Financial Poise Weekly Rundown
User experience, or UX, refers to the collective ways an end user interacts with a brand or a product. Most of the time, UX gets discussed in terms of design. Though that might imply for many the idea of visual design, it’s really only a fragment of the full strategic picture. We sat down with Kyle Rezac-Dennis of the Kansas City digital agency Useagility to learn a little bit more about what goes into getting UX right. About Kyle Kyle Dennis is a User Experience Design Researcher and Managing Director at , Kansas City's most user-focused digital agency. They specialize in using mixed...
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Welcome back! This week, the Financial Poise Weekly Podcast takes you to the streets of the Renegade Crafts Fair. A long-running Chicago tradition, the fair attracts creative entrepreneurs and eager patrons from throughout the region who share a passion for unique wares offered by small businesses. We talked to dozens of vendors on the scene, all of whom had valuable insights for others running a business today or hoping to tomorrow. Key Moments: The State of Street Fairs and the Renegade Craft Fairs Story (5:42) COVID and a Multi-Colored Coat of Motivation (9:33) Expanding, Branding, and All...
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We're back at it! Financial Poise is proud to introduce a new format that will continue to bring you the expertise and insights you've come to expect from us. Whether you're an investor, entrepreneur, or just someone hungry to learn, we've got you covered. Subscribe, rate, and review wherever you get your podcasts. Follow us on Twitter, Facebook, and Linkedin as Financial Poise. Subscribe to our newsletter: ©2022. DailyDACTM, LLC d/b/a/ Financial PoiseTM.
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In Episode 85, we speak with Todd Ryden, CEO of FNEX, a growing on-line alternative investor marketplace. FNEX brings accredited investors together with curated sellers of private placement equity interests, managed futures, secondary private securities, and interests in hedge funds and private equity funds. You can learn more about Todd Ryden and FNEX . Or you can find them here: Twitter: & LinkedIn: & About Todd Ryden Mr. Ryden is an experienced entrepreneur and manager, having founded and sold...
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In Episode 84, Jason Stevens, investment executive and natural resource specialist for Sprott Global Resource Investments, discusses the potential benefits of investing in the equity of high-quality "Real" Asset agricultural, mining, or energy companies with host, Chris Cahill. That's right, energy companies, even today: the key to garnering inflation protection plus return for such investment is the quality of the companies. Learn more about Jason Stevens and Sprott Global . Or you can find them here: Twitter: @js_sprottglobal About Jason...
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In Episode 83, David Drake takes a break from a world tour on behalf of The Soho Loft to talk with Chris Cahill about why debt crowdfunding will gain ground in the US and elsewhere over the rest of 2016, to the extent that some platforms will switch from equity offerings to debt offerings. David gets everywhere and hears from everyone, so his cosmopolitan insights are substantiated. Come join David Drake's world. Learn more about David Drake, The Soho Loft and LDJ Capital by visiting and You can also find him here: Twitter: @TheSohoLoft ...
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In Episode 82, Chris Cahill speaks with Phil DeMuth, author of The Overtaxed Investor: Slash Your Tax Bill & Be a Tax Alpha Dog. The author is as engaging and enthused as his frequent co-author Ben Stein affects not to be. Listen and learn about the benefits of taking a "lifetime perspective on your taxes." You can learn more about Phil DeMuth . Or you can find him here: Twitter: About Phil DeMuth Phil DeMuth is Managing Director at Conservative Wealth Management, LLC, where he enjoys working with high net worth clients and saving...
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Gap Year: using a year between high school and college in particular ways in order to maximize the value of college. In Episode 81, Chris Cahill talks Gap Year with Ethan Knight, co-founder of the American Gap Association. The AGA serves as a comprehensive resource for those interested in the programmatic Gap Year's instructional, experiential, and adventuresome qualities. You can find out more about Ethan Knight and the American Gap Association . Or you can find them here: Twitter: About Ethan Knight Ethan Knight has been...
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In Episode 80, marriage and family therapist Carrie Rosenbloom discusses how to cultivate thoughtfulness and discernment in those relationships which constitute the why of our achievements, both professionally and financially. You can find out more about Carrie and The Family Mediation Group . Or you can find her here: Twitter: LinkedIn: ; About Carrie Rosenbloom Carrie Rosenbloom is co-founder and partner in the and co-founder and partner in CT Relational Therapy, LLC. She has a background in the law and a deep...
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In Episode 79, Financial Poise Radio sits with Daniel Rossen, Senior Broker of-CRC Insurance, to speak of insurance. No, wait! Don't run! There are coverages that can help businesses grow! There are coverage choices that are meaningful at different stages of an enterprise's expansion. For a lucid, nay pellucid explanation, Mr. Rossen's your man. You can find out more about Daniel Rossen and CRC Insurance . Or you can find him here: LinkedIn: ;
info_outlineThis week Accredited Investor Markets Radio would like to share our most popular episode from 2015, Episode 25 with Larry Swedroe. If you haven't had a chance to check it out, this episode is guaranteed to be worth a listen!
Be sure to listen to our second session with Larry Swedroe in Episode 33. You can find that at www.aimkts.com
Episode 25:
What are the odds? This week in Episode 25 of Accredited Investor Markets Radio host Chris Cahill speaks to Larry Swedroe to find out whether it's best to adapt an active or passive investment strategy. They discuss the performance evidence for different investment types as well as the hurdles to achieving alpha and the odds of doing so in active investing.
You can find out more about Larry Swedroe and Buckingham here.
Or you can find him here:
Twitter: @larryswedroe
LinkedIn: https://www.linkedin.com/pub/larry-swedroe/8/791/59
About Larry Swedroe
Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match.
Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012).
He has also co-authored six books about investing. His latest work, “The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches,” was co-authored with Andrew Berkin and published in January of 2015.
In his role as director of research and as a member of the firm’s Investment Policy Committee and Board of Managers, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations.
Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing weekly to multiple outlets including MutualFunds.com and ETF.com.
Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies.
Larry holds an MBA in finance and investment from New York University, and a bachelor’s degree in finance from Baruch College in New York.