Soundtrack to a Financial Advisor's Life with Olde Raleigh Financial

A Financial Advisor on Why Growth Stocks are Down and Why Still Own Them?

Retirement Savings Ideas for Small Business Owners We bring EZTPA’s founder, Adam Hunt, in to talk retirement savings ideas for small business owners. We cover a couple of main points: 1. Consider a 401k 2. Consider a Cash Balance Plan

We bring Erik Sullivan and Jonah Pollone from MidStreet Mergers & Acquisitions in to talk about the process of selling a business. We cover several main points: 1. Who do you call when you’re ready to sell your business? Who is your who? 2. Exit strategy and Exit Plan. 3. What are the markets like? 4. Evaluations and Strategies. 5. Fee Structure. 6. Marketing and Listing your business.

Alex Mihajlov The arch of his career has now landed his firm, Olde Raleigh Financial, to become a fee-based, Independent Advisory firm. Prior to that Mr. Mihajlov was a branch manager at A.G. Edwards, Wells Fargo and Raymond James. His career has been an evolution and, in turn, his perspective on service has evolved. “My team and I have experienced the large brokerage houses and banks. While they have carved out their spot in the marketplace, I can say it is not for us. We have evolved and...

We had a fun, meandering conversation with Matt Klein from The Overshoot. Love this guy. Smart as heck. There is a lot of talk about China’s huge consumer potential and yes 1.6 billion gets the attention of S&P 500 companies. The challenge is very little of China’s GDP is controlled by the consumer because most is controlled by the state. In addition, China’s population is old - check out this podcast we did on China’s ageing population. So what does huge ageing population with little extra...

As Chief Market Strategist, Bill O’Grady performs market, economic and geopolitical research for the firm, and is a member of the investment committees for the Asset Allocation strategies and International Equity strategies. Bill also co-manages Confluence’s Global Hard Assets portfolio, which focuses on tangible commodities investments. Additionally, Bill writes numerous reports for the firm, which can be found under Research & News, in which he provides insights on various economic...

Self-described tax policy geek and tax attorney Sandy Clark fills us in on what’s going on with tax laws and how it might affect high net worth clients A top notch RDU-based tax attorney reviews the Trump-era tax changes, the Biden administration tax proposals and what Congress might actually pass. In addition we covered when Trusts are appropriate, the end of the “stretch IRA” and her favorite places to go for business lunch. Topics

Andy is a member of the portfolio management team at Nasdaq Dorsey Wright and is responsible for sales and service of investment strategies across Dorsey Wright’s funds, ETFs and SMA accounts. Since joining Dorsey Wright in 2004, he has authored original research on the subject of technical analysis and speaks and writes regularly on the topic of momentum investing. He is a Certified Financial Planner, Certified Investment Management Analyst, and a Chartered Market Technician. He holds a...

Andy is a member of the portfolio management team at Nasdaq Dorsey Wright and is responsible for sales and service of investment strategies across Dorsey Wright’s funds, ETFs and SMA accounts. Since joining Dorsey Wright in 2004, he has authored original research on the subject of technical analysis and speaks and writes regularly on the topic of momentum investing. He is a Certified Financial Planner, Certified Investment Management Analyst, and a Chartered Market Technician. He holds...

Our ongoing series of podcasts regarding the energy sector has led us to batteries. If the U.S. fleet of cars and trucks goes “green” over the next couple of decades, batteries will likely be one of the main power sources. So, we thought it prudent to talk to someone who lives, eats and breathes this stuff. Beyond being a nice young man, Mitch works the Jeff Dahn Research Group where he and his colleagues work with researchers from all over to push the boundaries of battery tech. This was a...

Donor-Advised Funds (DAF’s) help you fund your charities and manage taxes. You want to do good in the world. Tax management is a central part of your financial plan and Donor Advised Funds are some basic blocking and tackling in wealth the management process and the doing good. To be honest, on the surface, DAF’s are kinda (sic) boring. Harrison Miller, CAP® Vice President, Charitable Planning Consultant at Fidelity Charitable is awesome and made it fun. Harrison is such a nice guy and put...

Mike Morey Mike joined Integrity Viking Funds in 2009. He had been a research analyst for Viking Fund Management, LLC prior to being named Co-Portfolio Manager for various funds managed by Viking Fund Management, LLC. Mike received a Bachelor of Science degree in Finance from Minot State University. In addition to Co-Portfolio Manager of various funds, Mr. Morey is Chief Investment Officer for Viking Fund Management, LLC.

A conversation with Cary, North Carolina based mortgage broker Sherry Riano In a world flush with cash, 30-year fixed mortgages below 3% are the norm and home prices are elevated. It is certainly a sellers’ market in Raleigh, Cary, Durham and Chapel Hill but the challenge is finding a place to move to. Housing inventory is tight while labor and materials are in short supply. The likes of Apple and Bandwidth.com are setting up research centers stocked with well paid workers who will all need...

Is the U.S. giving up some economic advantage, some leadership and stability by jettisoning carbon from the energy mix? Most of us who live in Raleigh, NC take our energy for granted. We go about our day effortlessly, clicking on light switches, cell phones and TV’s rarely contemplating the complexities that fuel all of it. Only recently we were reminded that the wonder that is reliable energy can be scuttled by the world outside Raleigh when the Colonial Pipeline Ransomware Attack caused...

The drive to decarbonize complicates corporate calculations on investment The decarbonization trend will be litigated and played out next few decades. For now, decarbonization is not a sure bet. Expensive technical issues are abound including matching the energy density of oil. However, humans have a tendency figure out hard, technical things. The global politics of this type of shift is a whole other set of pitfalls and possibilities. Regardless of how it all turns out, this trend will...

Addressing the Issue of Aging Parents – the most important and emotional relationship shift that you can have in your life. Alex Mihajlov and Trevor Chambers from Olde Raleigh Financial Group, in Raleigh, North Carolina, discuss the difficult topic of the role reversal of children becoming the parents. Topics include: Read Full Interview Transcript at:...

Are you planning on retiring in Raleigh, NC anytime in the next 30 years? If so, there is a complicated world out there beyond Raleigh, with its own set of goals, aspirations and driving forces that can impact your investments. Olde Raleigh Financial Group loves to keep eye on that horizon with conversations around geopolitical trends and how those trends might affect investment decisions. Please take a listen to this interview with Confluence Investments analyst Patrick Fearon-Hernandez who...

The relationship between the U.S. and China will impact the world’s supply chains for decades to come and therefore investors need to be aware of the dynamics. This interview with Phillip Orchard from Geopolitical Futures - a Geopolitical forecasting firm - features discussion about Taiwan’s microchip industry, the rare earth supply chain, Chinese military threats against Taiwan and its relationship with India Read Full Interview Transcript at:...

A discussion with Professor Ted Zoller regarding the future of higher education and the costs associated with it in a post-COVID world Higher Education and skills will become MORE valuable in our society. College savings programs like 529 accounts can be a key way to save for ongoing educational needs of children and grandchildren Read Full Interview Transcript at:...

The History, Present and Future of China’s “One Child” Policy and What the Impacts Could be on Your Financial Planning This interview covers: Read Full Interview Transcript at: https://olderaleighfinancial.com/meet-the-masters-yong-cai-ph-d-associate-professor-sociology-discusses-chinas-one-child-policy-and-financial-planning/ Olde Raleigh Financial Group 3110 Edwards Mill Road Suite 340 Raleigh, NC 27612 Phone: 919.861.8212 This material is provided as a courtesy and for educational...