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178: 3 Tenets of High Performing Teams
Human-Centric Investing Podcast
178: 3 Tenets of High Performing Teams
Elite teams aren't built on talent alone. They're built on trust, accountability, and a shared sense of purpose. Former Navy SEAL James Fleming shares lessons that can help any growing team perform at a higher level.
The DOL's Proposed Rule: A Strong Case for 3(38) Investment Managers
Defined Contribution Insights
The DOL's Proposed Rule: A Strong Case for 3(38) Investment Managers
To deal with the new complexities, plan sponsors may look to engage with financial professionals as 3(38) investment managers.
10 Things You Should Know About Proxy Voting
10 Things You Should Know About series
10 Things You Should Know About Proxy Voting
Most investors don’t think much about proxy voting until a ballot arrives in the mail or their inbox. Here’s why your voice matters.
Helping You Find the Right Investment Vehicle
Financial Planning
Helping You Find the Right Investment Vehicle
Separately managed accounts, ETFs, and mutual funds can each offer different benefits depending on investor needs.
177: Fixed Income in a Fearful Market
Human-Centric Investing Podcast
177: Fixed Income in a Fearful Market
PM Campe Goodman will address some of the biggest fixed-income questions financial professionals are hearing from clients today: whether now is a bad time to invest, if inflation remains a major risk, and should they stay in cash.
Stocks Can Still Perform Well if Treasury Yields Hit 5%
Investing for Growth
Stocks Can Still Perform Well if Treasury Yields Hit 5%
5% yields are an important mental threshold for investors but may not be as negative for stocks as you may think.
When Fear Runs High, Time to Buy?
Investing for Growth
When Fear Runs High, Time to Buy?
When markets are volatile, staying invested can pay off.
The Cyclical Nature of Growth vs. Value Investing
Investing for Growth
The Cyclical Nature of Growth vs. Value Investing
Each style has had its ups and downs over the years, so investing in both styles could be prudent.
176: Practical Tools to Work With the Monkey Mind
Human-Centric Investing Podcast
176: Practical Tools to Work With the Monkey Mind
Ever catch yourself checking, refreshing, or worrying just to feel a little more in control? Jennifer Shannon returns to the podcast to explain why those habits may be feeding your "monkey mind" and share practical tools to help manage uncertainty.
Human-Centric Investing Podcast
178: 3 Tenets of High Performing Teams
09/03/2026
Elite teams aren't built on talent alone. They're built on trust, accountability, and a shared sense of purpose. Former Navy SEAL James Fleming shares lessons that can help any growing team perform at a higher level.
Defined Contribution Insights
The DOL's Proposed Rule: A Strong Case for 3(38) Investment Managers
09/01/2026
To deal with the new complexities, plan sponsors may look to engage with financial professionals as 3(38) investment managers.
10 Things You Should Know About series
10 Things You Should Know About Proxy Voting
08/28/2026
Most investors don’t think much about proxy voting until a ballot arrives in the mail or their inbox. Here’s why your voice matters.
Financial Planning
Helping You Find the Right Investment Vehicle
08/27/2026
Separately managed accounts, ETFs, and mutual funds can each offer different benefits depending on investor needs.
Human-Centric Investing Podcast
177: Fixed Income in a Fearful Market
08/19/2026
PM Campe Goodman will address some of the biggest fixed-income questions financial professionals are hearing from clients today: whether now is a bad time to invest, if inflation remains a major risk, and should they stay in cash.
Investing for Growth
Stocks Can Still Perform Well if Treasury Yields Hit 5%
08/18/2026
5% yields are an important mental threshold for investors but may not be as negative for stocks as you may think.
Investing for Growth
When Fear Runs High, Time to Buy?
08/14/2026
When markets are volatile, staying invested can pay off.
Investing for Growth
The Cyclical Nature of Growth vs. Value Investing
08/13/2026
Each style has had its ups and downs over the years, so investing in both styles could be prudent.
Human-Centric Investing Podcast
176: Practical Tools to Work With the Monkey Mind
08/06/2026
Ever catch yourself checking, refreshing, or worrying just to feel a little more in control? Jennifer Shannon returns to the podcast to explain why those habits may be feeding your "monkey mind" and share practical tools to help manage uncertainty.
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