The Trade-Off

The Trade-Off

Personal Comprehensive Wealth. A podcast hosted by Sarian Strategic Partners, based in the Greater Philadelphia Area. hightoweradviors.com/sarian Twitter: @SarianStrategic Facebook: @SarianStrategicPartners LinkedIn: @SarianStrategicPartners Sarian Strategic Partners is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

Episodes

Episode 27 - Student Loan Freeze

March 4, 2022 • 11 mins
On December 22nd, 2021, President Biden announced that the federal freeze on student loan repayments and interest accumulation would continue through May 1st, 2022. We’ve seen several student loan moratorium extensions since it was enacted in March 2020. It is unclear if additional postponements are to be anticipated, but the White House has suggested this could be the final deferral. Regardless, we’ve received several inquiries fr...
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Episode 26 - Business School (Featuring Collin Wright) Part 2

November 23, 2021 • 35 mins
Collin Wright, MBA Candidate at The Wharton School, is back on this episode of The Trade-Off to check in on this grad school journey and shares his internship experience at Dick's Sporting Goods.

For more information, email us at ssp@hightoweradvisors.com
Follow us on Twitter @SarianStrategic
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Episode 25- Mike Carlson

September 23, 2021 • 75 mins
Midwest native and professional athlete, Mike Carlson joins The Trade-Off to share his story of playing basketball for the majority of his life and how he's worked to get to where he is today playing professionally over the past seven years. Mike currently plays in the Netherlands' BXNT League for Heroes Den Bosch and formerly was in Spain's ACB league (Acunsa GBC).

Check out Mike on Instagram & Twitter: @mikeykaz05


For more informa...
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Episode 24 - Exploring a Career as a Financial Advisor

August 3, 2021 • 32 mins
Brooke Levey, CFP® Financial Advisor & Director of Client Services at LCK Wealth Management joins this episode to discuss her career journey of becoming a financial advisor. Brooke shares valuable insight on what she has learned from past experiences as well as what a typical day can look like as a financial advisor.

For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.com

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Episode 23 - The Enneagram

June 8, 2021 • 48 mins
On this episode, Ray Baraldi and Morgan Buswell are joined by Jamie Ziegler, founder of JZ Coaching, Consulting Partner with Focus Consulting Group to discuss The Enneagram. The Enneagram is a useful guide on your journey towards self-development, relationship building, conflict resolution, and the improvement of team dynamics. Listen as Jamie breaks down the nine Enneagram types, tips to identify each type, and how to achieve the ...
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Episode 22 - Wedding Season

May 4, 2021 • 38 mins
"WEDDING SZN." On this episode, Ray Baraldi & Morgan Buswell are joined by sisters, Tori Jackson & Emily Zander who share their experiences on getting married, planning for "the big day" and ironically tying the knot within months of each other. The group also shares stories about past weddings they've attended or have been a part of and ultimately how weddings can easily become an entire season. Listen for planning and budgeting t...
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Episode 21 - Pursuing a Career in Higher Education

April 20, 2021 • 29 mins
Katie Piazza, Director of Administration & Finance at Penn's Institute of Immunology joins this episode of The Trade-Off to discuss her background and path to a career in higher education.

For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.com
Follow us on Twitter @SarianStrategic
Follow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners


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Episode 20 - Cryptocurrency: Fad or Forever?

March 31, 2021 • 42 mins
Matt Hougan, CIO at Bitwise Asset Managment shares a brief history of digital currencies, what he and his team are closely observing, and the outlook for digital currency as an asset class.


For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.com
Follow us on Twitter @SarianStrategic
Follow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners

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Episode 19 - High Risk, High Reward?

March 11, 2021 • 29 mins
Chief Investment Officer, Jeremiah Riethmiller & Senior Financial Advisor, Ray Baraldi talk: where markets are headed with increased volatility, disruptive innovation themes for the short and long term, cryptocurrency exposure, measuring risk-reward, and investing "FOMO".


For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.com
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Episode 18 - Bonds & Da Bears

January 12, 2021 • 36 mins
Chicago native and Hightower’s Head of Fixed Income & Portfolio Manager, Lee Majkrzak joins The Trade-Off to talk bonds and how investors can be thinking about them. Lee also shares with Ray Baraldi and Jeremiah Riethmiller his typical day-to-day as well as former experience on the Chicago Board Options Exchange (CBOE) trading floor.

