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The Investment Advisors

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Episodes

The Investment Advisors – Episode 26 – Technical Analysis

8/28/2017
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Brad Roth flies solo to talk about current market events and technical analysis. He talks, Yellen, debt ceiling, and THE WALL. Additionally Brad provides some insight on what technical analysis is. Specifically talks about trend analysis, moving averages, channels, and a bit on volume. We urge all of you to send podcast guests that you’d […] The post The Investment Advisors – Episode 26 – Technical Analysis appeared first on Kattan Ferretti Financial L.P..

Duration: 00:28:33


The Investment Advisors – Episode 25 – Guest Marc A. Zabicki, CFA

8/21/2017
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Brad Roth, Max Knape, and Sam Frymier interview guest Marc Zabicki from Bower Hill Capital Management. Marc A. Zabicki, CFA is president and chief investment officer of Bower Hill Capital Management. He is the former Senior Market Strategist at Ameriprise Financial Services, Inc. and served as the chair of the firm’s Global Asset Allocation Committee. […] The post The Investment Advisors – Episode 25 – Guest Marc A. Zabicki, CFA appeared first on Kattan Ferretti Financial L.P..

Duration: 00:44:03


The Investment Advisors – Episode 24 – Inflation & The Fed

8/7/2017
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Brad Roth, Max Knape, and Sam Frymier discuss a few hot topics surrounding markets today. Who votes for passive investors on shareholder proxy’s? Will Yellen be out as Fed chair come February? Bond Bubble? The team then discusses why inflation is so important and why it matters to you. We answer a guest question about […] The post The Investment Advisors – Episode 24 – Inflation & The Fed appeared first on Kattan Ferretti Financial L.P..

Duration: 00:32:37


The Investment Advisors – Episode 23 – Lessons From Bezos

7/31/2017
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Brad Roth discusses the amazing run Jess Bezos has had to become the richest man in the world (now 2nd). $45bln in two years! are you kidding me? A record? More discussion on perceived over valuation as a VIX spike hit markets after months of complacency. Brad answers a guest question on the correlation between […] The post The Investment Advisors – Episode 23 – Lessons From Bezos appeared first on Kattan Ferretti Financial L.P..

Duration: 00:18:38


The Investment Advisors – Episode 22 – The Case for Frothy Markets

7/24/2017
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Brad Roth is flying solo this week. He discusses the augments he has been hearing for reason why the market is in a bubble. He lays out some facts and comparisons to other bull markets that ended badly. Concentration / Valuation Sentiment Speculation VIX Passive Mania We urge all of you to send podcast guests […] The post The Investment Advisors – Episode 22 – The Case for Frothy Markets appeared first on Kattan Ferretti Financial L.P..

Duration: 00:14:01


The Investment Advisors – Episode 21 – 5 Questions to ask your financial advisor

7/17/2017
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Brad Roth, Max Knape, & Sam Frymier discuss the Fed and the bond market. They touch on inflation and world bond prices. A short episode this week, they go over key questions to ask a financial advisor. How do you get paid? Are you a Fiduciary, any disciplinary actions? Who is your client base? What […] The post The Investment Advisors – Episode 21 – 5 Questions to ask your financial advisor appeared first on Kattan Ferretti Financial L.P..

Duration: 00:26:15


The Investment Advisors – Episode 20 – ‘Smart’ beta

7/10/2017
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Brad Roth, Max Knape, & Sam Frymier break down what smart beta is, how it can be useful, and the marketing genius behind it. They discuss how the industry is moving to scale-able investment strategies over alpha generation. The team also discusses some current events and explain the frequency of 1% or greater down days […] The post The Investment Advisors – Episode 20 – ‘Smart’ beta appeared first on Kattan Ferretti Financial L.P..

Duration: 00:42:09


The Investment Advisors – Episode 19 – Asset Allocation & Diversification

7/3/2017
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The trio is back in action & back to basics. Brad Roth, Max Knape, & Sam Frymier talk asset allocation and diversification. What is asset allocation, why is it important, and how to properly diversify your portfolio. This episode is all about education. The team answers two viewer questions, keep them coming folks! We urge […] The post The Investment Advisors – Episode 19 – Asset Allocation & Diversification appeared first on Kattan Ferretti Financial L.P..

Duration: 00:42:00


The Investment Advisors – Episode 17 – Brad Roth

6/19/2017
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Brad hits the mic solo this week to answer some of your questions, discuss Kattan Ferretti Financial’s momentum, his own investing process, and what buying groceries on Amazon might look like. Keepin’ it on the short and sweet side this week. Urging all of you to send podcast guests that you’d like to hear, or […] The post The Investment Advisors – Episode 17 – Brad Roth appeared first on Kattan Ferretti Financial L.P..

Duration: 00:24:10


The Investment Advisors – Episode 16 – David Iwinski a.k.a. The International Capitalist

6/12/2017
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With a name like I-Win-Ski its hard to undersell the content of the forthcoming episode. David Iwinski is one of those human beings that you don’t forget. He’s an international man of mystery, with home libraries of more than 13,000 books. His undergraduate degrees were in music (percussion) and 18th century poetry from Duquesne University. […] The post The Investment Advisors – Episode 16 – David Iwinski a.k.a. The International Capitalist appeared first on Kattan Ferretti Financial L.P..

