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Jan and Hollis discuss recent CEG research highlighting the disconnects between the services clients expect to receive from their advisors, the services they believe they're receiving, and the services advisors believe they're delivering.
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In this podcast, Jan and Hollis begin a segment using the alphabet to share the most important concepts in personal finance.
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Fehlende Folgen?
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In this podcast, Jan and Hollis discuss a recent study that explores the perspectives of women from various generations share regarding their financial confidence and concerns.
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Jan and Hollis discuss the performance of the 60/40 portfolio a year after it experienced its worst year since 1937.
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Jeff Klingelhofer discusses when the recession may finally arrive, whether the Fed will tolerate inflation above its 2% target, and that surging government debt.
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Remind your clients that their priorities will evolve as they age.
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Thornburg PM Josh Rubin joins Dan Keeler, founder of Frontier Markets News, for a stroll through key emerging and frontier markets regions. He digs into the impact of recent developments in China, investment opportunities in the Middle East, why Saudi Arabia appears to be tightening its friendships with a host of nations that are not considered exactly friendly to the West, and how a slight change in sentiment among global investors could tip off much greater changes in emerging markets.
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In this podcast, Jan and Hollis discuss three of Jan’s most favorite investment ideas.
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Talking about finances can be very dry, boring, intimidating, or something we avoid altogether. On this special episode, Jan Blakeley Holman joins Amy Palmer to discuss this and more on an episode of The Modern Elderwoman Podcast.
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One of the most significant determinants of a small business’ success is the client experience.
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Thornburg Senior Equity Research Analyst Glen Hilton explains why active managers are mistaken if they overlook investment opportunities in Japan.
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Each year, we celebrate holidays and life milestones that are associated with gifts. It’s human nature to hope that someone will give us the gift we’ve always been dreaming of. Too often that doesn’t happen.
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With the huge number of investments available to consumers, it’s important to narrow the choices. But just narrowing the choices doesn’t work if the advice that’s being given isn’t appropriate. In this podcast, Jan and Hollis discuss three of Jan’s least favorite investment ideas.
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Fixed Income Trade Associate Arzoo Mulla, CFA, discusses how capital expenditure plans inform active investors about how firms are preparing for expansion.
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Three of Thornburg’s International Equity Portfolio Managers discuss investing in China. We are waiting for the U.S. to pivot – but has China already done so?
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Jan and Hollis share ideas on how to talk to a client, family member or friend who's experienced a heart-breaking life-event.
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Portfolio Manager and Managing Director Matt Burdett believes the European energy crisis may be contained, leading to attractive discounts and opportunities.
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Portfolio Manager Ali Hassan walks us through the potential opportunities and pitfalls of private and public credit, along with what investors should consider.
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Portfolio Manager Josh Rubin discusses significant political events in emerging markets that may impact investors.
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If investment print and internet article headlines give you anxiety, you've come to the right place. In this podcast, Jan shares ideas that may prevent your blood pressure from spiking the next time you read an alarming headline. Plus, the debut of the Ask Jan segment.
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