Shows
The Gordon Asset Management Podcast#44 - Mid-Year 2024 Market and Retirement Plan Update w/ Todd ZempelWelcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first half 2024 market performance and discuss the retirement plan provisions most likely to be adopted by plan sponsors according to PlanSponsor.com.2024-07-1810 minThe Gordon Asset Management Podcast#43 - Q124 Retirement Plan Update w/ Todd ZempelWelcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first quarter 2024 market performance, touch on retirement income, and discuss developments in fiduciary duties for group health plans.2024-04-1212 minThe Gordon Asset Management Podcast#42 - Q423 Retirement Plan Update w/ Todd ZempelIn today's episode, Todd Zempel will recap 2023 market performance, touch on relevant retirement plan regulatory updates and discuss trends shaping up for plan sponsors in 2024.2024-01-2408 minThe Gordon Asset Management Podcast#40 - Protecting Your Company from Costly Retirement Plan Lawsuits w/ Todd ZempelAs a 401(k) plan sponsor or fiduciary, how do you best prepare to ward off lawsuits? In this episode, Todd Zempel, Partner and Director of Retirement Plan Services for Gordon Asset Management, LLC , will equip you with the knowledge to handle these challenges. From the implications of these lawsuits to the robust solutions available, we're bringing you an enlightening conversation that's essential for every business owner or management team overseeing company retirement plans. Tune in, stay informed, and protect your business.2023-11-1708 minThe Gordon Asset Management Podcast#38 - March 2023 Market Review & Outlook with Centre Funds' James AbateJoin Joe Gordon and Todd Zempel for a March 2023 market review & outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. On the podcast James discusses current economic and market conditions, prospects for a recession, and portfolio positioning within the Centre American Select Equity fund (DHANX). For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.2023-03-2234 minThe Gordon Asset Management Podcast#37 - Energy Update with Brad Olsen, Portfolio Manager for Recurrent AdvisorsJoin Todd Zempel and Joe Gordon for an interview with Brad Olsen, Co-Founder of Recurrent Investment Advisors and Lead Portfolio Manager of the Recurrent MLP & Infrastructure Fund. On the Podcast, we'll get Brad's take on the current macro-economic situation and through the lens of an energy investor. For more information on Brad or Recurrent Advisors, please visit recurrentadvisors.com.2022-11-1147 minThe Gordon Asset Management Podcast#36 - Fall 2022 Market Review & Outlook with Centre Funds' James AbateJoin Joe Gordon and Todd Zempel for a fall 2022 market review & outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. On the podcast James discusses current economic and market conditions, prospects for a turnaround, and portfolio positioning within the Centre American Select Equity fund (DHANX). For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.2022-10-0354 minThe Gordon Asset Management Podcast#28 - QUICK TAKE: Is 401k Participant Data a Plan Asset? Todd Z's rundown on the Shell Oil 401k lawsuitIs your personal data a plan asset or can service providers use this data to cross-sell financial products? In this brief update Todd Zempel breaks down recent developments from the Shell Oil 401k lawsuit. For more information about our firm, please visit www.WealthQB.com2021-06-0403 minThe Gordon Asset Management Podcast#20 - Small-Cap Growth Update wsg/Samantha Lau, Co-CIO at Alliance BernsteinThe Gordon Asset Management Podcast welcomes Samantha Lau to the show. Samantha is , Co-Chief Investment Officer for Small and SMID Cap Growth Equities at Alliance Bernstein. On the podcast Todd Zempel and Samantha discuss the process she and her team employ which has resulted in substantial outperformance in her investment strategies. For more information about Samantha or Alliance Bernstein, please visit https://www.alliancebernstein.com/2021-01-2125 minThe Gordon Asset Management Podcast#19 - Market Update 01.12.21Join Todd Zempel and Joe Gordon as they discuss bright spots in the market and widening breadth of the market recovery including a resurgence in energy, industrials, and financials.2021-01-1231 minThe Gordon Asset Management Podcast#17 - Market Update 12.29.20Join Todd Zempel, Joe Gordon, and Glenn Moore as they discuss the widening breadth of the market recovery, the COVID stimulus bill, potential problems in the labor market, and other market moving events of the week.2020-12-2924 minThe Gordon Asset Management Podcast#15 - 401(k) Record-Keeping Developments wsg/Aaron Schumm, Founder & CEO of VestwellJoin Todd Zempel and Vestwell Founder & CEO, Aaron Schumm, as they discuss the current landscape of retirement plan record-keeping.With over 15 years of FinTech, FinServ, and wealth management experience, Aaron Schumm founded Vestwell in 2016 to modernize the way 401(k) plans are offered. Prior to