7 Best Ways To Provide Financial Education For Kids

We have Debbie Todd back on our show to discuss the 7 best ways to teach financial education to kids. This is one of the biggest problems in this country... adults not having financial acumen... which starts when they are children. Debbie talks about where this comes from, and how to fix it. If you have children, you want to listen to this episode.

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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Debbie Todd

As the eldest child of a humble, yet proud and dedicated military family, Debbie grew up learning first-hand the value of not having enough, of making your money stretch…as well as understanding how quickly impulsive choices can get you trapped on the never ending cycle of the money madness roller-coaster!  


The first child in her blue-collar family to finish college in her early 30s while raising children of her own, Debbie knows it really is possible to change your circumstances and realize your dreams…one dedicated step and one focused decision at a time.  

With over 20 years as a licensed CPA in public accounting as well as nearly 14 years in public finance in the utility and healthcare sectors, Debbie was running the Treasury Department of a $2 billion a year academic medical center when the 2008 financial meltdown hit. 


While successfully navigating her team through “the Great Recession”, Debbie found an increasing number of families who were simply being devastated financially.  Her heart turned to channeling her money passion to holistically help families learn and grow in their core financial knowledge.


The single most common regret Debbie has heard clients and friends say is that they wished they had learned better money skills themselves so they could teach their kids and grandkids. She also believes that “tomorrow’s philanthropists and world-changers are sitting in booster seats today.”


It is the perfect backdrop for teaching practical, FUN and financially sound money habits.  If you can ENJOY “getting your money smarts hat on” as well, then so much the better, right?  


Imagine how simple and smart money choices can transform you and your child’s ENTIRE life…for 50 to 70 years!  That’s truly peace of mind.  It’s an investment that builds a legacy of hope and impact.  It’s amazing how just a few simple, FUN and effective tools can make this your reality. 


After all, it takes financially healthy families to build financially (and socially) healthy communities, states, countries and, ultimately, a financially (and socially) healthy world

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Today's Panelists

Money Revolution Book – Richard Duncan

Richard Duncan is once again a guest on our show. Richard is going to explain to us why our economy is hitting a speedbump and why this is the symptom of larger problems. Also his book talks about some remedies that could get us back on track. I love having Richard on the show as he is a wealth of information and wisdom. His book, The Money Revolution was a fascinating read.

While there are definitely challenges ahead, there are also huge opportunities as well... however they might not be what you think. Join us to hear how you can prepare for this next evolution in the economy.

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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Richard Duncan

Richard Duncan is the author of three books on the global economic crisis, including the international bestseller, The Dollar Crisis: Causes, Consequences, Cures, which forecast the global economic crisis of 2008 with extraordinary accuracy.Since beginning his career as an equities analyst in Hong Kong in 1986, Richard has served as global head of investment strategy at ABN AMRO Asset Management in London, worked as a financial sector specialist for the World Bank in Washington D.C., and headed equity research departments for James Capel Securities and Salomon Brothers in Bangkok. He also worked as a consultant for the IMF in Thailand during the Asia Crisis.He is now the publisher of the video-newsletter Macro Watch, which can be found on his website

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Today's Panelists

Beware Of Inflation – The Bonus Interview That Will Change Your Life… For The Better.

This is an important announcement... This is a special bonus episode that will thoroughly explain this new inflation trend and the implications for your life. There is a paradigm change happening in the economy and you need to understand it.

Warning... this episode is long and important. This will be the first of many bonus episodes released (future ones will be shorter) discussing the impact of inflation and how to protect yourself. This may scramble your brain a bit and change everything you think you know about the economy, markets and your life. Those of you who are clients are already being briefed about this new trend, but we also wanted to help prepare as many people as possible.

Important: Understanding this trend is the most important thing you can do for yourself and your family. You may not like what I have to say, but after you hear it, you will understand why I am telling you. 

I will be in the guest seat tonight with my friend Douglas Heagren, a College Funding Expert. 

I will be creating an Inflation Survival Guide in the next few weeks. Please let me know if you would like a complimentary copy.

Kirk Chisholm innovative advisory group

"The current inflationary trend is more dangerous to the US than Russia."  - Kirk Chisholm

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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Kirk Chisholm

Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group, an independent Registered Investment Advisor located in Lexington, MA. He has been providing wealth management services to individuals, executives, entrepreneurs, and their families since 1999. He is an outside the box thinker, risk manager, inflation expert, blogger, podcaster, and all-around interesting guy. Kirk is dedicated to developing lasting relationships with all of his clients and their families. One of the benefits of working with Kirk is his patience, empathy, and his ability to provide clear and easy-to-understand explanations to complex financial topics.


