlightening conversation that's essential for every business own...

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The Gordon Asset Management Podcast welcomes back Ira Carnahan to the show.  Ira Carnahan is a portfolio specialist working on the Capital Appreciation Fund at T. Rowe Price Investment Management.  We've invited Ira back on to give an update on the T. Rowe Price Capital Appreciation fund  and discuss their new Capital Appreciation Equity ETF (TCAF).  For more information, please visit troweprice.com. 

Please refer to ...

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Join Joe Gordon and Todd Zempel for a March 2023 market review & outlook with special guest James Abate.  James is the founder and Chief Investment Officer of Centre Asset Management, LLC.   On the podcast James discusses current economic and market conditions, prospects for a recession, and portfolio positioning within the Centre American Select Equity fund (DHANX).  For more information on James or Centre Funds, please visit ...

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Join Todd Zempel and Joe Gordon for an interview with Brad Olsen, Co-Founder of Recurrent Investment Advisors and Lead Portfolio Manager of the Recurrent MLP & Infrastructure Fund.  On the Podcast, we'll get Brad's take on the current macro-economic situation and through the lens of an energy investor.  For more information on Brad or Recurrent Advisors, please visit recurrentadvisors.com.

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Join Joe Gordon and Todd Zempel for a fall 2022 market review & outlook with special guest James Abate.  James is the founder and Chief Investment Officer of Centre Asset Management, LLC.   On the podcast James discusses current economic and market conditions, prospects for a turnaround, and portfolio positioning within the Centre American Select Equity fund (DHANX).  For more information on James or Centre Funds, please visit ...

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Please join us for a spring/summer 2022 market review & outlook with special guest James Abate.  James is the founder and Chief Investment Officer of Centre Asset Management, LLC.   For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.

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Join Glenn and Z as they contemplate recent market volatility, fed rate hikes, and factors indicating we could be on the cusp of a recession.  For more information about the firm, please visit WealthQB.com.

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What's the deal with oil?  The Russia/Ukraine situation has added to price instability in oil and natural resources. Tune in to hear Brad's take on the situation and opportunities for investment amidst the turmoil.  For more information on Brad or Recurrent Advisors, please visit recurrentadvisors.com.

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Join us for a discussion about sustainable/ESG investing via target date funds with Jonathan Rickets from Natixis.  For more information about Natixis, please visit im.natixis.com.

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Please join us for a fall/winter '21-'22 investment outlook with special guest James Abate.  James is the founder and Chief Investment Officer of Centre Asset Management, LLC.   For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.

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On this special weekend update edition of the podcast, join Glenn & Z as they discuss inflation, the Rivian IPO, ESG investing, the liquidity-induced NFT craze, and other hot topics of the week.

For more information about our firm, please visit www.WealthQB.com

Music compliments of Id Obelus: https://idobelus.bandcamp.com/

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The Gordon Asset Management Podcast welcomes Ira Carnahan to the show.  Ira works on the portfolio management team for T. Rowe Price's Capital Appreciation Fund.  T. Rowe Price Capital Appreciation is one of our favorite balanced funds; consistently ranking among the best performing of its peers.  On the podcast Ira explains the management philosophy behind the fund and highlights some potential areas of growth.  For more info...

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Is your personal data a plan asset or can service providers use this data to cross-sell financial products?  In this brief update Todd Zempel breaks down recent developments from the Shell Oil 401k lawsuit. 

For more information about our firm, please visit www.WealthQB.com

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The Gordon Asset Management Podcast welcomes Tom Snyder to the show.  Tom is the executive director of Raleigh NC's RIoT organization.  RIoT is an organization that mentors entrepreneurs, a startup accelerator, and R&D lab, for companies and individuals in the IoT (Internet of Things) space.  On the podcast Tom discusses what happening at RIoT, the business climate in North Carolina, and upside potential for technology dur...

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The Gordon Asset Management Podcast welcomes Burland East to the show.  Burl is  CEO at American Assets Capital Advisers and Portfolio Manager for the Altergris/AACA Opportunistic Real Estate Fund.   On the episode Burl describes his process which has led to significant outperformance in his real estate fund and highlights areas he sees future potential for growth.  For more information about Burl, please visit aacadvisers.com.

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The Gordon Asset Management Podcast welcomes Scot Wingo to the show.  Scot is a successful serial entrepreneur and curator of the 'triangle tweeners' list--an index of North Carolina triangle region start-ups.   On the episode Scot shares his thoughts on everything from the local Raleigh start-up scene, to blockchain, and the economy.  For more information about Scot check out his podcast, the Jason & Scot Show at www...

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The Gordon Asset Management Podcast welcomes Dr. Dale Matcheck to the show.  Dr. Matcheck is Professor and Department Chair of Economics at Northwood University--a college rooted in the ideology of the free market system.  On the episode Dr. Matcheck addresses some of the challenges to the free enterprise system we face on the heels of COVID, as well as the shortfalls of higher education.  For more information about Dr. Matcheck or...

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