Duration: 01:08:02


The Investment Advisors – Episode 15 – Guest Jack Duval

6/5/2017
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Baby he was born to run!! (money). We’re dubbing today’s guest, Jack Duval, the Bruce Springsteen of Buying and Selling. When you’re nine years old and breezing through the WSJ with your father over breakfast and delving into options trading strategies before breakfast is even ready, it stands to reason that market intuition develops. When […] The post The Investment Advisors – Episode 15 – Guest Jack Duval appeared first on Kattan Ferretti Financial L.P..

Duration: 00:42:55


The Investment Advisors – Episode 14 – Brad & Bobby Go Live

5/29/2017
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Episode 14 of The Investment Advisors features a discussion between Brad Roth and Bobby Fry. This is a pivot episode and a bit of a break for us, we have gone 13 straight weeks, so we took a bit of a breather and updated you all as to what it next. We talked about what […] The post The Investment Advisors – Episode 14 – Brad & Bobby Go Live appeared first on Kattan Ferretti Financial L.P..

Duration: 00:24:59


The Investment Advisors – Episode 13 – Chris Romano, CFA

5/22/2017
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Episode 13 of The Investment Advisors features guest Chris Romano, CFA who is the Director of Research at ETF Global. ETF Global is a leading data provider for ETFs. We didn’t have time to address all of the emails that you all were so kind to share with us. Announcements in weeks to come will […] The post The Investment Advisors – Episode 13 – Chris Romano, CFA appeared first on Kattan Ferretti Financial L.P..

Duration: 00:47:46


The Investment Advisors – Episode 12 – Bobby Zappala, Majestic Lane, & Joshua Pollard

5/12/2017
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Episode 12 – The Investment Advisors. We’ve asked Bobby Fry to join us this week in Brad’s empty chair, and we wanted to make this episode a conversation between Bobby, myself, and three guests who are all not only highly influential to developments in Pittsburgh day-in-and-day-out, but all three have also know Bobby personally and […] The post The Investment Advisors – Episode 12 – Bobby Zappala, Majestic Lane, & Joshua Pollard appeared first on Kattan Ferretti Financial L.P..

Duration: 01:06:31


The Investment Advisors – Episode 11 – Charitable Giving (Phil Koch & Caleb Crousey)

5/5/2017
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Episode 11 of The Investment Advisors – Charitable Giving. Brad Roth & Max Knape interview Phil Koch and Caleb Crousey from The Community Foundation of Westmoreland County. They talk about the importance of charitable giving, the impact it has on communities, and how community foundations help donors give effectively. Brad, Sam, and Max finish the […] The post The Investment Advisors – Episode 11 – Charitable Giving (Phil Koch & Caleb Crousey) appeared first on Kattan Ferretti Financial...

Duration: 00:52:48


The Investment Advisors – Episode 10 – Scott Dooley, CFA

4/28/2017
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Episode 10, in this week’s episode we sit down with Scott Dooley, founder and Chief Investment Officer of Fusion Investment Group. A Certified Financial Analyst charter holder, Scott began his firm after serving as Managing Partner and CIO for Blue Vase Holdings, where he chaired the six-member Investment Committee and helped the firm grow to […] The post The Investment Advisors – Episode 10 – Scott Dooley, CFA appeared first on Kattan Ferretti Financial L.P..

Duration: 00:55:13


Episode 9 – The Investment Advisors – Interview Brad Roth

4/21/2017
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Episode 9 of The Investment Advisors – Interview Brad Roth. The mic is flipped as Max & Sam interview Brad Roth about his career path. Brad discusses his past, how he started Kattan Ferretti Financial, LP, his other business ventures, and his best and worst days at work. Brad, Sam & Max talk target date […] The post Episode 9 – The Investment Advisors – Interview Brad Roth appeared first on Kattan Ferretti Financial L.P..

Duration: 00:53:26


The Investment Advisors -Episode 8 – Alternative Investments

4/14/2017
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Episode 8 of The Investment Advisors – Alternative Investments. Brad & Sam talk to Dylan Johnson about the importance of adding alternatives to a portfolio. As well as, some of the mechanics behind finding good alts. They discuss the issues with chasing alternatives, portfolio insurance, and crowd trades Sam & Brad discuss the the under-performance […] The post The Investment Advisors -Episode 8 – Alternative Investments appeared first on Kattan Ferretti Financial L.P..

Duration: 00:45:12


The Investment Advisors – Episode 7 – Don’t Get Duped

4/7/2017
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Episode 7 of The Investment Advisors – Don’t Get Duped. The financial services industry is confusing. Fancy titles, share classes, fiduciaries, non-fiduciaries…. What’s it all mean? In addition we talk the importance of financial planning and how proper planning will lead to better long term results. The normal crew is back with Brad Roth, Sam […] The post The Investment Advisors – Episode 7 – Don’t Get Duped appeared first on Kattan Ferretti Financial L.P..

Duration: 00:53:26


The Investment Advisors – Episode 6 – Guest Carlin Campbell

3/31/2017
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Episode 6 of The Investment Advisors featuring guest Carlin Campbell of PWCampbell. Carlin and the guys talk banking and how it is impacting the design and build of financial institutions. The normal crew is back with Brad Roth, Sam Frymier, and Max Knape. (0:00 – 11:00) Brad, Sam, and Max talk Blackrock and how only […] The post The Investment Advisors – Episode 6 – Guest Carlin Campbell appeared first on Kattan Ferretti Financial L.P..

Duration: 00:42:15

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