Kirk developed a unique philosophy for the wealth management industry called Risk Management First. The medical field has a similar way of thinking of “first do no harm”. This philosophy focuses on risk management for clients in all aspects of their lives in ways the industry does not address. Risk management does not stop with investments. It also requires working closely with other professionals to address areas of their financial lives not currently being met.


In 2008, Kirk co-founded Innovative Advisory Group to address the needs not being addressed by the wealth management industry. It started with specializing in alternative assets held in retirement accounts (i.e. self directed IRAs/401ks). Then the company expanded into the specialization of college funding (i.e. planning, strategy, and paying the least possible for a high quality education), Risk Management First, exit planning for business owners, advanced planning (estate, tax, etc), and providing practice management and leadership training to other financial advisors, accountants and attorneys. 

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Investing In Gold For Protection and Profit

Is high inflation keeping you up at night? If not it should. The financial markets are going through a paradigm shift that most people are not aware of. Investing in gold is historically one safe haven you should consider.

If you want to protect what you have and profit along the way George Milling Stanley has some answers for you. Listen to why gold makes sense now vs in the past, how you can incorporate gold into your portfolio, allocations, and different tools. 

If you the markets have you seasick, dont miss this episode.

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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show

Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest: George Milling-Stanley

George is a Vice President and Chief Gold Strategist at State Street Global Advisors’ SPDR ETFs business. Prior to joining State Street, George was a Managing Director at the World Gold Council, where he was a key member of the team responsible for working with State Street Global Advisors to pioneer and launch the world’s first gold-backed ETF. He was integral in crafting the structures and processes required to make gold-backed ETFs functional.Before joining the WGC, George worked at Lehman Brothers where he developed customer business for the precious metals trading desk while being responsible for the firm’s research and analysis of the metals markets.Prior to joining Lehman Brothers, George’s career included five years as Chief Precious Metals Analyst at Consolidated Gold Fields, and 10 years as a reporter and columnist with the Financial Times. 

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Today's Panelists

Global Macro Trading Strategies & The Perfect Trade

Some of the best hedge funds use a global macro trading strategy to beat the markets. Alex explains how he is able to use this strategy to understand the world better and manage risk. He discusses how he reacted to March 2020 and how he is positioned for the increased volatility in the markets today.

Reflexivity

In 2021, I was blindsided by reflexive price action in interest rate markets. What had led my prediction astray? Why was I, along with some other global macro traders, so confident that a more patient and gradual approach to tightening monetary policy was the correct bet? Were we terminally wrong, or was the whole tightening cycle that started this March just a short-term market hysteria? 

The answer may lie in reflexivity. Reflexivity, when it comes to financial markets, is a term introduced by George Soros and developed in his book, The Alchemy of Finance. It describes the phenomena of price moves serving as a catalyst for further price moves in the same direction. 

Another way to refer to reflexivity is the advent of price action having positive feedback. Such positive feedback can be one factor contributing to the market tendency to develop long-lasting trends. 

I discussed trends in my first book, The Next Perfect Trade. Recognizing trends is integral to putting yourself in position with favorable economic expectations. Furthermore, the propensity to trend, or reflexivity of price action, contributes to the efficacy of common risk management practices.

In other words: if your losing trades tend to pyramid losses, once the price action becomes adverse, executing disciplined stops can improve your portfolio performance. Same goes for sticking with your winning trades. However, that’s not the whole story.

The Impact of Economic Gravity

I have always felt that this reflexivity of price action is a useful, but not universal, observation. In particular, my bread-and-butter—interest rate markets—exhibit a lot of negative feedback that does not play well with conventional trend-following strategies. I introduced the term “economic gravity” to describe a situation where the price becomes its own enemy.

One example is “the negative predictive power” of interest futures. The settlement price of Eurodollar futures, for example, is not dictated by market sentiment, but by the actual setting of the London Interbank Offer Rate (LIBOR), which, in turn, is dictated by US Federal Reserve policy.

The policy rate five years from now, implied by the current futures, has very little correlation with what will actually end up happening—which I can confirm through decades of observation. And if any correlation does exist, it's likely to be negative. 

If the market implies higher rates today, it creates tighter borrowing conditions. When that happens, it results in an incrementally less inflationary environment and, eventually, lower policy rates.

Developing a Shield Against Uncertainty

Enter 2020. In my book, The Trades of March 2020 (now officially a Wall Street Journal bestseller), I outline how I navigated the initial COVID crisis, developing a strategy that would carry me through the rest of 2020. 

The subtitle of my new book is A Shield against Uncertainty. Amidst the pandemic uncertainty, I was sure of two things:

  • The pandemic would eventually pass 
  • Central Banks would keep adding liquidity until it became excessive—and it would stay that way for an extended period of time

This strategy successfully carried my portfolio through to the end of 2020. The Federal Reserve’s rhetoric seemed unequivocal: of course, there would be a surge in inflation, when the post-pandemic reopening occurred. But policy makers vowed to be patient and see if this inflation would prove to be transitory.

