Christina Copeland

CCA Podcasts

Business EN ↓ 31 episodes

A forum for discussion of, and education in topics relevant to the high net-worth investor community. Conservest Capital Advisors, Inc. is an investment adviser registered with the Securities and Exchange Commission. The information provided is general in nature and is not intended to be specific investment, tax or legal advice. A full description of Conservest’s business practices, including our investment management services, and advisory fees, are supplied in our Form ADV Part 2A and/or Form CRS.

Author

Christina Copeland

Episodes

Strategic decision making and the game of Poker 04.03.2024 19:45

Bruce Kardon, President and CIO, discusses strategic decisions in Financial Matters. Bruce highlights resolve in creating positive outcomes in wealth management, interspersed with lessons learned in the game of Poker, and a disipline of seeking the cleanest data, while continually testing and updating assumptions. Send us Fan Mail

Holistic Matters in Finance: Risk management 29.02.2024 14:08

Christina Copeland, Principal & Sr Investment Manager discusses how understanding and managing risk in your investment portfolio, could lead to more positive outcomes. Send us Fan Mail

The velocity of money 15.02.2024 21:07

On this episode of CCA Podcasts' Financial Matters, Bruce Kardon discusses the velocity of money. Send us Fan Mail

Market update and Outlook 14.02.2024 20:56

Clay Hall, CFA and Investment Manager, reviews the US economy and Financial Markets halfway through Q1 2024. Clay reviews the most recently available macroeconomic data and stock and bond returns YTD. Clay also provides some details on his outlook for the US economy and financial markets for the remainder of 2024. Send us Fan Mail

Behavioral investing 09.01.2024 10:47

CCA Podcasts, a forum for discussion of, and education in topics relevant to the high net-worth investor community. In this episode, Christina Copeland, Principal & Sr Investment Manager, will discuss behavioral finance and it's relevance in wealth management practices. Send us Fan Mail

Holistic Matters in Finance: Digital Assets and Investment planning 09.01.2024 22:11

CCA Podcasts, a forum for discussion of, and education in topics relevant to the high net-worth investor community. In this episode of "Financial Matters", Christina Copeland, Principal and Senior Investment Manager along with Clay Hall, CFA and Investment Manager discuss digital assets and investment planning. Send us Fan Mail