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Schwab Top Advisor Panel: What Decades of Experience Can Tell Us About Thriving in the Future

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Manage episode 192400091 series 110957
Content provided by Steve Sanduski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Sanduski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In the last 35 year, we’ve seen the following happen in the financial markets.

  1. The beginning of the great bull market in August 1982.
  2. The stock market crash on October 19, 1987.
  3. The technology bubble of 1995 – 2000.
  4. The bear market of 2000 – 2002.
  5. The real estate bubble of 2002 – 2007.
  6. The Great Recession of 2007 – 2009.
  7. The amazing, low-volatility bull market of 2009 – today.

Two leading financial advisors have been through it all and on today’s podcast, we come to you live from Schwab Impact 2017. We discuss what they’ve learned, share their insights on how to be successful going forward, and get the perspective from a Schwab executive on supporting and building excellent RIA firms.

For 30 years, Charles Schwab has been providing services to independent RIAs and I was pleased to host a panel discussion at Schwab Impact 2017 in Chicago.

  continue reading

283 episodes

Artwork
iconShare
 
Manage episode 192400091 series 110957
Content provided by Steve Sanduski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Sanduski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In the last 35 year, we’ve seen the following happen in the financial markets.

  1. The beginning of the great bull market in August 1982.
  2. The stock market crash on October 19, 1987.
  3. The technology bubble of 1995 – 2000.
  4. The bear market of 2000 – 2002.
  5. The real estate bubble of 2002 – 2007.
  6. The Great Recession of 2007 – 2009.
  7. The amazing, low-volatility bull market of 2009 – today.

Two leading financial advisors have been through it all and on today’s podcast, we come to you live from Schwab Impact 2017. We discuss what they’ve learned, share their insights on how to be successful going forward, and get the perspective from a Schwab executive on supporting and building excellent RIA firms.

For 30 years, Charles Schwab has been providing services to independent RIAs and I was pleased to host a panel discussion at Schwab Impact 2017 in Chicago.

  continue reading

283 episodes

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