I felt strongly they would keep that vow, because no matter how robust the recovery, there would be segments of the population still suffering from the lockdowns; thus, to tighten rates immediately and impair employment growth would be uncompassionate. If anything, the Fed alluded to the fact that their policies in the past had left various swaths of population behind as an argument to be even more patient this time around. 

The Rhetoric Shifted

Needless to say, by the end of 2021, this viewpoint was severely challenged. I have listened in amazement to the shift in rhetoric, which, in my opinion, has not been warranted by any shift in economic trajectory. 

When questioned about higher and more persistent inflation projections, Chairman Powell pointed out that the divergent factor was unexpectedly severe supply bottlenecks. I tend to concur with this assessment.

Logically, one should assume that if there is a change in policy course, the newly discovered factors should be the cause. But how can supply bottlenecks be a reason for a tighter interest rate policy?

Let’s think it through. We still don’t know whether the underlying inflation is transitory. Those who were concerned about it in 2020 are probably still concerned. The converse is also true. It is possible, however, to argue that now, amidst some signs of economic slowdown and the lessening of the fiscal impulse, the inflation projections should be more benign than a few months ago.

Traders Should Stay Focused on What the Fed Will Do

So the new main concern is the current elevated levels of inflation and the adverse impact it has on the portion of the population whose wages are not catching up to the rising prices. How would higher rates help that? Higher financing costs would definitely not lower (but would, in fact, raise!) the cost of production. 

The only way policy can alleviate inflation is by weakening demand, which in turn is a euphemism for making sure that people have less money with which to buy things. Thus, the government’s answer to those who complain that goods are too expensive for them is, “We will take away more of your money, so you will buy even less and then the prices will go down.” 

I have learned long ago, though, that a trader should focus not on what the Federal Reserve should do, but on what they will do. Honestly, I am not sure what they should do; I am just pointing out the internal inconsistency in their approach.

What I failed to take into account was the reflexivity of political and market consensus. The outcry about inflation put pressure on the Fed to do something. Then, step by step, the conversation about tighter policy took hold. Interest futures started to price in imminent rate hikes. And then suddenly, the hikes became a reality.

The Influence of the “Market Mood”

The Central Bank never wants to surprise investors with a hike, as it might disrupt financial markets. If they intend to raise rates, but the market hasn’t priced it yet, it costs them very little to postpone the policy change for a few weeks and clarify their communications.

This time, however, the market started pricing in more and more rate hikes in advance, and the participants' mentality changed to accept the imminent lift-off as a natural and likely course of action.  

Even the most intelligent investors are bound to be affected by the “market mood,” when nothing but price action changes their opinion about a long-term outcome. I am not sure whether the Federal Reserve succumbed to political pressure or genuinely changed their assessment (even if the latter doesn’t make sense to me personally). But it is very likely that this market mood influenced their thinking and led them to subconsciously accept the new policy bias.

The Potential for a New Reflexive Reality

Over the years, I have succeeded by seeing through the price action and discovering certainty in long-term economic outcomes. I saw the inevitability of rates getting to zero even when others were talking about the end of the secular bond bull market in 2018. 

I capitalized on the policy pivot of 2019 and on emergency cuts of 2020. Further, instead of panicking in the middle of a crisis, I was able to buy assets in 2020 and profit from the rebound.

In 2021, however, I faced a challenge, underestimating the short-term reflexive power of the market mentality. My “stay calm and stay the course” strategy backfired because, in this case, the market proved to be reflexive.

Going forward, the mood could easily change again. More mixed economic numbers or significant correction in asset prices could cause the Fed to slow down, and then pause when more ambiguous data emerges. 

But if I am to be intellectually honest, the bar for such a change in mood is high. We are yet to discover if the current inflationary pressure will be self-reinforcing or self-defeating. As a trader, I have to be prepared for this new reflexive reality.

For more advice on reflexivity in the market, you can find The Trades of March 2020 on Amazon.

Alex Gurevich is the founder and Chief Investment Officer of HonTe. After earning a PhD in mathematics from the University of Chicago, he leveraged his passion for strategic gaming into a lucrative Wall Street career. He was hailed by the Wall Street Journal in 2003 as the star trader of J.P. Morgan, where he served as Managing Director in charge of global macro trading. The author of The Next Perfect Trade, Alex Gurevich led HonTe’s macro strategy in 2020 to rank second by net return according to BarclayHedge—and in the top ten of emerging managers in all strategies by Eurekahedge.