Vestwell, Aaron co-founded FolioDynamix which was sold to Actua in 2014. Additional roles included time at Northern Trust, Citigroup, and Fiserv. For more information on Aaron and Vestwell, please visit vestwell.com.2020-12-1425 minThe Gordon Asset Management Podcast#14 - Market Update 12.08.20Join Todd Zempel, Joe Gordon, and Glenn Moore as they discuss more vaccine-induced euphoria, the employment situation, and other market moving events of the week.2020-12-0828 minThe Gordon Asset Management Podcast#13 - Market Update 12.01.20Join Todd Zempel, Joe Gordon, and Glenn Moore as they discuss the vaccine-induced euphoria that led to a record-breaking rally in the stock market during November 2020.2020-12-0127 minThe Gordon Asset Management Podcast#12 - A Brief History of the 401(k) wsg/Ted Benna, The Father of the 401(k)Join Todd Zempel, Joe Gordon, and JT Stilley for a special guest interview from the 'Father of the 401(k)' Ted Benna. Ted is credited as the first benefits practitioner to deconstruct the tax code to imagine and implement the first 401(k) plan. Tune in for a brief history of the 401(k) and a discussion about its future direction. For more info on Ted, please visit http://benna401k.com/.2020-11-2440 minThe Gordon Asset Management Podcast#11 - Guest Interview: James Abate of Centre Asset Management, LLCJoe Gordon and Todd Zempel welcome James Abate to the show to discuss his views on the market, potential investment opportunities on the horizon, and James' philosophy on managing money.James A. Abate, MBA, CPA, CFA, is the Chief Investment Officer of Centre Asset Management, LLC, and the portfolio manager of the firm's American Select Equity and Global Listed Infrastructure Strategies. For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.2020-11-1730 minThe Gordon Asset Management Podcast#10 - Market Update 11.10.20Join Joe Gordon, Todd Zempel, and Glenn Moore to recap the news and events of the week. Topics include the election, electoral college voting process, Pfizer's news about a COVID-19 vaccine, stimulus efforts, and potential for inflation.2020-11-1133 minThe Gordon Asset Management Podcast#9 - ELECTION EDITION: 11.03.20 Market UpdateJoin Joe Gordon and Todd Zempel for a special 11/3/2020 election edition of the Gordon Asset Management Podcast. Tune in to hear their thoughts on the market and the possible fallout from either a contested election or landslide victory.2020-11-0330 minThe Gordon Asset Management Podcast#8 - Market Update 10.27.20Join Joe Gordon, Todd Zempel, and Glenn Moore as they discuss the week's news and market action. Topics include an update on employment, stimulus efforts, a look at the monetary supply & inflation, and the upcoming election.2020-10-2728 minThe Gordon Asset Management Podcast#7 - Market Update 10.20.20Join Joe Gordon, Glenn 'Macro View' Moore, and Todd Zempel to discuss the week's market activity including an update on US COVID-19 cases, the DOJ Sherman Anti-Trust Act action against Google, Treasury deficits, and inflation prospects.2020-10-2033 minThe Gordon Asset Management Podcast#6 - Market Update 10.13.20Join Joe Gordon and Todd Zempel as they discuss the week's market activity and economic news. During the podcast they will touch on the rally in mega-cap tech stocks, small caps, the recent uptick in COVID-19 cases, as well as the upcoming election and its investment implications.2020-10-1327 minThe Gordon Asset Management Podcast#5 - Market Update 10.06.20Please join Joe Gordon and Todd Zempel as they discuss the week's market and economic activity including Trump's COVID diagnosis, the Russell 2000 rebound, and more.2020-10-0617 minThe Gordon Asset Management Podcast#4 - Hot take on the 1st Presidential DebateGlenn Moore and Todd Zempel discuss the 1st 2020 presidential debate and the takeaways for the markets & economy (or lack thereof).2020-09-3016 minThe Gordon Asset Management Podcast#3 Market Update 09.29.20Join Joe Gordon and Todd Zempel as they discuss market performance, economic developments, coronavirus cases, and the upcoming presidential debate.2020-09-2918 minThe Gordon Asset Management Podcast#2 What are clients asking?Join Joe Gordon, Glenn Moore, JT Stilley, and Todd Zempel as they discuss the questions clients are asking. How do I invest ahead of the election? How do I manage volatility? Where can I find shelter from market volatility? 2020-09-2412 minThe Gordon Asset Management Podcast#1 Market Update 09.22.20Join Joe Gordon and Todd Zempel as they cover important financial news and information.2020-09-2224 min
The Context PodcastFileMaker Origin Stories, Ep 9: Deborah & Stathis & WillMy guests today areStathis Askaridis of SicoaWill Loving of Dedication Technologies, IncDeborah Zempel of Deborah Zempel ConsultingThe learning resources these folks mentioned are:John Mark Osborne of Database Pros and Philosophy of FileMakerMatt Petrowsky of Filemaker MagazineGeist InteractiveThe Support GroupThe FileMaker Training Series2020-07-2443 min