COVID-19 - The Silver Linings of this moment with Kristine Porcaro
In today's episode, we chatted with LWM President and co-founder Kristine Porcaro. We discussed one of the things many entrepreneurs and business owne...
Between the Head and the Heart
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We will have candid conversations that will gravitate between the emotional and the rational side of money. From college planning insights, to how Tax Law Changes can affect your portfolio, to what is a robo-advisor, “Between the head and the heart” is will give you a simpler explanation to commonly complicated topics.
CARES Act - Personal Planning Tips with Susie Boretti, Glenn Frank & James Hastings
Today's episode is a different and special episode where we post the sound of a Webinar we hosted about how the CARES Act might impact your financial ...
COVID-19 Series: Pivot, Pivot, and expect to Pivot again...with Ryan Villanueva
During this episode of our COVID-19 Series, we chatted with Ryan Villanueva. Ryan is the co-founder at Best Delegate and also the current President of...
COVID-19 Series: Accounting for the unimaginable with Jeff Solomon
If you are a business owner going through the COVID-19 crisis and have really tough decisions to make on a daily basis, this is a must-listen episode....
COVID-19 Series : A day in David Morton's life during a financial crisis
In our first episode of the COVID-19 Series, we called David Morton, Chief Global Strategist at Rocaton Investment Advisors, to his home. This episode...
The "V" word: Market Volatility Update 2020
We have updated this episode with an intro recorded on February 28th 2020 with LWM CEO Michael Tucci and Jordi Mullor, discussing the recent volatilit...
ESG & SRI - The Myths
Host: Jordi Mullor, Head of Marketing and Business Operations at Lexington Wealth Guest: Jennifer Sullo, Principal at Rocaton Investment Advisors For ...
ESG & SRI - What you should know about Impact Investing
In today's conversation with Jen Sullo, Principal at Rocaton Investment Advisors, we discuss what ESG, SRI or Impact Investing actually means. We cove...
The "Market Series" - Alternative Investments, Everything You Must Know
In this episode of our "Market Series", we covered everything you should know about Alternative Investments. From what they actually are, to who is th...
The "Market Series" - The V word...volatility
For the third episode of the "Market Series", we addressed a topic commonly overlooked by long-term investors, volatility. Jordi Mullor is joined by ...