Jan 27, 2024
You might have heard of the term "Family Office". On this episode, Karl Eggerss welcomes guest Justin Pawl, CFA, CFP to break down the meaning and what services CAPTRUST offers in this space. Whether you need a "Family Office" or not, you will likely face several tasks that need to be addressed when it comes to...
Jan 20, 2024
There has been much debate in our country about our future energy needs and the best way to fulfill those needs. Money and politics have been two key contributors to the debate. On this special podcast, Karl Eggerss welcomes Miles Murray, a Sustainability Tech Entrepreneur. He's currently the CEO of LOCOAL and has a new...
Jan 13, 2024
We're all getting older and as we age, it's extremely important to have plans for what life might look like in the future. On this podcast, Karl Eggerss discusses the aging process and some things to consider from a financial planning standpoint.
Also on this episode, inflation is coming down, but perhaps not fast...
Jan 6, 2024
On this week’s podcast, Karl Eggerss discusses “The Great Reset”. What is it? What is it’s origin? How does it affect you? How does it affect your portfolio? Karl will answer all of this on this episode.
Plus, stocks and bonds started off the year on a sour note. Should you be concerned?
Topics discussed on this...