(*Note: this conversation was recorded pre-Chicago Bears' 21-9 loss to the New Orleans Saints in NFC...
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Episode 17 - ESG, SRI & Impact Investing

December 29, 2020 • 23 mins
On this episode of The Trade-Off, Jeremiah Riethmiller and Ray Baraldi discuss ESG (Environmental, Social and Governance), SRI (Socially Responsible Investing), and Impact Investing.
What's the difference? How can investors incorporate personal views into investment decisions? How are companies adapting to become more socially conscious? What's ahead for ESG & SRI long term?


For more information, email us at ssp@hightoweradvisors.co...
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Episode 16 - The Life of a Portfolio Manager, The Year Ahead for Markets & Senate Runoff

December 15, 2020 • 39 mins
Hightower Portfolio Manager, Joe Klein joins The Trade-Off as he and Ray Baraldi discuss what a typical day looks like as a PM, what could be in store for the markets in 2021, and the Senate runoff elections.

For more information, email us at ssp@hightoweradvisors.com
Follow us on Twitter @SarianStrategic
Follow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners
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Episode 15 - The Path of Becoming an Entrepreneur

November 24, 2020 • 34 mins
Keith DiMarino, CEO & Founder of DocuVault Delaware Valley joins The Trade-Off to share his story of becoming an entrepreneur.

For more information, email us at ssp@hightoweradvisors.com
Follow us on Twitter @SarianStrategic
Follow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners
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Episode 14 - Business School 101

November 10, 2020 • 43 mins
Collin Wright, MBA Candidate at The Wharton School, joins Ray Baraldi on this episode of The Trade-Off to share his experience and thought process of making the decision to pursue his MBA.

For more information, email us at ssp@hightoweradvisors.com
Follow us on Twitter @SarianStrategic
Follow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners
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Episode 13 - Work from Home...Work from Anywhere? Travel Bans, Mail-in Voting, Big Ten Football

September 23, 2020 • 29 mins
On this episode of The Trade-Off the team talks:

•Unemployment/Shift in Living Situations
•Work from Home...Work from Anywhere?
•Travel Bans
•The Reopening Process & The Markets
•Mail-In Voting
•College "Big Ten" Football

For more information, email us at ssp@hightoweradvisors.com
Follow us on Twitter @SarianStrategic
Follow us on Facebook and LinkedIn @SarianStrategicPartners


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Episode 12 - Election Season, Equity Highs & Gold

August 27, 2020 • 26 mins
Jeremiah Riethmiller caught up with Joe Klein, Portfolio Manager on Hightower’s OCIO team to discuss the upcoming presidential election from an investor standpoint, equities, earnings, precious metals and how the market is reacting to COVID-19 differently than other crises.

Subscribe for upcoming episodes!

For more information, visit our team website: www.sarian.hightoweradvisors.com
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Episode 11 - What Have We Learned? Sports & Stock Slices

August 12, 2020 • 26 mins
The Trade-Off is back. Ray, Tom and Kevin catch up to discuss:

What have we learned?
• What can millennial investors takeaway thus far in the global pandemic environment who may not have experienced these levels of volatility or downturn in the market?
• How emotion can become “the make or break” to your savings or portfolio

Sports are back...kind of?

Stock Slices
• What's a stock slice?
• Pros v. Cons?

For more information, visit: http...
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Episode 10 - Barstool Day Trading & Where are we now?

June 23, 2020 • 39 mins
Hightower's Head of Investment Strategy, Matt Harris joins Ray Baraldi, Jeremiah Riethmiller and Morgan Buswell to talk Barstool Day Trading...the power of "#DDTG" and recap the last few months of navigating through the pandemic but more importantly where we are now.

For more information, visit our team website: hightoweradvisors.com/sarian
Follow us on Twitter @SarianStrategic
Follow us on Facebook and LinkedIn @SarianStrategicPartn...
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Episode 9 - The Real Estate Market During a Pandemic

May 26, 2020 • 40 mins
Guest appearance and real estate professional, Quin Shalaway of Legacy Real Estate Associates LLC (@quinshalaway/Quintessential Real Estate) joins the Trade-Off this week to discuss how real estate has been impacted by the pandemic and what to expect as we continue to navigate through this current environment.

To learn more visit sarian.hightoweradvisors.com or email ssp@hightoweradvisors.com
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Episode 8 - Student Loans, Unemployment, Dave Portnoy & Sports

May 12, 2020 • 27 mins
What do student loans, unemployment, Dave Portnoy and sports have in common? All have been (in one way or another) influenced by the COVID-19 pandemic. Listen to Ray, Morgan, Tom, and Jeremiah weigh in on their thoughts. For more information, check out www.hightoweradvisors.com/sarian.
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