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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest: Alex Gurevich

Bestselling author Alex Gurevich is the founder and Chief Investment Officer of HonTe. After earning a PhD in mathematics from the University of Chicago, he leveraged his passion for strategic gaming into a lucrative Wall Street career.He was hailed by the Wall Street Journal in 2003 as the star trader of J.P. Morgan, where he served as Managing Director in charge of global macro trading. The author of The Next Perfect Trade, Alex Gurevich led HonTe’s macro strategy in 2020 to rank second by net return according to BarclayHedge—and in the top ten of emerging managers in all strategies by Eurekahedge.

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Book References:


Today's Panelists

Learn How To Pick High Quality Value Stocks From The Pros

This week we interview Eric Schoenstein about picking high quality value stocks in a volatile environment. The nature of the stock market has changed recently and most people have not noticed. Eric explains the tools necessary to not only survive in this market but thrive. Its a good time to brush up on your value stock investing.

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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show

Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Eric H. Schoenstein

Eric H. Schoenstein, Managing Director, Chief Investment Officer and Portfolio Manager joined Jensen Investment Management in 2002. Eric currently serves as the Chief Investment Officer with primary responsibility for portfolio management and strategy across all of Jensen’s products. Eric spent nearly fourteen years with Arthur Andersen LLP, as a Senior Audit Manager, providing a wide variety of services to clients of all sizes in both the public and private sectors. He earned a BS in Business Administration, with a focus in Accounting, from Oregon State University.

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Today's Panelists

Investment Decision Making Made Easy With Victor Haghani

Good investment decision making is hard work and requires an understanding of how the markets operate. You cannot learn this in a textbook. We discuss some of the tools on our show with Victor Haghani. Good predictors of top performing stocks, position sizing, asymmetric risk bets, and the puzzle of the missing billionaires.

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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show

Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Victor Haghani

Victor founded Elm Wealth in 2011 to help himself and his family and friends capture the long-term investment returns they ought to earn. He has spent nearly 40 years actively involved in markets and financial innovation, having been a Managing Director in the bond-arbitrage group at Salomon Brothers and a co-founder of Long-Term Capital Management (LTCM).

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Today's Panelists

Conservative Option Strategies – Kirk Chisholm

This is a special interview this week where Barbara Friedberg interviews our host, Kirk Chisholm, about the top conservative options strategies that can be used to generate additional income for your portfolio. Options may be foreign to you, but these strategies pack a punch when you are looking for managing your risk, generating additional income or protecting your positions in a rocky market. 

Kirk Chisholm innovative advisory group

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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show

Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Kirk Chisholm 

Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group. His roles at IAG are co-chair of the Investment Committee and Head of the Traditional Investment Risk Management Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and alternative investment markets.


Kirk has been providing wealth management services to individuals, executives, entrepreneurs, and their families, as well as businesses and organizations since 1999. Kirk is dedicated to developing lasting relationships with all of his clients. One of the benefits of working with Kirk is his patience and his ability to provide clear, easy to understand explanations of all financial options.


Prior to integrating with Innovative Advisory Group in 2008, Kirk founded Stirling Global Advisors, LLC in 2005, a full-service private wealth management firm. Kirk has also held wealth management roles at both UBS PaineWebber and Smith Barney.


Today's Panelists

Commercial Opportunities For Investing In Space

The final frontier... Investing in space.

This week we talk to Brittany Zimmerman, who has worked with NASA, ISS, and the US DoD. She has an inside track on the current and future technologies regarding space travel. We get some great insight on the commercial opportunities of space.  If you want to invest in the final frontier, you will love this episode.

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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show

Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Brittany Zimmerman

Brittany has spent 30 years working on expanding her breadth of skills to build a synergy of competencies to achieve her lifetime goal: organizational success through bettering the conditions of humanity. She takes the old philosophy of leaving the world a better place than you found it to the next level. In her most recent of many ventures, Brittany is implementing her multidisciplinary expertise of space systems to simplify complexities and make life support technologies easily accessible and affordable for terrestrial humanity. For this and other projects, she is seeking partners and investors.To continually diversify her activities and skills, she has opened a new location to a 501(c)(3) where she acts as Board Member and Director of Operations for a nonprofit which ensures safety and education to cross-cultural youth in California and Arizona.

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Today's Panelists

Investing In China And Technology

We interview Bruce Liu about the best strategy for investing in China. We discuss the role of technology, why you old investing in China strategy is no longer valid and where you should invest for the future. You will definitely come away from this interview with a new insight on the Chinese economy.

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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show

Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Bruce Liu

Bruce Liu, is an expert in next-generation technology investing. Before Esoterica, he was a portfolio manager and partner of PhaseCapital. He was an equity strategist at WisdomTree Asset Management and a sell-side equity strategist at Sanford Bernstein. Bruce started his investment career at Dow Chemical Pension Fund. He received his Ph.D. in Business Administration from the University of Connecticut and held the Chartered Financial Analyst (CFA) designation. 

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Today's Panelists