What High Net Worth Cross-Border Investors Should Ask About Fixed Income and Private Assets Investing In 2026
Release Date: 01/27/2026
What Globally Mobile High Net Worth Families Should Ask About Immigration in 2026
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Globally Mobile High Net Worth Families Should Ask About Immigration in 2026. To help prepare you, I’ve invited my good friend, Marc-André Seguin, to join us. He is the Co-Founder of Exeo Attorneys, a Montreal-based firm specializing in corporate immigration and multi-jurisdictional planning for high-net-worth individuals, founders, and executives. Marc Andre brings deep expertise in helping clients navigate complex pathways like E-2, EB-5, and other visa strategies across the U.S. and Canada. He...
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3 Questions: Quick Takes
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On this episode of the 3 Question: Quick Takes, we're sitting Wayne down and asking him the tough questions. To help prepare you, we’re flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst, LLC, is the host of today’s episode. She specializes in crafting data-driven growth strategies and partnerships to help businesses and leaders thrive. The guest is Wayne Baxter, the usual host of this podcast and Senior Executive Manager at One Capital Management. Wayne has decades of experience advising high-net-worth entrepreneurs on blending personal wealth strategies...
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What Entrepreneurs Should Ask About Integrating Wealth Management with Business Growth Strategies
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Entrepreneurs Should Ask About Integrating Wealth Management with Business Growth Strategies. To help prepare you, we’re flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst, LLC, is the host of today’s podcast. She specializes in crafting data-driven growth strategies and partnerships to help businesses and leaders thrive. The guest is Wayne Baxter, the usual host of this podcast and Senior Executive Manager at One Capital Management. Wayne has decades of experience...
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3 Questions: Quick Takes
3 Questions
On this episode of the 3 Question: Quick Takes, we're sitting Wayne down and asking him the tough questions. To help prepare you, we’re flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst, LLC, is the host of today’s episode. She specializes in crafting data-driven growth strategies and partnerships to help businesses and leaders thrive. The guest is Wayne Baxter, the usual host of this podcast and Senior Executive Manager at One Capital Management. Wayne has decades of experience advising high-net-worth entrepreneurs on blending personal wealth strategies...
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What Cross-Border Investors Should Ask About Retirement Income Planning
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Cross-Border Investors Should Ask About Retirement Income Planning. To help prepare you, we’re flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst, LLC, is the host of today’s podcast. She specializes in crafting data-driven growth strategies and partnerships to help businesses and leaders thrive. The guest is Wayne Baxter, the usual host of this podcast and Senior Executive Manager at One Capital Management. Wayne has decades of experience advising high-net-worth...
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3 Questions: Quick Takes
3 Questions
On this episode of the 3 Question: Quick Takes, we're sitting Wayne down and asking him the tough questions. To help prepare you, we’re flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst, LLC, is the host of today’s episode. She specializes in crafting data-driven growth strategies and partnerships to help businesses and leaders thrive. The guest is Wayne Baxter, the usual host of this podcast and Senior Executive Manager at One Capital Management. Wayne has decades of experience advising high-net-worth entrepreneurs on blending personal wealth strategies...
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What Cross-Border Investors Should Ask About Planning For Financial Independence
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Cross-Border Investors Should Ask About Planning For Financial Independence. To help prepare you, we’re flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst, LLC, is the host of today’s podcast. She specializes in crafting data-driven growth strategies and partnerships to help businesses and leaders thrive. The guest is Wayne Baxter, the usual host of this podcast and Senior Executive Manager at One Capital Management. Wayne has decades of experience advising...
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What Families Should Ask When Exploring Home Care Options For Their Loved Ones
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Families Should Ask When Exploring Home Care Options For Their Loved Ones. To help prepare you, I’ve invited my good friend, Robel Gugsa, to join us. Robel is the owner of ComForCare Home Care in the San Fernando Valley, California. With a franchise focused on providing personalized in-home care services—from companionship and daily living assistance to specialized dementia care—Robel and his team help families support their loved ones with dignity and independence. Robel brings a unique perspective,...
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What High Net Worth Investors Should Ask About Advanced Tax Planning Strategies in 2026
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Investors Should Ask About Advanced Tax Planning Strategies in 2026. To help prepare you, I’ve invited my good friend, Yoandry Delgado, to join us. He is a seasoned Certified Public Accountant now leading his own firm, Delgado CPAs in Miami, Florida. With over 20 years of experience specializing in individual and corporate taxation, Yoandry helps high net worth clients navigate complex strategies, from estate planning and business deductions to advanced tax optimization. To schedule...
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What High Net Worth Families Should Ask About Cross-Border Tax Planning When Moving To the U.S. in 2026
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Families Should Ask About Cross-Border Tax Planning When Moving To the U.S. in 2026. To help prepare you, I’ve invited my good friend, Steven Flynn, to join us. Steven Flynn is a Partner, CPA, and CA with Andersen Tax in Vancouver, British Columbia. He specializes in cross-border tax matters, including investments between Canada and the U.S. for individuals, businesses, and U.S. citizens residing in Canada. To schedule an online zoom consultation with Wayne to discuss your Wealth...
info_outlineOn this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Cross-Border Investors Should Ask About Fixed Income and Private Assets Investing In 2026. To help prepare you, I’ve invited my good friend, Steve Cowley, to join us. Steve Cowley is the Chief Investment Officer here at One Capital Management. He is also the chairman of One Capital’s Investment Committee. Steve is a Chartered Financial Analyst and a member of the Los Angeles Society of Financial Analysts.
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