Elevate Capital Advisors

Elevate Roundtable

Business EN ↓ 27 episodes

Elevate Roundtable is a monthly broadcast including conversations between Kyle Lottman CFA, CMT, CPA, Shane Fleury, CFA, Ken Armstrong CFP®, RICP®, ChFC®, CLU®, CASL®, CLTC® and Tom Damon. They discuss the state of financial markets, risk management, trading and financial planning topics. Elevate is an SEC Registered Investment Advisor headquartered in Eagle, Colorado. The firm was founded in 2017 and manages nearly $150,000,000 for private individuals & families, corporations, family offices, charities, and others. Various topics related to financial planning and asset management are discusse...

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Elevate Capital Advisors

Episodes

Episode 2: Post FOMC Rate Decision 27.03.2024 45:35

Join Shane and me as we discuss the latest FOMC meeting and what it means for financial markets. We then discuss whether opting out of social security in your working years if given the opportunity makes sense. Lastly, we cover questions around NVDA and whether it is too late to invest and how could investors have caught the trend early.

Episode 1: State of The Markets after NVDA Reported 25.02.2024 47:38

NVDA reported earnings this week played a large role in moving the markets higher. Shane and I discuss this, the Mag 7, market fundamentals and financial planning topics investors should be thinking about as the position into 2024.