Jay Coulter, CFP®, CIMA®Jan 31, 2020Portfolio MangementEP 99 - Driving Returns Through A Clean Living Theme With Lenore Hawkins & Chris VersaceChris Versace and Lenore Hawkins of Tematica Research join me to discuss investing opportunities through a 'Clean Living' lens.
Jay Coulter, CFP®, CIMA®Jan 13, 2020Portfolio MangementEP 95 - How To Leverage Thematic Investing With Lenore Hawkins and Chris VersaceThis is the first installment of a new project called the 'Thematic Investing Series.'
Jay Coulter, CFP®, CIMA®Nov 20, 2019Portfolio MangementEp 88 - Preparing For The Death Of The 60/40 Portfolio With Clint Sorenson (Forecast Free Series)Jay Coulter and Clint Sorenson discuss the death of 60/40 allocations.
Jay Coulter, CFP®, CIMA®Oct 30, 2019Portfolio MangementInvesting In Space; What You Need To Know With Andrew ChaninAndrew Chanin and Jay Coulter discuss the unique investment opportunities in space.
Jay Coulter, CFP®, CIMA®Oct 30, 2019Portfolio MangementThe Evolution of Model Portfolios With Sean Brown of YChartsThe model portfolio marketplace is evolving quickly and Sean Brown, CEO of YCharts, has a front row view of these changes. He came on the...